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.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
Laguntza Foundation
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address) Foundation Source 501 Silverside Rd
  Room/suite
City or town
Wilmington
State or province
DE
Country  
ZIP or foreign postal code
198091377
A Employer identification number

20-8638559
B Telephone number (see instructions)

8008391754
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$2,040,067J 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) 1,227,394
2 Check .................
3 Interest on savings and temporary cash investments 22,154 22,154  
4 Dividends and interest from securities... 26,744 26,744  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 382,696
b Gross sales price for all assets on line 6a 3,254,084
7 Capital gain net income (from Part IV, line 2)... 990,604
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
677 677  
12 Total. Add lines 1 through 11........ 1,659,665 1,040,179  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
14,435 14,435    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
5,785 435    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
11,907 289   11,618
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 32,127 15,159   11,618
25 Contributions, gifts, grants paid....... 1,095,000 1,095,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 1,127,127 15,159   1,106,618
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 532,538
b Net investment income (if negative, enter -0-) 1,025,020
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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......... 121,645 27,475 27,475
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) 73,096 Click to see attachment
List of Attached Documents:
// Content
203,781 		206,551
b Investments—corporate stock (attach schedule)....... 1,081,575 Click to see attachment
List of Attached Documents:
// Content
1,457,655 		1,542,310
c Investments—corporate bonds (attach schedule)....... 140,586 Click to see attachment
List of Attached Documents:
// Content
260,529 		263,731
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,416,902 1,949,440 2,040,067
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 )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances 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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 1,416,902 1,949,440
29 Total net assets or fund balances (see instructions)..... 1,416,902 1,949,440
30 Total liabilities and net assets/fund balances (see instructions). 1,416,902 1,949,440
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,416,902
2
Enter amount from Part I, line 27a .....................
2
532,538
3
Other increases not included in line 2 (itemize)
3
 
4
Add lines 1, 2, and 3 ..........................
4
1,949,440
5
Decreases not included in line 2 (itemize)
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
1,949,440
Form 990-PF (2025)
Form 990-PF (2025)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a Publicly-traded Securities      
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 3,254,084   2,263,480 990,604
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       990,604
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 990,604
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 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 14,248
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 14,248
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 14,248
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 4,600
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,600
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....... 9 9,648
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax   Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
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
Yes
 
If "Yes," attach the statement required by General Instruction T. Click to see attachment
List of Attached Documents:
// Content
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)
DE
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 2025 or the taxable year beginning in 2025? 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 address  
14
The books are in care ofFoundation Source Telephone no. (800) 839-1754

Located at501 Silverside Road Suite 123WilmingtonDE ZIP+4198091377
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
Peter Coppolillo VP
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Robin Houston Dir
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Susan MacGrath Pres, Dir, Sec
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Timothy J Preso Dir
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Lorea Zabaleta Dir
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Martin Zabaleta Dir
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
 
Total number of other employees paid over $50,000...................  
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
 
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................  
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
1,842,393
b
Average of monthly cash balances.......................
1b
631,977
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
2,474,370
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
2,474,370
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
37,116
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,437,254
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
121,863
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
121,863
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
14,248
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
14,248
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
107,615
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
107,615
6
Deduction from distributable amount (see instructions) .................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
107,615
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, line 26, column (d) ..........
1a
1,106,618
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
1,106,618
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 107,615
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only.......  
b Total for prior years:2023, 2022, 2021  
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023...... 265,822
e From 2024...... 297,509
f Total of lines 3a through e ........ 563,331
4Qualifying distributions for 2025 from Part
XI, line 4: $ 1,106,618
a Applied to 2024, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		 
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		 
d Applied to 2025 distributable amount..... 107,615
e Remaining amount distributed out of corpus 999,003
5 Excess distributions carryover applied to 2025.    
(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 1,562,334
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		1,562,334
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 .... 265,822
d Excess from 2024 .... 297,509
e Excess from 2025 .... 999,003
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
Susan MacGrath
MARTIN ZABALETA
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here 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, 2b, 2c, and 2d. 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 (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

NORTHERN JAGUAR PROJECT INC

2114 W GRANT ROAD
TUCSON,AZ85745 		N/A   General & Unrestricted 50,000

ONEREEF WORLDWIDE STEWARDSHIP

114 OAK KNOLL DR
SANTA CRUZ,CA95060 		N/A   Traditional Learning Center 250,000

WILDLIFE CONSERVATION NETWORK INC

209 MISSISSIPPI ST
SAN FRANCISCO,CA94107 		N/A   General Operations for Saiga Conservation Alliance 100,000

WILDLIFE CONSERVATION NETWORK INC

209 MISSISSIPPI ST
SAN FRANCISCO,CA94107 		N/A   Proyecto Titi Unrestricted Fund 90,000

WILDLIFE CONSERVATION NETWORK INC

209 MISSISSIPPI ST
SAN FRANCISCO,CA94107 		N/A   Land of the Snow Leopard Network Fund 75,000

WILDLIFE CONSERVATION NETWORK INC

209 MISSISSIPPI ST
SAN FRANCISCO,CA94107 		N/A   MarAlliance Pearl Islands Fund 60,000

WILDLIFE CONSERVATION NETWORK INC

209 MISSISSIPPI ST
SAN FRANCISCO,CA94107 		N/A   McCaw Recovery Network Fund 75,000

WILDLIFE CONSERVATION NETWORK INC

209 MISSISSIPPI ST
SAN FRANCISCO,CA94107 		N/A   Proyecto Titi Fund -the tree nursery and planting needs of the newly purchased land to create better habitat for monkey 100,000

WILDLIFE CONSERVATION NETWORK INC

209 MISSISSIPPI ST
SAN FRANCISCO,CA94107 		N/A   Spectacled Bear Community Conservation Initiative 100,000

WILDLIFE CONSERVATION NETWORK INC

209 MISSISSIPPI ST
SAN FRANCISCO,CA94107 		N/A   General & Unrestricted 60,000

WILDLIFE CONSERVATION SOCIETY

2300 SOUTHERN BLVD
BRONX,NY10460 		N/A   Bolivia Vicuna Project 60,000

WILDLIFE CONSERVATION SOCIETY

2300 SOUTHERN BLVD
BRONX,NY10460 		N/A   Maya Biosphere Reserve Fund 60,000

WILDLIFE CONSERVATION SOCIETY

2300 SOUTHERN BLVD
BRONX,NY10460 		N/A   Mayan Biosphere Project Guatamala 15,000
Total ................................. 3a 1,095,000
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 22,154  
4 Dividends and interest from securities ....     14 26,744  
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 ............ 		    18 382,696  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aCLASS ACTION LAWSUIT PROCEEDS 		    01 677  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   432,271  
13Total. Add line 12, columns (b), (d), and (e)..................
13
432,271
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only 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 (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.
Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
Laguntza Foundation
 
Employer identification number

20-8638559
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 2025) Page 2
Name of organization
Laguntza Foundation
  		Employer identification number
20-8638559
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
MacGrath Susan
319 South 3rd
 
Bozeman, MT59715

$ 1,043,483


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
Zabaleta Martin
319 South 3rd
 
Bozeman, MT59715

$ 183,911


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
Laguntza Foundation
  		Employer identification number

20-8638559
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 AMAZON COM AMZN, 5010 sh. $ 1,043,483 2025-03-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 AMAZON COM AMZN, 883 sh. $ 183,911 2025-03-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
Laguntza Foundation
  		Employer identification number

20-8638559
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

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TY 2025 DepreciationSchedule
Name:
Laguntza Foundation
EIN:
20-8638559
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

TY 2025 InvestmentsCorpBondsSchedule
Name:
Laguntza Foundation
EIN:
20-8638559
Name of Bond End of Year Book Value End of Year Fair Market Value
AMAZON.COM - 3.600% - 04/13/20 6,660 6,797
AMERICAN TOWER CORP - 4.400% - 6,995 7,001
ARROW ELECTRONICS INC - 5.880% 6,114 6,269
ASSURED GUARANTY US HOLDINGS I 6,432 6,609
ATHENE HLDG LTD SR NOTE - 3.50 6,499 6,620
BANK NEW YORK MELLON - 3.442% 6,914 6,967
BLOCK INC - 6.500% - 05/15/203 8,276 8,320
BROOKFIELD FIN INC - 4.350% - 6,892 7,031
CAPITAL ONE FINL CORP NT - 2.3 5,937 6,134
CARLYLE GROUP INC - 5.050% - 0 7,009 6,921
CB RICHARD ELLIS SERVICES INC 6,281 6,422
CDW CORP - 3.250% - 02/15/2029 6,618 6,743
CENTENE CORP DEL SER B - 4.250 6,834 6,959
CHARLES SCHWAB CORP - 5.850% - 6,310 6,436
CHUBB INA HOLDINGS INC - 4.900 6,076 6,036
D R HORTON INC - 5.500% - 10/1 6,052 6,262
EBAY INC - 3.600% - 06/05/2027 7,014 6,963
ENCOMPASS HEALTH CORP - 4.500% 6,912 6,988
FORTUNE BRANDS - 5.875% - 06/0 6,250 6,349
GRIFFON CORP SER B NOTE - 5.75 7,015 7,014
HASBRO INC - 3.900% - 11/19/20 6,727 6,887
HUNTSMAN INTERNATIONAL LLC - 2 6,046 5,902
JEFFERIES GROUP LLC - 4.850% - 7,043 7,047
JPMORGAN CHASE & CO NOTE - 6.2 6,487 6,600
KEYSIGHT TECHNOLOGIES INC - 3. 6,657 6,715
KYNDRYL HLDGS INC SER B NOTE - 6,145 6,399
MORGAN STANLEY - 5.449% - 07/2 6,108 6,195
NORTHERN TR CORP - 3.650% - 08 6,902 6,987
NUCOR CORP - 5.100% - 06/01/20 5,126 5,119
REINSURANCE GROUP - 3.150% - 0 6,524 6,627
TD BANK - 5.150% - 09/10/2034 7,009 7,115
TENET HEALTHCARE CORP - 6.750% 8,317 8,323
TITAN INTL INC IL - 7.000% - 0 7,003 7,036
TRIMBLE - 4.900% - 06/15/2028 7,083 7,103
TRUIST FINL CORP SER G MTN - 5 6,238 6,394
VERISIGN INC - 4.750% - 07/15/ 7,000 7,001
VMWARE INC - 3.900% - 08/21/20 6,929 7,002
VONTIER CORPORATION SER B NOTE 7,049 7,351
WESTINGHOUSE AIR BRAKE TECHNOL 7,046 7,087

TY 2025 InvestmentsCorpStockSchedule
Name:
Laguntza Foundation
EIN:
20-8638559
Name of Stock End of Year Book Value End of Year Fair Market Value
ABB LTD 2,392 2,663
ABBOTT LABS 5,309 5,012
ACAP STRATEGIC FUND CLASS W 101,558 135,858
ACUITY BRANDS INC 1,125 1,440
ADYEN N.V. 5,635 5,286
AERCAP HOLDING N.V 6,610 8,626
AIA GROUP LTD ADR 9,262 10,134
AKAMAI TECH COM STK 1,080 873
ALCON INC 3,262 3,152
ALFA LAVAL AB 3,308 3,768
ALIBABA GROUP HOLDING LTD 4,762 5,423
ALIGN TECHNOLOGY, INC 2,950 3,279
ALLEGION PLC 2,057 2,548
ALLIANZ SE 6,216 7,360
ALPHABET INC CL A 29,708 39,125
ALPHABET INC CL C 9,820 13,180
AMAZON COM 16,052 15,927
AMDOCS LIMITED 1,499 1,530
AMER FIN GRP HLD 1,466 1,777
AMER INTERNATIONAL GROUP INC 3,999 4,278
AMER SPORTS, INC. 6,112 6,237
AMERICAN SUPERCONDUCTOR CORPOR 3,835 1,698
ANALOG DEVICES INC 5,186 5,695
APPLE INC 4,076 4,622
APPLIED IDNS TECH 707 1,797
APTAR GROUP INC 1,949 1,951
ARISTA NETWORKS 15,728 14,544
ARTESIAN RESOURCES CORPORATION 739 695
ASML HOLDING NV NY REG SHS 7,202 10,699
ASSA ABLOY UNSP/ADR 2,012 2,356
ASTRAZENECA 3,597 4,505
ATLAS COPCO AB A SHS ADR 5,725 6,680
AUTODESK, INC 11,097 10,064
AVERY DENNISON CORP 1,400 1,637
BADGER METER, INC 3,460 3,314
BANCO BILBAO ARG SA 3,042 4,079
BANK OF AMERICA CORP 5,787 6,435
BERKSHIRE HATHAWAY INC. CLASS 11,979 12,064
BJ'S WHLSL CLUB INC 1,819 2,071
BOOKING HOLDINGS INC 16,731 16,066
BROADCOM INC 22,599 22,497
BROWN CAPITAL MANAGEMENT INTL 103,417 90,909
CADENCE DESIGN SYSTEMS INC 4,321 3,751
CAMDEN PPTY TR 1,148 1,321
CAMTEK ORD SHS 3,316 2,871
CANADIAN NATL RAILWAY CO 4,957 5,140
CARRIER GLOBAL 7,677 6,499
CAVCO INDS INC DEL 513 1,181
CBOE HOLDINGS INC 968 2,761
CHARLES SCHWAB CORP 7,209 7,693
CHECK POINT SOFTWARE TECHNOLOG 1,598 1,670
CHEMED CORP 1,818 1,711
CHOICE HOTELS INTERNATIONAL IN 1,922 1,524
CHUGAI PHARMACEUTICAL CO., LTD 3,408 4,545
CINCINNATI FINANCIAL CORP 1,961 2,613
COLOPLAST AS ADR 1,279 1,114
COMMERCE BANCSHARES, INC 1,562 1,413
COMPAGNIE DE SAINT G 3,332 2,955
COMPASS GROUP PLC ADR 2,156 1,971
CONTEMPORARY AMPEREX TECHNO UN 3,289 3,321
COOPER COMPANIES INC 2,059 2,131
CORMEDIX 1,573 1,779
CREDICORP LTD 2,452 2,870
CUBESMART 1,421 1,190
CULLEN FROST BANKERS INC 1,724 1,773
DAIFUKU CO LTD UNSPONSRED ADS 1,907 2,094
DANAHER CORP 4,411 4,807
DASSAULT SYS SA SPN ADR 1,489 1,452
DBS GROUP HLDGS SPON ADR 6,225 7,024
DELCATH SYSTEMS INC 774 626
DENSO CORP ADR 2,712 2,496
DEXCOM, INC 9,057 7,765
DISCO CORPORATION 5,697 6,238
DOLBY LABORATORIES 1,384 1,220
DONALDSON CO. INC 1,600 2,305
DYNATRACE 1,458 1,344
EAST WEST BANCORP, INC 922 1,461
EDWARDS LIFESCIENCES 6,494 6,820
ELEVANCE HEALTH INC 5,018 5,609
ENOVA INTERNATIONAL, INC 1,541 2,201
EPIROC AB 2,439 2,732
ERSTE BK DER OEST SP 4,514 5,241
EURONET WORLDWIDE INC 3,540 3,121
EXLSERVICE HOLDINGS INC 1,078 1,485
EXPEDITORS INTL WASH INC 1,262 1,788
F5 NETWORKS, INC 987 1,532
FACTSET RESH SYST INC 2,141 1,741
FERGUSON PLC 3,802 3,562
FINANCIAL INSTITUTIONS, INC 1,503 1,777
FIRST CITIZENS BANCSHARES INC 5,866 6,439
FIRST FINANCIAL BANCORP 1,536 1,576
FOMENTO ECONOMICO MEXICANO 4,785 5,054
FOUR CORNERS PROPERTY TRUST IN 268 254
FRP HOLDINGS INC 449 410
GE VERNOVA 7,192 7,843
GENEDX HOLDINGS 3,942 4,162
GENERAL ELECTRIC CO 10,583 11,705
GENMAB A/S SPON 2,114 2,433
GENUINE PARTS COMPANY 834 738
GLOBUS MEDICAL INC 1,308 1,834
GODADDY INC 1,361 1,241
GRUPO FIN ADR 1,769 1,857
HAIER SMART HOME ADR 1,916 1,894
HALEON PLC 7,184 7,653
HDFC BANK LTD ADR 5,606 5,518
HEIDELBERG MATERIALS AG ADR 4,879 5,186
HENRY JACK & ASSOC INC 1,999 2,190
HITACHI LTD 3,360 3,557
HOWMET AEROSPACE ORD SHS 7,070 7,996
HUBBELL INCORPORATED 1,438 1,776
ICICI BK LTD ADS 6,380 5,811
IDEX CP 2,442 2,135
IES HLDGS INC COM 1,961 1,945
ILLUMINA INC COM 2,956 3,935
INNOVATIVE SOLUTIONS AND SUPPO 3,032 4,943
INTAPP INC 2,582 3,162
INTERNATIONAL BANCSHARES CORPO 762 930
INTUIT 21,504 21,197
INTUITIVE MACHINES INC CLASS A 1,897 2,499
ITRON INC 1,074 743
JAZZ PHARMACEUTICALS INC 669 850
JONES LANG LASALLE 1,075 2,019
KDDI CP UNSP ADR 4,500 4,478
KINGSTONE COMPANIES INC 354 404
KKR & CO INC 13,385 12,748
KLA TENCOR CORP 4,412 6,075
KRYSTAL BIOTECH 3,091 3,945
KT CORP ADS 5,936 5,577
L'AIR LIQUIDE ADR OTC 11,188 10,367
L'OREAL ADR 4,757 4,539
LAMAR ADVERTISING CO CL A REIT 870 1,266
LASERTEC ADR 4,479 4,253
LINCOLN ELECTRIC HOLDING INC 867 1,438
LLOYDS BANKING GROUP PLC 6,778 8,183
LONDON STK EXCHANGE GROUP 5,265 4,769
LONZA GROUP AG UNSP/ADR 3,240 3,225
LOWES COMPANIES INC 3,504 3,135
M TRON INDUSTRIES INC 1,480 1,384
M3 INC 1,780 1,578
MAKEMYTRIP LIMITED 4,787 4,352
MANULIFE FIN CORP 3,474 4,317
MARVELL TECHNOLOGY, INC 2,024 2,719
MASCO CORP 829 825
MASTERCARD INC 22,211 21,693
MCCORMICK & CO 1,840 1,771
MEDPACE HOLDINGS, INC 3,832 5,617
MERCADOLIBRE, INC 6,833 6,043
MICROSOFT CORP 59,402 57,550
MITSUBISHI UFJ FINANCIAL GROUP 5,157 5,599
MOELIS AND COMPANY 2,118 2,131
MONDELEZ INTERNATIONAL INC 4,491 3,876
MUELLER WATER PRODUCTS INC 2,534 2,406
NETAPP, INC 1,036 1,178
NETEASE.COM INC COM STK 2,382 2,615
NETFLIX INC 6,228 4,782
NEW YORK TIMES CO CL A 1,409 1,805
NICE SYSTEMS LTD 3,644 3,278
NINTENDO CO LTD ADR UNSPON 9,144 6,339
NOMAD FOODS LIMITED 2,586 2,164
NORDSON CP 2,288 2,645
NORTHERN TRUST CORPORATION 739 1,229
NOVO NORDISK A S 1,583 1,323
NOVOZYMES A/S UNSP/ADR 1,721 1,654
NVIDIA CORP 45,893 50,354
OBIC CO LTD UNSPONSORED ADS 2,405 2,071
OLD DOMINION FREIGHT LINE 3,115 3,293
ONTO INNOVATION 1,201 1,421
ORACLE CORP 10,382 7,991
OVERSEA-CHINESE ADR 6,990 8,016
PARK AEROSPACE CORP 2,029 2,091
PAX WORLD GLOBAL GREEN FD INST 144,336 155,742
PAYCOM SOFTWARE 1,660 1,434
PAYSIGN INC COM 1,395 1,262
PING AN INSURANCE GROUP ADR 1,465 1,795
PINTEREST INC 3,996 2,744
PROGRESS SOFTWARE CORP 1,026 988
PROGRESSIVE CORP OHIO 4,656 4,327
PT TELEKOM. IND. TBK ADR 1,939 2,252
QUALYS INC COM 2,283 2,126
REDDIT, INC 8,164 7,816
RELX PLC 8,813 7,397
REMITLY GLOBAL INC 605 538
RENTOKIL INITIAL PLC SPON ADR 3,597 4,183
ROCHE HOLDING LTD ADR 5,790 7,787
ROLLS ROYCE GRP PLC S/ADR 2,258 2,264
ROOT ORD SHS CLASS A 2,650 2,456
RPM INTERNATIONAL INC 1,774 1,976
RYANAIR HOLDINGS PLC-ADR COM 2,042 2,310
S F HOLDING CO LTD UNSPONSORED 1,529 1,367
SCHNEIDER ELEC UNSP/ADR 6,433 6,702
SEA LTD 1,625 1,148
SEI INVESTMENTS 1,487 2,051
SERVICE NOW 2,809 2,298
SHIN-ETSU CHEMICAL C 2,646 2,713
SHIONOGI & CO LTD 1,812 1,868
SHOPIFY INC 3,283 3,541
SIEMENS AG 3,661 3,779
SIEMENS ENERGY AG 2,813 2,803
SILGAN HOLDINGS, INC 969 767
SIMPLICITY BANCORP INC 1,488 904
SMITH A O CORP DEL COM 2,354 2,274
SNAP ON INC 1,083 1,723
SONOVA HOLDING AG AD 1,587 1,499
SONY FINANCIAL GROUP INC SPON 590 272
SONY GROUP CORP 10,035 10,522
SPROUTS FARMERS MARKET INC 1,437 956
SPS COMMERCE, INC 2,316 1,872
SPX CORPORATION 8,640 9,403
STAG INDUSTRIAL INC 1,291 1,434
STERIS PLC 2,007 2,282
STERLING CONSTRUCTION COMPANY 13,130 10,718
STIFEL FINANCIAL CP 863 1,503
STRYKER CORPORATION 4,309 3,866
SVENSKA HANDELSBK UNS ADR 6,127 7,030
SWEDBANK AB S/ADR 6,550 8,113
SYMRISE AG UNSPONSORED 2,139 1,851
SYSMEX CORP UNSP ASDR 2,620 1,853
T-MOBILE US INC 4,554 3,655
TAIWAN SEMICONDUCTOR MFG CO LT 32,722 41,025
TECHTRONIC INDS SPD ADR 1,602 1,497
TENCENT HOLDINGS LIMITED 13,557 14,468
TERADYNE INC 1,158 1,936
TEXAS ROADHOUSE, INC 821 1,162
TJX COMPANIES INC 4,477 4,916
TOKYO ELECTRON LTD 4,885 7,335
TOPBUILD CORP 1,232 2,086
TRAVERE THERAPEUTICS 1,089 1,070
TRIP COM GROUP ADR 2,421 2,948
UBER 17,903 15,852
UFP INDUSTRIES 911 911
UFP TECHNOLOGIES INC 3,007 3,330
UNICHARM CORP - SPN ADR 1,926 1,526
UNITED RENTALS INC 8,647 7,284
UNITEDHEALTH GROUP INC 8,796 9,243
US FOODS HOLDING CORPORATION 3,387 3,239
VERACYTE INC 2,267 2,652
VERIFONE SYSTEMS INC 2,654 2,812
VISA INC 23,739 24,199
WATTS WATER TECHNOLOGIES INC 974 1,380
WILLIAMS SONOMA INC 517 1,250
WILLIS LEASE FINANCE CORPORATI 1,194 1,221
WORKDAY INC 3,268 3,007
ZIMMER BIOMET HOLDINGS 1,992 1,708

TY 2025 InvestmentsGovtObligationsSch
Name:
Laguntza Foundation
EIN:
20-8638559
US Government Securities - End of Year Book Value:

203,781
US Government Securities - End of Year Fair Market Value:

206,551
State & Local Government Securities - End of Year Book Value:


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


 


TY 2025 LiquidationExplanationStmt
Name:
Laguntza Foundation
EIN:
20-8638559
Statement:
As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2025, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $1,095,000. This amount represents 25% or more of the Foundation's net assets of $1,753,192 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2025. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein.


TY 2025 OtherExpensesSchedule
Name:
Laguntza Foundation
EIN:
20-8638559
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 11,593     11,593
Bank Charges 289 289    
State or Local Filing Fees 25     25


TY 2025 OtherIncomeSchedule2
Name:
Laguntza Foundation
EIN:
20-8638559
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Class Action Lawsuit Proceeds 677 677  


TY 2025 OtherProfessionalFeesSchedule
Name:
Laguntza Foundation
EIN:
20-8638559
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 14,435 14,435    


TY 2025 TaxesSchedule
Name:
Laguntza Foundation
EIN:
20-8638559
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Estimated Tax for 2025 4,600      
990-PF Excise Tax for 2024 750      
Foreign Tax Paid 435 435