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
THE LASZLO N TAUBER FAMILY
FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)2440 RESEARCH BLVD 440
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ROCKVILLE, MD20850
A Employer identification number

30-0208793
B Telephone number (see instructions)

(301) 231-8334
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$40,859,831J 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 Check right arrow.............
3 Interest on savings and temporary cash investments 180,310 180,310  
4 Dividends and interest from securities... 432,029 426,595  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 820,588
b Gross sales price for all assets on line 6a 7,728,137
7 Capital gain net income (from Part IV, line 2)... 932,305
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
1,578,966 1,452,529  
12 Total. Add lines 1 through 11........ 3,011,893 2,991,739  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 420,721 150,000   270,721
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
44,945 24,967   17,978
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
493,613 411,428   82,185
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
46,708 2,008   0
19 Depreciation (attach schedule) and depletion... 4,772 0  
20 Occupancy.............. 69,585 41,751   27,834
21 Travel, conferences, and meetings....... 6,653 0   6,653
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
31,988 5,570   26,418
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,118,985 635,724   431,789
25 Contributions, gifts, grants paid....... 1,285,081 1,285,081
26 Total expenses and disbursements. Add lines 24 and 25 2,404,066 635,724   1,716,870
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 607,827
b Net investment income (if negative, enter -0-) 2,356,015
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.............      
2 Savings and temporary cash investments......... 2,162,794 1,703,244 1,703,244
3 Accounts receivable right arrow10,148
Less: allowance for doubtful accounts right arrow     10,148 10,148
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..........   6,446 6,446
10a Investments—U.S. and state government obligations (attach schedule) 973,629 Click to see attachment
List of Attached Documents:
// Content
1,298,868 		1,298,868
b Investments—corporate stock (attach schedule)....... 12,442,760 Click to see attachment
List of Attached Documents:
// Content
14,647,370 		14,647,370
c Investments—corporate bonds (attach schedule)....... 1,501,399 Click to see attachment
List of Attached Documents:
// Content
1,418,469 		1,418,469
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).......... 22,327,552 Click to see attachment
List of Attached Documents:
// Content
21,775,286 		21,775,286
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 39,408,134 40,859,831 40,859,831
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...........    
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 39,408,134 40,859,831
29 Total net assets or fund balances (see instructions)..... 39,408,134 40,859,831
30 Total liabilities and net assets/fund balances (see instructions). 39,408,134 40,859,831
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
39,408,134
2
Enter amount from Part I, line 27a .....................
2
607,827
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
843,870
4
Add lines 1, 2, and 3 ..........................
4
40,859,831
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
40,859,831
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      
b ATLAS POINT DURABLE GROWTH P   2024-12-31
c CAPITAL GAINS DIVIDENDS P    
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 7,709,051   6,827,925 881,126
b       32,093
c 19,086     19,086
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       881,126
b       32,093
c       19,086
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 2 932,305
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 32,749
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 32,749
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 32,749
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 25,970
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 30,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 55,970
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
8 454
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 22,767
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow22,767 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$ 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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 arrowMD
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 Click to see list of attachments
List of Attached Documents:
// Content
.............
11
Yes
 
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.TAUBERFOUNDATION.ORG
14
The books are in care ofright arrowSHARI HALL Telephone no.right arrow (301) 231-8334

Located atright arrow2440 RESEARCH BLVD SUITE 440ROCKVILLEMD ZIP+4right arrow20850
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? .................
16Yes  
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrowIS
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)
Yes
 
(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
Yes
 
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
 
No
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
INGRID D TAUBER PRESIDENT/DIRECTOR
10.00 		125,000 0 0
2440 RESEARCH BLVD SUITE 440
ROCKVILLE,MD20850
ALFRED I TAUBER VP/TREASURER (AS OF 3/2024)
10.00 		125,000 0 0
2440 RESEARCH BLVD SUITE 440
ROCKVILLE,MD20850
JAY H GROSSMAN TREASURER (UNTIL 2/2024)
15.20 		0 0 0
2440 RESEARCH BLVD SUITE 440
ROCKVILLE,MD20850
SHARI HALL SECRETARY (AS OF 3/2024)
25.20 		0 0 0
2440 RESEARCH BLVD SUITE 440
ROCKVILLE,MD20850
SYLVIA TESSLER-LOZOWICK EXEC. DIRECTOR (UNTIL 12/2024)
40.00 		170,721 0 0
2440 RESEARCH BLVD SUITE 440
ROCKVILLE,MD20850
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
TAUBER FAMILY OFFICE LLC ADMINISTRATIVE SUPPORT SERVICES 379,887
2440 RESEARCH BLVD SUITE 440
ROCKVILLE,MD20850
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
18,364,839
b
Average of monthly cash balances.......................
1b
2,108,653
c
Fair market value of all other assets (see instructions)................
1c
19,771,602
d
Total (add lines 1a, b, and c).........................
1d
40,245,094
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
40,245,094
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
603,676
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
39,641,418
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,982,071
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
1,982,071
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
32,749
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
32,749
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,949,322
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,949,322
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
1,949,322
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
1,716,870
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
1,716,870
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 1,949,322
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...... 1,732,617
b From 2020...... 1,601,264
c From 2021...... 4,371,531
d From 2022...... 149,958
e From 2023......  
f Total of lines 3a through e ........ 7,855,370
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,716,870
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..... 1,716,870
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 232,452 232,452
(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 7,622,918
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) ... 		1,500,165
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		6,122,753
10 Analysis of line 9:
a Excess from 2020.... 1,601,264
b Excess from 2021.... 4,371,531
c Excess from 2022.... 149,958
d Excess from 2023....  
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).)
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

ALZHEIMER'S ASSOCIATION

225 NORTH MICHIGAN AVE 1700
CHICAGO,IL60601 		  PC IN MEMORY OF LILLIAN MUSSA 10,000

ALZHEIMER'S FOUNDATION OF AMERICA

322 8TH AVE FL 16
NEW YORK,NY100016769 		  PC IN MEMORY OF LILLIAN MUSSA 10,000

AMERICA GIVES INC

1732 1ST AVE 27081
NEW YORK,NY10128 		  PC ECOOCEAN FOUNDATION 10,000

AMERICAN FRIENDS OF ALYN HOSPITAL

122 E 42ND ST STE 1519
NEW YORK,NY10168 		  PC ELI KAZHDAN 1,000

AMERICAN FRIENDS OF ALYN HOSPITAL

122 E 42ND ST STE 1519
NEW YORK,NY10168 		  PC MISHA KAZHDAN 1,000

AMERICAN FRIENDS OF ITIM

247 WEST 36TH STREET 5TH FLOOR
NEW YORK,NY10018 		  PC GENERAL CHARITABLE OPERATIONS 10,000

AMERICAN FRIENDS OF KISHORIT

PO BOX 370362
WEST HARTFORD,CT06137 		  PC 2025 BUDGET YEAR 70,000

AMERICAN FRIENDS OF KISHORIT

PO BOX 370362
WEST HARTFORD,CT06137 		  PC GENERAL CHARITABLE OPERATIONS 18,000

AMERICAN FRIENDS OF MEIR PANIM

88 WALTON STREET SUITE B1
BROOKLYN,NY11206 		  PC FEEDING KIDS IN ISRAEL 5,000

AMERICAN FRIENDS OF THE NATIONAL INSITUTE FOR PSYCHOBIOLOGY IN ISRAEL

5825 S DORCHESTER AVE APT 9W
CHICAGO,IL60637 		  PC DYLAN TAUBER ANXIETY AND OCD RESEARCH GRANT 20,000

AMERICAN SOCIETY FOR THE UNIVERSITY OF HAIFA

80 BROAD STREET SUITE 2102
NEW YORK,NY10004 		  PC INTERDISIPLINARY CLINICAL CENTER (COVID-19) 18,000

AUSSIE RESCUE OF THE MID-ATLANTIC

2600 DEWITT AVE
ALEXANDRIA,VA22301 		  PC GENERAL CHARITABLE OPERATIONS 1,760

BIG BROTHERS AND BIG SISTERS OF PUGENT SOUND

1600 S GRAHAM ST
SEATTLE,WA98108 		  PC IN MEMORY OF LILLIAN MUSSA 10,000

BREAST CANCER PREVENTION PARTNERS

1388 SUTTER STREET SUITE 400
SAN FRANCISCO,CA94109 		  PC SCIENCE PROGRAM 50,000

BRIGHAM AND WOMEN'S HOSPITAL

75 FRAMCOS STREET
BOSTON,MA02115 		  PC GENERAL CHARITABLE OPERATIONS 25,000

CHABAD HOUSE OF GREATER BOSTON

491 COMMONWEALTH AVENUE
BOSTON,MA02215 		  PC GENERAL CHARITABLE OPERATIONS 10,000

CHABAD OF NASHOBA VALLEY

26 TADMUCK ROAD
WESTFORD,MA01886 		  PC GENERAL CHARITABLE OPERATIONS 25,000

CHILDREN'S INN AT NIH

7 WEST DROVE
BETHESDA,MD20814 		  PC GENERAL CHARITABLE OPERATIONS 3,000

CHILDREN'S INN AT NIH

7 WEST DROVE
BETHESDA,MD20814 		  PC STOCK THE PANTRY 5,000

CONGREGATION BETH ISRAEL

1630 BANCROFT WAY
BERKELEY,CA94703 		  PC RABBI'S DISCRETIONARY FUND 10,000

CONGREGATION EMANU-EL

2 LAKE STREET
SAN FRANCISCO,CA94118 		  PC CANTOR CONCERT SERIES 90,000

CONGREGATION EMANU-EL

2 LAKE STREET
SAN FRANCISCO,CA94118 		  PC ADDITIONAL GRANT 25,000

CONGREGATION EMANU-EL

2 LAKE STREET
SAN FRANCISCO,CA94118 		  PC CAPITAL CAMPAIGN 50,000

CONGREGATION RODEF SHOLOM

170 N SAN PEDRO ROAD
SAN RAFAEL,CA94903 		  PC OUTDOOR TERRACE LIVING ROOM 75,000

CONGREGATION RODEF SHOLOM

170 N SAN PEDRO ROAD
SAN RAFAEL,CA94903 		  PC GENERAL CHARITABLE OPERATIONS 98,000

FARKAS CENTER FOR THE STUDY OF THE HOLOCAUST IN CATHOLIC SCHOOLS

701 36TH AVE
SAN FRANCISCO,CA94121 		  PC GENERAL CHARITABLE OPERATIONS 10,000

GUSH ETZION FOUNDATION

PO BOX 1030
MANCHESTER,NH03105 		  PC GENERAL CHARITABLE OPERATIONS 1,000

INTERNATIONAL ASSOCIATION FOR NEAR DEATH STUDIES

2741 CAMPUS WALK AVE BLDG 500
DURHAM,NC27705 		  PC IANDS ISRAEL BRANCH 5,000

J JEWISH NEWS OF NORTHERN CALIFORNIA

225 BUSH STREET SUITE 480
SAN FRANCISCO,CA94104 		  PC GENERAL CHARITABLE OPERATIONS 20,000

JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO

121 STEUART STREET
SAN FRANCISCO,CA94105 		  PC FBT AIT FUND FBO AVALOCH 150,000

JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO

121 STEUART STREET
SAN FRANCISCO,CA94105 		  PC END OF YEAR GRANT 16,139

JEWISH FEDERATION OF NEW HAMPSHIRE

273 SOUTH RIVER ROAD 5
BEDFORD,NH03110 		  PC GENERAL CHARITABLE OPERATIONS 1,800

JEWISH FEDERATION OF NORTH AMERICA

25 BROADWAY SUITE 1700
NEW YORK,NY100041010 		  PC JERUSALEM MUSIC CENTER 10,000

JEWISH NATIONAL FUND

42 E 69TH ST
NEW YORK,NY10021 		  PC ISRAEL-ASIA CENTER 5,000

JEWISH SOCIAL SERVICES AGENCY

200 WOOD HILL ROAD
ROCKVILLE,MD20850 		  PC GENERAL CHARITABLE OPERATIONS 2,500

MILTON GOTTESMAN JEWISH DAY SCHOOL

6045 16TH STREET NW
WASHINGTON,DC20011 		  PC SCHOOL SECURITY 10,000

MONTGOMERY COUNTY HUMANE SOCIETY

601 S STONESTREET AVE
ROCKVILLE,MD20852 		  PC IN HONOR OF FORREST 2,500

NEW ISRAEL FUND

6 EAST 39TH STREET SUITE 301
NEW YORK,NY10016 		  PC AMUTAH MOSHE HESS & HAMOKED GENERAL FUND 336,803

PAN MASSACHUSETS CHALLENGE

77 FOURTH AVE
NEEDHAM,MA02494 		  PC GENERAL CHARITABLE OPERATIONS 1,000

PEF ISRAEL ENDOWMENT FUNDS INC

630 THIRD AVENUE15TH FLOOR
NEW YORK,NY10017 		  PC DELPHIS 5,000

ST IGNATIUS PREPATORY

2001 37TH AVENUE
SAN FRANCISCO,CA94116 		  PC GENERAL CHARITABLE OPERATIONS 5,000

STEPPING STONES SHELTER INC

PO BOX 712
ROCKVILLE,MD208480712 		  PC GENERAL CHARITABLE OPERATIONS 2,500

TEMPLE ISRAEL

66 SALMON STREET
MANCHESTER,NH03104 		  PC SECURITY 1,800

THE BREAST CANCER RESAERCH FOUNDATION

28 W 44TH ST SUITE 609
NEW YORK,NY10036 		  PC IN MEMORY OF LILLIAN MUSSA 10,000

TIDES CENTERSHALOM BAYIT

PO BOX 10102
OAKLAND,CA94610 		  PC GENERAL CHARITABLE OPERATIONS 5,000

TUFTS UNIVERSITY

AGIS 80 GEORGE STREET
MEDFORD,MA02155 		  PC 2025 BUDGET YEAR 5,539

TUFTS UNIVERSITY

AGIS 80 GEORGE STREET
MEDFORD,MA02155 		  PC 2024 BUDGET YEAR 25,000

USA WARRIORS HOCKEY

1461 JORDAN AVENUE
CROFTON,MD21114 		  PC GENERAL CHARITABLE OPERATIONS 740

USA WARRIORS HOCKEY

1461 JORDAN AVENUE
CROFTON,MD21114 		  PC GENERAL CHARITABLE OPERATIONS 2,000
Total .................................right arrow 3a 1,285,081
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 ........... 		    14 180,310  
4 Dividends and interest from securities ....     14 432,029  
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 ............ 		    18 820,588  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aPARTNERSHIP ORD. INCOME 		    14 1,578,966  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 3,011,893 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,011,893
(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

TY 2024 AccountingFeesSchedule
Name:
THE LASZLO N TAUBER FAMILY
 
FOUNDATION INC
EIN:
30-0208793
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 44,945 24,967   17,978

TY 2024 InvestmentsCorpBondsSchedule
Name:
THE LASZLO N TAUBER FAMILY
 
FOUNDATION INC
EIN:
30-0208793
Name of Bond End of Year Book Value End of Year Fair Market Value
UNITED RENTALS NORTH AM 8,194 8,194
HILLENBRAND INC 8,741 8,741
CITIGROUP INC 9,687 9,687
CNF INC DEBENTURES 8,333 8,333
ABBVIE INC 8,890 8,890
AT&T INC 26,095 26,095
YUMI BRANDS INC 6,468 6,468
ENCOMPASS HEALTH CORP 8,533 8,533
ENACT HOLDINGS INC 8,153 8,153
PILGRIM'S PRIDE CORP 8,282 8,282
CELANESE US HOLDINGS LLC 8,302 8,302
LAMAR MEDIA CORP 8,440 8,440
ASBURY AUTOMOTIVE GRP 8,416 8,416
ABBVIE INC 8,997 8,997
H.B. FULLER CO SR 8,465 8,465
ENCOMPASS HEALTH CORP 8,684 8,684
CCO HLDGS LLC/CAP CORP 8,602 8,602
MGM RESORTS INTL 8,945 8,945
ANHEUSER-BUSCH INBEV WOR 16,874 16,874
PNC FINANCIAL SERVICES FX/FLT SR UNSECURED 16,226 16,226
ABBVIE INC 16,515 16,515
CUSIP 91282CKA8 14,042 14,042
AECOM 6,932 6,932
CITIGROUP INC 23,946 23,946
CVS HEALTH CORP 17,256 17,256
SM ENERGY CO 8,989 8,989
HILTON DOMESTIC OPERATIN 8,633 8,633
UNITEDHEALTH GRP INC 13,930 13,930
KINDER MORGAN INC 13,952 13,952
TRUIST FINANCIAL CORP 14,124 14,124
FORD MOTOR CO 8,859 8,859
BANK OF AMERICA CORP 17,347 17,347
US BANCORP 17,141 17,141
RANGE RESOURCES CORP 8,971 8,971
MOODY A1 , S8P A-CUSIP 06051GGA1 15,465 15,465
GOLDMAN SACHS GRP INC 16,764 16,764
HOWMET AEROSPACE INC 8,168 8,168
SIX FLAGS ENTERTAINMENT 7,915 7,915
SHELL INTERNATIONAL FIN 9,777 9,777
PLAINS ALL AMERICAN PIPELINE LP / PAA FINANCE CORP 4.65% 15 OCT 2025 2,996 2,996
SOUTHWESTERN ENERGY CO 6,895 6,895
SBA COMMUNICATIONS CORP 7,660 7,660
GOLDMAN SACHS GRP INC 9,378 9,378
JPMORGAN CHASE & CO VARIABLE 6.254% 23 OCT 2034 2,113 2,113
CITIGROUP INC 6,771 6,771
YUM! BRANDS INC SR UNSECURED CALLABLE CPN 5.375% DUE 04/01/32 6,779 6,779
ORACLE CORP 6.15% 09 NOV 2029 2,098 2,098
SERVICE CORP INTL 6,772 6,772
OLIN CORP 6,806 6,806
CROWN AMERICAS 6,812 6,812
FIRSTENERGY CORP 6,817 6,817
CROWN AMER/CAP CORP V 6,828 6,828
SPIRIT AEROSYSTEMS INC 6,831 6,831
DCP MIDSTREAM OPERATING 5,006 5,006
L BRANDS INC 6,892 6,892
UNITED RENTALS NORTH AM 6,802 6,802
ALLY FINANCIAL INC 4.75% 09 JUN 2027 2,978 2,978
SPRINT CORP 8,177 8,177
MACYS RETAIL HLDGS INO 3,329 3,329
BERKSHIRE HATHAWAY INC 17,724 17,724
CHARTER COMM OPT LLC/CAP 7,387 7,387
BANK OF AMERICA CORP VARIABLE 4.271% 23 JUL 2029 3,896 3,896
LAMAR MEDIA CORP 6,725 6,725
STRYKER CORP 3.375% 01 NOV 2025 24,750 24,750
VERIZON COMMUNICATIONS 24,718 24,718
CINTAS CORP NO 2 3.7% 01 APR 2027 24,504 24,504
WESTERN DIGITAL CORP 6,932 6,932
PBF HOLDING CO 4,795 4,795
QVC INC 4,315 4,315
AT&T INC 2.75% 01 JUN 2031 2,609 2,609
VITAL ENERGY INC 6,327 6,327
SEAGATE HDD CAYMAN 6,896 6,896
HEXCEL CORP 1,955 1,955
UNITEDHEALTH GRP INC 9,868 9,868
MORGAN STANLEY VARIABLE 4.889% 20 JUL 2033 2,905 2,905
GEORGIA POWER CO 17,861 17,861
PENSKE AUTOMOTIVE GRP 7,899 7,899
CLEVELAND-CLIFFS INC 6,960 6,960
BALL CORP 7,049 7,049
WARNERMEDIA HOLDINGS INC 7,931 7,931
BALL CORP 6,968 6,968
TENET HEALTHCARE CORP 6,945 6,945
TENET HEALTHCARE 7,985 7,985
CUSIP 345370CX6 7,888 7,888
AMERICAN AXLE & MFG INC 7,911 7,911
MURPHY OIL USA INC 7,592 7,592
HILTON WORLDWIDE FIN LLC 15,782 15,782
FIRSTENERGY CORP A 7,947 7,947
RHP HOTEL PPTY/RHP FINAN 7,740 7,740
TRI POINTE GROUP INC 7,948 7,948
CARPENTER TECHNOLOGY 8,001 8,001
MGM RESORTS INTL 6,975 6,975
CENTURY COMMUNITIES 8,006 8,006
HOWMET AEROSPACE INC 7,318 7,318
OLIN CORP 7,510 7,510
FLUOR CORP 7,610 7,610
VERIZON COMMUNICATIONS 7,761 7,761
NRG ENERGY INC 6,975 6,975
GILEAD SCIENCES INC ^ 17,976 17,976
ASBURY AUTOMATIVE GROUP 7,667 7,667
ROYAL CARIBBEAN CRUISES 7,586 7,586
CHEMOURS CO 7,700 7,700
STATE STREET CORP 13,362 13,362
PG&E CORP 7,831 7,831
GRIFFON CORPORATION 7,845 7,845
JPMORGAN CHASE & CO 12,966 12,966
M/I HOMES INC 7,728 7,728
BOYD GAMING CORP COMPANY 7,733 7,733
ONEMAIN FINANCE CORP 7,423 7,423
GOLDMAN SACHS GRP INC 7,680 7,680
MOODY A2, S&P A-CUSIP 025816DB2 7,861 7,861
PATTERSON-UTI ENERGY INC 7,652 7,652
SPRINT CAPITAL CORP 7,430 7,430
ENTERPRISE PRODUCTS O ^ 17,974 17,974
UNITEDHEALTH GRP INC 18,355 18,355
JPMORGAN CHASE & CO 13,623 13,623
MOODY B3, S&P B CUSIP 893647BLO 6,783 6,783
SBA COMMUNICATIONS CORP 7,221 7,221
PENSKE AUTOMOTIVE GRP 7,270 7,270
CROWDSTRIKE HOLDINGS INC 7,272 7,272
COMMERCIAL METALS CO 8,061 8,061
FIDELITY TOTAL BOND ETF 29,480 29,480
L BRANDS INC 8,131 8,131
NEXTERA ENERGY CAPITA ^ 11,020 11,020
SM ENERGY CO 6,993 6,993
AMGEN INC 12,086 12,086
BROADCOM INC 13,119 13,119
CUSIP 185899AH4 13,214 13,214
BANK OF AMERICA CORP 13,231 13,231
SEAGATE HDD CAYMAN 7,676 7,676
SHEA HOMES LP/FNDG CP 6,706 6,706
ENLINK MIDSTREAM PARTNER 6,985 6,985
AT&T INC 12,531 12,531
ORACLE CORP 20,198 20,198
CROWN CORK & SEAL CO 7,182 7,182
REGAL REXNORD CORP 7,063 7,063
GENERAL MOTORS FINL CO 7,039 7,039
CARPENTER TECHNOLOGY 7,169 7,169
HCA INC * 7,001 7,001
ADVANCE AUTO PARTS 7,062 7,062
FORD MOTOR CO 8,078 8,078
RADIAN GRP INC 7,184 7,184
CREDIT ACCEPTANC COMPANY 7,000 7,000
USA COM PART/USA COM FIN 7,024 7,024
ADVANCE AUTO PARTS 7,048 7,048
PACIFIC GAS & ELECTRIC 7,080 7,080
PILGRIM'S PRIDE CORP 7,132 7,132
DELTA AIR LINES INC 7,151 7,151
COMMERCIAL METALS CO 7,068 7,068
BALL CORP 7,158 7,158

TY 2024 InvestmentsCorpStockSchedule
Name:
THE LASZLO N TAUBER FAMILY
 
FOUNDATION INC
EIN:
30-0208793
Name of Stock End of Year Book Value End of Year Fair Market Value
EXTRA SPACE STORAGE INC 3,291 3,291
THERMO FISHER SCIENTIFIC INC 17,688 17,688
CORNING INC 8,554 8,554
PARSONS CORP DEL 8,487 8,487
GENERAL MOTORS CO 4,102 4,102
AMAZON INC 160,374 160,374
MONSTER BEVERAGE CORP 55,503 55,503
REVVITY INC 7,924 7,924
IDEX CORP 7,325 7,325
CELANESE CORPORATION SERIES A 5,883 5,883
PTC INC 17,468 17,468
ALPHABET INC VOTING 97,111 97,111
SNAP-ON INC 5,771 5,771
DOMINO'S PIZZA INC 5,877 5,877
EXXON MOBIL CORP 66,371 66,371
GE AEROSPACE NEW 5,837 5,837
CATERPILLAR INC 5,804 5,804
IDEXX LABORATORIES INC 5,788 5,788
GRAPHIC PACKAGING 5,621 5,621
WELLTOWER INC 5,545 5,545
AMERICAN TOWER CORP 5,502 5,502
COOPER COS INC 5,422 5,422
BERRY GLOBAL GROUP INC 5,820 5,820
BALL CORP 7,057 7,057
NVIDIA CORP 232,993 232,993
AON PLC 58,184 58,184
XCEL ENERGY INC 16,340 16,340
NORFOLK SOUTHERN CORP 17,133 17,133
NXP SEMICONDUCTORS NV 23,903 23,903
VANGUARD DIVDEND APPRECIATION ETF 166,260 166,260
OTIS WORLDWIDE CORP 17,596 17,596
MICROSOFT CORP 113,384 113,384
INTERCONTINENTAL EXCHANGE INC 22,352 22,352
VISA INC 123,572 123,572
TRACTOR SUPPLY CO 12,469 12,469
MONDAY COM LTD 12,478 12,478
AMAZON COM INC 136,461 136,461
TE CONNECTIVITY PLC 12,724 12,724
UNITED PARCEL SERVICE-B 12,736 12,736
ANALOG DEVICES INC 12,748 12,748
GLOBANT SA 12,865 12,865
GODADDY INC CLASS A 14,407 14,407
CENCORA INC 21,794 21,794
HILTON WORLDWIDE 20,019 20,019
CBRE GROUP INC CLASS A 12,735 12,735
CENCORA INC 15,503 15,503
GE HEALTHCARE TECHS 24,313 24,313
APPLE INC 148,499 148,499
VEEVA SYSTEMS INC 13,666 13,666
CONOCOPHILLIPS 13,685 13,685
TERADYNE INCORPORATED 13,096 13,096
BAKER HUGHES A GE CO 13,003 13,003
SCHWAB US DIVIDEND EQUITY ETF 166,543 166,543
BLUE OWL CAPITAL CORP 1,151,311 1,151,311
HOWMET AEROSPACE INC 17,390 17,390
NETFLIX INC 147,959 147,959
CISCO SYSTEMS INC 17,405 17,405
PNC FINANCIAL SERVICES 17,549 17,549
COINBASE GLOBAL INC 23,837 23,837
MORGAN STANLEY & CO 99,822 99,822
EATON CORP PLC 47,126 47,126
LIVE NATION ENTERTAINMENT INC 4,533 4,533
SBA COMMUNICATIONS CORP 3,872 3,872
ASML HOLDING NV 4,852 4,852
ABBVIE INC 5,266 5,266
ASTRAZENECA PLC 24,504 24,504
MONDAY.COM LTD 8,711 8,711
CME GROUP INC 8,593 8,593
IAC INC 8,541 8,541
META PLATFORMS INC 4,099 4,099
MONGODB INC 3,958 3,958
CAPITAL ONE FINANCIAL 3,923 3,923
MICROCHIP TECHNOLOGY INC 1,893 1,893
CONESTOGA SMALL CAP FUND 102,692 102,692
COOPER COS INC 1,838 1,838
PENTAIR PLC 4,328 4,328
ROYAL CARIBBEAN 4,383 4,383
COSTAR GROUP INC 4,439 4,439
TRADE DESK INC CLASS A 27,032 27,032
DATADOG INC CL A 26,578 26,578
VANGUARD VALUE ETF 103,442 103,442
JPMORGAN CHASE & CO 103,075 103,075
LINDE PLC NEW 4,187 4,187
YUM BRANDS INC 23,344 23,344
NIKE INC 23,231 23,231
BERKSHIRE HATHAWAY INC 23,117 23,117
AVALONBAY COMMUNITIES 12,318 12,318
TD SYNNEX CORP 10,321 10,321
ICON PLC 17,615 17,615
WOODWARD INC 4,493 4,493
MOTOROLA SOLUTIONS INC 4,622 4,622
WORKDAY INC 21,158 21,158
ANSYS INC 4,723 4,723
NOVARTIS AG 21,019 21,019
ROCKWELL AUTOMATION INC 20,291 20,291
PROCTER & GAMBLE CO 20,286 20,286
UNION PACIFIC CORP 58,378 58,378
BOEING CO 107,616 107,616
NU HOLDINGS LTD 20,088 20,088
RTX CORP 20,020 20,020
HOME DEPOT INC 24,116 24,116
WALT DISNEY CO/THE 21,157 21,157
STATE STR CORP 23,949 23,949
MCDONALD'S CORP 18,263 18,263
FIRST CITIZENS BKSHRS A 16,904 16,904
FAIR ISAAC INC 35,837 35,837
AMERIPRISE FINANCIAL INC 23,427 23,427
SAIA INC 7,292 7,292
PPL CORPORATION 7,953 7,953
FISERV INC 24,856 24,856
ILLUMINA INC 24,989 24,989
GILEAD SCIENCES INC 10,716 10,716
JABIL INC 11,512 11,512
MONDELEZ INTERNATIONAL INC 11,349 11,349
BATH & BODY WKS INC 8,684 8,684
GE HEALTHCARE TECHNOLOGIES INC 3,049 3,049
PAYPAL HOLDINGS INC 24,752 24,752
WESCO INTERNATIONAL INC 4,886 4,886
ZURN ELKAY WATER SOLUTIONS CORP 4,849 4,849
FLOOR & DECOR HOLDINGS INC 4,786 4,786
ARES MANAGEMENT CORP 18,057 18,057
PUBLIC STORAGE INC 6,288 6,288
CIBC ATLAS INTERNATIONAL GROWTH FUND 235,817 235,817
VERALTO CORPORATION 9,574 9,574
JAZZ PHARMACEUTICALS PLC 9,359 9,359
ROPER TECHNOLOGIES INC 9,357 9,357
MODERNA INC 9,272 9,272
GILEAD SCIENCES INC 9,146 9,146
DELL TECHNOLOGIES 9,104 9,104
CHIPOTLE MEXICAN GRILL INC 9,045 9,045
ALTRIA GROUP INC 10,667 10,667
COOPER COS INC 4,963 4,963
NORTHERN TRUST CORP 616 616
ICON PLC 2,307 2,307
LINCOLN ELECTRIC HLDGS 14,248 14,248
ACADEMY SPORTS & OUTDOORS INC 3,337 3,337
DEERE & CO 10,593 10,593
PINTEREST INC 7,511 7,511
VENTAS INC 7,538 7,538
SBA COMMUNICATIONS CORP 6,318 6,318
ALIGN TECHNOLOGY INC 7,715 7,715
TRANSUNION 8,529 8,529
UNITEDHEALTH GROUP 11,635 11,635
DAYFORCE INC 14,237 14,237
HERSHEY COMPANY 9,483 9,483
INTERNATIONAL PAPER CO 14,315 14,315
VICI PROPERTIES INC 8,296 8,296
MERCK & CO INC NEW 8,190 8,190
ZOETIS INC 8,147 8,147
MID-AMER APT COMMUNITIES 8,038 8,038
MONSTER BEVERAGE CORP 7,569 7,569
PUBLIC SVC ENTERPRISE 6,421 6,421
CYBERARK SOFTWARE LTD 8,995 8,995
CINCINNATI FINCL CORP 11,209 11,209
LAM RESH CORP NEW 9,599 9,599
CONSTELLATION ENERGY 4,474 4,474
HUMANA INC 9,894 9,894
CARTER HOLDINGS INC 8,887 8,887
REALTY INCOME CORP 9,934 9,934
AMETEK INC 10,095 10,095
COOPER COS INC 2,757 2,757
HP INC 4,991 4,991
KEURIG DR PEPPER INC 22,034 22,034
ON SEMI CONDUCTOR CORP 8,890 8,890
INTERCONTINENTAL EXCH 2,830 2,830
GILEAD SCIENCES INC 1,105 1,105
GILEAD SCIENCES INC 4,527 4,527
VERTIV HOLDINGS CO 5,226 5,226
UL SOLUTIONS INC CL A 11,423 11,423
APPLIED MATERIALS INC 3,578 3,578
CVS HEALTH 2,963 2,963
COOPER COS INC 276 276
GILEAD SCIENCES INC 5,081 5,081
NORTHERN TRUST CORP 539 539
DRAFTKINGS INC 8,965 8,965
TAKE-TWO INTERACTIVE 9,020 9,020
REGAL REXNORD CORP 5,895 5,895
OSHKOSH CORP 3,803 3,803
KINDER MORGAN INC DEL 6,055 6,055
INGERSOLL RAND INC 9,860 9,860
NATERA INC 9,656 9,656
POST HOLDINGS INC 9,615 9,615
ABBVIE INC 708 708
ALNYLAM PHARMACEUTICALS INC 11,295 11,295
WARNER BROS 12,060 12,060
CHEVRON CORP 12,456 12,456
BOOZ ALLEN HAMILTON 12,098 12,098
FORTUNE BRANDS 12,163 12,163
SILGAN HOLDINGS INC 12,180 12,180
MOBILEYE GLOBAL INC 10,358 10,358
EXPEDIA INC 11,925 11,925
UNITED RENTALS INC 10,567 10,567
MARTIN MARIETTA 13,429 13,429
HONEYWELL INTERNATIONAL INC 14,457 14,457
CHIPOTLE MEXICAN GRILL 24,301 24,301
SOUTHERN COMPANY 46,511 46,511
ALNYLAM PHARMACEUTICALS 17,178 17,178
SCHWAB CHARLES CORP NEW 16,430 16,430
US FOODS HOLDINGS CORP 16,258 16,258
ALIBABA GROUP HOLDING LTD 18,060 18,060
IQVIA HOLDINGS INC 17,096 17,096
VISTRA CORP 13,373 13,373
DISCOVER FINANCIAL 16,977 16,977
DOVER CORP COMMON 15,946 15,946
NEXTERA ENERGY INC 15,987 15,987
META PLATFORMS INC 183,265 183,265
HUBBELL INC 16,755 16,755
BERKLEY W R CORPORATION 13,811 13,811
GENUINE PARTS CO COM 13,077 13,077
DOCUSIGN INC 13,311 13,311
FIDELITY NATIONAL INFORMATION SERVICES INC 15,912 15,912
GLOBUS MEDICAL INC 2,729 2,729
CORPAY INC COM 14,214 14,214
AUTOMATIC DATA PROCESSING INC 12,002 12,002
CONSTELLATION BRANDS 11,934 11,934
CANADIAN NATURAL 2,500 2,500
GENERAL MILLS INC 11,797 11,797
L3HARRIS TECHNOLOGIES 2,523 2,523
COOPER COS INC 3,590 3,590
CURTISS-WRIGHT CORP 3,904 3,904
YUM BRANDS INC 3,891 3,891
ENTEGRIS INC 8,717 8,717
ELEVANCE HEALTH INC 8,854 8,854
NISOURCE INC 11,212 11,212
LAS VEGAS SANDS CORP 15,665 15,665
BIO-RAD LABORATORIES INC 3,285 3,285
CARLISLE COMPANIES INC 14,385 14,385
EOG RESOURCES INC 5,884 5,884
SAP SE-SPONSORED ADR 4,924 4,924
LAM RESH CORP NEW 4,270 4,270
BLACKSTONE GROUP INC 5,000 5,000
DIAMONDBACK ENERGY INC 7,209 7,209
RALPH LAUREN CORP 13,397 13,397
CROWDSTRIKE HOLDINGS INC 6,159 6,159
NVIDIA CORP 2,686 2,686
FMC CORP 2,819 2,819
THERMO FISHER SCIENTIFIC 13,526 13,526
MARTIN MARIETTA MATERIALS INC 14,462 14,462
MGIC INVESTMENT CORP WIS 15,127 15,127
SHARKNINJA INC 11,586 11,586
MARRIOTT INTERNATIONAL INC/MD 11,715 11,715
AMERICAN TOWER CORP 11,738 11,738
SYSCO CORPORATION 11,775 11,775
WEYERHAEUSER CO 10,050 10,050
GOLDMAN SACHS GROUP INC 28,631 28,631
PHILLIPS 66 8,887 8,887
J B HUNT TRANSPORT 30,889 30,889
ABBOTT LABORATORIES 50,447 50,447
AMPHENOL CORP 14,585 14,585
MERCK & CO INC NEW 26,131 26,131
LIBERTY MEDIA CORP DEL 37,064 37,064
LEGEND BIOTECH CORP ADR 12,886 12,886
HUBSPOT INC 20,903 20,903
CSX CORP 18,717 18,717
SEMPRA ENERGY 18,597 18,597
EXXON MOBIL CORP 24,203 24,203
MACOM TECH SOLUTIONS 18,577 18,577
SEAFARER OVERSEAS GROWTH & INCOME FUND 109,906 109,906
DANAHER CORP 21,807 21,807
LULULEMON ATHLETICA INC 21,797 21,797
TAIWAN SEMICONDUCTOR 20,934 20,934
WALT DISNEY COMPANY 20,934 20,934
CISCO SYSTEMS INC 24,272 24,272
LPL FINANCIAL HOLDINGS 17,305 17,305
DANAHER CORP 17,216 17,216
TRADE DESK INC/THE 17,630 17,630
CME GROUP INC 16,024 16,024
ARCH CAP GROUP LTD 16,992 16,992
ISHARES CORE S&P 500 ETF 306,114 306,114
DATADOG INC 19,004 19,004
MASIMO CORP 19,175 19,175
PURE STORAGE INC CL A 19,289 19,289
ORACLE CORPORATION 19,664 19,664
HUBSPOT INC 36,231 36,231
KLA CORP 50,410 50,410
NOVO NORDISK A/S 30,107 30,107
BEST BUY CO INC 11,154 11,154
ZEBRA TECHNOLOGIES CORP 14,676 14,676
UNITEDHEALTH GROUP INC 38,951 38,951
ROSS STORES INC 14,824 14,824
HOME DEPOT INC/THE 19,838 19,838
ELEVANCE HEALTH INC 24,347 24,347
NORTHROP GRUMMAN CORP 18,772 18,772
BROADCOM INC 82,535 82,535
UNION PACIFIC CORP 20,296 20,296
CHEVRON CORPORATION 25,926 25,926
ANHEUSER BUSCH INBEV 34,899 34,899
MARRIOTT INTL INC NEW 35,704 35,704
TRANSDIGM GROUP INC 44,355 44,355
PEPSICO INCORPORATED 53,525 53,525
CONOCOPHILLIPS 52,858 52,858
BLACKROCK INC COM NEW 30,753 30,753
FIFTH THIRD BANCORP 15,348 15,348
CMS ENERGY CORP 15,263 15,263
CROWDSTRIKE HLDGS INC 15,055 15,055
REGIONS FINANCIAL CORP 15,241 15,241
WORKDAY INC 15,224 15,224
US BANCORP 15,210 15,210
GE VERNOVA LLC 27,630 27,630
STRYKER CORP 15,122 15,122
CHENIERE ENERGY INC NEW 80,147 80,147
HARTFORD INSURANCE GROUP 14,550 14,550
CHENIERE ENERGY INC 6,446 6,446
WELLS FARGO & CO NEW 14,680 14,680
CITIGROUP INC NEW 30,901 30,901
PROLOGIS INC 46,085 46,085
CIBC ATLAS INCOME OPPORTUNITIES FUND 126,741 126,741
TESLA INC 259,265 259,265
QUALCOMM INC 6,452 6,452
ADOBE SYSTEMS INC 21,789 21,789
NINTENDO LTD ADR 15,757 15,757
ULTA BEAUTY INC 6,089 6,089
PEPSICO INC 16,118 16,118
BLOCK, INC. 27,197 27,197
WALT DISNEY CO 66,699 66,699
THERMO FISHER SCIENTIFIC INC 28,092 28,092
KENVUE INC 28,310 28,310
AUTOZONE INC 16,010 16,010
JOHNSON & JOHNSON 65,079 65,079
EBAY INC 20,567 20,567
PNC FINANCIAL SERVICES GROUP INC/THE 14,464 14,464
M & T BANK CORP 33,654 33,654
AMERICAN EXPRESS COMPANY 39,473 39,473
WORKDAY INC 53,928 53,928
CHUBB LTD 40,616 40,616
AMETEK INC NEW 40,919 40,919
TRADEWEB MARKETS INC 15,056 15,056
ACCENTURE PLC IRELAND 41,511 41,511
NESTLE S A REG ADR 32,517 32,517
DRAFTKINGS INC NEW 28,123 28,123
AIR PRODUCTS & CHEMICALS 32,484 32,484
CROWN CASTLE INC 41,840 41,840
SEI INVESTMENTS CO 31,012 31,012
FIDELITY NATIONAL 30,935 30,935
META PLATFORMS INC 15,809 15,809
REGENERON PHARMACEUTICALS INC 32,767 32,767
QUEST DIAGNOSTICS INC 15,086 15,086
DIAGEO PLC 38,902 38,902
WALMART INC 41,922 41,922
WASTE CONNECTIONS INC 19,732 19,732
LINDE PLC 18,003 18,003
ORACLE CORP 117,981 117,981
TELEDYNE TECHNOLOGIES IN 16,709 16,709
CADENCE DESIGN SYSTEMS INC 16,225 16,225
ROCHE HOLDINGS 16,708 16,708
MCDONALDS CORP 16,524 16,524
SALESFORCE INC 37,111 37,111
AUTOZONE INC 16,010 16,010
SPDR DOW JONES INDUSTRIAL AVRG ETF 223,388 223,388
DARDEN RESTAURANTS 16,429 16,429
ACUITY INC 16,067 16,067
ABBOTT LABORATORIES 18,663 18,663
TJX COS INC/THE 16,672 16,672
AXON ENTERPRISE INC 74,290 74,290
FASTENAL CO 16,180 16,180
CIBC ATLAS ALL CAP GROWTH FUND 216,453 216,453
INGERSOLL RAND INC 16,101 16,101
AUTODESK INC 69,459 69,459
TARGET CORP 28,253 28,253
DEXCOM INC 28,231 28,231
NASDAQ INC 71,666 71,666
BLACKSTONE INC 25,863 25,863
PAYCHEX INC 27,904 27,904
EXPEDITORS INTERNATIONAL OF WASHNGTN INC 27,803 27,803
ALPHABET INC CLASS C 72,748 72,748
APPLOVIN CORP CL A 39,183 39,183
MONSTER BEVERAGE CORP 14,822 14,822
HENRY SCHEIN INC 14,809 14,809
STARBUCKS CORP 35,861 35,861
MOHAWK INDS INC 10,722 10,722
NORTHERN TRUST CORP 1,027 1,027
PROCORE TECHNOLOGIES INC 2,548 2,548
TRAVELERS COS INC/ THE 18,308 18,308
ARTHUR J GALLAGHER & CO 25,547 25,547
JPMORGAN CHASE & CO 25,170 25,170
FLEX LTD 24,992 24,992
ABBVIE INC 61,908 61,908
DOMINION ENERGY INC 60,862 60,862
SHOPIFY INC 60,821 60,821
TE CONNECTIVITY PLC 21,017 21,017
DIAMONDBACK ENERGY INC 31,292 31,292
PG&E CORPORATION 17,879 17,879
COPART INC 18,135 18,135
VULCAN MATERIALS COMPANY 22,122 22,122
ADOBE INC 22,234 22,234
GLOBAL PAYMENTS INC 21,740 21,740
QUALCOMM INC 22,275 22,275
INSULET CORP 22,973 22,973
RAYMOND JAMES FINANCIAL 22,989 22,989
MICROCHIP TECHNOLOGY INC 1,606 1,606
WEC ENERGY GROUP INC 7,053 7,053
FREEPORT-MCMORAN INC 6,930 6,930
POLARIS INC 6,857 6,857
MICROSOFT CORP 105,797 105,797
BLOCK INC CL A 32,041 32,041
FACTSET RESEARCH SYSTEMS INC 31,698 31,698
ARES MANAGEMENT CORP 29,387 29,387
O'REILLY AUTOMOTIVE INC 8,301 8,301
KROGER COMPANY COMMON 10,762 10,762
LOWES COMPANIES INC 52,568 52,568
T-MOBILE US INC 10,816 10,816
COPART INC 10,675 10,675
MARVELL TECHNOLOGY INC 12,260 12,260
DEXCOM INC 7,466 7,466
MICROCHIP TECHNOLOGY INC 5,276 5,276
MASTERCARD INC CL A 5,266 5,266
CINTAS CORP 8,770 8,770
HALLIBURTON COMPANY 2,691 2,691
NORTHERN TRUST CORP 3,559 3,559
ASTRAZENECA PLC 3,473 3,473
ABB LTD -SPONS ADR 3,437 3,437
ARTHUR J GALLAGHER & CO 7,380 7,380
LABCORP HOLDINGS INC 5,045 5,045
HUBBELL INC 10,472 10,472
INVESCO QQQ TRUST 516,342 516,342
MSCI INC 7,800 7,800
KEYSIGHT TECHNOLOGIES INC 7,871 7,871
BLUE OWL CAP INC CL A 7,722 7,722
UNIVERSAL HEALTH SERVICES 7,894 7,894
VISA INC CLASS A 7,901 7,901
YUM CHINA HOLDINGS INC 7,900 7,900
ZSCALER INC 8,479 8,479
GLOBUS MEDICAL INC NEW 12,241 12,241
AVANTOR INC 3,308 3,308
PACKAGING CORP OF AMER 10,131 10,131
WASTE CONNECTIONS INC 10,981 10,981
AMERICAN HOMES 4 RENT 10,927 10,927
US FOODS HOLDING CORP 10,861 10,861
SALESFORCE INC 78,902 78,902
TAPESTRY INC 25,609 25,609
PROGRESSIVE CORP OHIO 92,489 92,489
MSCI INC 25,800 25,800
MASCO CORP 6,386 6,386
ASCENDIS PHARMA A/S ADR 34,555 34,555
INTUITIVE SURGICAL INC 37,581 37,581
AMERIPRISE FINANCIAL 26,089 26,089
LOEWS CORPORATION 26,000 26,000
ELI LILLY & CO 37,056 37,056
ILLINOIS TOOL WORKS INC 37,019 37,019
PFIZER INCORPORATED 36,771 36,771
MONDELEZ INTL INC 47,127 47,127
SALESFORCE INC 30,090 30,090
PACCAR INC 47,225 47,225
BOEING CO 47,436 47,436
PALANTIR TECHNOLOGIES 48,554 48,554
LOCKHEED MARTIN CORP 31,100 31,100
VISA INC 49,302 49,302
LENNAR CORPORATION 49,502 49,502
GENL DYNAMICS CORP 49,536 49,536
WEC ENERGY GROUP INC 25,673 25,673
RTX CORP 54,273 54,273
PHILIP MORRIS 33,578 33,578
QUALCOMM INC 34,565 34,565
COTERRA ENERCOTERRA 15,401 15,401
BLACKROCK INC 15,377 15,377
SPROUTS FARMERS MARKET INC 15,375 15,375
ALPHABET INC CLASS A 82,156 82,156
DUKE ENERGY CORP 43,850 43,850
WILLIAMS COMPANIES 43,783 43,783
TEXAS INSTRUMENTS INC 74,441 74,441
ATLASSIAN CORP PLC CL A 32,613 32,613
REGENCY CENTERS CORP 15,304 15,304
COMCAST CORP NEW CL A 15,012 15,012
NVIDIA CORP 88,631 88,631
ANALOG DEVICES INC 86,046 86,046
MARSH AND MC LENNAN 62,236 62,236
STARBUCKS CORP 25,550 25,550
MCKESSON CORPORATION 63,260 63,260
THE CIGNA GROUP 64,341 64,341
ONEOK INC NEW 6,526 6,526
FORTIVE CORP 6,675 6,675
LYONDELLBASELL INDUSTRIES AF SCA CLASS A 6,684 6,684
VALVOLINE INC 4,450 4,450
HOST HOTELS & RESORTS 7,725 7,725
KKR & CO INC 104,129 104,129
VERTIV HOLDINGS LLC 44,876 44,876
VERTEX PHARMACEUTICALS INC 49,935 49,935
TRACTOR SUPPLY COMPANY 12,469 12,469
RPM INTERNATIONAL INC 12,429 12,429
MONOLITHIC POWER SYSTEMS INC 8,876 8,876
CHENIERE ENERGY INC 15,471 15,471
WARNER MUSIC GRP CORP 9,579 9,579
NEXTERA ENERGY INC 15,485 15,485
ROPER TECHNOLOGIES INC 15,596 15,596
AUTOMATIC DATA 14,051 14,051
PROLOGIS INC 13,952 13,952
LIVE NATION 13,857 13,857
ITT INC 14,860 14,860
S&P GLOBAL INC 14,941 14,941

TY 2024 InvestmentsGovtObligationsSch
Name:
THE LASZLO N TAUBER FAMILY
 
FOUNDATION INC
EIN:
30-0208793
US Government Securities - End of Year Book Value:

1,298,868
US Government Securities - End of Year Fair Market Value:

1,298,868
State & Local Government Securities - End of Year Book Value:


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


0


TY 2024 InvestmentsOtherSchedule2
Name:
THE LASZLO N TAUBER FAMILY
 
FOUNDATION INC
EIN:
30-0208793
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ROCKET GLOBAL INNOVATION FUND (OFF) FMV 814,434 814,434
CPJV FMV 3,963,679 3,963,679
CP REAL ESTATE FMV 1,007,537 1,007,537
GROUP P JV FMV 3,526,380 3,526,380
CPLP FMV 11,257,412 11,257,412
APOLLO EUROP FIN ACCESS III (OFF) FMV 702,599 702,599
KING STREET CAPITAL LTD FMV 14,896 14,896
ATLAS POINT DURABLE GROWTH FMV 488,349 488,349

TY 2024 OtherExpensesSchedule
Name:
THE LASZLO N TAUBER FAMILY
 
FOUNDATION INC
EIN:
30-0208793
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE EXPENSES 9,284 5,570   3,714
EVENTS 22,704 0   22,704


TY 2024 OtherIncomeSchedule2
Name:
THE LASZLO N TAUBER FAMILY
 
FOUNDATION INC
EIN:
30-0208793
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PARTNERSHIP ORD. INCOME 1,578,966 1,452,529 0


TY 2024 OtherIncreasesSchedule
Name:
THE LASZLO N TAUBER FAMILY
 
FOUNDATION INC
EIN:
30-0208793
Description Amount
UNREALIZED GAIN 843,870


TY 2024 OtherProfessionalFeesSchedule
Name:
THE LASZLO N TAUBER FAMILY
 
FOUNDATION INC
EIN:
30-0208793
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 82,686 82,686   0
ADMINISTRATIVE SUPPORT SERVICES 410,927 328,742   82,185


TY 2024 TaxesSchedule
Name:
THE LASZLO N TAUBER FAMILY
 
FOUNDATION INC
EIN:
30-0208793
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAXES 44,700 0   0
FOREIGN TAXES 2,008 2,008   0


TY 2024 TransfersFrmControlledEntities
Name:
THE LASZLO N TAUBER FAMILY
 
FOUNDATION INC
EIN:
30-0208793
Name US /
Foreign Address		 EIN Description Amount
CP REAL ESTATE LLC 2440 VIRGINIA AVENUE NW 910
WASHINGTON,DC20037 		72-1519575 $39,798 WAS TRANSFERRED FROM THE CONTROLLED ENTITY IN 2024. 0
GROUP P JOINT VENTURE 2440 RESEARCH BLVD SUITE 440
ROCKVILLE,MD20850 		52-1776614 $137,901 WAS TRANSFERRED FROM THE CONTROLLED ENTITY IN 2024. 0
Total     177,699

TY 2024 TransfersToControlledEntities
Name:
THE LASZLO N TAUBER FAMILY
 
FOUNDATION INC
EIN:
30-0208793
Name US /
Foreign Address		 EIN Description Amount
CP REAL ESTATE LLC 2440 VIRGINIA AVENUE NW 910
WASHINGTON,DC20037 		72-1519575 NO TRANSFERS WERE MADE TO THE CONTROLLED ENTITY IN 2024. 0
GROUP P JOINT VENTURE 2440 RESEARCH BLVD SUITE 440
ROCKVILLE,MD20850 		52-1776614 NO TRANSFERS WERE MADE TO THE CONTROLLED ENTITY IN 2024. 0
Total     0