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
Laguntza Foundation
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

20-8638559
B Telephone number (see instructions)

(800) 839-1754
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$1,753,192
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments 1,055 1,055  
4 Dividends and interest from securities... 37,893 37,893  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 95,956
b Gross sales price for all assets on line 6a 792,980
7 Capital gain net income (from Part IV, line 2)... 95,956
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).......      
12 Total. Add lines 1 through 11........ 134,904 134,904  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 15,201 15,201    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 2,671 692    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 15,190 273   14,917
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 33,062 16,166   14,917
25 Contributions, gifts, grants paid....... 372,100 372,100
26 Total expenses and disbursements. Add lines 24 and 25 405,162 16,166   387,017
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -270,258
b Net investment income (if negative, enter -0-) 118,738
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......... 44,158 121,645 121,645
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 84,989 Click to see attachment
List of Attached Documents:
// Content
73,096
73,680
b Investments—corporate stock (attach schedule)....... 1,333,140 Click to see attachment
List of Attached Documents:
// Content
1,081,575
1,420,849
c Investments—corporate bonds (attach schedule)....... 224,873 Click to see attachment
List of Attached Documents:
// Content
140,586
137,018
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)..........      
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) 1,687,160 1,416,902 1,753,192
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 1,687,160 1,416,902
29 Total net assets or fund balances (see instructions)..... 1,687,160 1,416,902
30 Total liabilities and net assets/fund balances (see instructions). 1,687,160 1,416,902
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
1,687,160
2
Enter amount from Part I, line 27a .....................
2
-270,258
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
1,416,902
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,416,902
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
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 792,980   697,024 95,956
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       95,956
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 95,956
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 1,650
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  
3 Add lines 1 and 2........................... 3 1,650
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,650
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 900
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 900
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 9 750
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (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 arrowDE
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 arrowFoundation Source Telephone no.right arrow (800) 839-1754

Located atright arrow501 Silverside Road Suite 123WilmingtonDE ZIP+4right arrow198091377
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position
(c) Compensation
(If not paid, enter
-0-)
(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
Peter Coppolillo VP
1.0
0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Robin Houston Dir
1.0
0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Susan MacGrath Pres, Dir, Sec
1.0
0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Timothy J Preso Dir
1.0
0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Lorea Zabaleta Dir
1.0
0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Martin Zabaleta Dir
1.0
0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
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
 
Total number of other employees paid over $50,000...................right arrow  
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
 
Total number of others receiving over $50,000 for professional services.............right arrow  
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
1,777,728
b
Average of monthly cash balances.......................
1b
73,204
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,850,932
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
1,850,932
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
27,764
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,823,168
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
91,158
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
91,158
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
1,650
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,650
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
89,508
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
89,508
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
89,508
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
387,017
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
387,017
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 89,508
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023...... 265,822
f Total of lines 3a through e ........ 265,822
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 387,017
a Applied to 2023, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions).....
 
c Treated as distributions out of corpus (Election
required—see instructions)........
 
d Applied to 2024 distributable amount..... 89,508
e Remaining amount distributed out of corpus 297,509
5 Excess distributions carryover applied to 2024.    
(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 5 563,331
b Prior years’ undistributed income. Subtract
line 4b from line 2b ..........
 
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......
 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
 
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
 
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) .......
 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ...
 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
563,331
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023.... 265,822
e Excess from 2024.... 297,509
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).)
Susan MacGrath
MARTIN ZABALETA
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

NORTHERN JAGUAR PROJECT INC

2114 W GRANT ROAD
TUCSON,AZ85745
N/A PC General & Unrestricted 2,100

WILDLIFE CONSERVATION NETWORK INC

209 MISSISSIPPI ST
SAN FRANCISCO,CA94107
N/A PC McCaw Recovery Network Fund 25,000

WILDLIFE CONSERVATION NETWORK INC

209 MISSISSIPPI ST
SAN FRANCISCO,CA94107
N/A PC Charitable Event 250,000

WILDLIFE CONSERVATION NETWORK INC

209 MISSISSIPPI ST
SAN FRANCISCO,CA94107
N/A PC To support the Land of the Snow Leopard Network's project connecting Indigenous Traditional Ecological Knowledge with Western conservation science for the purpose of protecting the endangered Snow leopard across its range in Central and Inner Asia 25,000

WILDLIFE CONSERVATION NETWORK INC

209 MISSISSIPPI ST
SAN FRANCISCO,CA94107
N/A PC MarAlliance WhaleSharks Panama project 20,000

WILDLIFE CONSERVATION NETWORK INC

209 MISSISSIPPI ST
SAN FRANCISCO,CA94107
N/A PC Proyecto Titi Fund 30,000

WILDLIFE CONSERVATION SOCIETY

2300 SOUTHERN BLVD
BRONX,NY10460
N/A PC Vicuna Management Project in Bolivia 20,000
Total .................................right arrow 3a 372,100
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 ...........
    14 1,055  
4 Dividends and interest from securities ....     14 37,893  
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 95,956  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   134,904  
13Total. Add line 12, columns (b), (d), and (e)..................
13
134,904
(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

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

TY 2024 DepreciationSchedule
Name:
Laguntza Foundation
EIN:
20-8638559
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)
Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

TY 2024 InvestmentsCorpBondsSchedule
Name:
Laguntza Foundation
EIN:
20-8638559
Name of Bond End of Year Book Value End of Year Fair Market Value
AMERICAN TOWER CORP - 4.400% - 4,395 3,979
APPLE INC NOTE - 3.350% - 08/0 2,884 2,749
ARROW ELECTRONICS INC - 5.880% 4,151 4,023
ASSURED GUARANTY US HOLDINGS I 2,695 2,649
ATHENE HLDG LTD SR NOTE - 3.50 4,375 4,508
BANK NEW YORK MELLON - 3.442% 4,145 3,898
BANK NOVA SCOTIA BC MTN BANK N 2,759 2,888
BROOKFIELD FIN INC - 4.350% - 3,797 3,856
CB RICHARD ELLIS SERVICES INC 4,196 4,126
CDW CORP - 3.250% - 02/15/2029 5,062 4,607
CENTENE CORP DEL SER B - 4.250 4,542 4,852
DEERE JOHN CAPITAL CORP MTN - 3,993 3,836
EBAY INC - 3.600% - 06/05/2027 3,257 2,926
ENCOMPASS HEALTH CORP - 4.500% 3,635 3,860
FORTUNE BRANDS - 5.875% - 06/0 3,068 3,077
HASBRO INC - 3.900% - 11/19/20 3,686 3,762
JEFFERIES GROUP LLC - 4.850% - 4,280 4,007
JPMORGAN CHASE - 3.625% - 12/0 3,232 2,915
KEYSIGHT TECHNOLOGIES INC - 3. 3,094 2,736
KYNDRYL HLDGS INC SER B NOTE - 3,075 3,466
LAMAR MEDIA CORP SER B NOTE - 3,610 3,751
MEAD JOHNSON NUTRITION - 4.125 3,960 3,983
MORGAN STANLEY - 5.449% - 07/2 2,933 3,033
NASDAQ INC - 3.850% - 06/30/20 3,252 2,964
NORTHERN TR CORP - 3.650% - 08 3,215 2,896
REINSURANCE GROUP - 3.150% - 0 3,446 3,611
SCHWAB CHARLES CORP - 5.643% - 2,949 3,061
SEAGATE HDD CAYMAN - 4.875% - 3,017 2,955
SILGAN HOLDINGS - 4.125% - 02/ 4,088 3,818
STEELCASE INC - 5.130% - 01/18 3,890 3,839
TD BANK - 5.150% - 09/10/2034 3,924 3,904
TRIMBLE - 4.900% - 06/15/2028 4,526 3,996
TRUIST FINL CORP SER G MTN - 5 3,130 3,055
UNITED RENTALS NORTH AMER INC 4,087 3,832
VERISIGN INC - 4.750% - 07/15/ 2,965 2,996
VMWARE INC - 3.900% - 08/21/20 3,339 2,932
VONTIER CORPORATION SER B NOTE 3,186 3,436
WESTINGHOUSE AIR BRAKE TECHNOL 3,318 2,971
WYETH - 6.500% - 02/01/2034 3,430 3,265

TY 2024 InvestmentsCorpStockSchedule
Name:
Laguntza Foundation
EIN:
20-8638559
Name of Stock End of Year Book Value End of Year Fair Market Value
ACAP STRATEGIC FUND CLASS W 101,559 106,422
ACI WORLDWIDE INC 937 1,713
ADOBE SYSTEMS, INC 21,038 20,900
ADYEN N.V. 818 1,319
AIA GROUP LTD ADR 1,281 1,182
AKAMAI TECH COM STK 1,421 1,243
ALCON INC 8,926 10,441
ALFA LAVAL AB 1,168 1,370
ALLEGION PLC 1,914 1,960
ALLIANZ SE 2,481 3,543
ALPHABET INC CL C 10,671 27,233
AMAZON COM 8,478 28,301
AMBEV SA 1,161 862
AMDOCS LIMITED 1,642 1,788
AMER FIN GRP HLD 1,485 1,917
AMER INTERNATIONAL GROUP INC 7,900 7,571
AMERICAN WATER WORKS COMPANY I 7,650 7,345
AMERIPRISE FINANCIAL INC 6,815 15,973
AMGEN INC 7,634 8,601
AMICUS THERAPEUTICS INC 1,413 1,159
ANALOG DEVICES INC 4,446 6,586
ANSYS INC 10,120 9,783
APPLE INC 15,116 25,292
APPLIED IDNS TECH 1,920 3,592
APTAR GROUP INC 2,065 2,671
ARGENX SE 1,684 3,690
ASSA ABLOY UNSP/ADR 919 996
ATLAS COPCO AB A SHS ADR 1,318 1,437
ATMOS ENERGY CORP 1,626 1,950
AUTODESK, INC 8,800 9,754
AVERY DENNISON CORP 1,239 1,497
AVIDITY BIOSCIENCES, INC. 552 349
AVIENT 1,190 1,022
AXCELIS TECHNOLOGIES INC 1,175 838
BANCO BILBAO ARG SA 1,099 1,857
BILL COM HOLDINGS 1,013 1,017
BIO TECHNE CORPORATION 10,974 10,012
BJ'S WHLSL CLUB INC 1,843 2,412
BLACKROCK INC 4,803 9,226
BRAZE, INC 1,568 1,173
BRINKS CO 1,110 928
BUILDERS FIRST SOURCE INC 1,096 858
CAMDEN PPTY TR 1,143 1,392
CANADIAN NATL RAILWAY CO 1,504 1,320
CAPITAL ONE FINANCIAL CORP 9,524 11,947
CAVCO INDS INC DEL 731 1,339
CBOE HOLDINGS INC 968 2,149
CHECK POINT SOFTWARE TECHNOLOG 1,633 2,054
CHEMED CORP 1,865 2,119
CHEWY INC 1,440 1,842
CHOICE HOTELS INTERNATIONAL IN 2,166 2,556
CHUBB LIMITED 4,447 4,421
CHUGAI PHARMACEUTICAL CO., LTD 2,132 2,561
CINCINNATI FINANCIAL CORP 2,034 2,443
CLOROX CO 1,207 1,462
COHEN & STEERS INC 867 1,200
COLOPLAST AS ADR 862 771
COLUMBIA SPORTSWEAR CO 1,550 1,511
COMMERCE BANCSHARES, INC 8,655 9,160
CONFLUENT, INC 923 1,202
COOPER COMPANIES INC 1,801 2,022
CREDICORP LTD 728 1,100
CRINETICS PHARMACEUTICALS INC 636 869
CROWDSTRIKE HOLDINGS, INC 6,199 12,318
CUBESMART 1,281 1,286
CULLEN FROST BANKERS INC 8,085 9,129
DAIFUKU CO LTD UNSPONSRED ADS 755 854
DANAHER CORP 7,806 8,264
DASSAULT SYS SA SPN ADR 2,563 1,998
DBS GROUP HLDGS SPON ADR 2,486 3,585
DECKERS OUTDOOR CORPORATION 720 2,437
DEERE CO 8,633 9,321
DISCO CORPORATION 1,060 1,006
DOCUSIGN INC 1,309 1,709
DOLBY LABORATORIES 3,376 3,515
DONALDSON CO. INC 1,797 2,021
DORMAN PRODUCTS INC 820 907
DOXIMITY ORD SHS CLASS A 700 694
EAST WEST BANCORP, INC 677 1,053
ECOLAB INC 10,816 12,185
ELASTIC NV 964 892
ELI LILLY & CO 11,344 21,616
EMCOR GROUP INC 669 2,723
ENTEGRIS INC 2,032 2,179
EPIROC AB 1,249 1,198
EQUITY LIFESTYLE PRP 8,537 8,525
ETSY INC 2,714 1,322
EXLSERVICE HOLDINGS INC 2,510 3,550
EXPEDITORS INTL WASH INC 1,442 1,551
F5 NETWORKS, INC 1,021 1,760
FACTSET RESH SYST INC 2,141 2,882
FLOWERS FOODS INC 1,347 1,198
FOMENTO ECONOMICO MEXICANO 2,332 2,052
GE VERNOVA 6,867 7,565
GENERAL ELECTRIC CO 16,105 15,345
GENMAB A/S SPON 1,602 835
GENUINE PARTS COMPANY 1,399 1,168
GITLAB INC 2,035 2,367
GODADDY INC 1,593 3,750
GRACO INC 1,391 1,854
GRUPO FIN ADR 831 738
HAIER SMART HOME ADR 1,009 1,176
HAMILTON LANE INC 1,184 1,481
HDFC BANK LTD ADR 2,702 2,618
HENRY JACK & ASSOC INC 1,674 1,753
HOULIHAN LOKEY INC 1,330 1,563
HUBBELL INCORPORATED 13,142 18,850
HUBSPOT INC 1,635 3,484
HYATT HOTELS CORP 1,514 2,669
IDEAYA BIOSCIENCES 1,907 1,131
IDEX CP 2,338 2,302
IDEXX CORP 8,867 7,855
IMMUNOCORE HLDGS PLC 1,569 797
INARI MEDICAL INC 1,313 1,021
INFINEON TECH ADS 2,284 2,108
INSMED INC COM DE 1,278 1,381
INTERNATIONAL BANCSHARES CORPO 751 884
INTERPUBLIC GROUP OF COS 1,182 1,345
JFROG 1,312 1,588
JONES LANG LASALLE 1,465 2,278
KNIGHT SWIFT TRANSPORTATION HO 1,042 1,008
KOMATSU LTD 1,183 1,257
L'AIR LIQUIDE ADR OTC 1,221 1,226
L'OREAL ADR 2,784 2,253
LAMAR ADVERTISING CO CL A REIT 1,110 1,583
LATTICE SEMICONDUCTOR 1,711 1,643
LENNAR CORP 6,853 10,364
LENNOX INTL INC 2,795 3,047
LINCOLN ELECTRIC HOLDING INC 3,455 3,374
LOWES COMPANIES INC 6,788 8,144
MADRIGAL PHARMACEUTICALS 712 926
MANHATTAN ASSOCIATES INC 1,689 1,892
MANULIFE FIN CORP 1,534 2,518
MARTIN MARIETTA MATLS INC 6,436 9,297
MASCO CORP 1,056 1,234
MCCORMICK & CO 1,008 1,144
MEDPACE HOLDINGS, INC 670 1,329
MEDTRONIC PLC 8,672 7,109
MERCADOLIBRE, INC 1,868 1,700
MERCK & CO INC 7,032 6,864
MICHELIN CIE GEN UNSP/ADR 6,810 6,146
MICROCHIP TECHNOLOGY INC 9,297 7,226
MICROSOFT CORP 24,077 44,257
MITSUBISHI UFJ FINANCIAL GROUP 3,644 7,829
MODINE MFG CO 686 696
MONGODB INC CL A 2,605 2,095
MUELLER IND INC 1,113 1,349
NEUROCRINE BIOSCIENCES, INC 1,835 2,457
NEW YORK TIMES CO CL A 1,987 2,446
NORDSON CP 3,190 3,766
NORTHERN TRUST CORPORATION 1,537 2,050
NOVOZYMES A/S UNSP/ADR 861 905
NVENT ELECTRIC PLC 6,564 5,453
NVIDIA CORP 5,827 33,303
OLD DOMINION FREIGHT LINE 8,420 9,349
OPTION CARE HEALTH INC 788 534
PACCAR INC 9,719 10,402
PACKAGING CORP AMER 709 1,351
PARKER HANNIFIN CP 6,775 15,265
PATRICK IND INC 866 748
PAX WORLD GLOBAL GREEN FD INST 189,052 280,847
PAYCOM SOFTWARE 2,016 2,255
PING AN INSURANCE GROUP ADR 633 710
PNC FINANCIAL GROUP INC 8,581 10,800
POWER INTEGRATIONS, INC 985 1,111
PROCEPT BIOROBOTICS 654 725
PROCORE TECHNOLOGIES INC 2,063 2,098
PROCTER GAMBLE CO 8,075 10,394
PROGRESS SOFTWARE CORP 1,168 1,759
PT TELEKOM. IND. TBK ADR 1,511 1,053
QUALCOMM INC 6,754 7,220
QUALYS INC COM 2,379 2,384
ROCHE HOLDING LTD ADR 2,083 2,128
ROCKWELL AUTOMATION INC 12,144 14,861
RPM INTERNATIONAL INC 8,989 12,429
S&P GLOBAL INC COM 6,399 14,443
SAP AKTIENGESELL ADS 1,584 2,708
SAREPTA THERAPEUTICS INC 1,407 1,337
SCHNEIDER ELEC UNSP/ADR 1,506 2,283
SEI INVESTMENTS 1,994 2,804
SELECTIVE INS GROUP INC 1,445 1,403
SHERWIN-WILLIAMS CO 11,119 10,878
SHIMANO INC UNSP ADR EACH REPR 686 549
SHIONOGI & CO LTD 981 800
SHOPIFY INC 8,789 14,780
SILGAN HOLDINGS, INC 984 989
SIMPLICITY BANCORP INC 1,428 1,676
SMITH A O CORP DEL COM 3,580 3,888
SNAP ON INC 1,501 2,376
SONOVA HOLDING AG AD 796 976
SONY GROUP CORP 13,507 13,521
SPRINGWORKS THERAPEUTICS INC 2,125 1,481
SPROUTS FARMERS MARKET INC 1,196 1,525
STAG INDUSTRIAL INC 1,097 1,184
STERIS PLC 1,290 1,233
STIFEL FINANCIAL CP 1,708 2,652
STRYKER CORPORATION 6,115 5,761
SYMRISE AG UNSPONSORED 1,226 1,241
SYSMEX CORP UNSP ASDR 1,849 1,763
TAIWAN SEMICONDUCTOR MFG CO LT 1,443 2,962
TAPESTRY INC 1,829 3,267
TECHTRONIC INDS SPD ADR 1,016 919
TELEDYNE TECH INC 9,636 10,211
TELEFLEX INC 2,078 1,602
TENCENT HOLDINGS LIMITED 1,483 1,702
TERADYNE INC 1,248 1,511
TEXAS ROADHOUSE, INC 2,962 3,969
THE BLACKSTONE GROUP INC CL A 5,500 7,931
THE COCA-COLA CO 10,118 11,269
THE TRADE DESK INC 4,689 4,114
TOPBUILD CORP 2,480 3,736
TORO CO 1,369 1,041
TYLER TECHNOLOGIES, INC 2,388 4,036
UNICHARM CORP - SPN ADR 1,528 1,086
US BANCORP 7,975 11,910
VERIZON COMMUNICATIONS 7,908 7,118
VERRA MOBILITY CORPORATION 1,418 1,209
VIKING THERAPEUTICS INC 572 362
VISA INC 12,166 23,071
WATERS CORP 2,426 2,968
WATTS WATER TECHNOLOGIES INC 1,369 1,423
WILLIAMS SONOMA INC 970 2,222
WINGSTOP INC 1,561 2,558
WINTRUST FINANCIAL CORPORATION 1,568 1,995
XENON PHARMACEUTICALS 758 706
XYLEM INC 7,352 8,469
ZEBRA TECHNOLOGIES CORP 1,508 1,931
ZOETIS INC 8,479 9,287
ZTO EXPRESS CAYMAN INC 902 841

TY 2024 InvestmentsGovtObligationsSch
Name:
Laguntza Foundation
EIN:
20-8638559
US Government Securities - End of Year Book Value:

73,096
US Government Securities - End of Year Fair Market Value:

73,680
State & Local Government Securities - End of Year Book Value:


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


 


TY 2024 OtherExpensesSchedule
Name:
Laguntza Foundation
EIN:
20-8638559
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 14,892     14,892
Bank Charges 273 273    
State or Local Filing Fees 25     25


TY 2024 OtherProfessionalFeesSchedule
Name:
Laguntza Foundation
EIN:
20-8638559
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 15,201 15,201    


TY 2024 TaxesSchedule
Name:
Laguntza Foundation
EIN:
20-8638559
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Estimated Tax for 2024 900      
990-PF Excise Tax for 2023 1,079      
Foreign Tax Paid 692 692