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
MARGARET Q LANDENBERGER RESEARCH FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)4250 LANCASTER PIKE SUITE 150
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WILMINGTON, DE19805
A Employer identification number

65-0350358
B Telephone number (see instructions)

(813) 263-4133
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$21,916,527J 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... 505,461 505,461  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 191,925
b Gross sales price for all assets on line 6a 2,921,875
7 Capital gain net income (from Part IV, line 2)... 191,925
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).......      
12 Total. Add lines 1 through 11........ 697,386 697,386  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 110,845     110,845
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)....... Click to see attachment
List of Attached Documents:
// Content
500 0 0 500
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
54,235 54,235   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
16,669 10,034   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 15,000 0 0 15,000
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
91 91    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 197,340 64,360 0 126,345
25 Contributions, gifts, grants paid....... 1,000,000 1,000,000
26 Total expenses and disbursements. Add lines 24 and 25 1,197,340 64,360 0 1,126,345
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -499,954
b Net investment income (if negative, enter -0-) 633,026
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.............      
2 Savings and temporary cash investments......... 1,173,968 1,250,579 1,250,579
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)....... 11,190,672 Click to see attachment
List of Attached Documents:
// Content
10,157,105 		15,228,278
c Investments—corporate bonds (attach schedule)....... 5,122,846 Click to see attachment
List of Attached Documents:
// Content
5,579,846 		5,437,670
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)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 17,487,486 16,987,530 21,916,527
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........ 17,487,486 16,987,530
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)..... 17,487,486 16,987,530
30 Total liabilities and net assets/fund balances (see instructions). 17,487,486 16,987,530
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
17,487,486
2
Enter amount from Part I, line 27a .....................
2
-499,954
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
16,987,532
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
2
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
16,987,530
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 184. AMN HEALTHCARE SERVICES INC COM STK   2023-03-15 2024-11-08
b 183. AMN HEALTHCARE SERVICES INC COM STK   2023-03-15 2024-11-11
c 1425.313 GQG PART QLTY EQTY-INST   2022-11-03 2024-02-01
d 4749.34 GQG PART QLTY EQTY-INST   2022-11-03 2024-02-28
e 46. ADVANCED DRAINAGE SYSTEM INC COM   2023-03-15 2024-02-08
27. ADVANCED DRAINAGE SYSTEM INC COM   2023-03-15 2024-07-18
48. ALPHABET INC CL C   2012-01-30 2024-02-01
14. AMAZON.COM INC   2020-09-04 2024-02-01
450. AMERICAN TOWER REIT INC   2022-11-03 2024-07-31
475. AMERICAN WTR WKS CO INC   2023-10-24 2024-07-31
350. AMERICAN WTR WKS CO INC   2024-03-01 2024-07-31
50. AMPHENOL CORP CL A   2022-11-03 2024-02-01
125. AMPHENOL CORP CL A   2022-11-03 2024-03-20
190. AMPHENOL CORP CL A   2022-11-03 2024-03-21
185. AMPHENOL CORP CL A   2022-11-03 2024-03-22
200. AMPHENOL CORP CL A   2022-11-03 2024-03-25
28. ARISTA NETWORKS INC COM STK   2023-03-15 2024-01-02
16. ARISTA NETWORKS INC COM STK   2023-03-15 2024-02-23
11. ARISTA NETWORKS INC COM STK   2023-03-15 2024-06-27
14090.432 BBH PARTNER FUND - SMALL CAP EQUITY CLAS   2021-07-08 2024-07-26
14463.894 BBH PARTNER FUND - SMALL CAP EQUITY CLAS   2021-07-08 2024-08-01
33044.346 BBH PARTNER FUND - SMALL CAP EQUITY CLAS   2021-07-08 2024-08-08
51303.942 BBH PARTNER FUND - SMALL CAP EQUITY CLAS   2021-07-08 2024-08-15
23119.389 BBH PARTNER FUND - SMALL CAP EQUITY CLAS   2021-07-08 2024-08-22
9454.931 BBH PARTNER FUND - SMALL CAP EQUITY CLAS   2022-12-22 2024-09-12
7. BERKSHIRE HATHAWAY INC-CL B   2006-02-13 2024-02-01
88. BROWN & BROWN INC   2023-03-15 2024-07-10
15. BROWN & BROWN INC   2024-08-20 2024-10-01
975. COTERRA ENERGY INC CL A   2023-09-08 2024-07-31
2350. COTERRA ENERGY INC CL A   2023-02-24 2024-07-31
4. COSTCO WHOLESALE CORP   2019-01-02 2024-02-01
102. CROWN HOLDINGS INC COM   2023-03-15 2024-05-31
5. DIAGEO PLC- SPONSORED ADR   2008-10-10 2024-02-01
12. DIAGEO PLC- SPONSORED ADR   2008-10-10 2024-07-22
1. DIAGEO PLC- SPONSORED ADR   2008-10-10 2024-07-23
196. DIAGEO PLC- SPONSORED ADR   2008-10-10 2024-07-31
175. EOG RESOURCES INC   2023-09-08 2024-07-31
250. EOG RESOURCES INC   2023-05-05 2024-07-31
4. ASPEN TECHNOLOGY, INC. COM STK   2024-08-20 2024-11-05
34. ASPEN TECHNOLOGY, INC. COM STK   2024-08-20 2024-11-05
49. ASPEN TECHNOLOGY, INC. COM STK   2024-08-20 2024-11-19
18. ASPEN TECHNOLOGY, INC. COM STK   2023-03-15 2024-11-19
65. ENTEGRIS INC COM STK   2023-03-15 2024-01-02
28. ENTEGRIS INC COM STK   2023-03-15 2024-01-22
79. GUIDEWIRE SOFTWARE INC COM STK   2023-03-15 2024-02-09
28. GUIDEWIRE SOFTWARE INC COM STK   2023-03-15 2024-06-12
27. GUIDEWIRE SOFTWARE INC COM STK   2024-08-20 2024-10-08
48. HEICO CORP CL A   2023-03-15 2024-06-14
2975. KENVUE INC. COM   2023-08-14 2024-07-31
11. MASTERCARD INCORPORATED   2019-05-29 2024-02-01
50. MICROSOFT CORP   2022-01-06 2024-02-01
1. NVR INC COM STK   2023-03-15 2024-01-02
1. NVR INC COM STK   2023-03-15 2024-03-28
1. NVR INC COM STK   2023-03-15 2024-04-15
50. NESTLE S A SPONS ADR   2004-08-24 2024-02-01
125. NESTLE S A SPONS ADR   2004-08-24 2024-07-19
408. NESTLE S A SPONS ADR   2004-08-24 2024-07-25
50. ORACLE CORP   2014-10-15 2024-02-01
2468.939 AKRE FOCUS FUND-SUPRA INST   2015-09-15 2024-02-01
2600. ROCHE HLDG LTD SPONS ADR   2022-11-03 2024-07-31
3. S&P GLOBAL INC COM STK   2021-03-11 2024-02-01
50. SYSCO CORP   2022-11-10 2024-02-01
1175. SYSCO CORP   2022-11-03 2024-07-31
32. TAKE-TWO INTERACTIVE SOFTWRE COM STOCK   2023-03-15 2024-01-22
3. TEXAS INSTRUMENTS INC   2022-09-20 2024-02-01
2. THERMO FISHER SCIENTIFIC INC   2020-09-16 2024-02-01
25. TRACTOR SUPPLY COMPANY COM STK   2022-11-10 2024-02-01
325. TRACTOR SUPPLY COMPANY COM STK   2022-11-03 2024-07-31
575. UNITED PARCEL SERVICE CL B   2022-11-03 2024-07-31
31. VULCAN MATERIALS CO   2023-03-15 2024-03-01
16. WATSCO INC COM STK   2023-03-15 2024-01-02
11. WATSCO INC COM STK   2023-03-15 2024-05-20
825. XCEL ENERGY INC   2022-11-03 2024-03-01
100. MEDTRONIC PLC COM STK   2023-11-28 2024-07-31
1050. MEDTRONIC PLC COM STK   2023-06-23 2024-07-31
300. CHUBB LTD COM STK   2023-06-26 2024-07-31
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(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 5,420   15,703 -10,283
b 5,049   15,475 -10,426
c 25,000   19,783 5,217
d 90,000   65,921 24,079
e 7,219   3,671 3,548
4,569   2,155 2,414
6,865   690 6,175
2,221   2,257 -36
99,155   91,458 7,697
67,271   56,100 11,171
49,568   41,400 8,168
5,112   3,654 1,458
13,871   9,134 4,737
21,687   13,883 7,804
21,132   13,518 7,614
23,208   14,614 8,594
6,458   4,307 2,151
4,279   2,461 1,818
3,829   1,692 2,137
111,596   140,904 -29,308
112,095   144,639 -32,544
242,876   330,443 -87,567
374,006   513,039 -139,033
168,309   175,133 -6,824
69,908   58,810 11,098
2,700   411 2,289
7,956   4,704 3,252
1,578   1,546 32
25,301   26,347 -1,046
60,983   58,938 2,045
2,811   817 1,994
8,557   7,959 598
744   270 474
1,553   647 906
129   54 75
24,520   10,575 13,945
22,220   22,683 -463
31,742   28,551 3,191
965   866 99
8,179   7,363 816
12,083   10,612 1,471
4,439   3,671 768
7,432   5,246 2,186
3,383   2,260 1,123
9,315   6,068 3,247
3,776   2,151 1,625
4,946   3,983 963
8,550   6,219 2,331
55,047   69,470 -14,423
5,055   2,780 2,275
20,219   15,692 4,527
6,928   5,323 1,605
8,093   5,323 2,770
7,793   5,323 2,470
5,750   1,171 4,579
13,131   2,928 10,203
40,966   9,557 31,409
5,784   1,910 3,874
155,000   56,736 98,264
105,714   104,438 1,276
1,371   1,037 334
4,111   4,221 -110
89,171   95,114 -5,943
5,254   3,627 1,627
479   498 -19
1,095   871 224
5,820   5,278 542
85,090   68,338 16,752
73,913   93,890 -19,977
8,296   5,048 3,248
6,695   4,808 1,887
5,325   3,305 2,020
41,514   53,642 -12,128
7,910   7,884 26
83,051   91,699 -8,648
82,369   57,254 25,115
      196,366
      196,366
      196,366
      196,366
      196,366
      196,366
      196,366
      196,366
      196,366
      196,366
      196,366
      196,366
      196,366
      196,366
      196,366
      196,366
      196,366
      196,366
      196,366
      196,366
      196,366
      196,366
      196,366
      196,366
      196,366
      196,366
      196,366
      196,366
      196,366
      196,366
      196,366
      196,366
      196,366
      196,366
      196,366
      196,366
      196,366
      196,366
      196,366
      196,366
      196,366
      196,366
      196,366
      196,366
      196,366
      196,366
      196,366
      196,366
      196,366
      196,366
      196,366
      196,366
      196,366
      196,366
      196,366
      196,366
      196,366
      196,366
      196,366
      196,366
      196,366
      196,366
      196,366
      196,366
      196,366
      196,366
      196,366
      196,366
      196,366
      196,366
      196,366
      196,366
      196,366
      196,366
      196,366
      196,366
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       -10,283
b       -10,426
c       5,217
d       24,079
e       3,548
      2,414
      6,175
      -36
      7,697
      11,171
      8,168
      1,458
      4,737
      7,804
      7,614
      8,594
      2,151
      1,818
      2,137
      -29,308
      -32,544
      -87,567
      -139,033
      -6,824
      11,098
      2,289
      3,252
      32
      -1,046
      2,045
      1,994
      598
      474
      906
      75
      13,945
      -463
      3,191
      99
      816
      1,471
      768
      2,186
      1,123
      3,247
      1,625
      963
      2,331
      -14,423
      2,275
      4,527
      1,605
      2,770
      2,470
      4,579
      10,203
      31,409
      3,874
      98,264
      1,276
      334
      -110
      -5,943
      1,627
      -19
      224
      542
      16,752
      -19,977
      3,248
      1,887
      2,020
      -12,128
      26
      -8,648
      25,115
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 191,925
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 8,799
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 8,799
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 8,799
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 5,500
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,500
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 3,299
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 arrow0 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowFL
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowBROWN BROTHERS HARRIMAN TRUST CO NA Telephone no.right arrow (302) 552-4040

Located atright arrow4250 LANCASTER PIKE SUITE 150WILMINGTONDE ZIP+4right arrow19805
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)
 
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
BROWN BROTHERS HARRIMAN TR CO OF DE TRUSTEE
1 		110,845    
4250 LANCASTER PIKE SUITE 150
WILMINGTON,DE19805
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
BRUCE W MOSKOWITZ MD CONSULTANT 3,000
225 LIST ROAD
PALM BEACH,FL33480
STEVEN M ATLSCHULER MD CONSULTANT 3,000
1500 WEST 6000 NORTH
OAKLEY,UT84055
JUSTIN MCARTHUR MD CONSULTANT 3,000
1708 BOLTON STREET
BALTIMORE,MD21217
ALEISTER J SAUNDERS PH D CONSULTANT 3,000
3180 CHESTNUT STREET
PHILADELPHIA,PA19104
LISA M GUAY-WOODFORD MD CONSULTANT 3,000
11022 KENILWORTH AVENUE
GARRETT PARK,MD20896
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 NONE  
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
20,812,663
b
Average of monthly cash balances.......................
1b
1,605,644
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
22,418,307
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
22,418,307
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
336,275
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
22,082,032
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,104,102
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
1,104,102
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
8,799
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
8,799
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,095,303
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,095,303
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,095,303
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
1,126,345
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
1,126,345
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 1,095,303
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 889,982
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$ 1,126,345
a Applied to 2023, but not more than line 2a 889,982
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..... 236,363
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 .......... 		858,940
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).)
NONE
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.
NONE
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

CHILDREN'S HOSPITAL OF PHILADELPHIA

ABRAMSON RESEARCH CENTER STE 1216
PHILADELPHIA,PA19106 		NONE PC RESEARCH SUPPORT 100,000

MASSACHUSETTS GENERAL HOSPITAL

55 FRUIT STREET
BOSTON,MA02114 		NONE PC RESEARCH SUPPORT 200,000

MOREHOUSE SCHOOL OF MEDICINE

720 WESTVIEW DR SW
ATLANTA,GA303101495 		NONE PC RESEARCH SUPPORT 100,000

THOMAS JEFFERSON UNIVERSITY

925 CHESTNUT STREET
PHILADELPHIA,PA19107 		NONE PC RESEARCH SUPPORT 100,000

UNIVERSITY OF PENNSYLVANIA

3800 SPRUCE STREET
PHILADELPHIA,GA19104 		NONE PC RESEARCH SUPPORT 300,000

UNIVERSITY OF WISCONSIN

780 REGENT ST
MADISON,WI53706 		NONE PC RESEARCH SUPPORT 200,000
Total .................................right arrow 3a 1,000,000
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 ....     14 505,461  
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 ............ 		    18 191,925  
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) ..   697,386  
13Total. Add line 12, columns (b), (d), and (e)..................
13
697,386
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
MARGARET Q LANDENBERGER RESEARCH FOUNDATION
EIN:
65-0350358
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 500     500

TY 2024 InvestmentsCorpBondsSchedule
Name:
MARGARET Q LANDENBERGER RESEARCH FOUNDATION
EIN:
65-0350358
Name of Bond End of Year Book Value End of Year Fair Market Value
BBH LIMITED DURATION FUND CL I 2,062,423 2,135,335
BBH INCOME FUND FUND CL I 3,517,423 3,302,335

TY 2024 InvestmentsCorpStockSchedule
Name:
MARGARET Q LANDENBERGER RESEARCH FOUNDATION
EIN:
65-0350358
Name of Stock End of Year Book Value End of Year Fair Market Value
BBH INTERNATIONAL EQTY FD CL N 2,288,393 2,883,940
BERKSHIRE HATHAWAY INC CL B 15,364 118,759
DIAGEO PLC-SPONSORED ADR    
MICROSOFT CORP 235,554 305,588
NESTLE S A SPONS ADR    
ORACLE CORP 42,340 191,969
ALPHABET INC 87,272 260,903
AKRE FOCUS FUND 886,962 2,632,324
GQG PART EMERG MKTS 694,197 876,401
KLA-TENCOR CORP 37,042 140,517
LINDE PLC COM STK 71,535 164,537
BOOKING HOLDING 81,836 149,053
BRIGHT HORIZONS 15,796 22,170
COSTCO 38,340 128,278
ARTHUR J GALLAGHER 89,978 146,750
ALCON INC 95,323 125,128
MASTERCARD 118,668 194,831
AMAZON.COM INC 108,716 155,986
NIKE INC CL B 54,354 53,953
PROGRESSIVE CORP OHIO 95,225 173,717
CLARKSTON FOUNDERS FUND-INST 328,867 373,182
CLARKSTON SERIES TRUST CLARKST 1,155,000 1,613,902
ABBOTT LABS 127,458 121,593
BBH PARTNER FUND - SMALL CAP    
MCDONALD'S CORP 74,347 79,720
TRACTOR SUPPLU COMPANY STK    
PROCTER & GAMBLE CO 77,304 96,399
SYSCO CORP    
AMERICAN TOWER REIT INC    
BLACKROCK INC COM 96,822 153,767
S&P GLOBAL INC COM STK 81,722 118,033
JOHNSON & JOHNSON 92,989 79,541
ROCHE HLDG LTD SPONS ADR    
THERMO FISHER SCIENTIFIC INC 95,520 99,364
UNITEDHEALTH GROUP INC 80,504 75,879
ZOETIS INC COM STK 48,186 99,713
UNITED PARCEL SERVICE CL B    
WASTE MANAGEMENT INC 35,025 143,271
ADOBE INC 145,081 133,404
AMPHENOL CORP CL A    
APPLE COMPUTER INC 124,380 219,118
TEXAS INSTRUMENTS INC 121,698 140,633
XCEL ENERGY INC    
GQG PART QLTY INST 835,115 1,125,616
PEPSICO INC 83,345 72,229
KENVUE INC. COM    
COTERRA ENERGY INC CL A    
EOG RESOURCES INC    
CHUBB LTD COM STK    
MEDTRONIC PLC COM STK    
APPLIED MATERIALS INC 57,820 69,118
AUTOMATIC DATA PROCESSING INC 86,912 104,505
ECOLAB INC 56,932 76,154
AMERICAN WTR WKS CO INC    
AMN HEALTHCARE SERVICES INC CO    
ADVANCED DRAINAGE SYSTEM INC C 50,947 50,517
APTARGROUP INC COM 42,713 52,786
ARISTA NETWORKS INC COM STK 31,641 57,918
BROWN & BROWN INC 49,301 70,700
BRUKER CORP COM STK 64,436 58,854
CROWN HOLDINGS INC COM 25,594 27,122
DARLING INGREDIENTS INC COM 61,133 47,166
ASPEN TECHNOLOGY, INC. COM STK 18,234 23,465
ENTEGRIS INC COM STK 55,416 58,346
GFL ENVIRONMENTAL COM STK 65,666 73,491
GXO LOGISTICS INCORPORATED COM 63,015 54,375
GUIDEWIRE SOFTWARE INC COM STK 52,324 87,662
HEICO CORP CL A 37,587 45,404
LPL FINANCIAL HOLDINGS INC COM 34,189 54,854
MISTER CAR WASH INC COM 21,948 22,395
NVR INC COM STK 19,466 24,537
SHIFT4 PAYMENTS INC CL A 44,021 63,410
TAKE-TWO INTERACTIVE SOFTWRE C 32,965 48,229
TORO CO COM STK 32,705 27,715
VULCAN MATERIALS CO 32,393 41,928
WATSCO INC COM STK 58,341 73,927
WYNDHAM HOTELS & RESORTS INC C 38,982 55,938
ZEBRA TECHNOLOGIES CORP COM 43,714 55,229
GLOBANT SA COM STK 57,743 67,113
OTIS WORLDWIDE CORPORATION COM 41,377 39,359
CADENCE DESIGN SYS INC 33,046 37,558
CBRE GROUP INC CL A 56,806 72,210
WEST PHARMACEUTICAL SVCS INC 28,876 32,756
WILLSCOT MOBILE MINI HOLDINGS 33,330 30,941
ICON PLC COM STK 67,274 52,428

TY 2024 OtherDecreasesSchedule
Name:
MARGARET Q LANDENBERGER RESEARCH FOUNDATION
EIN:
65-0350358
Description Amount
ROUNDING 2


TY 2024 OtherExpensesSchedule
Name:
MARGARET Q LANDENBERGER RESEARCH FOUNDATION
EIN:
65-0350358
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER EXPENSE (NON-DEDUCTIBLE 91 91   0


TY 2024 OtherProfessionalFeesSchedule
Name:
MARGARET Q LANDENBERGER RESEARCH FOUNDATION
EIN:
65-0350358
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 54,235 54,235    


TY 2024 TaxesSchedule
Name:
MARGARET Q LANDENBERGER RESEARCH FOUNDATION
EIN:
65-0350358
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAX PAYMENT - PRIOR YE 1,135 0   0
FEDERAL ESTIMATES - PRINCIPAL 5,500 0   0
FOREIGN TAXES ON QUALIFIED FOR 10,034 10,034   0