TY 2024 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go 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
INGRID D TAUBER FUND INC

Number and street (or P.O. box number if mail is not delivered to street address)2440 RESEARCH BLVD 440
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
ROCKVILLE, MD20850

A Employer identification number

27-4970477

B Telephone number (see instructions)

(202) 728-7130

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$31,836,599J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)	0
2	Check .............
3	Interest on savings and temporary cash investments	1,914		1,914
4	Dividends and interest from securities...	771,605		742,183
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		354,139
b	Gross sales price for all assets on line 6a 7,102,121
7	Capital gain net income (from Part IV, line 2)...			347,230
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).......	List of Attached Documents: // Content	-1,116	-2,004
12	Total. Add lines 1 through 11........	1,126,542		1,089,323
13	Compensation of officers, directors, trustees, etc.	59,671		11,934	47,736
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	13,500	6,750	6,750
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	345,503	129,756	215,747
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	20,016	5,994	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	23,289	22,370	919
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	461,979		176,804	271,152
25	Contributions, gifts, grants paid.......	1,286,755			1,286,755
26	Total expenses and disbursements. Add lines 24 and 25	1,748,734		176,804	1,557,907
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-622,192
b	Net investment income (if negative, enter -0-)			912,519
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	3,884,714	3,543,218	3,543,218
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)	4,103,164	List of Attached Documents: // Content 4,064,669	3,926,675
	b	Investments—corporate stock (attach schedule).......	13,399,387	List of Attached Documents: // Content 13,514,738	20,090,416
	c	Investments—corporate bonds (attach schedule).......	3,544,350	List of Attached Documents: // Content 3,138,812	3,077,035
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	1,009,752	List of Attached Documents: // Content 1,056,945	1,199,255
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )	List of Attached Documents: // Content 26,125	List of Attached Documents: // Content 0	List of Attached Documents: // Content 0
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	25,967,492	25,318,382	31,836,599
	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 )
	23	Total liabilities (add lines 17 through 22).........	0	0
		Foundations that follow FASB ASC 958, check here
		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
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	12,895,660	12,895,660
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	28	Retained earnings, accumulated income, endowment, or other funds	13,071,832	12,422,722
	29	Total net assets or fund balances (see instructions).....	25,967,492	25,318,382
	30	Total liabilities and net assets/fund balances (see instructions).	25,967,492	25,318,382

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

25,967,492

Enter amount from Part I, line 27a .....................

-622,192

Other increases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

15,574

Add lines 1, 2, and 3 ..........................

25,360,874

Decreases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

42,492

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

25,318,382

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
1 a	PUBLICLY TRADED SECURITIES - LONG TERM
b	FROM K-1 - ATLAS POINT DURABLE GROWTH FUND	P
c	FROM K-1 - BROOKFIELD RENEWABLE PARTNERS L.P.	P
d	PUBLICLY TRADED SECURITIES - SHORT TERM
e

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	5,931,541	5,617,551	313,990
b			51,959
c			1,451
d	1,170,580	1,190,750	-20,170
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			313,990
b			51,959
c			1,451
d			-20,170
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	347,230
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 ...................		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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	12,684
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	12,684
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	12,684
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	13,923
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	0

7	Total credits and payments. Add lines 6a through 6d..............		7	13,923
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 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.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	1,239
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax1,239	Refunded	11	0

Form 990-PF (2024)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. right arrow

$ 0(2) On foundation managers. right arrow

$ 0

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

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? ................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 . Click to see attachment

List of Attached Documents:

// Content

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

N/A

The books are in care of right arrow

SHARON L HALL Telephone no. right arrow

(301) 231-8334

Located at right arrow

2440 RESEARCH BLVD SUITE 440ROCKVILLEMD ZIP+4 right arrow

20850

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

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)

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

Yes

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

Yes

(5) Transfer any income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person)? ......................

1a(5)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

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? .............

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)):

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?....................

If "Yes," list the years right arrow

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

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.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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? ..

Form 990-PF (2024)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

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? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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? .........................

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-)
INGRID D TAUBER	DIRECTOR/PRESIDENT 8.00	59,671
19-25TH AVENUE NORTH SAN FRANCISCO,CA94121	DIRECTOR/PRESIDENT 8.00	59,671
SHARON L HALL	SECRETARY/TREASURER 4.00	0
2440 RESEARCH BLVD SUITE 440 ROCKVILLE,MD20850	SECRETARY/TREASURER 4.00	0
JAY H GROSSMAN	TREASURER (THRU 3/24) 4.00	0
2440 RESEARCH BLVD SUITE 440 ROCKVILLE,MD20850	TREASURER (THRU 3/24) 4.00	0

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...................				0

Form 990-PF (2024)

Page 7

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

Total number of others receiving over $50,000 for professional services............. right 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)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

26,376,167

Average of monthly cash balances.......................

3,677,144

Fair market value of all other assets (see instructions)................

1,098,516

Total (add lines 1a, b, and c).........................

31,151,827

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

31,151,827

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

467,277

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

30,684,550

Minimum investment return. Enter 5% (0.05) of line 5................

1,534,228

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.)

Minimum investment return from Part IX, line 6..................

1,534,228

Tax on investment income for 2024 from Part V, line 5 .......

12,684

Income tax for 2024. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

12,684

Distributable amount before adjustments. Subtract line 2c from line 1............

1,521,544

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

1,521,544

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

1,521,544

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

1,557,907

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

1,557,907

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				1,521,544
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......			645,512
b Total for prior years:20 , 20, 20		0
3 Excess distributions carryover, if any, to 2024:
a From 2019......
b From 2020......
c From 2021......
d From 2022......
e From 2023......
f Total of lines 3a through e ........	0
4Qualifying distributions for 2024 from Part
XI, line 4: $ 1,557,907
a Applied to 2023, but not more than line 2a			645,512
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.....				912,395
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 ..........				609,149
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....
b Excess from 2021....
c Excess from 2022....
d Excess from 2023....
e Excess from 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 4942(j)(3) or4942(j)(5)

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	(e) Total

b 85% (0.85) of line 2a .........
c Qualifying distributions from Part XI, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part IX, line 6 for each year listed ..
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XIV

Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here right arrow

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

aThe name, address, and telephone number or email address of the person to whom applications should be addressed:

bThe form in which applications should be submitted and information and materials they should include:

cAny submission deadlines:

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

Form 990-PF (2024)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
UCSF FOUNDATION 220 MONTGOMERY ST 5TH FLOOR UCSF BOX 0248 SAN FRANCISCO,CA94104	NONE	PC	CLINICAL PSYCHOLOGY TRAINING PROGRAM	606,000
TIPPING POINT COMMUNITY 220 MONTGOMERY STREET SUITE 850 SAN FRANCISCO,CA94104	NONE	PC	MENTAL HEALTH INITIATIVE	300,000
SAN FRANCISCO GENERAL HOSPITAL 2789 25TH STREET SUITE 2028 SAN FRANCISCO,CA94110	NONE	PC	CHILD TRAUMA RECOVERY PROGRAM	100,000
INQUIRING SYSTEMS INC 354 PINE STREET SUITE 700 SAN FRANCISCO,CA94104	NONE	PC	SF AID FOR ANIMALS	50,000
CONGREGATION EMANU-EL 2 LAKE STREET SAN FRANCISCO,CA94118	NONE	PC	CANTOR CONCERT SERIES	50,000
JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO 121 STEUART STREET SAN FRANCISCO,CA94105	NONE	PC	END OF YEAR PHIL FUND GRANT	45,755
THE MAVEN PROJECT PO BOX 7378 SAN FRANCISCO,CA941207378	NONE	PC	GENERAL FUND	25,000
SAN FRANCISCO BOTANICAL GARDEN SOCIETY 1199 9TH AVENUE SAN FRANCISCO,CA94122	NONE	PC	GENERAL FUND	25,000
FRIENDS OF SAN FRANCISCO ANIMAL CARE AND CONTROL 1419 BRYANT STREET SAN FRANCISCO,CA94103	NONE	PC	GENERAL FUND	25,000
BEKELEY REPERTORY THEATRE 2025 ADDISON STREET BERKELEY,CA947041103	NONE	PC	GENERAL FUND	25,000
SAN FRANCISCO PSYCHOANALYTICS FOUNDATION 444 NATOMA STREET SAN FRANCISCO,CA94103	NONE	PC	GENERAL FUND	10,000
HAIR TO STAY 2234 BEACH STREET SAN FRANCISCO,CA94123	NONE	PC	HAIRTOSTAY DOES THE BAY	10,000
AGAHOZO-SHALOM YOUTH VILLAGE 234 FIFTH AVENUE 5TH FL 508 NEW YORK,NY10001	NONE	PC	GENERAL FUND	10,000
GREENLIGHT CLINIC 336 BON AIR CTR SUITE 511 GREENBRAE,CA94904	NONE	PC	GENERAL FUND	5,000
Total ................................. 3a				1,286,755

bApproved for future payment

Total ................................. 3b				0

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	(e) Related or exempt function income (See instructions.)
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	1,914
4 Dividends and interest from securities ....			14	742,183
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 .....	523000		14	36,442
8 Gain or (loss) from sales of assets other than inventory ............	523000		18	347,230
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aLOSS FROM PASSTHROUGH ENTITIES		-1,609	14	-506
bNON-TAXABLE DISTRIBUTIONS			14	888
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..		-1,609		1,128,151	0

13Total. Add line 12, columns (b), (d), and (e)..................

1,126,542

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2024)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2024 AccountingFeesSchedule

Name:

INGRID D TAUBER FUND INC

EIN:

27-4970477

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ACCOUNTING FEES	13,500	6,750		6,750

- TIN:

TY 2024 ExplnOfNonFilingWithAGStmt

Name:

INGRID D TAUBER FUND INC

EIN:

27-4970477

Statement:

NOT REQUIRED BY THE STATE OF MARYLAND.

- TIN:

TY 2024 InvestmentsCorpBondsSchedule

Name:

INGRID D TAUBER FUND INC

EIN:

27-4970477

Name of Bond	End of Year Book Value	End of Year Fair Market Value
ABBVIE INC 2.95% 21 NOV 2026	19,232	18,457
ADOBE INC 4.8% 04 APR 2029	17,853	18,091
ADVANCE AUTO PARTS INC 5.9% 09 MAR 2026	4,994	5,034
ADVANCE AUTO PARTS INC 5.95% 09 MAR 2028	4,729	5,046
AECOM 5.125% 15 MAR 2027	6,320	5,942
AMAZON.COM INC 1.2% 03 JUN 2027	17,159	18,541
AMERICAN AXLE & MANUFACTURING INC 6.5% 01 APR 2027	3,008	2,965
AMGEN INC 2.2% 21 FEB 2027	18,879	18,016
APPLE INC 2.45% 04 AUG 2026	48,064	48,496
ASBURY AUTOMOTIVE GROUP INC 4.5% 01 MAR 2028	2,846	2,876
ASBURY AUTOMOTIVE GROUP INC 4.75% 01 MAR 2030	5,151	4,676
ASTRAZENECA PLC 3.375% 16 NOV 2025	18,366	17,823
AT&T INC 2.75% 01 JUN 2031	58,868	59,160
AT&T INC 4.35% 01 MAR 2029	17,436	17,619
BALL CORP 4.875% 15 MAR 2026	3,968	3,983
BALL CORP 6% 15 JUN 2029	4,025	4,029
BALL CORP 6.875% 15 MAR 2028	4,030	4,091
BANK OF MONTREAL 2.65% 08 MAR 2027	17,705	18,238
BANK OF NEW YORK MELLON CORP/THE 3% 24 FEB 2025	18,044	17,956
BANK OF NOVA SCOTIA/THE 1.05% 02 MAR 2026	18,632	18,226
BATH & BODY WORKS INC 5.25% 01 FEB 2028	3,850	3,938
BATH & BODY WORKS INC 6.75% 01 JUL 2036	4,924	5,081
BOYD GAMING CORP 4.75% 01 DEC 2027	4,925	4,834
BP CAPITAL MARKETS AMERICA INC 4.699% 10 APR 2029	17,918	17,907
BRISTOL-MYERS SQUIBB CO 3.2% 15 JUN 2026	18,445	17,681
BROADCOM INC 5.05% 12 JUL 2027	11,053	11,102
CARPENTER TECHNOLOGY CORP 6.375% 15 JUL 2028	5,138	5,000
CARPENTER TECHNOLOGY CORP 7.625% 15 MAR 2030	3,970	4,097
CCO HOLDINGS LLC / CCO HOLDINGS CAPITAL CORP 4.5% 01 MAY 2032	6,611	6,021
CENTENE CORP 4.25% 15 DEC 2027	5,753	5,812
CENTURY COMMUNITIES INC 6.75% 01 JUN 2027	5,042	5,003
CHARLES SCHWAB CORP/THE 3.2% 25 JAN 2028	150,662	143,563
CHARTER COMMUNICATIONS OPERATING LLC / CHARTER COMMUNICATIONS OPERATING CAPI	2,375	2,462
CIGNA GROUP/THE 4.375% 15 OCT 2028	17,113	17,639
CINTAS CORP NO 2 3.7% 01 APR 2027	154,944	147,029
CISCO SYSTEMS INC 2.95% 28 FEB 2026	150,097	147,434
CISCO SYSTEMS INC 4.85% 26 FEB 2029	18,092	18,106
CITIGROUP INC 2.014% 25 JAN 2026	11,401	11,973
CITIGROUP INC VARIABLE 3.52% 27 OCT 2028	17,113	18,286
CLEVELAND-CLIFFS INC 5.875% 01 JUN 2027	4,022	3,977
COMCAST CORP 3.3% 01 FEB 2027	95,869	97,339
COMMERCIAL METALS CO 3.875% 15 FEB 2031	6,675	6,184
CREDIT ACCEPTANCE CORP 6.625% 15 MAR 2026	5,101	5,000
CROWDSTRIKE HOLDINGS INC 3% 15 FEB 2029	4,600	4,545
CROWN AMERICAS LLC / CROWN AMERICAS CAPITAL CORP V 4.25% 30 SEP 2026	3,690	3,902
CROWN AMERICAS LLC 5.25% 01 APR 2030	5,715	5,839
CROWN CORK & SEAL CO INC 7.375% 15 DEC 2026	5,468	5,130
CVS HEALTH CORP 2.875% 01 JUN 2026	18,282	17,478
DCP MIDSTREAM OPERATING LP 5.375% 15 JUL 2025	2,020	2,002
DELTA AIR LINES INC 7.375% 15 JAN 2026	4,200	4,086
DUKE ENERGY CORP 3.15% 15 AUG 2027	17,206	18,247
ELECTRONIC ARTS INC 4.8% 01 MAR 2026	201,835	200,046
ELEVANCE HEALTH INC 2.375% 15 JAN 2025	17,956	17,984
ENCOMPASS HEALTH CORP 4.5% 01 FEB 2028	5,111	4,825
ENCOMPASS HEALTH CORP 4.75% 01 FEB 2030	4,939	4,740
ENTERPRISE PRODUCTS OPERATING LLC 3.75% 15 FEB 2025	18,223	17,974
EXPAND ENERGY CORP 5.375% 01 FEB 2029	4,086	3,940
FIDELITY TOTAL BOND ETF	9,955	9,647
FIRSTENERGY CORP 2.05% 01 MAR 2025	4,824	4,967
FIRSTENERGY CORP 3.9% 15 JUL 2027	6,000	5,843
FISERV INC 3.2% 01 JUL 2026	19,525	18,584
FLUOR CORP 4.25% 15 SEP 2028	5,067	4,756
FORD MOTOR CO 4.346% 08 DEC 2026	5,763	5,906
FORD MOTOR CO 9.625% 22 APR 2030	4,938	5,766
GENERAL MOTORS FINANCIAL CO INC 5.4% 06 APR 2026	6,005	6,033
GLAXOSMITHKLINE CAPITAL INC 3.875% 15 MAY 2028	188,890	175,542
GOLDMAN SACHS GROUP INC/THE 3.5% 23 JAN 2025	18,030	17,990
GOLDMAN SACHS GROUP INC/THE 3.75% 22 MAY 2025	194,730	199,268
GRIFFON CORP 5.75% 01 MAR 2028	4,946	4,903
HB FULLER CO 4.25% 15 OCT 2028	5,053	4,704
HCA INC 5.375% 01 FEB 2025	4,063	4,001
HILLENBRAND INC 3.75% 01 MAR 2031	5,026	4,370
HILTON DOMESTIC OPERATING CO INC 4.875% 15 JAN 2030	5,840	5,755
HILTON WORLDWIDE FINANCE LLC / HILTON WORLDWIDE FINANCE CORP 4.875% 01 APR 2	8,853	8,877
HOME DEPOT INC/THE 2.125% 15 SEP 2026	19,108	18,282
HOWMET AEROSPACE INC 5.9% 01 FEB 2027	5,080	5,105
HOWMET AEROSPACE INC 6.75% 15 JAN 2028	4,421	4,182
INTEL CORP 3.4% 25 MAR 2025	18,182	17,938
INTEL CORP 3.9% 25 MAR 2030	167,680	140,535
JOHN DEERE CAPITAL CORP 4.95% 14 JUL 2028	17,840	18,174
JPMORGAN CHASE & CO VARIABLE 1.47% 22 SEP 2027	16,650	17,973
JPMORGAN CHASE & CO VARIABLE 5.571% 22 APR 2028	15,139	15,255
JPMORGAN CHASE & CO VARIABLE 6.254% 23 OCT 2034	53,548	52,845
LAMAR MEDIA CORP 3.75% 15 FEB 2028	4,558	4,689
LAMAR MEDIA CORP 4.875% 15 JAN 2029	5,825	5,764
LOWE'S COS INC 3.35% 01 APR 2027	18,026	17,484
MACY'S RETAIL HOLDINGS LLC 4.5% 15 DEC 2034	2,198	2,497
MCDONALD'S CORP 3.8% 01 APR 2028	17,887	17,518
MGIC INVESTMENT CORP 5.25% 15 AUG 2028	5,066	4,894
MGM RESORTS INTERNATIONAL 5.5% 15 APR 2027	6,223	5,963
MICROSOFT CORP 2.7% 12 FEB 2025	50,089	49,896
MORGAN STANLEY VARIABLE 2.475% 21 JAN 2028	16,930	18,106
MORGAN STANLEY VARIABLE 4.889% 20 JUL 2033	96,637	95,911
MURPHY OIL USA INC 4.75% 15 SEP 2029	1,890	1,898
NRG ENERGY INC 5.75% 15 JAN 2028	3,813	3,986
NVIDIA CORP 1.55% 15 JUN 2028	17,706	18,162
OLIN CORP 5% 01 FEB 2030	3,668	3,755
OLIN CORP 5.625% 01 AUG 2029	4,313	3,889
ONEMAIN FINANCE CORP 9% 15 JAN 2029	3,998	4,241
ONEOK INC 4.85% 15 JUL 2026	5,850	5,987
ORACLE CORP 6.15% 09 NOV 2029	17,880	17,830
PACIFIC GAS AND ELECTRIC CO 5.45% 15 JUN 2027	3,991	4,046
PATTERSON-UTI ENERGY INC 3.95% 01 FEB 2028	4,975	4,782
PAYPAL HOLDINGS INC 1.65% 01 JUN 2025	18,957	18,753
PBF HOLDING CO LLC / PBF FINANCE CORP 6% 15 FEB 2028	4,720	4,795
PENSKE AUTOMOTIVE GROUP INC 3.5% 01 SEP 2025	5,046	4,937
PG&E CORP 5.25% 01 JUL 2030	5,004	4,894
PILGRIM'S PRIDE CORP 6.25% 01 JUL 2033	4,910	5,094
QVC INC 5.45% 15 AUG 2034	4,997	3,082
RADIAN GROUP INC 6.2% 15 MAY 2029	5,015	5,132
RANGE RESOURCES CORP 4.875% 15 MAY 2025	3,024	2,990
REGAL REXNORD CORPORATION NOTE 6.050% 2/15/26	5,021	5,045
RHP HOTEL PROPERTIES LP / RHP FINANCE CORP 4.75% 15 OCT 2027	5,059	4,837
ROYAL BANK OF CANADA .875% 20 JAN 2026	18,790	18,285
ROYAL CARIBBEAN CRUISES LTD 3.7% 15 MAR 2028	4,595	4,741
RTX CORP 3.95% 16 AUG 2025	18,410	17,905
SALESFORCE.COM INC 1.5% 15 JUL 2028	17,301	17,970
SBA COMMUNICATIONS CORP 3.125% 01 FEB 2029	4,550	4,513
SBA COMMUNICATIONS CORP 3.875% 15 FEB 2027	6,023	5,744
SEAGATE HDD CAYMAN 4.875% 01 JUN 2027	3,884	3,941
SEAGATE HDD CAYMAN 5.75% 01 DEC 2034	4,539	3,838
SERVICE CORP INTERNATIONAL/US 5.125% 01 JUN 2029	4,139	3,870
SHEA HOMES LP / SHEA HOMES FUNDING CORP 4.75% 15 FEB 2028	3,648	3,832
SIX FLAGS ENTERTAINMENT CORP / CANADA'S WONDERLAND CO / MAGNUM MANAGEMENT CO	4,957	4,947
SM ENERGY CO 6.625% 15 JAN 2027	5,083	4,994
SM ENERGY CO 6.75% 15 SEP 2026	5,000	4,995
SPIRIT AEROSYSTEMS INC 3.85% 15 JUN 2026	5,705	5,856
SPRINT CAPITAL CORP 6.875% 15 NOV 2028	5,235	5,307
SPRINT LLC 7.625% 01 MAR 2026	4,141	4,089
STRYKER CORP 3.5% 15 MAR 2026	124,134	123,328
SUMITOMO MITSUI FINANCIAL GROUP INC 3.01% 19 OCT 2026	19,152	18,445
TARGET CORP 1.95% 15 JAN 2027	17,932	18,074
TEGNA INC 5% 15 SEP 2029	4,421	4,676
TELEFLEX INC 4.625% 15 NOV 2027	4,031	3,876
TENET HEALTHCARE CORP 6.125% 01 OCT 2028	4,650	4,991
TENET HEALTHCARE CORP 6.125% 15 JUN 2030	4,665	4,961
T-MOBILE USA INC 4.85% 15 JAN 2029	10,960	10,938
TORONTO-DOMINION BANK/THE .75% 06 JAN 2026	18,561	18,278
TRANSDIGM INC 5.5% 15 NOV 2027	5,000	4,913
TRAVEL + LEISURE CO 6.6% 01 OCT 2025	4,119	4,010
TRUIST FINANCIAL CORP VARIABLE 7.161% 30 OCT 2029	10,632	10,693
UNITED RENTALS NORTH AMERICA INC 4% 15 JUL 2030	6,123	5,461
UNITED RENTALS NORTH AMERICA INC 5.25% 15 JAN 2030	3,690	3,886
USA COMPRESSION PARTNERS LP / USA COMPRESSION FINANCE CORP 6.875% 01 SEP 202	3,918	4,013
VERIZON COMMUNICATIONS INC 2.1% 22 MAR 2028	17,260	18,397
VITAL ENERGY INC 9.75% 15 OCT 2030	4,334	4,217
WALMART INC 3.55% 26 JUN 2025	18,196	17,919
WALT DISNEY CO/THE 3.8% 22 MAR 2030	192,866	191,566
WELLS FARGO & CO 4.15% 24 JAN 2029	17,429	17,450
WESTERN DIGITAL CORP 4.75% 15 FEB 2026	3,820	3,961
XPO CNW INC 6.7% 01 MAY 2034	4,936	5,208
YUM! BRANDS INC 4.625% 31 JAN 2032	6,066	5,544
YUM! BRANDS INC 5.375% 01 APR 2032	3,752	3,874

- TIN:

TY 2024 InvestmentsCorpStockSchedule

Name:

INGRID D TAUBER FUND INC

EIN:

27-4970477

Name of Stock	End of Year Book Value	End of Year Fair Market Value
ABBOTT LABORATORIES	120,202	135,505
ABBVIE INC	36,457	53,132
ACADEMY SPORTS & OUTDOORS INC	15,168	18,065
ACCENTURE PLC	12,940	15,831
ADOBE INC	91,283	120,953
AIA GROUP LTD	40,742	28,128
AIR LIQUIDE SA	22,820	32,315
AIR PRODUCTS AND CHEMICALS INC	35,230	40,026
AIRBUS SE	26,706	31,270
ALCON AG	28,443	36,163
ALIBABA GROUP HOLDING LTD	61,634	37,816
ALIGN TECHNOLOGY INC	53,627	40,868
ALNYLAM PHARMACEUTICALS INC	45,050	60,710
ALPHABET INC	238,416	600,564
ALTRIA GROUP INC	11,162	14,275
AMADEUS IT GROUP SA	32,340	33,859
AMAZON.COM INC	279,155	630,088
AMERICAN EXPRESS CO	6,177	11,278
AMERICAN HOMES 4 RENT	2,237	2,320
AMERICAN INTERNATIONAL GROUP INC	3,095	2,985
AMERICAN TOWER CORP	95,882	88,955
AMERICAN WATER WORKS CO INC	2,212	2,241
AMERIPRISE FINANCIAL INC	42,843	142,691
AMETEK INC	20,689	54,799
AMGEN INC	6,568	6,777
AMPHENOL CORP	38,765	108,481
ANALOG DEVICES INC	38,185	74,362
ANSYS INC	6,360	25,637
AON PLC	9,548	11,852
APPLE INC	174,297	503,845
APPLOVIN CORP	18,608	17,811
ARCH CAPITAL GROUP LTD	1,932	3,325
ARES MANAGEMENT CORP	66,362	151,361
ARTHUR J GALLAGHER & CO	36,919	38,604
ASML HOLDING NV	14,251	33,268
ASSA ABLOY AB	29,550	33,710
ASTRAZENECA PLC	167,705	192,105
ATMOS ENERGY CORP	3,255	4,317
AUTODESK INC	16,414	21,872
AUTOMATIC DATA PROCESSING INC	22,383	68,791
AUTOZONE INC	11,129	83,252
AVALONBAY COMMUNITIES INC	2,252	2,420
AVANTOR INC	16,120	17,783
AXON ENTERPRISE INC	8,330	13,669
BAE SYSTEMS PLC	22,357	39,841
BALL CORP	1,591	1,764
BANCO SANTANDER SA	49,575	53,110
BERKSHIRE HATHAWAY INC	13,019	29,916
BERRY GLOBAL GROUP INC	18,509	31,624
BEST BUY CO INC	1,749	1,888
BHP GROUP LTD	41,540	36,232
BIO-RAD LABORATORIES INC	15,387	18,397
BLACKROCK INC	51,262	109,686
BLACKSTONE INC	76,520	211,904
BLOCK INC	2,770	3,485
BLUE OWL CAPITAL INC	14,641	16,771
BOEING CO/THE	38,704	34,692
BROADCOM INC	7,108	55,642
BROADRIDGE FINANCIAL SOLUTIONS INC	16,363	23,739
BROOKFIELD ASSET MANAGEMENT LTD	4,500	6,720
BROOKFIELD CORP	42,864	69,802
BROWN & BROWN INC	15,526	31,728
CADENCE DESIGN SYSTEMS INC	27,409	87,133
CANADIAN NATIONAL RAILWAY CO	23,214	22,434
CAPITAL ONE FINANCIAL CORP	3,140	4,993
CARDINAL HEALTH INC	11,297	13,719
CARLISLE COS INC	2,144	3,320
CBRE GROUP INC	1,864	3,020
CDW CORP/DE	1,064	1,044
CELANESE CORP	927	554
CENCORA INC	65,028	83,581
CHARLES SCHWAB CORP/THE	41,504	49,143
CHECK POINT SOFTWARE TECHNOLOGIES LTD	33,750	44,995
CHENIERE ENERGY INC	75,830	112,162
CHEVRON CORP	77,423	98,926
CHIPOTLE MEXICAN GRILL INC	41,880	87,797
CHUBB LTD	28,897	46,419
CIBC ATLAS INCOME OPPORTUNITIES FUND	1,010,380	1,452,711
CIGNA GROUP/THE	9,500	10,217
CINCINNATI FINANCIAL CORP	10,371	14,945
CINTAS CORP	37,697	72,349
CISCO SYSTEMS INC	96,097	147,705
CITIGROUP INC	5,020	7,039
CME GROUP INC	102,102	114,722
CMS ENERGY CORP	3,422	3,466
COCA-COLA CO/THE	2,971	3,736
COMCAST CORP	25,829	21,279
COMPASS GROUP PLC	26,817	42,055
CONESTOGA SMALL CAP FUND	544,873	539,135
CONOCOPHILLIPS	79,100	77,552
CONSTELLATION BRANDS INC	3,999	3,757
COPART INC	38,864	57,218
CORNING INC	7,838	10,312
CORPAY INC COM	50,208	75,806
CORTEVA INC	2,923	3,702
COSTAR GROUP INC	12,761	24,412
COTERRA ENERGY INC	4,809	5,772
CROWDSTRIKE HOLDINGS INC	15,037	32,847
CROWN CASTLE INC	16,562	11,254
CURTISS-WRIGHT CORP	20,919	20,937
CYBERARK SOFTWARE LTD	35,885	47,640
DAIKIN INDUSTRIES LTD	25,424	18,361
DANAHER CORP	46,829	92,737
DARDEN RESTAURANTS INC	1,574	2,240
DATADOG INC	65,420	102,309
DBS GROUP HOLDINGS LTD	37,235	59,794
DEERE & CO	1,190	2,119
DELL TECHNOLOGIES INC	17,485	26,620
DEXCOM INC	43,879	40,052
DIAGEO PLC	47,659	39,538
DIAMONDBACK ENERGY INC	29,856	38,500
DICK'S SPORTING GOODS INC	8,639	22,197
DISCOVER FINANCIAL SERVICES	1,787	2,945
DOMINION RESOURCES INC/VA	25,611	19,767
DOMINO'S PIZZA INC	20,071	30,642
DOVER CORP	2,735	3,564
DRAFTKINGS INC	49,424	48,100
DUKE ENERGY CORP	10,440	10,451
EATON CORP PLC	10,670	25,554
ECOLAB INC	2,948	3,983
EDISON INTERNATIONAL	1,320	1,517
ELEVANCE HEALTH INC	78,203	73,412
ELI LILLY & CO	33,730	115,800
ENTEGRIS INC	39,595	46,658
EQUINIX INC	27,862	34,887
EQUINOR ASA	18,013	20,658
EQUITY LIFESTYLE PROPERTIES INC	2,453	2,531
ESSEX PROPERTY TRUST INC	1,391	1,427
EXPEDIA GROUP INC	1,695	2,981
EXPEDITORS INTERNATIONAL OF WASHINGTON INC	6,875	6,979
EXXON MOBIL CORP	90,594	127,901
FACTSET RESEARCH SYSTEMS INC	6,098	7,684
FAIR ISAAC CORP	21,565	29,864
FANUC CORP	54,189	37,764
FASTENAL CO	9,178	20,279
FERRARI NV	16,327	33,138
FIDELITY NATIONAL INFORMATION SERVICES INC	110,868	105,404
FIFTH THIRD BANCORP	2,402	2,875
FIRST CITIZENS BANCSHARES INC/NC	2,522	6,339
FISERV INC	45,331	130,441
FLEX LTD	1,165	1,574
FLOOR & DECOR HOLDINGS INC	26,150	25,424
FMC CORP	20,381	15,361
FOMENTO ECONOMICO MEXICANO SAB DE CV	26,681	25,647
FREEPORT-MCMORAN INC	764	914
FTAI AVIATION LTD	45,991	130,501
GARTNER INC	14,984	19,863
GE HEALTHCARE TECHNOLOGIES INC	15,506	16,261
GENERAL DYNAMICS CORP	14,647	15,546
GENUINE PARTS CO	1,566	1,401
GLOBUS MEDICAL INC	13,274	14,640
GODADDY INC	1,091	3,158
GOLDMAN SACHS GROUP INC/THE	7,284	12,598
HARTFORD INSURANCE GROUP INC/THE	1,678	2,626
HDFC BANK LTD	57,315	58,432
HEIDELBERG MATERIALS AG	23,702	47,550
HENKEL AG & CO KGAA	24,132	22,724
HERSHEY CO/THE	2,172	1,863
HOME DEPOT INC/THE	54,159	117,087
HONEYWELL INTERNATIONAL INC	54,526	83,128
HOST HOTELS & RESORTS INC	831	788
HOWMET AEROSPACE INC	47,483	128,728
HP INC	5,909	5,221
HUBBELL INC	15,298	57,807
HUBSPOT INC	84,287	110,787
ICON PLC	41,878	44,249
IDEX CORP	28,870	39,974
IDEXX LABORATORIES INC	35,868	30,181
ILLINOIS TOOL WORKS INC	11,010	14,199
ILLUMINA INC	5,017	3,608
INGERSOLL RAND INC	30,064	53,010
INTERCONTINENTAL EXCHANGE INC	71,924	111,906
INTERCONTINENTAL HOTELS GROUP PLC	22,776	40,974
INTERNATIONAL BUSINESS MACHINES CORP	14,404	21,763
INTERNATIONAL PAPER CO	1,631	1,991
INTUIT INC	15,313	20,741
INTUITIVE SURGICAL INC	28,629	54,284
INVESCO QQQ TRUST SRS 1	9,701	11,247
IQVIA HOLDINGS INC	103,456	89,019
IRON MOUNTAIN INC	14,230	27,118
ISHARES CORE S&P500	9,416	10,596
ITT INC	2,075	3,572
JABIL INC	424	1,007
JOHNSON & JOHNSON	29,033	27,622
JPMORGAN CHASE & CO	82,544	186,494
JULIUS BAER GROUP LTD	16,962	19,444
KAWASAKI HEAVY INDUSTRIES LTD	32,809	56,451
KENVUE INC	7,047	6,597
KERRY GROUP PLC	26,911	28,983
KEURIG DR PEPPER INC	11,394	9,636
KEYSIGHT TECHNOLOGIES INC	23,365	42,085
KIMCO REALTY CORP	1,321	1,382
KINDER MORGAN INC	4,408	7,069
KINSALE CAPITAL GROUP INC	15,775	21,396
KKR & CO INC	3,718	10,206
KLA CORP	2,725	5,041
KROGER CO/THE	1,779	2,201
L3HARRIS TECHNOLOGIES INC	33,082	30,911
LABCORP HOLDINGS INC	1,907	2,064
LENNAR CORP	2,791	4,500
LINCOLN ELECTRIC HOLDINGS INC	2,390	3,000
LINDE PLC	50,367	93,782
LIVE NATION ENTERTAINMENT INC	16,648	24,735
LKQ CORP	3,005	2,426
LLOYDS BANKING GROUP PLC	29,112	36,548
LOCKHEED MARTIN CORP	7,371	10,205
LOEWS CORP	3,433	4,912
LONDON STOCK EXCHANGE GROUP PLC	42,076	62,386
LOWE'S COS INC	17,670	34,552
LVMH MOET HENNESSY LOUIS VUITTON SE	20,755	28,621
M&T BANK CORP	3,641	3,760
MARRIOTT INTERNATIONAL INC/MD	20,701	64,156
MARSH & MCLENNAN COS INC	11,588	22,303
MARTIN MARIETTA MATERIALS INC	57,429	80,058
MARVELL TECHNOLOGY INC	48,706	92,558
MASCO CORP	18,996	34,543
MASTERCARD INC	33,905	49,498
MCDONALD'S CORP	103,747	112,767
MCKESSON CORP	5,863	11,398
MEDTRONIC PLC	2,756	2,317
MERCADOLIBRE INC	33,070	51,013
MERCK & CO INC	42,949	54,217
META PLATFORMS INC	116,326	186,777
MICROCHIP TECHNOLOGY INC	22,776	37,507
MICROSOFT CORP	285,140	755,751
MID-AMERICA APARTMENT COMMUNITIES INC	1,785	1,700
MONDAY.COM LTD	71,155	68,984
MONDELEZ INTERNATIONAL INC	64,413	70,780
MONGODB INC	26,638	21,186
MONOLITHIC POWER SYSTEMS INC	70,865	62,130
MONSTER BEVERAGE CORP	91,965	117,892
MORGAN STANLEY	8,035	11,189
MOTOROLA SOLUTIONS INC	1,017	1,849
MSCI INC	8,853	42,001
NESTLE SA	20,441	15,768
NETFLIX INC	39,216	73,088
NEXTERA ENERGY INC	98,501	121,944
NISOURCE INC	1,703	2,169
NORFOLK SOUTHERN CORP	20,419	23,235
NORTHERN TRUST CORP	2,124	2,153
NOVARTIS AG	29,861	36,589
NOVO NORDISK A/S	6,259	7,828
NVIDIA CORP	221,378	581,744
NXP SEMICONDUCTORS NV	9,429	9,561
ON SEMICONDUCTOR CORP	1,375	1,198
ONEOK INC	35,008	47,891
O'REILLY AUTOMOTIVE INC	35,381	41,503
OSHKOSH CORP	20,146	20,915
OTIS WORLDWIDE CORP	60,793	88,072
PACCAR INC	5,425	6,033
PACKAGING CORP OF AMERICA	1,713	2,702
PALO ALTO NETWORKS INC	20,119	50,221
PARKER HANNIFIN CORP	26,392	42,614
PAYCHEX INC	17,681	28,324
PAYPAL HOLDINGS INC	3,678	3,243
PENTAIR PLC	10,550	23,751
PEPSICO INC	91,895	106,290
PFIZER INC	12,459	7,137
PG&E CORP	3,653	4,298
PHILIP MORRIS INTERNATIONAL INC	19,275	27,921
PHILLIPS 66	8,061	9,228
PINTEREST INC	50,107	40,368
PNC FINANCIAL SERVICES GROUP INC/THE	76,330	103,946
POST HOLDINGS INC	1,126	1,831
PPL CORP	3,912	4,739
PROCORE TECHNOLOGIES INC	10,932	13,637
PROCTER & GAMBLE CO/THE	17,259	22,130
PROGRESSIVE CORP/THE	18,500	42,890
PROLOGIS INC	109,344	101,260
PUBLIC SERVICE ENTERPRISE GROUP INC	1,072	1,267
PUBLIC STORAGE	1,511	1,497
QUALCOMM INC	93,012	135,493
QUEST DIAGNOSTICS INC	2,272	2,414
RALPH LAUREN CORP	1,120	2,541
RAYMOND JAMES FINANCIAL INC	3,326	4,815
REALTY INCOME CORP	12,305	10,362
REGAL REXNORD CORP	18,904	32,888
REGENCY CENTERS CORP	2,227	2,661
REGENERON PHARMACEUTICALS INC	8,083	8,548
REGIONS FINANCIAL CORP	2,178	2,564
REVVITY INC	43,700	42,523
REXFORD INDUSTRIAL REALTY INC	1,353	967
ROPER TECHNOLOGIES INC	77,991	133,081
ROSS STORES INC	44,755	79,266
RPM INTERNATIONAL INC	4,881	7,384
RTX CORP	75,405	117,108
RYAN SPECIALTY HOLDINGS INC	15,218	13,923
S&P GLOBAL INC	83,873	116,539
SAIA INC	36,280	39,193
SALESFORCE INC	129,063	215,308
SBA COMMUNICATIONS CORP	8,964	20,380
SCHWAB US DIVIDEND	9,947	9,999
SEAFARER OVERSEAS GROWTH & INCOME FUND	735,000	690,437
SEMPRA ENERGY	11,352	15,000
SERVICENOW INC	19,482	19,082
SHELL PLC	45,979	54,756
SHERWIN-WILLIAMS CO/THE	13,454	20,056
SHIFT4 PAYMENTS INC	25,224	30,823
SHOPIFY INC	19,049	17,863
SIEMENS AG	32,124	42,442
SNAP-ON INC	2,521	3,734
SONY GROUP CORP	29,035	35,337
SOUTHERN CO/THE	8,597	10,043
SPDR DOW JONES	9,695	10,638
SPROUTS FARMERS MARKET INC	17,246	82,342
STARBUCKS CORP	35,032	36,683
STATE STREET CORP	2,376	3,141
STEPSTONE GROUP INC	18,171	20,547
STRYKER CORP	34,254	64,809
SUZUKI MOTOR CORP	29,522	28,910
SYMRISE AG	30,709	28,708
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	20,574	57,667
TAKE-TWO INTERACTIVE SOFTWARE INC	1,077	2,025
TARGA RESOURCES CORP	14,489	17,672
TARGET CORP	5,409	5,407
TD SYNNEX CORP	1,423	1,407
TE CONNECTIVITY PLC	116,181	120,667
TELEDYNE TECHNOLOGIES INC	5,983	6,962
TENCENT HOLDINGS LTD	51,676	47,171
TESLA INC	34,486	67,441
TEXAS INSTRUMENTS INC	34,872	47,815
THERMO FISHER SCIENTIFIC INC	50,753	94,162
TJX COS INC/THE	51,921	104,983
T-MOBILE US INC	20,322	56,948
TOKIO MARINE HOLDINGS INC	17,959	35,480
TOYOTA MOTOR CORP	21,428	26,467
TRACTOR SUPPLY CO	22,806	68,182
TRADE DESK INC/THE	58,599	94,612
TRADEWEB MARKETS INC	50,017	80,647
TRANSDIGM GROUP INC	47,743	64,631
TRANSUNION	31,272	45,520
TRAVELERS COS INC/THE	13,324	17,103
TRIP.COM GROUP LTD	28,806	41,402
UL SOLUTIONS INC	878	1,247
ULTA BEAUTY INC	29,859	33,055
UNION PACIFIC CORP	73,058	110,371
UNITED PARCEL SERVICE INC	19,843	18,915
UNITED RENTALS INC	8,439	9,862
UNITEDHEALTH GROUP INC	110,307	205,885
UNIVERSAL HEALTH SERVICES INC	730	1,256
US BANCORP	78,995	83,511
US FOODS HOLDING CORP	32,110	58,555
VALVOLINE INC	28,830	23,951
VEEVA SYSTEMS INC	68,875	72,957
VENTAS INC	1,217	1,472
VERALTO CORP	1,252	1,324
VERTEX PHARMACEUTICALS INC	9,662	12,886
VERTIV HOLDINGS CO	52,560	48,398
VICI PROPERTIES INC	70,193	67,387
VISA INC	140,212	290,441
W R BERKLEY CORP	1,880	2,516
WALT DISNEY CO/THE	140,362	130,837
WARNER MUSIC GROUP CORP	599	589
WASTE CONNECTIONS INC	46,746	58,852
WEC ENERGY GROUP INC	37,666	40,249
WESCO INTERNATIONAL INC	22,987	26,421
WEYERHAEUSER CO	2,880	2,308
WILLIAMS COS INC/THE	16,365	25,707
WORKDAY INC	86,771	93,406
XCEL ENERGY INC	7,017	6,617
XYLEM INC/NY	3,326	3,829
YUM BRANDS INC	2,566	3,354
ZEBRA TECHNOLOGIES CORP	1,996	3,090
ZIMMER BIOMET HOLDINGS INC	2,447	2,218
ZOETIS INC	25,581	41,058
ZSCALER INC	45,919	45,463
ZURN ELKAY WATER SOLUTIONS CORP	18,534	24,274

- TIN:

TY 2024 InvestmentsGovtObligationsSch

Name:

INGRID D TAUBER FUND INC

EIN:

27-4970477

US Government Securities - End of Year Book Value:

4,064,669

US Government Securities - End of Year Fair Market Value:

3,926,675

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

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

- TIN:

TY 2024 InvestmentsOtherSchedule2

Name:

INGRID D TAUBER FUND INC

EIN:

27-4970477

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
ATLAS POINT DURABLE GROWTH FUND, L.P.	AT COST	733,825	832,875
AX GLOBAL BUYOUT ACCESS FUND	AT COST	264,801	282,641
BROOKFIELD INFRASTRUCTURE PARTNERS LP	AT COST	13,166	11,381
BROOKFIELD RENEWABLE PARTNERS LP	AT COST	25,646	16,568
ENTERPRISE PRODUCTS PARTNERS LP	AT COST	19,507	55,790

- TIN:

TY 2024 OtherAssetsSchedule

Name:

INGRID D TAUBER FUND INC

EIN:

27-4970477

Description	Beginning of Year - Book Value	End of Year - Book Value	End of Year - Fair Market Value
INTEREST RECEIVABLE	26,125

- TIN:

TY 2024 OtherDecreasesSchedule

Name:

INGRID D TAUBER FUND INC

EIN:

27-4970477

Description	Amount
PRIOR PERIOD ADJUSTMENT	42,492

- TIN:

TY 2024 OtherExpensesSchedule

Name:

INGRID D TAUBER FUND INC

EIN:

27-4970477

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
PORTFOLIO DEDUCTIONS	1,839	920		919
BOND AMORTIZATION EXPENSE	21,450	21,450		0

- TIN:

TY 2024 OtherIncomeSchedule2

Name:

INGRID D TAUBER FUND INC

EIN:

27-4970477

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
OTHER INVESTMENT INCOME	111	111	111
FROM K-1 - ENTERPRISE PRODUCTS PARTNERS L.P.	0	-28	0
FROM K-1 - BROOKFIELD RENEWABLE PARTNERS L.P.	0	245	0
FROM K-1 - BROOKFIELD INFRASTRUCTURE PARTNERS L.P.	0	804	0
FROM K-1 - ATLAS POINT DURABLE GROWTH FUND	0	-3,136	0
LOSS FROM PASSTHROUGH ENTITIES	-2,115		-2,115
NON-TAXABLE DISTRIBUTIONS	888		888

- TIN:

TY 2024 OtherIncreasesSchedule

Name:

INGRID D TAUBER FUND INC

EIN:

27-4970477

Description	Amount
INVESTMENT TRUE-UP	15,574

- TIN:

TY 2024 OtherProfessionalFeesSchedule

Name:

INGRID D TAUBER FUND INC

EIN:

27-4970477

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
MANAGEMENT FEES	180,253	129,756		50,497
CONSULTING	165,250	0		165,250

- TIN:

TY 2024 TaxesSchedule

Name:

INGRID D TAUBER FUND INC

EIN:

27-4970477

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FOREIGN TAXES	5,994	5,994		0
FEDERAL EXCISE TAX	14,022	0		0