Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
RICHARD LOUNSBERY FNDTN INC TR XXXXX8002
 
Number and street (or P.O. box number if mail is not delivered to street address)10 S DEARBORN IL1-0111
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60603
A Employer identification number

13-6786430
B Telephone number (see instructions)

(800) 496-2583
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$54,096,130J 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      
4 Dividends and interest from securities... 1,771,174 1,771,174  
5a Gross rents............ 0 0 0
b Net rental income or (loss) 0
6a Net gain or (loss) from sale of assets not on line 10 1,420,916
b Gross sales price for all assets on line 6a 7,647,365
7 Capital gain net income (from Part IV, line 2)... 1,420,916
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)....... Click to see attachment
List of Attached Documents:
// Content
192 192  
12 Total. Add lines 1 through 11........ 3,192,282 3,192,282 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 314,349 167,678   146,671
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).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
2,500 2,500   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
61,243 29,085   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,570 70   1,500
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 379,662 199,333 0 148,171
25 Contributions, gifts, grants paid....... 2,220,000 2,220,000
26 Total expenses and disbursements. Add lines 24 and 25 2,599,662 199,333 0 2,368,171
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 592,620
b Net investment income (if negative, enter -0-) 2,992,949
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............. 535,851 882,250 882,250
2 Savings and temporary cash investments......... 801,549 533,723 533,723
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)....... 21,907,981 Click to see attachment
List of Attached Documents:
// Content
20,502,260 		33,221,696
c Investments—corporate bonds (attach schedule)....... 18,424,522 Click to see attachment
List of Attached Documents:
// Content
20,290,417 		19,457,918
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
543
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 41,669,903 42,208,650 54,096,130
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........ 41,669,903 42,208,650
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)..... 41,669,903 42,208,650
30 Total liabilities and net assets/fund balances (see instructions). 41,669,903 42,208,650
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
41,669,903
2
Enter amount from Part I, line 27a .....................
2
592,620
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
7,612
4
Add lines 1, 2, and 3 ..........................
4
42,270,135
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
61,485
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
42,208,650
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 73. ADVANCED MICRO DEVICES INC   2020-11-06 2024-01-29
b 51461.354 VANGUARD TTL BD MKT IDX-ADM     2024-01-29
c 6486. VANGUARD MORTGAGE-BACKED SEC   2020-10-28 2024-01-29
d . WASTE MGMT INC DEL     2024-02-05
e . WELLS FARGO & CO NEW     2024-02-06
36. ADVANCED MICRO DEVICES INC   2020-11-06 2024-02-20
108. NEXTERA ENERGY INC   2023-06-23 2024-02-20
3. NEXTERA ENERGY INC   2023-06-23 2024-02-20
105. NEXTERA ENERGY INC   2018-07-18 2024-02-20
3704.939 SIX CIRCLES US UNCONSTR EQ   2023-06-26 2024-02-21
28845.951 SIX CIRCLES US UNCONSTR EQ     2024-02-21
33. ADVANCED MICRO DEVICES INC   2020-11-06 2024-03-20
9. NVIDIA CORP     2024-03-20
9. ASML HOLDING NV-NY REG SHS   2023-11-20 2024-03-20
50. NXP SEMICONDUCTORS NV     2024-03-20
3650. VANGUARD BD INDEX TOTAL BD MKT ETF   2022-03-24 2024-04-02
30. NXP SEMICONDUCTORS NV     2024-04-12
30. NXP SEMICONDUCTORS NV     2024-04-12
31. VANGUARD INT-TERM CORPORATE   2023-12-07 2024-05-07
2184. VANGUARD INT-TERM CORPORATE   2023-12-07 2024-05-07
1. DEERE & CO   2021-08-19 2024-05-13
33. DEERE & CO     2024-05-13
2. DEERE & CO   2021-08-19 2024-05-13
2. DEERE & CO   2021-10-21 2024-05-13
. ORACLE CORP     2024-05-16
3. LAUDER ESTEE COS INC CL A   2023-09-22 2024-05-17
77. LAUDER ESTEE COS INC CL A     2024-05-17
3. LAUDER ESTEE COS INC CL A   2023-09-22 2024-05-20
. EXXON MOBIL CORP     2024-05-28
. ALLERGAN PLC     2024-06-04
109. ALPHABET INC-CL A   2012-07-11 2024-06-05
26. ABBVIE INC   2023-10-27 2024-06-11
30. ABBVIE INC   2020-03-31 2024-06-11
26. ADVANCED MICRO DEVICES INC   2020-11-06 2024-06-11
140. ALPHABET INC-CL C     2024-06-11
149. AMAZON COM INC   2015-03-12 2024-06-11
27. AMERICAN EXPRESS CO     2024-06-11
24. ANALOG DEVICES INC   2020-11-06 2024-06-11
157. APPLE COMPUTER INC     2024-06-11
188. BANK OF AMERICA CORPORATION   2023-12-18 2024-06-11
16. BIOGEN IDEC INC     2024-06-11
3. BOOKING HOLDINGS INC     2024-06-11
99. BOSTON SCIENTIFIC CORP   2016-12-05 2024-06-11
105. BRISTOL MYERS SQUIBB CO     2024-06-11
96. CONOCOPHILLIPS     2024-06-11
8. COSTCO WHSL CORP NEW   2023-09-22 2024-06-11
1. COSTCO WHSL CORP NEW   2021-10-27 2024-06-11
10. DEERE & CO   2021-10-21 2024-06-11
126. EXXON MOBIL CORP     2024-06-11
47. FACEBOOK INC-A     2024-06-11
33. FISERV INC   2023-07-07 2024-06-11
24. ARTHUR J GALLAGHER & CO     2024-06-11
25. HILTON WORLDWIDE HOLDINGS IN     2024-06-11
25. HONEYWELL INTL INC   2009-12-16 2024-06-11
51. INGERSOLL RAND INC     2024-06-11
13. INTUIT     2024-06-11
11. INTUITIVE SURGICAL INC NEW   2023-06-23 2024-06-11
9. LILLY ELI & CO   2016-12-16 2024-06-11
17. LOWES COS INC   2011-09-22 2024-06-11
13. MARTIN MARIETTA MATLS INC     2024-06-11
32. MASTERCARD INC - CLASS A   2009-05-05 2024-06-11
27. MCDONALDS CORP   2024-05-17 2024-06-11
1. MCDONALDS CORP   2022-05-23 2024-06-11
105. MICROSOFT CORP   1993-03-01 2024-06-11
73. MONDELEZ INTERNATIONAL-W/I   2024-05-13 2024-06-11
93. MONSTER BEVERAGE CORP     2024-06-11
81. MORGAN STANLEY DEAN WITTER & CO NEW   2013-04-19 2024-06-11
68. NEXTERA ENERGY INC     2024-06-11
26. NORFOLK SOUTHN CORP     2024-06-11
348. NVIDIA CORP   2023-02-24 2024-06-11
26. OLD DOMINION FREIGHT LINE INC COM   2021-09-09 2024-06-11
34. PEPSICO INC   2014-10-13 2024-06-11
47. PROGRESSIVE CORP OHIO     2024-06-11
5. REGENERON PHARMACEUTICALS INC   2021-01-28 2024-06-11
12. S&P GLOBAL INC   2022-12-02 2024-06-11
19. SALESFORCE.COM INC   2024-03-20 2024-06-11
87. SOUTHERN CO     2024-06-11
17. STRYKER CORP   2023-09-13 2024-06-11
39. TJX COS INC NEW   2023-09-22 2024-06-11
31. T-MOBILE US INC     2024-06-11
43. TEXAS INSTRS INC     2024-06-11
9. THERMO ELECTRON CORP     2024-06-11
32. UNITEDHEALTH GROUP INC   2010-12-01 2024-06-11
28. WASTE CONNECTIONS INC   2016-07-26 2024-06-11
148. WELLS FARGO & CO NEW   2020-12-15 2024-06-11
26. EATON CORP PLC   2021-02-22 2024-06-11
26. LINDE PLC   2018-12-11 2024-06-11
4. ASML HOLDING NV-NY REG SHS   2020-03-05 2024-06-11
24. NXP SEMICONDUCTORS NV     2024-06-11
. NORWEST CORP     2024-06-27
8336.689 FIDELITY 500 INDEX FUND   2018-05-11 2024-07-12
29914.864 SIX CIRCLES US UNCONSTR EQ   2023-06-26 2024-07-12
8387. VANGUARD LONG-TERM TREASURY ETF     2024-08-06
106. ALPHABET INC-CL C     2024-09-12
5. INTUIT   2020-02-25 2024-09-12
22. INTUIT     2024-09-12
44. BIOGEN IDEC INC     2024-10-01
33. HONEYWELL INTL INC     2024-10-01
2. INTUIT   2020-05-04 2024-10-01
7. INTUIT   2020-05-04 2024-10-01
3. BIOGEN IDEC INC   2023-01-06 2024-10-02
13. BIOGEN IDEC INC   2023-10-27 2024-10-02
15. BIOGEN IDEC INC   2023-01-06 2024-10-02
6. BIOGEN IDEC INC   2023-10-27 2024-10-02
1. INTUIT   2020-05-04 2024-10-02
1. INTUIT   2020-05-04 2024-10-02
2. INTUIT   2020-05-04 2024-10-02
1. INTUIT   2020-05-04 2024-10-02
1. BIOGEN IDEC INC   2023-10-27 2024-10-03
2. INTUIT   2020-05-04 2024-10-03
4151.447 FIDELITY 500 INDEX FUND   2024-08-06 2024-10-04
1. INTUIT   2020-05-04 2024-10-04
3. INTUIT   2020-05-04 2024-10-07
7445. VANGUARD BD INDEX TOTAL BD MKT ETF   2022-03-24 2024-10-07
2. INTUIT   2020-05-04 2024-10-09
2. INTUIT   2020-05-04 2024-10-10
2. INTUIT   2020-05-04 2024-10-10
1. INTUIT   2020-05-04 2024-10-11
1. INTUIT   2020-05-04 2024-10-11
2. DEERE & CO   2021-10-21 2024-10-14
1. DEERE & CO   2021-10-21 2024-10-14
2. INTUIT   2020-05-04 2024-10-14
4. DEERE & CO   2021-10-21 2024-10-15
3. INTUIT   2020-05-04 2024-10-15
6. DEERE & CO   2021-10-21 2024-10-16
1. INTUIT   2020-05-04 2024-10-16
2. DEERE & CO   2021-10-21 2024-10-17
4. DEERE & CO   2021-10-21 2024-10-17
3. INTUIT   2020-05-04 2024-10-17
2. INTUIT   2020-05-04 2024-10-17
30. DEERE & CO   2021-10-21 2024-11-01
2. DEERE & CO   2021-10-21 2024-11-01
14. ANALOG DEVICES INC   2020-11-06 2024-11-13
107. ANALOG DEVICES INC     2024-11-13
3. CONOCOPHILLIPS   2021-03-18 2024-11-21
41. CONOCOPHILLIPS     2024-11-21
8. CONOCOPHILLIPS   2021-03-03 2024-11-21
5. LILLY ELI & CO   2016-12-16 2024-11-21
3. LILLY ELI & CO   2016-12-16 2024-11-21
138. MONSTER BEVERAGE CORP   2022-06-17 2024-11-21
1. MONSTER BEVERAGE CORP   2022-06-17 2024-11-21
2. MONSTER BEVERAGE CORP   2022-06-17 2024-11-21
5. MONSTER BEVERAGE CORP   2022-06-17 2024-11-21
1. T-MOBILE US INC   2022-09-01 2024-11-21
29. T-MOBILE US INC   2022-09-01 2024-11-21
15. LINDE PLC   2018-12-11 2024-11-21
1. LINDE PLC   2018-12-11 2024-11-21
1. LINDE PLC   2018-12-11 2024-11-21
6. LINDE PLC   2018-12-11 2024-11-21
26. MONSTER BEVERAGE CORP   2022-06-17 2024-11-22
. MCKESSON CORP     2024-12-05
134. ADVANCED MICRO DEVICES INC   2020-11-06 2024-12-17
8. COSTCO WHSL CORP NEW   2021-10-27 2024-12-17
5. COSTCO WHSL CORP NEW   2021-10-27 2024-12-17
106. NVIDIA CORP   2023-02-24 2024-12-17
50. T-MOBILE US INC   2022-09-01 2024-12-17
84. T-MOBILE US INC     2024-12-17
. WASTE MGMT INC DEL     2024-12-20
12614. ISHARES BROAD USD HIGH YIELD   2024-07-17 2024-12-23
10973.821 SIX CIRCLES CREDIT OPPORT     2024-12-23
5685. VANGUARD LONG-TERM TREASURY ETF   2023-12-07 2024-12-23
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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 12,920   6,254 6,666
b 494,029   555,112 -61,083
c 297,867   351,087 -53,220
d 24     24
e 53     53
5,926   3,084 2,842
6,148   8,016 -1,868
169   223 -54
5,914   4,447 1,467
58,019   49,424 8,595
451,728   403,155 48,573
5,952   2,827 3,125
8,033   2,121 5,912
8,563   6,240 2,323
11,914   5,162 6,752
262,189   289,810 -27,621
7,107   2,822 4,285
7,081   2,818 4,263
2,461   2,459 2
173,436   173,224 212
408   359 49
13,515   11,836 1,679
826   717 109
818   686 132
22     22
404   443 -39
10,385   11,359 -974
398   443 -45
97     97
33     33
19,059   1,557 17,502
4,362   3,563 799
5,033   2,280 2,753
4,094   2,227 1,867
24,623   2,366 22,257
27,607   2,783 24,824
6,099   3,089 3,010
5,600   3,199 2,401
32,121   29,891 2,230
7,292   6,325 967
3,633   4,694 -1,061
11,412   5,124 6,288
7,614   2,049 5,565
4,464   6,410 -1,946
10,867   6,837 4,030
6,774   4,476 2,298
847   488 359
3,672   3,428 244
14,157   14,066 91
23,516   6,530 16,986
4,892   4,140 752
6,123   3,376 2,747
5,115   3,166 1,949
5,220   976 4,244
4,659   2,472 2,187
7,378   3,734 3,644
4,581   3,602 979
7,738   655 7,083
3,693   324 3,369
7,090   5,894 1,196
14,292   585 13,707
6,860   7,348 -488
254   236 18
44,987   270 44,717
4,914   5,241 -327
4,746   4,175 571
7,733   1,664 6,069
4,895   2,681 2,214
5,840   3,765 2,075
41,537   8,040 33,497
4,478   3,762 716
5,618   3,238 2,380
9,788   5,543 4,245
5,000   2,547 2,453
5,136   4,324 812
4,561   5,782 -1,221
6,857   6,903 -46
5,852   5,032 820
4,177   3,490 687
5,570   4,474 1,096
8,416   2,355 6,061
5,182   4,996 186
15,824   1,202 14,622
4,681   1,386 3,295
8,455   4,393 4,062
8,279   3,388 4,891
11,233   4,176 7,057
4,097   1,170 2,927
6,563   2,237 4,326
156     156
1,625,988   795,904 830,084
528,596   399,064 129,532
509,257   498,033 11,224
16,369   1,619 14,750
3,209   1,428 1,781
14,131   6,220 7,911
8,396   12,533 -4,137
6,801   1,286 5,515
1,215   533 682
4,255   1,866 2,389
566   831 -265
2,463   3,045 -582
2,842   4,153 -1,311
1,131   1,406 -275
609   267 342
608   267 341
1,217   533 684
607   267 340
187   234 -47
1,206   533 673
829,251   755,978 73,273
613   267 346
1,809   800 1,009
550,749   591,133 -40,384
1,237   533 704
1,240   533 707
1,239   533 706
618   267 351
618   267 351
807   686 121
404   343 61
1,231   533 698
1,612   1,371 241
1,853   800 1,053
2,436   2,057 379
609   267 342
810   686 124
1,619   1,371 248
1,828   800 1,028
1,222   533 689
12,008   10,285 1,723
801   686 115
2,995   1,866 1,129
22,857   14,237 8,620
343   163 180
4,673   2,215 2,458
895   430 465
3,726   364 3,362
2,236   218 2,018
7,412   6,101 1,311
54   44 10
108   88 20
270   221 49
237   144 93
6,856   4,165 2,691
6,778   2,409 4,369
451   161 290
452   161 291
2,718   964 1,754
1,406   1,150 256
98     98
16,747   11,480 5,267
7,925   3,908 4,017
4,933   2,442 2,491
13,658   2,449 11,209
11,190   7,181 4,009
18,638   11,344 7,294
14     14
462,341   463,693 -1,352
97,996   112,585 -14,589
315,661   337,263 -21,602
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
      97,675
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       6,666
b       -61,083
c       -53,220
d       24
e       53
      2,842
      -1,868
      -54
      1,467
      8,595
      48,573
      3,125
      5,912
      2,323
      6,752
      -27,621
      4,285
      4,263
      2
      212
      49
      1,679
      109
      132
      22
      -39
      -974
      -45
      97
      33
      17,502
      799
      2,753
      1,867
      22,257
      24,824
      3,010
      2,401
      2,230
      967
      -1,061
      6,288
      5,565
      -1,946
      4,030
      2,298
      359
      244
      91
      16,986
      752
      2,747
      1,949
      4,244
      2,187
      3,644
      979
      7,083
      3,369
      1,196
      13,707
      -488
      18
      44,717
      -327
      571
      6,069
      2,214
      2,075
      33,497
      716
      2,380
      4,245
      2,453
      812
      -1,221
      -46
      820
      687
      1,096
      6,061
      186
      14,622
      3,295
      4,062
      4,891
      7,057
      2,927
      4,326
      156
      830,084
      129,532
      11,224
      14,750
      1,781
      7,911
      -4,137
      5,515
      682
      2,389
      -265
      -582
      -1,311
      -275
      342
      341
      684
      340
      -47
      673
      73,273
      346
      1,009
      -40,384
      704
      707
      706
      351
      351
      121
      61
      698
      241
      1,053
      379
      342
      124
      248
      1,028
      689
      1,723
      115
      1,129
      8,620
      180
      2,458
      465
      3,362
      2,018
      1,311
      10
      20
      49
      93
      2,691
      4,369
      290
      291
      1,754
      256
      98
      5,267
      4,017
      2,491
      11,209
      4,009
      7,294
      14
      -1,352
      -14,589
      -21,602
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,420,916
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 41,602
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 41,602
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 41,602
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 34,672
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 26,927
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 61,599
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 19,997
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow19,997 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 arrowNY
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowJP MORGAN CHASE BANK N A Telephone no.right arrow (800) 496-2583

Located atright arrow10 S DEARBORN ST MC IL 1-0111CHICAGOIL ZIP+4right arrow60603
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
Yes
 
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JP MORGAN CHASE BANK NA CO-TRUSTEE
20 		237,169    
10 S DEARBORN ST MC IL 1-0111
CHICAGO,IL60603
RICHARD H PERSHAN CO-TRUSTEE
20 		77,180    
270 PARK AVENUE
NEW YORK,NY10017
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
52,664,420
b
Average of monthly cash balances.......................
1b
505,795
c
Fair market value of all other assets (see instructions)................
1c
543
d
Total (add lines 1a, b, and c).........................
1d
53,170,758
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
53,170,758
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
797,561
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
52,373,197
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,618,660
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
2,618,660
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
41,602
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
41,602
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,577,058
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,577,058
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
2,577,058
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
2,368,171
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
2,368,171
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 2,577,058
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 2,182,775
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 0
e From 2023...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 2,368,171
a Applied to 2023, but not more than line 2a 2,182,775
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..... 185,396
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
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 .......... 		2,391,662
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) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
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

RICHARD LOUNSBERY FOUNDATION

601 13TH STREET NW
WASHINGTON,DC20005 		NONE PF GENERAL 2,220,000
Total .................................right arrow 3a 2,220,000
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 1,771,174  
5 Net rental income or (loss) from real estate:
aDebt-financed property......       0 0
bNot debt-financed property.....       0 0
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 1,420,916  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aROYALTY INCOME 		    15 192  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   3,192,282 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,192,282
(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


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Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

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TY 2024 ExpenditureResponsibilityStmt
Name:
RICHARD LOUNSBERY FNDTN INC TR XXXXX8002
EIN:
13-6786430
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
RICHARD LOUNSBERY FOUNDATION INC
  		601 13TH STREET SUITE 940N
WASHINGTON,DC20005 		2024-10-08 2,220,000 GENERAL SUPPORT OF THE CHARITABLE ACTIVITIES OF THE RICHARD LOUNSBERY FOUNDATION INC 2,220,000 NONE 05/09/2025 2025-05-09 NO DIVERSIONS BY THE GRANTEE

TY 2024 InvestmentsCorpBondsSchedule
Name:
RICHARD LOUNSBERY FNDTN INC TR XXXXX8002
EIN:
13-6786430
Name of Bond End of Year Book Value End of Year Fair Market Value
72201F490 PIMCO INCOME FUND-IN 390,018 354,806
83002G108 SIX CIRCLES ULTR SHR 337,353 337,177
921937603 VANGUARD TTL BD MKT 1,023,136 923,486
92206C771 VANGUARD MORTGAGE-BA 1,173,685 1,114,140
83002G884 SIX CIRCLES CREDIT O 2,123,347 2,128,650
464287440 ISHARES 7-10 YEAR TR 266,409 267,088
83002G702 SIX CIRCLES GLOBAL B 2,731,201 2,620,205
921937835 VANGUARD TOTAL BOND 9,751,872 9,235,833
92203J407 VANGUARD TOTAL INTL 1,454,132 1,424,755
92206C847 VANGUARD LONG-TERM T    
92206C870 VANGUARD INT-TERM CO 1,039,264 1,051,778

TY 2024 InvestmentsCorpStockSchedule
Name:
RICHARD LOUNSBERY FNDTN INC TR XXXXX8002
EIN:
13-6786430
Name of Stock End of Year Book Value End of Year Fair Market Value
101137107 BOSTON SCIENTIFIC CO 10,430 45,196
110122108 BRISTOL-MYERS SQUIBB 37,565 38,178
438516106 HONEYWELL INTERNATIO 3,697 22,363
532457108 ELI LILLY & CO 2,691 28,564
548661107 LOWE'S COS INC 1,678 21,718
594918104 MICROSOFT CORP 1,391 228,032
609207105 MONDELEZ INTERNATION 10,605 22,279
617446448 MORGAN STANLEY 8,588 52,551
713448108 PEPSICO INC 25,041 34,214
723787107 PIONEER NATURAL RESO    
882508104 TEXAS INSTRUMENTS IN 11,007 41,252
949746101 WELLS FARGO & CO 22,589 53,453
02079K107 ALPHABET INC-CL C 8,641 115,597
02079K305 ALPHABET INC-CL A    
09062X103 BIOGEN INC    
09253F879 ISHARES-MSCI EAFE IN 1,297,989 1,626,217
30303M102 META PLATFORMS INC-C 19,874 139,937
57636Q104 MASTERCARD INC - A 7,418 92,150
65339F101 NEXTERA ENERGY INC 18,353 31,257
91324P102 UNITEDHEALTH GROUP I 6,274 84,479
94106B101 WASTE CONNECTIONS IN 7,268 25,222
023135106 AMAZON.COM INC 13,858 167,614
032654105 ANALOG DEVICES INC    
037833100 APPLE INC 35,682 206,597
060505104 BANK OF AMERICA CORP 6,132 42,500
655844108 NORFOLK SOUTHERN COR 16,708 30,980
67066G104 NVIDIA CORP 11,611 233,127
025816109 AMERICAN EXPRESS CO 13,731 40,067
315911750 FIDELITY 500 INDEX F 5,756,740 12,424,224
83002G306 SIX CIRCLES US UNCON 3,647,848 6,416,102
83002G405 SIX CIRCLES INTL UNC 4,007,222 4,301,107
00287Y109 ABBVIE INC 20,529 51,000
337738108 FISERV INC 33,839 49,917
580135101 MCDONALD'S CORP 39,011 49,861
N6596X109 NXP SEMICONDUCTORS N 16,753 30,554
007903107 ADVANCED MICRO DEVIC    
09857L108 BOOKING HOLDINGS INC 21,177 64,589
461202103 INTUIT INC    
518439104 ESTEE LAUDER COMPANI    
883556102 THERMO FISHER SCIENT 19,247 23,410
N07059210 ASML HOLDING NV-NY R 10,862 18,713
20825C104 CONOCOPHILLIPS 23,361 43,238
22160K105 COSTCO WHOLESALE COR 17,576 32,986
244199105 DEERE & CO    
363576109 ARTHUR J GALLAGHER & 16,862 34,346
43300A203 HILTON WORLDWIDE HOL 16,191 31,884
45687V106 INGERSOLL RAND INC 12,771 23,881
46120E602 INTUITIVE SURGICAL I 15,976 29,752
46641Q191 JPMORGAN BETABUILDER 1,296,004 1,470,237
46641Q217 JPMORGAN BETABUILDER 1,285,034 1,501,681
46641Q225 JPMORGAN BETABUILDER 1,233,381 1,711,102
46641Q233 JPMORGAN BETABUILDER 924,559 844,009
679580100 OLD DOMINION FREIGHT 17,546 22,579
75886F107 REGENERON PHARMACEUT 15,218 21,370
G29183103 EATON CORP PLC 16,844 43,475
30231G102 EXXON MOBIL CORP 46,177 70,028
61174X109 MONSTER BEVERAGE COR 13,529 16,083
743315103 PROGRESSIVE CORP 28,123 57,746
78409V104 S&P GLOBAL INC 22,392 31,376
872590104 T-MOBILE US INC    
573284106 MARTIN MARIETTA MATE 29,044 35,639
842587107 THE SOUTHERN COMPANY 40,177 44,782
863667101 STRYKER CORP 25,413 30,964
872540109 TJX COMPANIES INC 15,853 23,800
G54950103 LINDE PLC 18,110 47,728
11135F101 BROADCOM INC 47,274 46,136
127387108 CADENCE DESIGN SYS I 19,926 19,530
254687106 WALT DISNEY CO/THE 31,858 30,955
68902V107 OTIS WORLDWIDE CORP 36,881 33,247
79466L302 SALESFORCE INC 47,397 55,164
824348106 SHERWIN-WILLIAMS CO/ 16,734 14,957

TY 2024 OtherAssetsSchedule
Name:
RICHARD LOUNSBERY FNDTN INC TR XXXXX8002
EIN:
13-6786430
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
XXX-XX-XXXX W/2 OF SECTION 32, T   0 543


TY 2024 OtherDecreasesSchedule
Name:
RICHARD LOUNSBERY FNDTN INC TR XXXXX8002
EIN:
13-6786430
Description Amount
RETURN OF CAPITAL ADJUSTMENTS 55,728
MUTUAL FUND EARNINGS 94
2024 TRANSACTIONS POSTED IN 2025 5,663


TY 2024 OtherExpensesSchedule
Name:
RICHARD LOUNSBERY FNDTN INC TR XXXXX8002
EIN:
13-6786430
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
AG FILING FEE 1,500 0   1,500
MINERAL INT-PRODUCTION TAX 4 4   0
ROYALTY - OTHER EXPENSES 66 66   0


TY 2024 OtherIncomeSchedule2
Name:
RICHARD LOUNSBERY FNDTN INC TR XXXXX8002
EIN:
13-6786430
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
ROYALTY INCOME 192 192  


TY 2024 OtherIncreasesSchedule
Name:
RICHARD LOUNSBERY FNDTN INC TR XXXXX8002
EIN:
13-6786430
Description Amount
2023 TRANSACTIONS POSTED IN 2024 7,611
ROUNDING 1


TY 2024 OtherProfessionalFeesSchedule
Name:
RICHARD LOUNSBERY FNDTN INC TR XXXXX8002
EIN:
13-6786430
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 2,500 2,500    


TY 2024 TaxesSchedule
Name:
RICHARD LOUNSBERY FNDTN INC TR XXXXX8002
EIN:
13-6786430
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 321 321   0
STATE INCOME TAXES 10 10   0
FEDERAL TAX PAYMENT - PRIOR YE 9,452 0   0
FEDERAL ESTIMATES - INCOME 22,706 0   0
FOREIGN TAXES ON QUALIFIED FOR 23,677 23,677   0
FOREIGN TAXES ON NONQUALIFIED 5,077 5,077   0