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
RICHARD LOUNSBERY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address) 601 13TH STREET NW 940N
  Room/suite
City or town
WASHINGTON
State or province
DC
Country  
ZIP or foreign postal code
20005
A Employer identification number

13-6081860
B Telephone number (see instructions)

2028728080
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)$25,895,295J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 2,392,000
2 Check .................
3 Interest on savings and temporary cash investments 26 26  
4 Dividends and interest from securities... 931,811 931,811  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 845,624
b Gross sales price for all assets on line 6a 13,890,275
7 Capital gain net income (from Part IV, line 2)... 845,624
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 4,169,461 1,777,461  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 359,237 35,924   323,313
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 40,175 4,018   36,157
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
5,497 0   5,497
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
18,509 9,255   9,254
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
205,616 181,616   24,000
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
32,308 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 21,192 2,119   19,073
21 Travel, conferences, and meetings....... 32,056 0   32,056
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
26,941 2,601   24,340
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 741,531 235,533   473,690
25 Contributions, gifts, grants paid....... 3,784,399 3,784,399
26 Total expenses and disbursements. Add lines 24 and 25 ................ 4,525,930 235,533   4,258,089
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -356,469
b Net investment income (if negative, enter -0-) 1,541,928
c Adjusted net income (if negative, enter -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............. 121,102 199,064 199,064
2 Savings and temporary cash investments......... 662,345 729,072 729,072
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) 0 Click to see attachment
List of Attached Documents:
// Content
231,525 		232,681
b Investments—corporate stock (attach schedule)....... 11,154,861 Click to see attachment
List of Attached Documents:
// Content
10,663,477 		14,332,647
c Investments—corporate bonds (attach schedule)....... 4,610,892 Click to see attachment
List of Attached Documents:
// Content
4,532,511 		4,686,055
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 5,887,465 Click to see attachment
List of Attached Documents:
// Content
5,724,547 		5,715,776
14 Land, buildings, and equipment: basis 2,352
Less: accumulated depreciation (attach schedule) 2,352      
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 22,436,665 22,080,196 25,895,295
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........... 22,436,665 22,080,196
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    
29 Total net assets or fund balances (see instructions)..... 22,436,665 22,080,196
30 Total liabilities and net assets/fund balances (see instructions). 22,436,665 22,080,196
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
22,436,665
2
Enter amount from Part I, line 27a .....................
2
-356,469
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
22,080,196
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
22,080,196
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 P    
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 13,890,275   13,044,651 845,624
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       845,624
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 2 845,624
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 21,433
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 21,433
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 21,433
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 24,000
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 24,000
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 2,567
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax2,567 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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
NY
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 addressWWW.RLOUNSBERY.ORG
14
The books are in care ofELIZABETH HOLLEMAN BROWN Telephone no. (202) 872-8080

Located at601 13TH STREET NW 940NWASHINGTONDC ZIP+420005
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)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........
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)
Yes
 
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JESSE H AUSUBEL CHAIRMAN
8.00 		55,000 0 0
601 13TH STREET NW 940N
WASHINGTON,DC20005
ROSE E GOTTEMOELLER VICE CHAIR
2.00 		22,000 0 0
601 13TH STREET NW 940N
WASHINGTON,DC20005
JUNE YEARWOOD TREASURER
2.00 		0 0 0
601 13TH STREET NW 940N
WASHINGTON,DC20005
MAXMILLIAN ANGERHOLZER III DIRECTOR
2.00 		22,000 0 0
601 13TH STREET NW 940N
WASHINGTON,DC20005
CATHERINE DULAC DIRECTOR
2.00 		22,000 0 0
601 13TH STREET NW 940N
WASHINGTON,DC20005
CLAIRE E MAX DIRECTOR
2.00 		22,000 0 0
601 13TH STREET NW 940N
WASHINGTON,DC20005
RICHARD J MCHENRY DIRECTOR
2.00 		22,000 0 0
601 13TH STREET NW 940N
WASHINGTON,DC20005
DAVID D SABATINI DIRECTOR
2.00 		22,000 0 0
601 13TH STREET NW 940N
WASHINGTON,DC20005
MICHAEL J SHELLEY DIRECTOR
2.00 		22,000 0 0
601 13TH STREET NW 940N
WASHINGTON,DC20005
ELIZABETH HOLLEMAN BROWN EXECUTIVE DIRECTOR & CORPORATE SCTY
40.00 		150,237 27,043 0
601 13TH STREET NW 940N
WASHINGTON,DC20005
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 (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
UBS INVESTMENT ADVISORY 156,866
299 PARK AVENUE 25TH FL
NEW YORK,NY10171
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................0
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
24,706,084
b
Average of monthly cash balances.......................
1b
982,892
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
25,688,976
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
25,688,976
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
385,335
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
25,303,641
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
1,265,182
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
1,265,182
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
21,433
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
21,433
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,243,749
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,243,749
6
Deduction from distributable amount (see instructions) .................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,243,749
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
4,258,089
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
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
4,258,089
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 1,243,749
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 397,789
b From 2021......  
c From 2022...... 355,985
d From 2023...... 891,671
e From 2024...... 919,904
f Total of lines 3a through e ........ 2,565,349
4Qualifying distributions for 2025 from Part
XI, line 4: $ 4,258,089
a Applied to 2024, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		0
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		Click to see attachment
List of Attached Documents:
// Content
2,392,000
d Applied to 2025 distributable amount..... 1,243,749
e Remaining amount distributed out of corpus 622,340
5 Excess distributions carryover applied to 2025. 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 5,579,689
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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
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) ....... 		2,392,000
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		397,789
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		2,789,900
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 .... 355,985
c Excess from 2023 .... 891,671
d Excess from 2024 .... 919,904
e Excess from 2025 .... 622,340
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).)
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 e-mail address of the person to whom applications should be addressed:
L BROWN
601 13TH ST NW STE 940N
WASHINGTON,DC20005
(202) 872-8080
bThe form in which applications should be submitted and information and materials they should include:
NO SPECIAL FORM IS REQUIRED FOR APPLICATION. APPLICATION IS TO BE MADE IN WRITING SETTING FORTH THE NEED, NATURE AND THE AMOUNT OF THE REQUEST PLUS A BUDGET JUSTIFYING THE AMOUNT REQUESTED. ALSO, THE ORGANIZATION'S IRS 501(C)(3) DETERMINATION LETTER AND RELEVANT EXHIBITS SHOULD BE INCLUDED, IF APPLICABLE.
cAny submission deadlines:
GRANT PROPOSALS SHOULD BE SUBMITTED TO THE FOUNDATION NO LATER THAN SIX WEEKS PRIOR TO THE FIRST OF
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
GRANTS ARE MADE TO QUALIFYING ORGANIZATIONS ONLY AND NOT TO INDIVIDUALS.
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

ACADEMIE DES SCIENCES INSTITUT DE FRANCE

23 QUAI DE CONTI
PARIS   75006
FR 		NONE   EXHIBITION ON MODERN MICROBIOLOGY AT LOUIS PASTEURS HOUSE IN ARBOIS, FRANCE 105,000

AGENCE NEO-CALEDONIENNE DE LA BIODIVERSITE

PRESQUILE DE FOUE BP 10
KONE   98860
NC 		NONE   INCREASING UNDERSTANDING OF GROUPS OF SPECIES UNIQUE TO FRENCH ISLANDS OF THE SOUTH PACIFIC 98,112

ALBERTINE FOUNDATION

972 FIFTH AVENUE
NEW YORK,NY10075 		NONE   LAFAYETTE FELLOWSHIP 125,000

ARMS CONTROL ASSOCIATION

1200 18TH STREET SUITE 1175
WASHINGTON,DC20036 		NONE   SUPPORT FOR AMERICAN PARTICIPATION IN EXPERT MEETINGS ON NON-PROLIFERATION IN BEIJING 10,591

ASSOCIATION CONNAISSANCE ET PROTECTION DU PATRIMOINE NATUREL

38 PROMENADE DE GUINETTE
ETAMPES   91150
FR 		NONE   SUPPORT FOR SCIENTIFIC RESEARCH IN DJIBOUTI 12,000

BIOBUS INC

1361 AMSTERDAM AVENUE SUITE 340
NEW YORK,NY10027 		NONE   LAUNCHING BIOBUS'S MOBILE SCIENCE LABS IN NEW ENGLAND 200,000

BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY

450 JANE STANFORD WAY
STANFORD,CA94305 		NONE   RLF FRENCH-AMERICAN FELLOWSHIP, DR. A. LAUDRAIN 125,000

BROOKLYN WORKFORCE INNOVATIONS LEAP INC

621 DEGRAW STREET
BROOKLYN,NY11217 		NONE   PATHWAYS TO ECONOMIC MOBILITY 5,000

CANDID

PO BOX 22799
NEW YORK,NY10087 		NONE   GENERAL OPERATING SUPPORT 4,500

CARNEGIE COUNCIL

170 EAST 64TH STREET
NEW YORK,NY10065 		NONE   SEED FUNDS FOR BUILDING AN ETHICAL FRAMEWORK FOR BIOTECHNOLOGY IN SPACE 15,000

CIENTIFCO LATINO INC

11703 SUTTER AVENUE
SOUTH OZONE PARK,NY11420 		NONE   YEAR 2 OF SEED FUNDING FOR CIENTIFCO LATINO, INC. 97,750

COLD SPRING HARBOR LABORATORY

1 BUNGTOWN ROAD
COLD SPRING HARBOR,NY11724 		NONE   INSPIRING LIVES IN SCIENCES: CONVERSATIONS WITH ROLE-MODEL BIOLOGISTS 70,000

COUNCIL ON FOUNDATIONS

1255 23RD STREET NW SUITE 200
WASHINGTON,DC20037 		NONE   GENERAL OPERATING SUPPORT 6,000

ACADEMIE DES SCIENCES INSTITUT DE FRANCE

23 QUAI DE CONTI
PARIS   75006
FR 		NONE   FROM ENLIGHTENMENT TO AI: 250 YEARS OF SCIENTIFIC REVOLUTIONS ACROSS THE ATLANTIC PODCAST SERIES 130,000

FRIENDS OF CS INC

740 MILAN HILL ROAD
RED HOOK,NY12571 		NONE   CELEBRATING AMERICA'S 250TH WITH SCHOLARSHIPS TO STUDY AT U.S. UNIVERSITIES 125,000

FRIENDS OF ECOLE NORMALE SUPERIEURE

9690 DEERECO ROAD SUITE 500
TIMONIUM,MD21093 		NONE   BRIDGING COMPUTATIONAL GAPS TO TACKLE EPIDEMIC SPREAD 175,230

FUNDACION INSTITUTO DE BIOLOGIA Y MEDICINA EXPERIMENTAL (FUNDACION IBYME)

VUELTA DE OBLIGADO 2490
BUENOS AIRES   C1428ADN
AR 		NONE   SUPPORT FOR A LABORATORY IN ARGENTINA - RABINOVICH 50,000

HUDSON RIVER PARK TRUST

PIER 40 353 WEST STREET
NEW YORK,NY10014 		NONE   LOWER HUDSON RIVER EDNA PARTNERSHIP 94,990

IFIBYNE-UBA-CONICET FACULTAD DE CIENCIAS EXACTAS Y NATURALES UBA

CIUDAD UNIVERSITARIA PABELLON
IFIBYNE
BUENOS AIRES    
AR 		NONE   SUPPORT FOR A LABORATORY IN ARGENTINA - KORNBLIHTT 50,000

INSTITUT DU CERVEAU ET DE LA MOELLE EPINIERE

47 BOULEVARD DE L HOPITAL
PARIS   75013
FR 		NONE   RLF FRENCH-AMERICAN FELLOWSHIP, DR. A. LEVINE 125,000

INSTITUTO DE BIOLOGIA MOLECULAR Y CELULAR DE ROSARIO (IBR-CONICET)

OCAMPO Y ESMERALDA ROSARIO
SANTA FE   2000
AR 		NONE   SUPPORT FOR A LABORATORY IN ARGENTINA - BINOLFI / DE MENDOZA 50,000

INTERNATIONAL DOCUMENTARY ASSOCIATION

3600 WILSHIRE BOULEVARD SUITE 1810
LOS ANGELES,CA90010 		NONE   DOCUMENTARY: BRIDGING OPPENHEIMER'S VISION OF GLOBAL COOPERATION THROUGH FILM 100,000

INTERNET ARCHIVE

300 FUNSTON AVENUE
SAN FRANCISCO,CA94118 		NONE   ARCHIVING US GOVERNMENT WEB AND DATASET MATERIAL 100,000

KENNAN INSTITUTE

1717 K STREET NW
WASHINGTON,DC20006 		NONE   RESTORING THE KENNAN INSTITUTE FOR ADVANCED RUSSIAN STUDIES 100,000

MASSACHUSETTS COLLEGE OF ART AND DESIGN FOUNDATION

621 HUNTINGTON AVENUE FLOOR 11
BOSTON,MA02115 		NONE   FOR ACQUISITION OF MATERIALS ABOUT FORGERY OF DOCUMENTS BY THE FRENCH RESISTANCE FOR SAFE CONDUCT DURING WORLD WAR II 4,100

MOUNTAIN VALLEY HORSE RESCUE

33933 COLORADO RIVER ROAD
MCCOY,CO80463 		NONE   FEED FOR HORSES IN RECOVERY 15,000

NATIONAL ACADEMY OF SCIENCES

500 FIFTH STREET NW
WASHINGTON,DC20001 		NONE   INITIATIVE TO DEVELOP A JOINT ISRAELARAB SCIENCE FELLOWSHIP 100,000

NATIONAL ACADEMY OF SCIENCES

500 FIFTH STREET NW
WASHINGTON,DC20001 		NONE   RICHARD LOUNSBERY AWARD 131,165

NELSON MANDELA UNIVERSITY

UNIVERSITY WAY SUMMERSTRAND
GQEBERHA    
SF 		NONE   PROMOTING AFRICAN LEADERSHIP IN DEEP-WATER EXPLORATION 99,994

NEW YORK UNIVERSITY GROSSMAN SCHOOL OF MEDICINE

430 EAST 29TH STREET
NEW YORK,NY10016 		NONE   SUPPORT FOR THE LABORATORY OF CELL BIOLOGIST DR. DAVID SABATINI 50,000

NEW YORK UNIVERSITY GROSSMAN SCHOOL OF MEDICINE

430 EAST 29TH STREET
NEW YORK,NY10016 		NONE   SUPPORT FOR LABORATORY AND RESEARCH OF LATIN AMERICAN SCIENCE 4,827

PHILANTHROPY ROUNDTABLE

1120 20TH STREET NW SUITE 550 SOUTH
WASHINGTON,DC20036 		NONE   GENERAL OPERATING SUPPORT 3,000

PRESIDENT AND FELLOWS OF HARVARD COLLEGE THROUGH THE HARVARD TH CHAN SCHO

677 HUNTINGTON AVENUE
BOSTON,MA02115 		NONE   TO DEVELOP THE SHOLARLY BASIS OF A DOCUMENTARY ON CHILDHOOD MALNUTRITION 15,000

PRESIDENT AND FELLOWS OF MIDDLEBURY COLLEGE JAMES MARTIN CENTER FOR NONPROL

9 OLD CHAPEL RD
MIDDLEBURY,VT05753 		NONE   BUILDING GLOBAL NUCLEAR SECURITY EXPERTISE:THE CNS VISITING FELLOWS PROGRAM 150,000

RESOURCES FOR THE FUTURE

1616 P STREET NW
WASHINGTON,DC20036 		NONE   LOWERING EXPECTATIONS OF THE SIZE OF HUMAN POPULATION 140,000

RESOURCES USA

3682 KING STREET
ALEXANDRIA,VA22302 		NONE   TO SUPPORT PERFORMANCE OF A PLAY ABOUT THE LIFE OF MARQUIS DE LAFAYETTE AT THE FRENCH EMBASSY 10,000

RESOURCES USA INC

3682 KING STREET PO BOX 16370
ALEXANDRIA,VA16370 		NONE   FRENCH-AMERICAN DOCTORAL EXCHANGE PROGRAM THROUGH US FRENCH EMBASSY 15,000

REVOLUTION 250 INC

87 MOUNT VERNON STREET
BOSTON,MA02108 		NONE   PUBLIC DISCUSSION ON THE IMPACTS OF BENJAMIN FRANKLIN ON SCIENCE AND LIBRARIES 15,000

ROCKEFELLER UNIVERSITY

1230 YORK AVENUE
NEW YORK,NY10065 		NONE   FRENCH-AMERICAN INNOVATION DAY: BRIDGING HEALTH INNOVATIONS FRENCH AND NYC PERSPECTIVES 15,000

RUSSIAN-AMERICAN SCIENCE ASSOCIATION (RASA) CORP

20 EGMONT STREET APARTMENT 5
BROOKLINE,MA02446 		NONE   TO ENHANCE NETWORKING OF RUSSIAN DIASPORA SCIENTISTS 60,000

SMITHSONIAN INSTITUTION

PO BOX 37012 MRC 1205
WASHINGTON,DC20013 		NONE   INCREASING UNDERSTANDING OF GROUPS OF SPECIES UNIQUE TO FRENCH ISLANDS OF THE SOUTH PACIFIC 48,645

SORBONNE UNIVERSITE CELLF

21 RUE DE LECOLE DE MEDECINE
PARIS   75006
FR 		NONE   STUDIES OF THE PART OF DIDEROT'S ENCYCLOPEDIE CONCERNED WITH TECHNOLOGY AND PRODUCTION 99,935

ST THOMAS EPISCOPAL CHURCH

5400 BELLE TERRE PARKWAY
PALM COAST,FL32137 		NONE   MEMORIAL FUND 5,000

STORY COLLIDER

121 WEST 36TH STREET 112
NEW YORK,NY10018 		NONE   STORY COLLIDER'S LIVE SCIENCE STORYTELLING EVENTS 10,000

SWISS INSTITUTE

38 ST MARKS PLACE
NEW YORK,NY10003 		NONE   FRENCH-AMERICAN COLLABORATION ON ARTIFICIAL INTELLIGENCE AND THE WRITING AND READING OF POETRY 15,000

THE ARMS CONTROL NEGOTIATION ACADEMY WOODROW WILSON INTERNATIONAL CENTER

1300 PENNSYLVANIA AVENUE NW
WASHINGTON,DC20004 		NONE   ARMS CONTROL NEGOTIATION ACADEMY (ACONA) EDUCATIONAL PROGRAMS IN THE SUMMER OF 2025 15,000

THE DOOR

555 BROOME STREET 5TH FLOOR
NEW YORK,NY10013 		NONE   FRANCOPHONE IMMIGRATION LEGAL SERVICES 5,000

THE HALO TRUST (USA) INC

1730 RHODE ISLAND AVE NW SUITE 206
WASHINGTON,DC20036 		NONE   NEXT-GENERATION DETECTION AND THE APPLICATION OF MACHINE LEARNING TO LANDMINE CLEARANCE 199,525

THE ID ART CENTER INC

57 BERGEN STREET
BROOKLYN,NY11201 		NONE   SCHOLARSHIP FOR FRENCH IMMERSION PRESCHOOL IN NEW YORK 5,000

THE UNIVERSITY OF ALABAMAM ALABAMA WATER INSTITUTE

BOX 870104
TUSCALOOSA,AL35487 		NONE   DETERMINING NEEDS TO BUILD THE NORTHERN GULF OF AMERICA COASTAL OBSERVATORY 125,000

TRUST FOR THE NATIONAL MALL

1717 PENNSYLVANIA AVE NW SUITE 250
WASHINGTON,DC20006 		NONE   THE RESTORATION OF LAFAYETTE PARK 100,000

UNIVERSITE GRENOBLE ALPES

621 AVENUE CENTRALE
SAINT MARTIN DHERES   38400
FR 		NONE   RLF FRENCH-AMERICAN FELLOWSHIP, DR. A. LOOBY 125,000

UNIVERSITY OF ALABAMA ALABAMA MATERIALS INSTITUTE

152 ROSE ADMINISTRATION BUILDING
BOX 870104
TUSCALOOSA,AL35487 		NONE   IMMERSIVE STEM EXPERIENCE IN MATERIALS SCIENCE FOR TEACHERS 100,000

US SCIENCES PO FOUNDATION

85 BROAD STREET 17TH FLOOR
NEW YORK,NY10004 		NONE   FRANCO AMERICAN SCIENTIFIC TRAFFIC - UNDERSTANDING SUCCESSFUL EXCHANGES ON AMERICAN CAMPUSES 50,000

WEILL MEDICAL COLLEGE OF CORNELL UNIVERSITY

1300 YORK AVENUE
NEW YORK,NY100654805 		NONE   THE ARCHIVAL LIVES OF LEWIS THOMAS: A BIOGRAPHICAL INQUIRY 69,035

WEILL MEDICAL COLLEGE OF CORNELL UNIVERSITY

1300 YORK AVENUE
NEW YORK,NY100654805 		NONE   HIGH SCHOOL CATALYST PROGRAM: BIOMEDICAL SUMMER RESEARCH EXPERIENCE FOR NEW YORK HIGH SCHOOL STUDENTS 10,000
Total ................................. 3a 3,784,399
bApproved for future payment
Total ................................. 3b 0
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 26  
4 Dividends and interest from securities ....     14 931,811  
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 ............ 		    18 845,624  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 1,777,461 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,777,461
(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
RICHARD LOUNSBERY FOUNDATION INC
 
Employer identification number

13-6081860
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
RICHARD LOUNSBERY FOUNDATION INC
  		Employer identification number
13-6081860
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
RICHARD LOUNSBERY FUND INC TRUST
 
C/O JP MORGAN PO BOX 6089
 
NEWARK, DE19714

$ 2,392,000


(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.)
(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
RICHARD LOUNSBERY FOUNDATION INC
  		Employer identification number

13-6081860
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
 
$    
(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
 
$    
(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
RICHARD LOUNSBERY FOUNDATION INC
  		Employer identification number

13-6081860
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:  

TY 2025 AccountingFeesSchedule
Name:
RICHARD LOUNSBERY FOUNDATION INC
EIN:
13-6081860
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LUTZ AND CARR, CPA'S 18,509 9,255   9,254

TY 2025 DistributionFromCorpusElection
Name:
RICHARD LOUNSBERY FOUNDATION INC
EIN:
13-6081860
Election:
PAGE 8, PART XIII - UNDISTRIBUTED INCOME - LINE 4(C)THE FOUNDATION HEREBY ELECTS TO TREAT $2,392,000 AS A DISTRIBUTION OUT OF CORPUS TO SATISFY THE REQUIREMENTS IMPOSED BY SECTION 4942(H)(2). AN ELECTION IS HEREBY MADE PURSUANT TO REG. 53.4942(A)-3(D)(2) TO TREAT $2,392,000 AS A DISTRIBUTION OUT OF CORPUS.

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

TY 2025 ExpenditureResponsibilityStmt
Name:
RICHARD LOUNSBERY FOUNDATION INC
EIN:
13-6081860
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
BIRKBECK COLLEGE UNIVERSITY OF LONDON
  		MALET ST
LONDON   WCIE 7HX
UK 		2019-12-04 177,037 SCIENTIFIC COLLABORATION STUDYING THE ORIGIN AND HAZARDS OF PAEKTU/ CHANGBAISHAN VOLCANO 13,565   1/26/2026 2026-01-26 WE RECEIVED THE ANNUAL INTERIM FINANCIAL PROGRESS REPORT ON 1/29/2026 AND THE GRANTEE WAS GRANTED AN EXTENSION THROUGH 1/31/2027. WE EXPECT TO RECEIVE ANOTHER INTERIM REPORT AT THAT TIME. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSE OF THE GRANT.
ECOLE NORMALE SUPERIEURE DE LYON (ENS DE LYON)
  		15 PARVIS RENE DESCARTES BP7000
LYON   69342
FR 		2020-05-29 115,000 RESEARCHING FOR BOOK TITLED "ENLIGHTENED PRINCE TO ENLIGHTENED DESPOT: FROM MONTESQUIEU TO CATHERINE III" 76,000   4/28/2026 2026-04-28 WE RECEIVED THE ANNUAL INTERIM FINANCIAL PROGRESS REPORT ON 4/28/2026 AND THE GRANTEE WAS GRANTED AN EXTENSION THROUGH 04/30/2027. WE EXPECT TO RECEIVE ANOTHER INTERIM REPORT AT THAT TIME. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSE OF THE GRANT.
BIRKBECK COLLEGEUNIVERSITY OF LONDON
  		MALET ST
LONDON   WC1E 7HX
UK 		2023-10-30 25,000 SCIENTIFIC COLLABORATION STUDYING THE ORIGIN AND HAZARDS OF PAEKTU/ CHANGBAISHAN VOLCANO 15,163   1/26/2026 2026-01-26 WE RECEIVED THE ANNUAL INTERIM FINANCIAL PROGRESS REPORT ON 1/29/2026 AND THE GRANTEE WAS GRANTED AN EXTENSION THROUGH 1/31/2027. WE EXPECT TO RECEIVE ANOTHER INTERIM REPORT AT THAT TIME. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSE OF THE GRANT.
UNIVERSITY COURT OF THE UNIVERSITY OF ST ANDREW'S
  		COLLEGE GATE
FIFE   KY 16 9AJ
UK 		2023-12-01 198,827 EXTENDING THE VALUE OF CTBTO ACOUSTIC MEASUREMENTS FOR ENVIRONMENTAL CONCERNS 80,496   12/31/2025 2025-12-31 WE RECEIVED THE ANNUAL INTERIM FINANCIAL PROGRESS REPORT ON 12/31/2025 AND THE GRANTEE WAS GRANTED AN EXTENSION THROUGH 12/31/2026. WE EXPECT TO RECEIVE A FINAL REPORT AT THAT TIME. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSE OF THE GRANT.
INSTITUTE OF HYDRO-ENGINEERING OF POLISH ACADEMY OF SCIENCES
  		ULICA KOSCIERSKA 7
GDANSK   80-328
PL 		2024-02-21 60,000 STUDYING LEONARDO DA VINCI'S DRAWINGS TO UNDERSTAND FLOW FORENSIC ANALYSIS USING MODERN EXPERIMENTAL TECHNIQUES 60,000   4/14/2026 2026-04-14 THE ANNUAL REPORT WAS FOUND TO BE IN ORDER, INDICATING THAT THE GRANT FUNDS WERE FULLY EXPENDED IN 2025 FOR THE PURPOSE OF THE GRANT. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSES OF THE GRANT.
DATACITE INTERNATIONAL DATA CITATION INITIATIVE EV
  		WELFENGARTEN 1 B
HANNOVER   30167
GM 		2024-05-07 50,000 ADVANCING OPEN SCIENCE INFRASTRUCTURE BY ADDRESSING CHALLENGES IN DATA ACCESSIBILITY, TRANSPARENCY, AND REPRODUCIBILITY 50,000   10/3/2025 2025-10-03 THE ANNUAL REPORT WAS FOUND TO BE IN ORDER, INDICATING THAT THE GRANT FUNDS WERE FULLY EXPENDED IN 2025 FOR THE PURPOSE OF THE GRANT. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSES OF THE GRANT.
INSTITUT DE PALEONTOLOGIE HUMAINE FONDATION ALBERT LER PRINCE DE MONACO DE
  		1 RUE RENE PANHARD
PARIS   75013
FR 		2024-06-03 15,000 RESEARCH ON ORIGIN AND CULTURAL EVOLUTION OF THE HUMAN 15,000   4/17/2026 2026-04-17 THE ANNUAL REPORT WAS FOUND TO BE IN ORDER, INDICATING THAT THE GRANT FUNDS WERE FULLY EXPENDED IN 2025 FOR THE PURPOSE OF THE GRANT. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSES OF THE GRANT.
FRIENDS OF EUROPE ASBL
  		SQUARE DE MEEUS 5-6
BRUSSELS   1000
BE 		2024-11-14 15,000 SUPPORT A SURVEY STUDYING FRANCO-AMERICAN SECURITY COOPERATION 15,000   9/1/2025 2025-09-01 THE ANNUAL REPORT WAS FOUND TO BE IN ORDER, INDICATING THAT THE GRANT FUNDS WERE FULLY EXPENDED IN 2025 FOR THE PURPOSE OF THE GRANT. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSES OF THE GRANT.
INSTITUTO DE BIOLOGIA MOLECULAR Y CELULAR DE ROSARIO
  		OCAMPO Y ESMERALDA
ROSARIO   2000
AR 		2024-12-09 15,000 SUPPORT FOR ARGENTINE LABORATORY RESEARCH A PROTEIN IMPLICATED IN PARKINSON'S DISEASE 15,000   3/24/2026 2026-03-24 THE ANNUAL REPORT WAS FOUND TO BE IN ORDER, INDICATING THAT THE GRANT FUNDS WERE FULLY EXPENDED IN 2025 FOR THE PURPOSE OF THE GRANT. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSES OF THE GRANT.
ACADEMIE DES SCIENCES INSTITUT DE FRANCE
  		23 QUAI DE CONTI
PARIS   75006
FR 		2025-02-12 105,000 EXHIBITION ON MODERN MICROBIOLOGY AT LOUIS PASTEUR'S HOUSE IN ARBOIS, FRANCE 0   3/25/2026 2026-03-25 WE RECEIVED THE ANNUAL INTERIM FINANCIAL PROGRESS REPORT ON 3/25/2026 AND THE GRANTEE WAS GRANTED AN EXTENSION THROUGH 03/31/2027. WE EXPECT TO RECEIVE A FINAL REPORT AT THAT TIME. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSE OF THE GRANT.
NELSON MANDELA UNIVERSITY
  		UNIVERSITY WAY
SUMMERSTRAND    
ZA 		2025-06-11 99,994 PROMOTING AFRICAN LEADERSHIP IN DEEP-WATER EXPLORATION       2025-06-11 A FORMAL ANNUAL STATEMENT OF AMOUNTS EXPENDED HAS NOT BEEN PROVIDED TO THE LOUNSBERY FOUNDATION AS REPORT IS NOT DUE YET FROM THE GRANTEE. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY FUNDS FROM THE PURPOSE OF THE GRANT.
AGENCE NEO-CALEDONIENNE DE LA BIODIVERSITE
  		PRESQUILE DE FOUE BP 10
KONE   98860
NC 		2025-05-22 98,112 INCREASING UNDERSTANDING OF GROUPS OF SPECIES UNIQUE TO FRENCH ISLANDS OF THE SOUTH PACIFIC       2025-05-22 A FORMAL ANNUAL STATEMENT OF AMOUNTS EXPENDED HAS NOT BEEN PROVIDED TO THE LOUNSBERY FOUNDATION AS REPORT IS NOT DUE YET FROM THE GRANTEE. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY FUNDS FROM THE PURPOSE OF THE GRANT.
ASSOCIATION CONNAISSANCE ET PROTECTION DU PATRIMOINE NATUREL
  		38 PROMENADE DE GUINETTE
ETAMPES   91150
NC 		2025-11-18 12,000 SUPPORT FOR SCIENTIFIC RESEARCH IN DJIBOUTI       2025-11-18 A FORMAL ANNUAL STATEMENT OF AMOUNTS EXPENDED HAS NOT BEEN PROVIDED TO THE LOUNSBERY FOUNDATION AS REPORT IS NOT DUE YET FROM THE GRANTEE. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY FUNDS FROM THE PURPOSE OF THE GRANT.
ACADEMIE DES SCIENCES INSTITUT DE FRANCE
  		23 QUAI DE CONTI
PARIS   75006
FR 		2025-05-16 130,000 FROM ENGLIGHTENMENT TO AI: 250 YEARS OF SCIENTIFIC REVOLUTIONS ACROSS THE ATLANTIC PODCAST SERIES       2025-05-16 A FORMAL ANNUAL STATEMENT OF AMOUNTS EXPENDED HAS NOT BEEN PROVIDED TO THE LOUNSBERY FOUNDATION AS REPORT IS NOT DUE YET FROM THE GRANTEE. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY FUNDS FROM THE PURPOSE OF THE GRANT.
INSTITUT DU CERVEAU ET DE LA MOELLE EPINIERE
  		BATIMENT P CASTAIGNE 4783 47
BOULEVARD DE L HOPITAL
PARIS   75013
FR 		2025-08-22 125,000 RICHARD LOUNSBERY FOUNDATION FRENCH-AMERICAN FELLOWSHIP IN HONOR OF THE 250TH ANNIVERSARY       2025-08-25 A FORMAL ANNUAL STATEMENT OF AMOUNTS EXPENDED HAS NOT BEEN PROVIDED TO THE LOUNSBERY FOUNDATION AS REPORT IS NOT DUE YET FROM THE GRANTEE. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY FUNDS FROM THE PURPOSE OF THE GRANT.
FUNDACION INSTITUTO DE BIOLOGIA Y MEDICINA EXPERIMENTAL (FUNDACION IBYME)
  		VUELTA DE OBLIGADO 2490
BUENOS AIRES   C1428ADN
AR 		2025-08-29 50,000 SUPPORT FOR A LABORATORY IN ARGENTINA       2025-08-29 A FORMAL ANNUAL STATEMENT OF AMOUNTS EXPENDED HAS NOT BEEN PROVIDED TO THE LOUNSBERY FOUNDATION AS REPORT IS NOT DUE YET FROM THE GRANTEE. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY FUNDS FROM THE PURPOSE OF THE GRANT.
IFIBYNE-UBA-CONICET FACULTAD DE CIENCIAS EXACTAS Y NATURALES UBA
  		CIUDAD UNIVERSITARIA PABELLON
BUENOS AIRES    
AR 		2025-08-29 50,000 SUPPORT FOR A LABORATORY IN ARGENTINA       2025-08-29 A FORMAL ANNUAL STATEMENT OF AMOUNTS EXPENDED HAS NOT BEEN PROVIDED TO THE LOUNSBERY FOUNDATION AS REPORT IS NOT DUE YET FROM THE GRANTEE. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY FUNDS FROM THE PURPOSE OF THE GRANT.
INSTITUTO DE BIOLOGIA MOLECULAR Y CELULAR DE ROSARIO (IBR-CONICET)
  		OCAMPO Y ESMERALDA
ROSARIO   2000
AR 		2025-08-29 50,000 SUPPORT FOR A LABORATORY IN ARGENTINA       2025-08-29 A FORMAL ANNUAL STATEMENT OF AMOUNTS EXPENDED HAS NOT BEEN PROVIDED TO THE LOUNSBERY FOUNDATION AS REPORT IS NOT DUE YET FROM THE GRANTEE. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY FUNDS FROM THE PURPOSE OF THE GRANT.
SORBONNE UNIVERSITE CELLF
  		21 RUE DE LECOLE DE MEDECINE
PARIS   75006
FR 		2025-10-08 99,935 STUDIES OF THE PART OF DIDEROT'S ENCYCLOPEDIE CONCERNED WITH TECHNOLOGY AND PRODUCTION       2025-10-08 A FORMAL ANNUAL STATEMENT OF AMOUNTS EXPENDED HAS NOT BEEN PROVIDED TO THE LOUNSBERY FOUNDATION AS REPORT IS NOT DUE YET FROM THE GRANTEE. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY FUNDS FROM THE PURPOSE OF THE GRANT.
UNIVERSITE GRENOBLE ALPES
  		621 AVENUE CENTRALE
SAINT MARTIN DHERES   38400
FR 		2025-11-18 125,000 RICHARD LOUNSBERY FOUNDATION FRENCH-AMERICAN FELLOWSHIP IN HONOR OF THE 250TH ANNIVERSARY       2025-11-18 A FORMAL ANNUAL STATEMENT OF AMOUNTS EXPENDED HAS NOT BEEN PROVIDED TO THE LOUNSBERY FOUNDATION AS REPORT IS NOT DUE YET FROM THE GRANTEE. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY FUNDS FROM THE PURPOSE OF THE GRANT.

TY 2025 InvestmentsCorpBondsSchedule
Name:
RICHARD LOUNSBERY FOUNDATION INC
EIN:
13-6081860
Name of Bond End of Year Book Value End of Year Fair Market Value
MOLSON COORS BREWING CO 3.000% 071526 DTD070716 FC011517 CALL@MW+25BP 80,080 83,540
HCA INC NTS B/E CALL@MW+50BP RATE 05.375% MATURES 09/01/26 CALLABLE 80,825 81,177
SBA COMMUNICATIONS CORP 0BP RATE 03.875% MATURES 02/15/27 17,888 17,865
BOYD GAMING CORP NTS B/E 0BP RATE 04.750% MATURES 12/01/27 16,384 16,978
FLEX LTD NTS B/E CALL@MW+35BP RATE 06.000% MATURES 01/15/28 CALLABLE 79,641 81,568
CDW LLC / CDW FIN CORP CALL@MW+50BP RATE 04.250% MATURES 04/01/28 80,050 83,732
TRIMBLE NAV LTD B/E 4.900% 061528 DTD061518 FC121518 CALL@MW+30BP 80,474 83,210
WABTEC B/E CALL@MW+30BP RATE 04.700% MATURES 09/15/28 80,223 83,022
TENET HEALTHCARE CORP CALL@MW+50BP RATE 06.125% MATURES 10/01/28 71,717 72,325
CONAGRA FOODS INC B/E CALL@MW+30BP RATE 04.850% MATURES 11/01/28 CALLABLE 80,474 82,994
TRANSDIGM INC NTS B/E CALL@MW+50BP RATE 04.625% MATURES 01/15/29 112,556 114,238
IQVIA INC NTS B/E CALL@MW+30BP RATE 06.250% MATURES 02/01/29 84,479 85,427
SBA COMMUNICATIONS CORP CALL@MW+50BP RATE 03.125% MATURES 02/01/29 67,209 72,707
AT&T INC B/E 0BP RATE 04.350% MATURES 03/01/29 CALLABLE 85,705 80,455
WILLIS NORTH AMER INC 5BP RATE 02.950% MATURES 09/15/29 CALLABLE 80,357 85,700
QORVO INC NTS B/E CALL@MW+50BP RATE 04.375% MATURES 10/15/29 80,033 84,745
PHILIP MORRIS INTL INC CALL@MW+30BP RATE 05.625% MATURES 11/17/29 CALLABLE 43,059 43,132
ENCOMPASS HEALTH CORP CALL@MW+50BP RATE 04.750% MATURES 02/01/30 105,601 112,612
EXPEDIA GROUP INC B/E CALL@MW+25BP RATE 03.250% MATURES 02/15/30 CALLABLE 80,583 86,385
GLOBAL PAYMENTS INC B/E CALL@MW+35BP RATE 02.900% MATURES 05/15/30 86,161 89,084
MARRIOTT INTL B/E 0BP RATE 04.625% MATURES 06/15/30 CALLABLE 80,248 84,323
TENET HEALTHCARE CORP CALL@MW+50BP RATE 06.125% MATURES 06/15/30 45,898 46,048
BLOCK FINANCIAL LLC B/E CALL@MW+50BP RATE 03.875% MATURES 08/15/30 CALLABLE 80,668 85,788
QUANTA SERVICES INC B/E CALL@MW+35BP RATE 02.900% MATURES 10/01/30 CALLABLE 80,236 86,180
VERIZON COMM INC NTS B/E 0BP RATE 02.550% MATURES 03/21/31 CALLABLE 91,024 91,456
TELEDYNE TECHNOLOGIES CALL@MW+20BP RATE 02.750% MATURES 04/01/31 80,795 87,999
SERVICE CORP INTL NTS CALL@MW+50BP RATE 04.000% MATURES 05/15/31 CALLABLE 105,332 113,745
EAGLE MATERIALS INC B/E 0BP RATE 02.500% MATURES 07/01/31 CALLABLE 80,390 87,264
LOWE'S COS INC NTS B/E CALL@MW+20BP RATE 03.650% MATURES 04/05/29 CALLABLE 12,516 12,839
CROWN CASTLE INC NTS B/E 5.600% 060129 DTD120623 FC060124 CALL@MW+25BP 20,162 20,761
L BRANDS INC NTS B/E CALL@MW+50BP RATE 07.500% MATURES 06/15/29 104,555 104,521
OLIN CORP B/E 0BP RATE 05.625% MATURES 08/01/29 80,483 82,439
DICK'S SPORTING GOODS B/E RATE 03.150% MATURES 01/15/32 CALLABLE 80,101 87,423
CARLISLE COS INC B/E CALL@MW+20BP RATE 02.200% MATURES 03/01/32 CALLABLE 80,023 87,318
YUM! BRANDS INC B/E RATE 05.375% MATURES 04/01/32 CALLABLE 109,890 112,389
HP INC B/E RATE 04.200% MATURES 04/15/32 CALLABLE 80,730 84,546
MOTOROLA SOLUTIONS INC CALL@MW+40BP RATE 05.600% MATURES 06/01/32 CALLABLE 79,671 83,212
BROWN & BROWN INC NTS CALL@MW+20BP RATE 05.250% MATURES 06/23/32 CALLABLE 89,566 91,110
ALLEGION US HLDG CO B/E CALL@MW+40BP RATE 05.411% MATURES 07/01/32 CALLABLE 80,377 84,472
ORACLE CORP B/E 5BP RATE 06.250% MATURES 11/09/32 CALLABLE 26,415 26,130
PHILIP MORRIS INTL INC B/E RATE 05.375% MATURES 02/15/33 CALLABLE 45,558 47,134
LKQ CORP NTS B/E CALL@MW+45BP RATE 06.250% MATURES 06/15/33 79,902 83,642
B A T CPTL CORP NTS B/E CALL@MW+40BP RATE 06.421% MATURES 08/02/33 CALLABLE 80,291 85,093
FISERV INC NTS B/E CALL@MW+25BP RATE 05.625% MATURES 08/21/33 CALLABLE 79,771 81,583
ALTRIA GROUP INC NTS B/E CALL@MW+35BP RATE 06.875% MATURES 11/01/33 CALLABLE 79,198 83,715
GENUINE PARTS CO B/E CALL@MW+35BP RATE 06.875% MATURES 11/01/33 CALLABLE 79,150 81,259
AMERICAN TOWER CORP NTS CALL@MW+20BP RATE 05.450% MATURES 02/15/34 CALLABLE 83,309 86,374
CROWN CASTLE INC B/E CALL@MW+20BP RATE 05.200% MATURES 09/01/34 CALLABLE 64,482 65,789
NETAPP INC NTS B/E CALL@MW+25BP RATE 05.700% MATURES 03/17/35 CALLABLE 85,843 90,198
PAYCHEX INC B/E CALL@MW+30BP RATE 05.600% MATURES 04/15/35 CALLABLE 86,741 91,233
L BRANDS INC NTS B/E CALL@MW+50BP RATE 06.875% MATURES 11/01/35 12,556 12,140
FORTUNE BRANDS HOME & SE 5BP RATE 03.250% MATURES 09/15/29 CALLABLE 89,230 89,443
DANA HLDG CORP NTS B/E 0BP RATE 05.375% MATURES 11/15/27 (FULL CALL 01/08/20 5,102 4,992
DANA HLDG CORP NTS B/E CALL@MW+50BP RATE 05.625% MATURES 06/15/28 (FULL CALL 5,895 5,990
SPRINGLEAF FIN CORP NTS CALL@MW+50BP RATE 07.125% MATURES 03/15/26 (FULL CAL 1,008 1,008
RANGE RESOURCES CORP NTS CALL@MW+50BP RATE 08.250% MATURES 01/15/29 (FULL CA 9,200 9,178
LAS VEGAS SANDS CORP NTS CALL@MW+25BP RATE 03.500% MATURES 08/18/26 CALLABLE 6,137 6,967
SM ENERGY CO B/E CALL@MW+50BP RATE 06.750% MATURES 09/15/26 9,930 10,016
BUCKEYE PARTNERS L P B/E CALL@MW+35BP RATE 03.950% MATURES 12/01/26 CALLABLE 5,903 5,935
EPR PROPERTIES B/E 4.750% 121526 DTD121416 FC061517 CALL@MW+40BP 5,082 5,015
GOODYEAR TIRE & RUBBER CALL @MW+50BP RATE 04.875% MATURES 03/15/27 CALLABLE 2,033 2,003
RADIAN GROUP INC B/E CALL@MW+50BP RATE 04.875% MATURES 03/15/27 CALLABLE 6,066 6,022
HILTON WORLDWIDE FIN LLC CALL@MW+50BP RATE 04.875% MATURES 04/01/27 8,088 8,004
TRAVEL + LEISURE CO B/E CALL@MW+30BP RATE 06.000% MATURES 04/01/27 2,054 2,030
CEDAR FAIR/CAN/MAGNUM/MI CALL@MW+50BP RATE 05.375% MATURES 04/15/27 5,767 5,976
BOYD GAMING CORP NTS B/E 0BP RATE 04.750% MATURES 12/01/27 4,785 4,994
MARRIOTT OWNERSHIP RESORTS INC RATE 04.750% MATURES 01/15/28 5,043 4,925
NRG ENERGY INC NTS B/E CALL@MW+50BP RATE 05.750% MATURES 01/15/28 12,152 12,046
GENESIS ENERGY L P NTS 0BP RATE 07.750% MATURES 02/01/28 5,026 5,021
T-MOBILE USA INC B/E CALL@MW+50BP RATE 04.750% MATURES 02/01/28 11,243 11,005
ASBURY AUTO GROUP INC NTS B/E RATE 04.500% MATURES 03/01/28 9,848 9,971
GRIFFON CORP NTS B/E 0BP RATE 05.750% MATURES 03/01/28 7,043 7,014
SUNOCO LP / SUNOCO FIN CALL@MW+50BP RATE 05.875% MATURES 03/15/28 4,888 5,012
ELANCO ANIMAL HEALTH INC B/E RATE 06.400% MATURES 08/28/28 7,260 7,315
ONEMAIN FIN CORP NTS B/E RATE 03.875% MATURES 09/15/28 2,775 2,924
GENESIS ENERGY L P NTS 0BP RATE 08.250% MATURES 01/15/29 CALLABLE 9,378 9,395
LAMAR MEDIA CORP NTS B/E CALL@MW+50BP RATE 04.875% MATURES 01/15/29 7,182 6,987
TRANSDIGM INC NTS B/E CALL@MW+50BP RATE 04.625% MATURES 01/15/29 6,869 6,954
SBA COMMUNICATIONS CORP CALL@MW+50BP RATE 03.125% MATURES 02/01/29 14,159 14,350
HILLENBR& INC NTS B/E CALL@MW+50BP RATE 06.250% MATURES 02/15/29 CALLABLE 8,062 8,182
UNITED STATES STEEL CORP NTS B/E RATE 06.875% MATURES 03/01/29 4,058 4,020
TENET HEALTHCARE CORP CALL@MW+50BP RATE 04.250% MATURES 06/01/29 18,155 19,701
L BRANDS INC NTS B/E CALL@MW+50BP RATE 07.500% MATURES 06/15/29 4,075 4,099
PENSKE AUTO GROUP INC NTS B/E RATE 03.750% MATURES 06/15/29 7,695 7,753
CEDAR FAIR LP NTS B/E CALL@MW+50BP RATE 05.250% MATURES 07/15/29 6,851 6,529
MPT OPER PARTNERSP/FINL CALL@MW+50BP RATE 04.625% MATURES 08/01/29 5,176 4,189
OLIN CORP B/E 0BP RATE 05.625% MATURES 08/01/29 6,240 6,032
MURPHY OIL INC B/E CALL@MW+50BP RATE 04.750% MATURES 09/15/29 6,825 6,959
NEWELL BRANDS INC NTS B/E RATE 06.625% MATURES 09/15/29 CALLABLE 2,944 2,989
TEGNA INC B/E CALL@MW+50BP RATE 05.000% MATURES 09/15/29 10,591 10,903
ALLEGHENY TECHNOLOGIES CALL@MW+50BP RATE 04.875% MATURES 10/01/29 8,811 8,988
AMER AXLE & MANF INC NTS CALL@MW+50BP RATE 05.000% MATURES 10/01/29 10,514 10,596
CHENIERE ENERGY PARTNERS CALL@MW+50BP RATE 04.500% MATURES 10/01/29 10,183 10,025
SCOTTS MIRACLE-GRO CO CALL@MW+50BP RATE 04.500% MATURES 10/15/29 10,600 10,792
HILTON DOMESTIC OPERATIN 0BP RATE 04.875% MATURES 01/15/30 6,230 6,020
ENCOMPASS HEALTH CORP CALL@MW+50BP RATE 04.750% MATURES 02/01/30 11,008 10,962
UNITED RENTALS NORTH AM 0BP RATE 04.000% MATURES 07/15/30 16,381 15,509
BALL CORP B/E 0BP RATE 02.875% MATURES 08/15/30 CALLABLE 13,633 13,871
NUSTAR LOGISTICS LP B/E RATE 06.375% MATURES 10/01/30 CALLABLE CALL@MW+50BP 5,092 5,263
CENTRAL GARDEN & PET CO 0BP RATE 04.125% MATURES 10/15/30 5,697 5,750
CELANESE US HLDGS LLC CALL@MW+40BP RATE 07.050% MATURES 11/15/30 7,293 7,410
PACIFIC GAS & ELEC CO CALL@MW+30BP RATE 02.500% MATURES 02/01/31 CALLABLE 15,490 16,219
COMMERCIAL METALS CO B/E CALL@MW+50BP RATE 03.875% MATURES 02/15/31 CALLABLE 4,997 4,750
CENTENE CORP B/E CALL@MW+50BP RATE 02.500% MATURES 03/01/31 CALLABLE 3,421 3,453
SERVICE CORP INTL NTS CALL@MW+50BP RATE 04.000% MATURES 05/15/31 CALLABLE 10,219 10,514
BLOCK INC NTS B/E CALL@MW+50BP RATE 03.500% MATURES 06/01/31 CALLABLE 9,800 11,279
KB HOME NTS B/E RATE 04.000% MATURES 06/15/31 CALLABLE 10,182 10,409
BALL CORP NTS B/E CALL@MW+50BP RATE 03.125% MATURES 09/15/31 CALLABLE 4,886 4,602
YUM BRANDS INC NTS B/E RATE 04.625% MATURES 01/31/32 CALLABLE 12,204 12,740
MACYS RETAIL HLDGS INC CALL@MW+25BP RATE 04.500% MATURES 12/15/34 5,495 6,353
L BRANDS INC NTS B/E CALL@MW+50BP RATE 06.750% MATURES 07/01/36 10,446 8,933
TELECOM ITALIA CALL@MW T+45BP RATE 07.721% MATURES 06/04/38 11,053 9,969
FORD MOTOR CO B/E RATE 04.750% MATURES 01/15/43 5,038 3,970
BUCKEYE PARTNERS L P CALL@MW+37.5BP RATE 05.600% MATURES 10/15/44 3,935 4,532
NEWELL RUBBERMAID INC CALL@MW+45BP RATE 05.500% MATURES 04/01/46 CALLABLE 4,725 4,173
ROGERS COMMUNICATIONS IN FIX TO FLT RATE 07.000% MATURES 04/15/55 CALLABLE 2,128 2,092
SALLY HLDGS LLC NTS B/E CALL@MW+50BP RATE 06.750% MATURES 03/01/32 CALLABLE 5,092 5,222
COMMERCIAL METALS CO NTS CALL@MW+50BP RATE 04.375% MATURES 03/15/32 CALLABLE 7,560 7,687
MGM RESORTS INTL NTS B/E 0BP RATE 06.500% MATURES 04/15/32 CALLABLE 14,045 14,424
CCO HLDGS LLC/CAP CORP CALL@MW+50BP RATE 04.500% MATURES 05/01/32 22,543 21,541
PERRIGO FIN UNLTD CO NTS CALL@MW+50BP RATE 06.125% MATURES 09/30/32 CALLABLE 8,862 8,768
ALLY FINL INC NTS B/E RATE 06.700% MATURES 02/14/33 CALLABLE 1,968 2,093
REGAL REXNORD CORP NTS B/E RATE 06.400% MATURES 04/15/33 CALLABLE 7,221 7,540
NUSTAR LOGISTICS L P B/E CALL@MW+50BP RATE 05.625% MATURES 04/28/27 CALLABLE 5,080 5,058
CHEMOURS CO NTS B/E CALL@MW+50BP RATE 05.375% MATURES 05/15/27 9,976 10,025
ICAHN ENTERPRISES L P / 0BP RATE 05.250% MATURES 05/15/27 CALLABLE 13,149 12,822
P & O PRINCESS CRUISES NTS B/E RATE 07.875% MATURES 06/01/27 5,000 5,241
NOKIA CORP B/E RATE 04.375% MATURES 06/12/27 3,070 3,006
RHP HOTEL PPTYS LP & RHP 0BP RATE 04.750% MATURES 10/15/27 7,060 6,972
TELEFLEX INC NTS B/E CALL@MW+50BP RATE 04.625% MATURES 11/15/27 9,890 9,985
TWILIO INC NTS B/E RATE 03.625% MATURES 03/15/29 7,812 8,694
SUNOCO LP / SUNOCO FIN CALL@MW+50BP RATE 04.500% MATURES 05/15/29 13,685 13,749
ONEOK INC NTS B/E CALL@MW+50BP RATE 05.375% MATURES 06/01/29 CALLABLE 6,378 7,219
SVC CORP INTL NTS B/E CALL@MW+50BP RATE 05.125% MATURES 06/01/29 7,986 8,053
TARGA RES PARTNERS LP TARGA RES RATE 05.500% MATURES 03/01/30 2,104 2,034
SOUTHWESTERN ENERGY CO CALL@MW+50BP RATE 05.375% MATURES 03/15/30 7,199 7,098
FORD MTR CO DEL WT EXP RATE 09.625% MATURES 04/22/30 CALL@MW+50BP 10,073 10,424
VF CORP B/E CALL@MW+40BP RATE 02.950% MATURES 04/23/30 CALLABLE 14,200 14,484
OCCIDENTAL PETROLEUM CALL@MW+50BP RATE 08.875% MATURES 07/15/30 CALLABLE 13,899 13,875

TY 2025 InvestmentsCorpStockSchedule
Name:
RICHARD LOUNSBERY FOUNDATION INC
EIN:
13-6081860
Name of Stock End of Year Book Value End of Year Fair Market Value
AIA GROUP LTD SPON ADR 25,255 25,726
AKZO NOBEL NV SPON ADR 21,332 22,965
ALCON INC CHF 24,918 30,499
ASHTEAD GROUP PLC ORD ADR 25,840 41,595
ASSA ABLOY AB ADR 25,958 40,107
BROOKFIELD CORP CL A CAD 31,326 62,961
ACCENTURE PLC IRELAND CL A 30,308 31,391
CAMECO CORP 7,506 59,560
DBS GROUP HLDGS LTD. SPON ADR 21,706 56,722
DSM FIRMENICH AG SPON ADR 22,979 22,908
DAIKIN INDS LTD ADR 22,806 22,950
CREDICORP LTD 25,788 55,391
DIAGEO PLC NEW GB SPON ADR 23,232 22,603
COCA COLA EUROPACIFIC PARTNERS PLC EUR 20,507 43,627
ERSTE GROUP BANK AG SPON ADR 19,430 67,951
EXPERIAN PLC SPON ADR 26,764 30,761
FANUC CORP ADR 31,807 33,780
FAST RETAILING CO LTD ADR 34,521 38,625
GLAXO WELLCOME PLC SPON ADR 27,713 36,486
HALEON PLC SPON ADR 27,069 36,750
HEINEKEN NV SPON ADR 21,749 22,032
ING GROEP N V NL SPON ADR 22,625 66,192
LVMH MOET HENNESSY LOUIS ADR 22,435 29,257
MAGNUM ICE CREAM CO EUR 1,292 1,331
MICHELIN COMPAGNIE GENERALE ADR 32,270 33,163
MONOTARO CO LTD UNSPONSORED ADR 37,099 40,599
MUNICH RE GROUP ADR 19,166 47,708
SAFRAN SA ADR 27,857 68,857
SONY GROUP CORP SPONSORED ADR 38,255 54,349
SYMRISE AG ADR 20,258 20,281
UNILEVER PLC SPON ADR 23,630 24,590
TOTALENERGIES SE EUR 18,827 30,159
WAL MART DE MEXICO SAB DE CV CL V SPON ADR 37,017 38,027
OTSUKA HLDGS CO LTD UNSPONSORED ADR 26,499 40,399
PAN PAC INTL HLDGS CORP ADR 31,570 48,031
RENTOKIL INITIAL PLC SPON ADR 22,103 22,920
ROCHE HLDG LTD SPONS ADR SWITZ ADR 32,202 52,705
ABBOTT LABS 84,780 99,606
ADOBE INC. (DELAWARE) 49,032 49,349
AMAZON.COM INC 21,112 34,161
AMERICAN INTL GROUP INC COM NEW 65,142 126,528
AON PLC CL A 85,135 88,220
BANK OF AMER CORP 39,526 63,800
BERKSHIRE HATHAWAY INC NEW CL B 97,722 118,123
ACCENTURE PLC IRELAND CL A 36,974 37,025
BUILDERS FIRSTSOURCE INC 24,290 22,739
CAPITAL ONE FINCL CORP 72,163 94,036
CARMAX INC 24,510 24,305
COLGATE PALMOLIVE CO 98,244 99,644
CONOCOPHILLIPS 67,353 66,931
THE COOPER COMPANIES INC 33,793 36,718
DEERE AND CO 35,639 42,367
DIAMONDBACK ENERGY INC 55,151 51,714
WALT DISNEY CO (HOLDING CO) DISNEY COM 43,991 52,220
DOVER CORP 17,781 19,329
EQT CORP 18,802 18,706
EQUITABLE HLDGS INC 31,280 29,495
EXTRA SPACE STORAGE INC REITS 47,648 49,353
FEDEX CORP 24,624 31,775
FERGUSON INC 26,628 33,395
GENL MILLS INC 55,328 56,033
GENERAL MOTORS CO 15,092 30,902
INTL PAPER CO 36,004 36,830
KEYCORP NEW 25,229 36,884
L3 HARRIS TECHNOLOGIES INC 22,744 30,825
LABCORP HOLDINGS INC 38,373 44,406
MARTIN MARIETTA MATERIALS INC 31,236 42,964
METLIFE INC 49,233 49,416
MEDTRONIC PLC 28,633 29,010
NVR INC 24,006 36,464
NUCOR CORP 31,912 39,473
PFIZER INC 36,830 35,184
REGAL REXNORD CORP 33,375 35,922
SBA COMMUNICATIONS CORP NEW REIT 57,247 53,967
SS&C TECHNOLOGIES HLDGS INC COM 22,306 31,733
SALESFORCE, INC. 55,008 56,161
SOLVENTUM CORP COM 15,050 14,659
STARBUCKS CORP 35,434 36,379
SYSCO CORP 61,319 61,752
TEXAS INSTRUMENTS 79,604 80,846
THERMO FISHER SCIENTIFIC INC 37,402 45,777
UNION PACIFIC CORP 53,672 54,129
VISA INC CL A 19,428 33,317
WASTE MGMT INC NEW 60,859 77,118
WIX COM LTD ILS 18,969 16,830
ZOETIS INC 55,058 58,380
AIA GROUP LTD SPON ADR 28,940 35,696
ADYEN N V ADR 16,858 17,327
AIR LIQUIDE ADR FRANCE ADR 6,632 13,296
ALCON INC CHF 13,202 16,471
ALFA LAVAL AB SWEDEN ADR 10,304 20,948
ALLIANZ SE ADR 23,786 47,426
ASSA ABLOY AB ADR 10,433 17,881
ATLAS COPCO AB NEW REPSTG COM SER A SPON ADR 5,003 12,967
BAE SYSTEMS PLC SPON ADR 26,150 26,749
BANCO BILBAO VIZCAYA ARGENTARIA S.A. SPON ADR 5,306 24,848
ASML HLDG NV SPON ADR 36,011 52,423
CDN NATL RAILWAY CO CAD 8,124 10,182
CHUGAI PHARMACEUTICAL LTD ADR 18,926 33,048
COLOPLAST AS SPON ADR 7,928 7,438
COMPASS GROUP PLC SPON ADR 12,095 12,252
CONTEMPORARY AMPEREX TECHN ADR 21,765 25,341
DBS GROUP HLDGS LTD. SPON ADR 18,773 51,629
DAIFUKU CO LTD ADR 8,879 14,317
DASSAULT SYSTEMS S A SPON ADR 10,232 10,247
CREDICORP LTD 9,658 19,803
DISCO CORP UNSPONSORED ADR 34,817 36,765
EPIROC AKTIEBOLAG CL A SPON ADR 8,560 19,582
FOMENTO ECONOMICO MEXICANO S.A.B. DE CV SPON ADR 27,094 35,476
GENMAB A/S SPON ADR 17,293 17,156
GRUPO FINANCIERO BANORTE SPON ADR 12,471 14,855
HDFC BANK LTD SPON ADR 32,391 38,879
HAIER SMART HOME CO LTD SPON ADR 12,536 12,826
HALEON PLC SPON ADR 22,000 26,721
LOREAL CO ADR FRANCE ADR 20,785 25,781
LASERTEC CORP ADR 25,631 31,173
M3 INC ADR 13,026 11,755
MANULIFE FINANCIAL CORP CAD 13,718 27,428
MERCADOLIBRE INC 16,553 20,143
NETEASE INC SPON ADR 15,286 19,404
SEA LTD ADR 9,400 9,057
SHIONOGI & CO LTD ADR 12,421 12,895
SONOVA HLDG AG ADR 6,615 10,338
SYMRISE AG ADR 8,825 10,140
TENCENT HLDGS LTD ADR 38,681 47,231
UNICHARM CORP SPON ADR 9,480 9,186
SCHNEIDER ELEC SE UNSPONSORED ADR 25,313 37,685
SONY GROUP CORP SPONSORED ADR 19,309 27,392
SYSMEX CORP UNSPONSORED ADR 12,014 12,324
TAIWAN SEMICONDUCTOR MFG CO LTD ADR 16,008 56,220
TECHTRONIC INDS SPON ADR HONG KONG 10,112 9,558
NICE LTD SPON ADR 24,075 20,347
NOVARTIS AG SPON ADR 13,495 15,166
NOVONESIS B ADR 7,514 9,225
OBIC CO LTD ADR 15,626 15,150
P.T. TELEKOMUNIKASI INDONESIA SPON ADR 14,279 14,167
PING AN INSURANCE (GROUP) CO OF CHINA LTD REPSTG 20 H SHS SPON 13,494 15,454
RIO TINTO PLC SPON ADR 18,813 27,690
ROCHE HLDG LTD SPONS ADR SWITZ ADR 20,804 30,839
SHELL PLC SPON ADR 27,479 36,520
RYANAIR HOLDINGS PLC SPON ADR 12,955 15,882
S F HLDG CO LTD ADR 9,713 9,354
SAFRAN SA ADR 14,365 15,321
ACUSHNET HLDGS CORP 36,617 87,084
BANCFIRST CORP 47,463 52,374
CORVEL CORP 34,976 60,497
DONALDSON CO INC 26,316 47,876
EMCOR GROUP INC 8,448 57,508
FTI CONSULTING INC 55,600 90,882
FIRST HAWAIIAN INC 51,891 59,936
GRACO INC 24,212 59,346
HAWKINS INC 20,426 18,326
HENRY JACK & ASSOC INC 52,645 78,101
INSTALLED BLDG PRODUCTS 71,223 72,370
KADANT INC 46,217 58,429
KFORCE INC 22,800 11,286
LCI INDUSTRIES 42,425 38,829
LANDSTAR SYSTEMS INC 79,797 69,551
MANHATTAN ASSOC INC 13,286 36,222
MOELIS & CO CL A 30,165 70,665
PRIMERICA INC 28,365 110,578
RLI CORP 55,347 67,755
RBC BEARINGS INC 15,351 77,130
RIGHTMOVE PLC ADR 44,260 45,613
SIMPSON MANUFACTURING CO INC DELA 57,713 111,091
TORO CO 95,119 94,858
UFP INDS INC 60,135 54,448
WATTS WATER TECHNOLOGIES INC CL A 44,940 103,231
ARTISAN PARTNERS ASSET MGMT INC 28,226 41,759
ABBOTT LABS 48,069 60,891
ADOBE INC. (DELAWARE) 64,113 64,748
AIRBNB INC CL A 54,283 59,445
ALPHABET INC CL C 27,132 163,804
AMAZON.COM INC 116,841 269,598
AON PLC CL A 78,646 80,810
BOSTON SCIENTIFIC CORP 58,501 57,115
BROADCOM INC 148,737 162,321
ACCENTURE PLC IRELAND CL A 32,347 75,392
COSTAR GROUP INC 45,717 45,051
IDEXX LABS 55,405 89,302
INTUITIVE SURGICAL INC 74,409 72,494
INTUIT 53,832 52,994
LILLY ELI & CO 126,485 184,845
MSCI INC 87,834 98,682
MASTERCARD INC CL A 80,198 161,559
MICROSOFT CORP 116,421 253,901
NVIDIA CORP 122,923 128,499
ORACLE CORP 155,662 187,114
PAYCOM SOFTWARE INC 41,637 40,318
SERVICENOW INC 94,608 122,552
SHOPIFY INC CL A 67,245 151,312
STARBUCKS CORP 79,392 78,231
SYNOPSYS INC 63,742 63,882
UBER TECHNOLOGIES INC 42,352 42,734
VISA INC CL A 74,530 155,365
ZOETIS INC 83,337 100,782
ASE TECHNOLOGY HLDG CO LTD SPON ADR 11,523 23,071
AGRICULTURAL BK CHINA LTD ADR 19,420 20,367
ANGLOGOLD ASHANTI PLC 11,106 36,756
BANCO MACRO S.A SPON ADS REPSTG CL B SPON ADR 25,235 29,843
CEMEX S.A.B. DE C.V. SPON ADR 17,223 30,207
AXIA ENERGIA SPON ADR 18,101 23,688
CHINA CONSTR BK CORP ADR 13,990 17,796
COCA COLA FEMSA S.A.B. DE C.V. (MEXICO) SPON ADR 25,936 27,182
COUPANG INC 18,318 17,716
DIDI GLOBAL INC SPONSORED ADS SPON ADR 18,530 18,913
EMBRAER S A SPON ADR 17,409 48,084
FOMENTO ECONOMICO MEXICANO S.A.B. DE CV SPON ADR 14,895 14,958
GOLD FIELDS LTD SPON ADR 7,951 13,797
GRUPO FINANCIERO GALICIA ADR 24,941 24,974
GRUPO FINANCIERO BANORTE SPON ADR 19,824 24,650
GRAB HLDGS LTD 17,261 17,819
GLOBANT S A 10,614 9,675
ITAU UNIBANCO HLDG SA ADR 24,405 29,499
JBS NV CL A EUR 40,449 41,544
KB FINL GROUP INC SPON ADR 20,069 36,567
KT CORP SPON ADR 15,533 18,477
KOREA ELECTRIC POWER CRP SPONSORED ADR SHS 13,359 25,493
NEDBANK GROUP LTD SPON ADR 15,088 17,690
POSCO HOLDINGS INC SPON ADR 21,008 21,018
P.T. TELEKOMUNIKASI INDONESIA SPON ADR 8,020 11,388
PING AN INSURANCE (GROUP) CO OF CHINA LTD REPSTG 20 H SHS SPON 7,660 10,957
POPULAR INC 8,196 9,837
SEA LTD ADR 21,032 21,559
SHINHAN FINANCIAL HLDG CO SPON ADR 17,917 33,036
SILICON MOTION TECHNOLOGY CORP ADS ADR 10,609 16,408
STANDARD BK GROUP LTD SPON ADR 18,803 29,828
SUZANO SA SPON ADR 28,099 28,403
TAIWAN SEMICONDUCTOR MFG CO LTD ADR 46,387 117,302
TELEFONICA BRASIL SA ADR 17,783 20,115
TENCENT HLDGS LTD ADR 55,746 62,541
TENCENT MUSIC ENTMT GROUP SPON ADR 7,524 10,956
TRIP COM GROUP LTD SPON ADR 12,755 22,724
WH GROUP LTD SPON ADR 8,743 10,412
WEG SA BRAZIL SPON ADR 17,738 20,946
XIAOMI CORP ADR 21,411 19,724
CENTRAIS ELETRICAS BRASILEIRAS S A CL C PREFERRED SPON ADR 5,587 5,853
ALIGN TECHNOLOGY INC 9,314 10,774
U HAUL HLDG CO 29,810 28,371
AMENTUM HLDGS INC 21,413 28,565
ARCHER DANIELS MIDLAND CO 25,183 27,595
BAXTER INTL INC 27,489 28,187
BIO RAD LABORATORIES INC CL A 24,243 24,239
BIOGEN INC 18,260 24,287
BROWN FORMAN CRP CL B 20,224 18,763
THE CAMPBELLS CO 14,270 13,684
CENTENE CORP 28,915 35,595
CHARTER COMMUNICATIONS INC NEW CL A 9,467 9,603
EXPAND ENERGY CORP 24,458 24,831
COGNIZANT TECH SOLUTIONS CRP 27,569 31,789
COMMERCIAL METALS CO 19,003 25,542
CONAGRA BRANDS, INC. 41,956 42,860
CNH INDL NV EUR 15,964 15,600
CONSTELLATION BRANDS INC CL A 30,692 29,661
CLARIVATE PLC 18,753 16,637
CORPAY INC 25,596 32,500
CROWN HOLDINGS INC 31,383 37,378
DOLLAR GEN CORP NEW 6,088 11,153
DOLLAR TREE INC 18,976 27,308
DOMINION ENERGY INC 30,805 39,607
EVERGY INC 32,565 41,609
F&G ANNUITIES & LIFE INC 962 926
FIDELITY NATIONAL FINANCIAL IN COM 19,236 27,841
FIRST CITIZENS BANCSHS INC N. C. CL A 14,419 45,070
FISERV INC 18,668 18,942
FLUOR CORP NEW 20,523 18,547
GAMING & LEISURE PPTYS INC REIT 34,763 36,288
GLOBAL PAYMENTS INC 31,044 30,109
GRAPHIC PACKAGING HOLDING CO 52,037 49,035
HF SINCLAIR CORP 18,674 23,777
HALLIBURTON CO (HOLDING COMPANY) 27,155 29,701
HUNTINGTON INGALLS INDS INC 20,089 33,327
IAC INC 38,727 41,876
IQVIA HLDGS INC 26,377 32,008
JACOBS SOLUTIONS INC 6,940 7,815
KINDER MORGAN INC 12,899 21,140
KRAFT HEINZ CO/THE 51,346 50,295
LKQ CORP NEW 49,499 51,159
JAZZ PHARMACEUTICALS PLC 17,459 25,160
LITHIA MOTORS INC CL A 18,422 18,610
MARKEL GROUP INC 20,553 36,544
MATCH GROUP INC 23,742 23,991
MOLINA HEALTHCARE INC 9,493 10,759
MOLSON COORS BEVERAGE CO CL B 36,771 37,391
LIBERTY GLOBAL LTD CL A 16,115 18,871
MOSAIC CO 36,238 36,087
NEWS CORP NEW CL A 17,905 25,232
NOBLE CORP PLC 24,824 24,597
OGE ENERGY CORP 16,200 21,179
OMNICOM GROUP INC 13,807 15,262
PPG INDUSTRIES INC 38,266 39,037
POST HLDGS INC 10,859 17,037
SS&C TECHNOLOGIES HLDGS INC COM 16,566 18,883
SCHEIN HENRY INC 24,656 25,470
SIRIUS XM HLDGS INC 27,466 25,414
TD SYNNEX CORP 20,127 27,642
TYSON FOODS INC CL A 29,243 31,655
VIATRIS INC 29,210 34,872
VONTIER CORP COM 25,614 30,859
WESCO INTL INC 13,115 18,103
WESTLAKE CORP 21,723 23,365
PERRIGO CO PLC EUR 34,750 35,760
ZIMMER BIOMET HOLDINGS INC 30,426 29,674
ADYEN N V ADR 25,979 35,693
AON PLC CL A 20,235 23,643
ARCH CAPITAL GROUP LTD (BERMUDA) 28,153 41,150
ASTRAZENECA PLC SPON ADR 30,808 40,081
BAE SYSTEMS PLC SPON ADR 45,723 68,081
ASM INTL NV EUR 15,426 28,965
ASML HLDG NV SPON ADR 28,660 65,261
CANADIAN NAT RESOURCES LTD CAD 27,355 26,505
CANADIAN PAC KANS CITY LTD CAD 37,533 39,981
COUPANG INC 29,320 36,211
DEUTSCHE BOERSE ADR 26,302 26,605
EXPERIAN PLC SPON ADR 21,726 24,392
FERGUSON INC 36,621 32,949
FERRARI N V EUR 14,360 25,130
UBS GROUP AG 28,856 43,624
ICICI BANK LTD SPON ADR 24,581 33,644
LINDE PLC NEW EUR 25,841 34,111
MERCADOLIBRE INC 21,740 30,214
MITSUBISHI HEAVY INDS LTD ADR 30,673 61,593
NINTENDO LTD ADR NEW JAPAN ADR 42,600 37,092
NU HLDGS LTD CL A 25,951 39,239
NOVO NORDISK A/S SPON ADR 21,430 22,489
MONDAY COM LTD 19,798 18,445
PHILIP MORRIS INTL INC 57,259 61,914
RHEINMETALL AG ADR 25,385 24,854
ROLLS ROYCE HOLDINGS PLC SPON ADR 45,176 93,361
SAFRAN SA ADR 34,550 60,935
SEAGATE TECHNOLOGY HLDGS 36,195 47,092
SAP SE SPON ADR 55,368 54,655
SEA LTD ADR 40,479 68,505
SHOPIFY INC CL A 35,839 35,413
SIEMENS ENERGY AG ADR 48,647 129,218
SPOTIFY TECHNOLOGY SA EUR 23,641 45,295
TAIWAN SEMICONDUCTOR MFG CO LTD ADR 53,305 113,655
TENCENT HLDGS LTD ADR 40,995 45,853
3I GROUP PLC ADR 40,364 42,362
WASTE CONNECTIONS INC CAD 18,494 23,498

TY 2025 InvestmentsGovtObligationsSch
Name:
RICHARD LOUNSBERY FOUNDATION INC
EIN:
13-6081860
US Government Securities - End of Year Book Value:

231,525
US Government Securities - End of Year Fair Market Value:

232,681
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2025 InvestmentsOtherSchedule2
Name:
RICHARD LOUNSBERY FOUNDATION INC
EIN:
13-6081860
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
VANGUARD STAR FUND AT COST 5,724,547 5,715,776

TY 2025 LegalFeesSchedule
Name:
RICHARD LOUNSBERY FOUNDATION INC
EIN:
13-6081860
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PATTERSON, BELKNAP, WEBB & TYLER 5,497 0   5,497


TY 2025 OtherExpensesSchedule
Name:
RICHARD LOUNSBERY FOUNDATION INC
EIN:
13-6081860
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE STATIONERY AND SUPPLIES 11,519 1,152   10,367
TELEPHONE 1,159 116   1,043
COMPUTER SERVICES 3,933 393   3,540
INSURANCE 4,070 407   3,663
POSTAGE AND MESSENGER 582 58   524
PAYROLL FEES 4,753 475   4,278
OTHER 95 0   95
FILING FEE 830 0   830


TY 2025 OtherProfessionalFeesSchedule
Name:
RICHARD LOUNSBERY FOUNDATION INC
EIN:
13-6081860
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
GALLAGHER FIDUCIARY ADVISORS -FINANCIAL CONSULTANT 24,750 24,750   0
UBS - INVESTMENT ADVISORS 156,866 156,866   0
BOARD CONSULTANTS 24,000 0   24,000


TY 2025 TaxesSchedule
Name:
RICHARD LOUNSBERY FOUNDATION INC
EIN:
13-6081860
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX BASED ON INVESTMENT INCOME 32,308 0   0