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
LAUTENBACH FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 803878
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60680
A Employer identification number

06-1602235
B Telephone number (see instructions)

(312) 630-6000
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$9,157,506
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 999,578
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 118,546 118,546  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 287,063
b Gross sales price for all assets on line 6a 1,328,952
7 Capital gain net income (from Part IV, line 2)... 287,063
8 Net short-term capital gain......... 0
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)....... 2,795 95  
12 Total. Add lines 1 through 11........ 1,407,982 405,704  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 76,000 0   76,000
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... 2,500 1,250 0 1,250
c Other professional fees (attach schedule).... 28,524 19,487   9,037
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 4,584 4,584   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 291 0 0 291
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... 145 145    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 112,044 25,466 0 86,578
25 Contributions, gifts, grants paid....... 229,778 229,778
26 Total expenses and disbursements. Add lines 24 and 25 341,822 25,466 0 316,356
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,066,160
b Net investment income (if negative, enter -0-) 380,238
c Adjusted net income (if negative, enter -0-)... 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............. 73,648 73,944 73,944
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
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 arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 3,292,986 Click to see attachment
List of Attached Documents:
// Content
3,565,762
8,625,920
c Investments—corporate bonds (attach schedule)....... 453,006 Click to see attachment
List of Attached Documents:
// Content
474,361
457,642
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)..........     0
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
125,813
   
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,945,453 4,114,067 9,157,506
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
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...........    
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........ 3,945,453 4,114,067
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)..... 3,945,453 4,114,067
30 Total liabilities and net assets/fund balances (see instructions). 3,945,453 4,114,067
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
3,945,453
2
Enter amount from Part I, line 27a .....................
2
1,066,160
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
2,877
4
Add lines 1, 2, and 3 ..........................
4
5,014,490
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
900,423
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,114,067
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 16. ADOBE SYS INC   2013-11-08 2024-06-03
b 562. ADR ADYEN N V ADR   2024-04-02 2024-04-26
c 17. ADVANCED MICRO DEVICES INC   2023-12-12 2024-03-06
d 4. ADVANCED MICRO DEVICES INC   2023-03-17 2024-03-15
e 23. ADVANCED MICRO DEVICES INC   2023-12-12 2024-03-15
5. ADVANCED MICRO DEVICES INC   2024-05-17 2024-06-11
70. ADVANCED MICRO DEVICES INC   2023-05-12 2024-06-11
47. ADVANCED MICRO DEVICES INC   2023-04-28 2024-06-18
18. ADVANCED MICRO DEVICES INC   2023-03-15 2024-07-19
54. ADVANCED MICRO DEVICES INC   2023-03-15 2024-07-23
29. AIRBNB INC CL A COM USD0.0001 CL A   2024-04-17 2024-08-07
16. ALPHABET INC CAP STK USD0.001 CL C   2023-09-14 2024-01-31
13. ALPHABET INC CAP STK USD0.001 CL C   2023-09-14 2024-02-08
10. ALPHABET INC CAP STK USD0.001 CL C   2021-02-04 2024-02-08
66. ALPHABET INC CAP STK USD0.001 CL C   2022-12-07 2024-03-04
28. ALPHABET INC CAP STK USD0.001 CL C   2024-07-23 2024-10-10
45. ALPHABET INC CAP STK USD0.001 CL C   2024-07-23 2024-10-31
17. ALPHABET INC CAP STK USD0.001 CL C   2024-06-25 2024-11-21
38. ALPHABET INC CAP STK USD0.001 CL C   2022-12-07 2024-11-21
7. AMAZON COM INC   2023-09-14 2024-07-03
19. AMAZON COM INC   2024-05-17 2024-07-03
28. AMERICAN TOWER CORP   2022-06-22 2024-04-17
19. AMERICAN TOWER CORP   2022-05-18 2024-05-06
13. AMERICAN TOWER CORP   2023-12-20 2024-05-13
13. AMERICAN TOWER CORP   2022-11-18 2024-05-13
12. ANALOG DEVICES INC   2024-06-18 2024-07-24
18. ANALOG DEVICES INC   2024-06-18 2024-11-18
60. ADR ARM HLDGS PLC SPONSORED ADS NEW   2023-09-15 2024-01-26
60. ADR ARM HLDGS PLC SPONSORED ADS NEW   2023-11-22 2024-02-14
1. ADR ASTRAZENECA PLC SPONSORED ADR UNITEDKINGDOM   2024-05-17 2024-09-05
63. ADR ASTRAZENECA PLC SPONSORED ADR UNITEDKINGDOM   2023-06-12 2024-09-05
84. ADR ASTRAZENECA PLC SPONSORED ADR UNITEDKINGDOM   2023-01-19 2024-10-07
7112.38 MFO BLACKROCK FDS V HIGH YIELD BD PORT INSTLCL   2022-03-03 2024-05-06
3561.25 MFO BLACKROCK FDS V HIGH YIELD BD PORT INSTLCL   2022-03-03 2024-07-02
20. BROADCOM INC COM   2024-02-23 2024-08-23
1. BROADCOM INC COM   2024-03-11 2024-08-23
21. BROADCOM INC COM   2024-03-11 2024-12-04
22. BROADCOM INC COM   2024-10-18 2024-12-04
34. BROADCOM INC COM   2024-03-11 2024-12-05
12. CADENCE DESIGN SYS INC   2024-06-11 2024-07-17
143. CHIPOTLE MEXICAN GRILL INC COM STK   2024-07-03 2024-08-14
93. CHIPOTLE MEXICAN GRILL INC COM STK   2024-07-11 2024-08-16
5. COSTCO WHSL CORP NEW   2017-12-01 2024-03-04
4. COSTCO WHSL CORP NEW   2017-11-03 2024-03-22
12. CROWDSTRIKE HLDGS INC CL A CL A   2023-10-06 2024-01-25
3. CROWDSTRIKE HLDGS INC CL A CL A   2023-10-06 2024-06-24
8. CROWDSTRIKE HLDGS INC CL A CL A   2020-04-20 2024-06-24
1565. MFC FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX FD   2022-03-03 2024-07-24
8300. MFC FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX FD   2022-03-03 2024-08-15
5. GOLDMAN SACHS GROUP INC   2024-10-14 2024-11-08
9. GOLDMAN SACHS GROUP INC   2023-06-12 2024-11-08
7. HOME DEPOT INC   2023-12-14 2024-05-22
8. HOME DEPOT INC   2021-05-27 2024-05-22
5. HOME DEPOT INC   2021-05-27 2024-08-01
10. HOME DEPOT INC   2021-05-27 2024-08-12
15. HUBSPOT INC COM   2023-08-16 2024-07-11
3. HUBSPOT INC COM   2024-01-30 2024-07-11
8. INTUITIVE SURGICAL INC COM NEW STK   2023-08-30 2024-09-23
8. INTUITIVE SURGICAL INC COM NEW STK   2022-03-02 2024-10-18
28. KEYSIGHT TECHNOLOGIES INC COM   2023-12-20 2024-08-07
36. KEYSIGHT TECHNOLOGIES INC COM   2024-01-10 2024-09-23
1. KEYSIGHT TECHNOLOGIES INC COM   2024-05-17 2024-09-23
2. ADR L OREAL S A ADR   2024-05-17 2024-07-05
33. ADR L OREAL S A ADR   2023-02-15 2024-07-05
28. ADR L OREAL S A ADR   2023-01-27 2024-09-11
36. ADR L OREAL S A ADR   2023-02-06 2024-09-12
51. ADR L OREAL S A ADR   2023-02-06 2024-09-16
25. ADR LVMH MOET HENNESSY LOUIS VUITTON ADR   2020-12-09 2024-01-11
2. ADR LVMH MOET HENNESSY LOUIS VUITTON ADR   2024-05-17 2024-06-20
38. ADR LVMH MOET HENNESSY LOUIS VUITTON ADR   2020-12-01 2024-06-20
22. ADR LVMH MOET HENNESSY LOUIS VUITTON ADR   2020-09-17 2024-07-17
49. ADR LVMH MOET HENNESSY LOUIS VUITTON ADR   2020-09-14 2024-07-31
33. LAUDER ESTEE COS INC CL A   2024-03-06 2024-05-02
8. ELI LILLY & CO   2021-06-24 2024-09-09
6. ELI LILLY & CO   2021-06-24 2024-11-14
14. ELI LILLY & CO   2021-05-26 2024-12-23
7. LULULEMON ATHLETICA INC COM   2022-10-28 2024-01-24
11. LULULEMON ATHLETICA INC COM   2019-03-08 2024-05-16
11. LULULEMON ATHLETICA INC COM   2019-01-10 2024-05-22
21. LULULEMON ATHLETICA INC COM   2018-12-17 2024-05-23
15. MARRIOTT INTL INC NEW CL A   2023-10-05 2024-03-26
4. MARRIOTT INTL INC NEW CL A   2023-10-05 2024-04-17
8. MARRIOTT INTL INC NEW CL A   2022-08-26 2024-04-17
7. MASTERCARD INCORPORATED COM USD0.0001 CLASS A   2023-09-27 2024-05-09
8. MICROSOFT CORP COM   2023-11-21 2024-03-20
3. MICROSOFT CORP COM   2023-11-21 2024-07-03
11. MICROSOFT CORP COM   2024-05-17 2024-07-03
88. MOBILEYE GLOBAL INC CL A CL A   2023-06-08 2024-01-04
2. MONGODB INC CL A CL A   2023-09-01 2024-07-31
9. MONGODB INC CL A CL A   2023-07-18 2024-07-31
8. MONGODB INC CL A CL A   2024-03-13 2024-12-23
4. MONGODB INC CL A CL A   2024-09-05 2024-12-23
13. MONGODB INC CL A CL A   2023-09-01 2024-12-23
7. MONGODB INC CL A CL A   2024-09-05 2024-12-27
15. MONGODB INC CL A CL A   2023-05-17 2024-12-27
13. NETFLIX INC COM STK   2024-11-18 2024-12-26
31. NIKE INC CLASS B   2024-06-03 2024-06-28
25. NIKE INC CLASS B   2018-04-18 2024-06-28
62. NIKE INC CLASS B   2018-04-03 2024-07-01
5157.54 MFB NORTHERN MULTI MANAGER GLOBAL LISTEDINFRASTRUCTURE FUND   2022-12-15 2024-08-15
12093. MFB NORTHERN FDS GLOBAL REAL ESTATE INDEX FD   2022-02-14 2024-08-15
17. NOVO NORDISK A S ADR   2022-11-30 2024-05-06
6. NVIDIA CORP   2016-04-14 2024-01-30
11. NVIDIA CORP   2016-04-14 2024-03-11
4. NVIDIA CORP   2024-04-17 2024-05-08
6. NVIDIA CORP   2016-04-14 2024-05-08
4. NVIDIA CORP   2016-04-14 2024-05-14
6. NVIDIA CORP   2016-04-14 2024-05-16
3. NVIDIA CORP   2024-05-17 2024-05-20
4. NVIDIA CORP   2016-04-14 2024-05-20
3. NVIDIA CORP   2016-04-14 2024-05-28
45. NVIDIA CORP   2016-04-14 2024-07-19
18. NVIDIA CORP   2016-01-13 2024-07-25
10. SALESFORCE INC COM USD0.001   2023-06-20 2024-01-18
22. SALESFORCE INC COM USD0.001   2023-06-20 2024-04-16
12. SALESFORCE INC COM USD0.001   2023-06-20 2024-05-30
1. SALESFORCE INC COM USD0.001   2024-05-17 2024-05-30
2. SALESFORCE INC COM USD0.001   2023-06-20 2024-05-31
34. SALESFORCE INC COM USD0.001   2010-04-05 2024-05-31
1. SERVICENOW INC COM USD0.001   2024-05-17 2024-09-26
4. SERVICENOW INC COM USD0.001   2023-08-23 2024-09-26
24. SNOWFLAKE INC CL A CL A   2021-12-14 2024-06-17
38. TJX COS INC NEW   2020-12-01 2024-07-18
19. TJX COS INC NEW   2020-12-01 2024-08-02
12. TESLA INC COM USD0.001   2013-12-12 2024-03-15
31. TESLA INC COM USD0.001   2013-12-12 2024-03-26
30. TESLA INC COM USD0.001   2024-07-05 2024-10-11
39. THE TRADE DESK INC COM CL A COM CL A   2024-09-05 2024-11-13
20. THE TRADE DESK INC COM CL A COM CL A   2024-05-16 2024-12-16
40. UBER TECHNOLOGIES INC COM USD0.00001   2021-12-15 2024-01-10
89. UBER TECHNOLOGIES INC COM USD0.00001   2020-05-29 2024-02-14
13. UBER TECHNOLOGIES INC COM USD0.00001   2020-01-13 2024-03-27
10. UNITEDHEALTH GROUP INC   2023-11-29 2024-04-02
9. UNITEDHEALTH GROUP INC   2023-11-29 2024-04-03
2. UNITEDHEALTH GROUP INC   2023-10-09 2024-04-11
25. UNITEDHEALTH GROUP INC   2021-05-18 2024-04-11
7. VERTEX PHARMACEUTICALS INC   2024-09-09 2024-11-13
11. VISA INC CLASS A SHARES   2022-01-19 2024-05-09
23. VISA INC CLASS A SHARES   2022-12-06 2024-11-14
21. VISA INC CLASS A SHARES   2016-01-27 2024-11-21
11. NU HOLDINGS LTD   2024-05-17 2024-11-19
197. NU HOLDINGS LTD   2023-11-10 2024-11-19
254. NU HOLDINGS LTD   2023-11-10 2024-11-20
5. ADR ASML HOLDING NV NY REG 2012 (POST REV SPLIT)   2024-01-25 2024-09-09
5. ADR ASML HOLDING NV NY REG 2012 (POST REV SPLIT)   2024-01-18 2024-11-18
16. ADR ASML HOLDING NV NY REG 2012 (POST REV SPLIT)   2023-04-20 2024-11-18
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(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 7,074   870 6,204
b 7,063   9,407 -2,344
c 3,553   2,338 1,215
d 769   386 383
e 4,420   3,164 1,256
792   838 -46
11,093   6,592 4,501
7,295   4,093 3,202
2,756   1,566 1,190
8,365   4,642 3,723
3,223   4,673 -1,450
2,293   2,227 66
1,913   1,809 104
1,471   1,030 441
8,843   6,631 2,212
4,570   5,157 -587
7,883   8,287 -404
2,823   3,128 -305
6,310   3,652 2,658
1,383   1,016 367
3,753   3,467 286
4,804   6,936 -2,132
3,390   4,458 -1,068
2,391   2,764 -373
2,391   2,823 -432
2,730   2,813 -83
3,748   4,217 -469
4,346   3,888 458
7,391   3,746 3,645
83   77 6
5,234   4,630 604
6,485   5,943 542
50,000   53,220 -3,220
25,000   26,648 -1,648
3,282   2,585 697
164   129 35
3,594   2,710 884
3,765   3,970 -205
5,822   4,388 1,434
3,514   3,617 -103
7,401   8,949 -1,548
4,901   5,683 -782
3,820   913 2,907
2,950   667 2,283
3,600   2,060 1,540
1,137   515 622
3,032   554 2,478
62,626   70,598 -7,972
331,472   299,095 32,377
2,969   2,599 370
5,345   3,017 2,328
2,331   2,462 -131
2,664   2,562 102
1,806   1,601 205
3,459   3,202 257
7,420   7,767 -347
1,484   1,870 -386
3,899   2,523 1,376
4,110   2,395 1,715
3,454   4,460 -1,006
5,449   5,600 -151
151   157 -6
177   196 -19
2,916   2,756 160
2,278   2,322 -44
2,900   2,966 -66
4,168   4,174 -6
3,672   3,023 649
305   342 -37
5,802   4,179 1,623
3,333   2,203 1,130
6,897   4,877 2,020
4,371   4,755 -384
7,183   1,872 5,311
4,808   1,242 3,566
10,937   2,821 8,116
3,347   1,353 1,994
3,770   1,477 2,293
3,314   1,406 1,908
6,259   2,551 3,708
3,789   2,913 876
953   777 176
1,906   1,293 613
3,186   2,755 431
3,366   2,977 389
1,375   1,116 259
5,042   4,561 481
2,613   3,622 -1,009
500   804 -304
2,251   3,765 -1,514
1,931   2,973 -1,042
966   1,172 -206
3,139   5,124 -1,985
1,656   2,050 -394
3,548   4,192 -644
12,007   9,114 2,893
2,360   2,922 -562
1,903   1,679 224
4,653   4,096 557
64,366   63,400 966
119,963   125,813 -5,850
2,093   1,054 1,039
3,798   55 3,743
9,649   101 9,548
3,630   3,434 196
5,445   55 5,390
3,605   37 3,568
5,707   55 5,652
2,842   2,809 33
3,790   37 3,753
3,344   27 3,317
5,386   39 5,347
2,064   13 2,051
2,744   2,124 620
6,045   4,672 1,373
2,626   2,548 78
219   287 -68
433   425 8
7,358   652 6,706
874   763 111
3,497   2,298 1,199
3,030   8,717 -5,687
4,264   2,473 1,791
2,128   1,236 892
1,960   117 1,843
5,650   303 5,347
6,625   6,681 -56
5,089   3,941 1,148
2,654   1,895 759
2,456   1,448 1,008
6,845   3,087 3,758
1,002   443 559
4,549   5,394 -845
4,143   4,763 -620
890   1,049 -159
11,130   10,290 840
3,462   3,394 68
3,059   2,378 681
7,137   3,502 3,635
6,513   1,512 5,001
149   129 20
2,667   1,693 974
3,398   2,183 1,215
3,703   4,385 -682
3,314   3,677 -363
10,606   10,297 309
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
      128,211
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       6,204
b       -2,344
c       1,215
d       383
e       1,256
      -46
      4,501
      3,202
      1,190
      3,723
      -1,450
      66
      104
      441
      2,212
      -587
      -404
      -305
      2,658
      367
      286
      -2,132
      -1,068
      -373
      -432
      -83
      -469
      458
      3,645
      6
      604
      542
      -3,220
      -1,648
      697
      35
      884
      -205
      1,434
      -103
      -1,548
      -782
      2,907
      2,283
      1,540
      622
      2,478
      -7,972
      32,377
      370
      2,328
      -131
      102
      205
      257
      -347
      -386
      1,376
      1,715
      -1,006
      -151
      -6
      -19
      160
      -44
      -66
      -6
      649
      -37
      1,623
      1,130
      2,020
      -384
      5,311
      3,566
      8,116
      1,994
      2,293
      1,908
      3,708
      876
      176
      613
      431
      389
      259
      481
      -1,009
      -304
      -1,514
      -1,042
      -206
      -1,985
      -394
      -644
      2,893
      -562
      224
      557
      966
      -5,850
      1,039
      3,743
      9,548
      196
      5,390
      3,568
      5,652
      33
      3,753
      3,317
      5,347
      2,051
      620
      1,373
      78
      -68
      8
      6,706
      111
      1,199
      -5,687
      1,791
      892
      1,843
      5,347
      -56
      1,148
      759
      1,008
      3,758
      559
      -845
      -620
      -159
      840
      68
      681
      3,635
      5,001
      20
      974
      1,215
      -682
      -363
      309
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 287,063
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 5,285
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 5,285
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 5,285
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 5,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 2,928
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 7,928
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 2,643
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow2,643 Refundedright arrow 11 0
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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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 arrowFL
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 arrow  
14
The books are in care ofright arrowNORTHERN TRUST COMPANY Telephone no.right arrow (312) 630-6000

Located atright arrowPO BOX 803878CHICAGOIL ZIP+4right arrow60680
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)
 
No
(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
 
 
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)
 
No
(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
 
 
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
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
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
NED C LAUTENBACH PRESIDENT
1
0    
PO BOX 803878
CHICAGO,IL60680
CYNTHIA R LAUTENBACH SECRETARY
1
0    
PO BOX 803878
CHICAGO,IL60680
JEFFREY LAUTENBACH DIRECTOR
1
0    
PO BOX 803878
CHICAGO,IL60680
SHERRY MURPHY DIRECTOR
1
0    
PO BOX 803878
CHICAGO,IL60680
ALLISON REILING EXECUTIVE DIRECTOR
40
76,000    
PO BOX 803878
CHICAGO,IL60680
JOHN LAUTENBACH DIRECTOR
1
0    
PO BOX 803878
CHICAGO,IL60680
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
NONE
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 arrow  
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
7,915,662
b
Average of monthly cash balances.......................
1b
0
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
7,915,662
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
7,915,662
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
118,735
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
7,796,927
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
389,846
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
389,846
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
5,285
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
5,285
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
384,561
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
384,561
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
384,561
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
316,356
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
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
316,356
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 7 384,561
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...... 379,554
b From 2020...... 209,413
c From 2021...... 196,117
d From 2022...... 19,208
e From 2023...... 49,971
f Total of lines 3a through e ........ 854,263
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 316,356
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)........
0
d Applied to 2024 distributable amount..... 316,356
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 68,205 68,205
(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 5 786,058
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) .......
0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ...
311,349
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
474,709
10 Analysis of line 9:
a Excess from 2020.... 209,413
b Excess from 2021.... 196,117
c Excess from 2022.... 19,208
d Excess from 2023.... 49,971
e Excess from 2024....  
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).)
NED AND CYNTHIA LAUTENBACH
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 email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
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

FAIRFIELD COLLEGE PREPARATORY

1073 N BENSON RD
FAIRFIELD,CT06824
NONE PC GENERAL SUPPORT 12,000

NEW COLLEGE OF FLORIDA

5800 BAY SHORE RD
SARASOTA,FL34243
NONE PC GENERAL SUPPORT 16,000

VILLANOVA UNIVERSITY

800 LANCASTER AVENUE
VILLANOVA,PA19085
NONE PC GENERAL SUPPORT 10,000

THOMAS MERTON CENTER INC

5123 PENN AVE
PITTSBURGH,PA15224
NONE PC GENERAL SUPPORT 2,500

FOUNDATION IN EDUCATION

PO BOX 10691
TALLAHASSEE,FL32302
NONE PC GENERAL SUPPORT 34,100

ROGER BACON HIGH SCHOOL

4320 VINE STREET
CINCINNATI,OH45217
NONE PC GENERAL SUPPORT 6,000

Elder High School

3900 VINCENT AVE
CINCINNATI,OH45205
NONE PC GENERAL SUPPORT 18,000

UNIVERSITY OF CINCINNATI

PO BOX 19970
CINCINNATI,OH45219
NONE PC GENERAL SUPPORT 23,280

ST THOMAS AQUINAS

2121 RENO DRIVE
LOUISVILLE,OH44641
NONE PC GENERAL SUPPORT 13,598

ADAM J LEWIS ACADEMY

500 STATE STREET
BRIDGEPORT,CT06604
NONE PC GENERAL SUPPORT 25,000

CATHOLIC ACADEMY OF BRIDGEPORT

63 PEQUONNOCK ST
BRIDGEPORT,CT06604
NONE PC GENERAL SUPPORT 10,000

MOUNTAIN MISSION SCHOOL

1760 EDGEWATER DRIVE
GRUNDY,VA24614
NONE PC GENERAL SUPPORT 20,000

ST JOHN NEUWMANN CATHOLIC HS

3000 53RD ST SW
NAPLES,FL34116
NONE PC GENERAL SUPPORT 6,170

ST ANN SCHOOL FOUNDATION

475 NINTH AVENUE SOUTH
NAPLES,FL34102
NONE PC GENERAL SUPPORT 23,130

THE IMMOKALEE FOUNDATION

2375 TAMIAMI TRL N STE 308
NAPLES,FL34103
NONE PC GENERAL SUPPORT 5,000

FLORIDA GULF COAST UNIVERSITY

10501 FGCU BLVD SOUTH
Fort Myers,FL33965
NONE PC GENERAL SUPPORT 5,000
Total .................................right arrow 3a 229,778
bApproved for future payment
Total ................................. right arrow 3b  
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 ...........
         
4 Dividends and interest from securities ....     14 118,546  
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 ............
    18 287,063  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEDERAL REFUND
    1 2,700  
bOTHER INCOME     14 95  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   408,404  
13Total. Add line 12, columns (b), (d), and (e)..................
13
408,404
(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
LAUTENBACH FAMILY FOUNDATION
 
Employer identification number

06-1602235
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
LAUTENBACH FAMILY FOUNDATION
 
Employer identification number
06-1602235
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
NED AND CYNTHIA LAUTENBACH
PO BOX 803878
 
CHICAGO, IL60680

$ 999,578


(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
LAUTENBACH FAMILY FOUNDATION
 
Employer identification number

06-1602235
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
1
2,785 SHARES OF EATON CORP $ 999,578 2024-11-18
(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
LAUTENBACH FAMILY FOUNDATION
 
Employer identification number

06-1602235
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:
LAUTENBACH FAMILY FOUNDATION
EIN:
06-1602235
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 2,500 1,250   1,250

TY 2024 InvestmentsCorpBondsSchedule
Name:
LAUTENBACH FAMILY FOUNDATION
EIN:
06-1602235
Name of Bond End of Year Book Value End of Year Fair Market Value
SEE STATEMENT    
C09260B630 MFO BLACKROCK FDS V 374,361 355,734
C316062108 MFO FIDELITY CAP & 100,000 101,908

TY 2024 InvestmentsCorpStockSchedule
Name:
LAUTENBACH FAMILY FOUNDATION
EIN:
06-1602235
Name of Stock End of Year Book Value End of Year Fair Market Value
SEE STATMENT    
CG29183103 EATON CORP PLC COM 269,442 2,435,926
C233203421 MFO DFA INVT DIMENS 113,074 139,446
C233203843 MFO DFA INVESTMENT 172,221 218,596
C315910810 MFO FIDELITY INTERN 472,707 606,730
C315911750 MFOFIDELITY 500 IND 241,424 1,376,524
C316184100 MFO FIDELITY MAGELL 371,199 374,160
C316345305 MFO FIDELITY LOW PR 263,859 220,770
C316389303 MFO FIDELITY SECS F 748,248 1,312,879
C665130209 MFB NORTHERN EQUITY 179,547 199,642
C00687A107 ADR ADIDAS AG SPONS 14,366 14,369
C00724F101 ADOBE INC COM 1,510 12,451
C007903107 ADVANCED MICRO DEVI 10,544 16,669
C009066101 AIRBNB INC CL A COM 19,759 18,003
C02079K107 ALPHABET INC CAP ST 20,701 69,891
C023135106 AMAZON COM INC COM 34,584 149,405
C032654105 ANALOG DEVICES INC 8,892 8,923
C037833100 APPLE INC COM STK 18,701 104,425
C03831W108 APPLOVIN CORP COM C 7,292 7,448
C046353108 ADR ASTRAZENECA PLC 10,773 10,745
C097023105 BOEING CO COM 31,159 28,497
C11135F101 BROADCOM INC COM 26,827 95,982
C127387108 CADENCE DESIGN SYS 20,927 27,642
C22160K105 COSTCO WHOLESALE CO 5,651 35,735
C22788C105 CROWDSTRIKE HLDGS I 8,223 22,925
C23804L103 DATADOG INC COM USD 13,184 15,289
C252131107 DEXCOM INC COM 8,301 9,177
C254687106 WALT DISNEY CO 29,868 30,510
C28176E108 EDWARDS LIFESCIENCE 9,096 9,032
C30303M102 META PLATFORMS INC 36,979 98,951
C369604301 GE AEROSPACE 15,706 15,845
C38141G104 GOLDMAN SACHS GROUP 6,527 12,025
C43300A203 HILTON WORLDWIDE HL 14,909 16,807
C437076102 HOME DEPOT INC COM 10,745 12,448
C455793109 ADR INDUSTRIA DE DI 7,745 6,658
C46120E602 INTUITIVE SURGICAL 9,914 18,791
C532457108 ELI LILLY & CO COM 11,486 44,004
C571903202 MARRIOTT INTL INC N 5,597 10,600
C57636Q104 MASTERCARD INC CL A 10,132 45,285
C58733R102 MERCADOLIBRE INC CO 23,569 34,009
C594918104 MICROSOFT CORP COM 27,190 121,392
C615369105 MOODYS CORP COM 12,078 17,515
C64110L106 NETFLIX INC COM STK 28,114 70,414
C670100205 ADR NOVO-NORDISK A 15,470 24,086
C67066G104 NVIDIA CORP COM 871 162,088
C67103H107 O REILLY AUTOMOTIVE 16,112 23,716
C697435105 PALO ALTO NETWORKS 10,230 11,645
C743315103 PROGRESSIVE CORP OH 17,165 18,690
C79466L302 SALESFORCE INC COM 11,243 22,066
C81762P102 SERVICENOW INC COM 14,375 30,743
C833445109 SNOWFLAKE INC CL A 16,597 12,353
C872540109 TJX COS INC COM NEW 5,114 10,752
C88160R101 TESLA INC COM USD0. 2,419 58,153
C88339J105 THE TRADE DESK INC 9,399 20,685
C90353T100 UBER TECHNOLOGIES I 11,577 19,845
C92532F100 VERTEX PHARMACEUTIC 20,055 23,357
C92537N108 VERTIV HOLDINGS LLC 12,219 12,611
C92826C839 VISA INC COM CL A S 7,259 32,236
C931142103 WALMART INC COM 26,862 30,900
CG3643J108 FLUTTER ENTERTAINME 5,383 5,169
CL8681T102 SPOTIFY TECHNOLOGY 10,642 10,290

TY 2024 OtherAssetsSchedule
Name:
LAUTENBACH FAMILY FOUNDATION
EIN:
06-1602235
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
SEE STATEMENT 125,813 0 0


TY 2024 OtherDecreasesSchedule
Name:
LAUTENBACH FAMILY FOUNDATION
EIN:
06-1602235
Description Amount
COST BASIS ADJUSTMENT 152
2024 TRANSACTIONS POSTED IN 2025 2,926
FMV TO COST ADJ ON ASSETS CONTRIBUTED 897,344
ROUNDING 1


TY 2024 OtherExpensesSchedule
Name:
LAUTENBACH FAMILY FOUNDATION
EIN:
06-1602235
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADR FEES 47 47   0
CLASS ACTION FILING FEES 98 98   0


TY 2024 OtherIncomeSchedule2
Name:
LAUTENBACH FAMILY FOUNDATION
EIN:
06-1602235
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
MFO BLACKROCK FDS V HIGH YIELD BD PORT I 78 78  
MFO DFA INVT DIMENSIONS GROUP INC EMERGI 7 7  
MFO DFA INVESTMENT DIMENSIONS GROUP INC 10 10  
OTHER REVENUE 2,700 0  


TY 2024 OtherIncreasesSchedule
Name:
LAUTENBACH FAMILY FOUNDATION
EIN:
06-1602235
Description Amount
2023 TRANSACTIONS POSTED IN 2024 2,877


TY 2024 OtherProfessionalFeesSchedule
Name:
LAUTENBACH FAMILY FOUNDATION
EIN:
06-1602235
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
NT ADVISORY FEES 12,049 3,012   9,037
INVESTMENT MANAGEMENT FEES 16,475 16,475    


TY 2024 TaxesSchedule
Name:
LAUTENBACH FAMILY FOUNDATION
EIN:
06-1602235
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 251 251   0
FOREIGN TAXES ON QUALIFIED FOR 4,054 4,054   0
FOREIGN TAXES ON NONQUALIFIED 279 279   0