Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
THE R CHARLES LOUDERMILK SR FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)309 EAST PACES FERRY RD NE 1200
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ATLANTA, GA30305
A Employer identification number

58-2352715
B Telephone number (see instructions)

(470) 223-6400
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$17,816,688J 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) 16,054,318
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 87,487 86,526  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -238,051
b Gross sales price for all assets on line 6a 1,811,047
7 Capital gain net income (from Part IV, line 2)... 22,797
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
1,683 0  
12 Total. Add lines 1 through 11........ 15,905,437 109,323  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   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
24,608 24,608   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,102 1,102   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 25,710 25,710   0
25 Contributions, gifts, grants paid....... 0 0
26 Total expenses and disbursements. Add lines 24 and 25 25,710 25,710   0
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 15,879,727
b Net investment income (if negative, enter -0-) 83,613
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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 2
2 Savings and temporary cash investments.........   475,078 475,078
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 0 Click to see attachment
List of Attached Documents:
// Content
597,522 		660,938
b Investments—corporate stock (attach schedule)....... 0 Click to see attachment
List of Attached Documents:
// Content
13,857,603 		16,324,454
c Investments—corporate bonds (attach schedule)....... 0 Click to see attachment
List of Attached Documents:
// Content
334,004 		356,216
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
615,518 		Click to see attachment
List of Attached Documents:
// Content
0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 0 15,879,727 17,816,688
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 15,879,727
29 Total net assets or fund balances (see instructions)..... 0 15,879,727
30 Total liabilities and net assets/fund balances (see instructions). 0 15,879,727
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
0
2
Enter amount from Part I, line 27a .....................
2
15,879,727
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
15,879,727
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
15,879,727
Form 990-PF (2023)
Form 990-PF (2023)
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, DONATED      
b PUBLICLY TRADED SECURITIES, PURCHASED      
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 1,792,190   1,770,757 21,433
b 18,857   17,493 1,364
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       21,433
b       1,364
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 22,797
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 1,162
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 1,162
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 1,162
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 6,500
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,500
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 5,338
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow5,338 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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)
right arrowGA
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 2023 or the taxable year beginning in 2023? 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. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
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
 
No
Website addressright arrowN/A
14
The books are in care ofright arrowKELLEY HOLZ Telephone no.right arrow (470) 223-6404

Located atright arrow309 EAST PACES FERRY RD NE SUITE1200ATLANTAGA ZIP+4right arrow30305
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
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)
Yes
 
(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
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
ROBERT C LOUDERMILK JR TRUSTEE
0.01 		0 0 0
309 EAST PACES FERRY RD NE SUITE
1200
ATLANTA,GA30305
LISA DEGOLIAN TRUSTEE
0.01 		0 0 0
309 EAST PACES FERRY RD NE SUITE
1200
ATLANTA,GA30305
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right 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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
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
3,876,518
b
Average of monthly cash balances.......................
1b
75,374
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
3,951,892
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
3,951,892
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
59,278
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,892,614
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
194,631
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
194,631
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
1,162
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,162
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
193,469
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
193,469
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
193,469
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
0
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
0
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 193,469
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 1,072
b From 2019...... 537
c From 2020...... 552
d From 2021......  
e From 2022...... 1,156
f Total of lines 3a through e ........ 3,317
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 0
a Applied to 2022, 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)........ 		0
d Applied to 2023 distributable amount..... 0
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 3,317 3,317
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		190,152
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
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 (2023)
Form 990-PF (2023)
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
Total .................................right arrow 3a 0
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 87,487  
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 .....     14 1,683  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 -238,051  
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 -148,881 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
-148,881
(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 (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


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

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
THE R CHARLES LOUDERMILK SR FOUNDATION
 
Employer identification number

58-2352715
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




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
Special Rules
......... Arrow Bullet $  
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) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
THE R CHARLES LOUDERMILK SR FOUNDATION
  		Employer identification number
58-2352715
Part I
Contributors
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
THE R CHARLES LOUDERMILK SR CRT
 
309 EAST PACES FERRY ROAD NE STE 12
 
ATLANTA, GA30305

$ 16,054,318


(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) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
THE R CHARLES LOUDERMILK SR FOUNDATION
  		Employer identification number

58-2352715
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
 PUBLICALLY TRADED SECURITIES $ 14,561,357 2023-12-18
(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) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
THE R CHARLES LOUDERMILK SR FOUNDATION
  		Employer identification number

58-2352715
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 $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
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) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 InvestmentsCorpBondsSchedule
Name:
THE R CHARLES LOUDERMILK SR FOUNDATION
EIN:
58-2352715
Name of Bond End of Year Book Value End of Year Fair Market Value
CVS HEALTH CORP 32,650 33,505
ENTERPRISE PRODUCTS OPERATING LLC 30,216 35,157
GOLDMAN SACHS GROUP INC/THE 32,046 34,800
JPMORGAN CHASE & CO FXD TO 072028 VAR THRAFTR 4.2030% 42,877 45,685
SHELL INTERNATIONAL FINANCE BV 33,772 34,690
VERIZON COMMUNICATIONS INC 32,046 33,505
WELLS FARGO & CO FXD TO 052027VAR THRAFTR 3.5840% 32,588 34,442
BANK OF AMERICA CORP FXD 32,609 35,553
CITIGROUP INC FXD 32,595 34,334
COMCAST CORP 32,605 34,545

TY 2023 InvestmentsCorpStockSchedule
Name:
THE R CHARLES LOUDERMILK SR FOUNDATION
EIN:
58-2352715
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBVIE INC COM 13,989 14,130
ADOBE INC 42,047 46,371
ADVANCED MICRO DEVICES 15,679 26,386
AGNC INVESTMENT CORP 27,872 43,184
AGNICO EAGLE MINES LTD 30,278 33,349
AGREE REALTY CORP 9,153 10,576
AIA GROUP LTD SPON ADR 27,963 28,480
AIR LIQUIDE ADR 21,234 25,564
AIR LIQUIDE ADR 17,000 20,793
AIR PROD & CHEM INC 21,154 42,713
AIRBUS SE UNSPONSORED ADR 20,575 24,744
ALCON INC 32,339 39,372
ALEXANDRIA REAL ESTATE EQ INC 6,179 15,339
ALIBABA GROUP HLDG LTD 7,691 7,715
AMAZON COM INC 134,057 175,491
AMERICA MOVIL SAB DE CV ADR 25,952 28,558
AMERICAN EXPRESS CO 36,383 51,893
AMERICAN TOWER CORP 28,336 38,643
AMERICOLD REALTY TRUST INC 8,669 9,777
AMGEN INC 15,075 15,509
AMPHENOL CORP NEW CL A 63,409 78,709
ANGLO AMERN PLC SPONSORED ADR 12,783 12,837
ANHUI CONCH CEMENT ADR 12,511 12,567
AON PLC CL A 9,193 8,517
APPLE INC 90,416 107,644
APTIV PLC 18,584 18,123
ARCH CAPITAL GROUP LTD 164,692 148,243
ARCHER DANIELS MIDLAND 23,282 22,749
ARISTA NETWORKS INC 72,211 91,378
ARMSTRONG WORLD INDS INC NEW 24,452 34,707
ARTISAN DEVELOPING WORLD ADV 431,625 501,666
ASE TECHNOLOGY HLDG CO LTD ADR 32,374 40,105
ASHTEAD GROUP PLC ADR 18,521 22,516
ASML HOLDING NV NY REG NEW 29,005 40,354
ASML HOLDING NV NY REG NEW 43,317 56,520
ASMPT LIMITED UNSPONSORD ADR 13,251 13,739
ASTRAZENECA PLC ADR 38,553 40,679
AT&T INC 67,011 73,110
ATLASSIAN CORPORATION CL A 18,894 24,024
ATS CORPORATION 5,825 5,728
AVALONBAY COMM INC 5,842 6,448
B&M EUROPEAN VALUE RET SA ADR 9,926 10,944
BAE SYS PLC SPON ADR 20,171 22,141
BANCO DO BRASIL SA SPON ADR 27,622 33,149
BANK IRELAND GRP PLC UNSPD ADR 29,968 28,578
BANK OF AMERICA CORP 29,519 97,542
BARCLAYS PLC ADR 35,378 43,679
BARRICK GOLD CORP 25,301 27,099
BB SEGURIDADE PARTICIPACOES 27,861 31,248
BE SEMICONDUCTOR IND NV 10,276 17,032
BEIERSDORF AG UNSPONS ADR 29,343 34,147
BERKLEY W R CORP 45,878 51,272
BIDVEST GROUP LTD SPONS ADR 13,789 14,458
BLACKROCK INC 59,151 59,386
BLACKROCK STRATEGIC INC OPP I 710,193 751,650
BOOKING HOLDINGS INC 10,450 13,448
BRIXMOR PPTY GROUP INC 6,526 7,586
BROADCOM INC 77,343 75,565
BROOKFIELD ASSET MANAGMT LTD 7,663 45,633
BROOKFIELD CORP CL A 31,908 41,685
BROWN & BROWN INC 87,119 92,230
BROWN FORMAN CORP CL B 14,934 36,772
BRUNELLO CUCINELLI S P A ADR 8,668 17,764
BUNZL PLC NEW 28,742 33,427
CALAMOS MARKET NEUTRAL INC I 206,899 211,329
CAPGEMINI S E UNSPONSORED ADR 28,305 49,874
CARLISLE CO INC 89,856 114,662
CARMAX INC 64,285 78,735
CDW CORPORATION 70,147 79,562
CENCORA INC 32,843 35,736
CHARLES SCHWAB NEW 41,561 56,210
CHEVRON CORP 27,219 26,849
CHINA CONSTRUCTION BANK CORP 33,334 34,394
CHINA MERCHANTS BK CO LTD UNSP 19,796 18,044
CHINA SHENHUA ENERGY LTD ADR 9,309 10,483
CHUGAI PHARMACEUTIC UNSP ADR 28,870 36,054
CISCO SYS INC 24,877 23,744
CME GROUP INC 36,320 36,013
CNH INDL N V SHS 23,243 24,051
COLGATE PALMOLIVE CO 47,371 48,304
COMMERCIAL INTL BNK LTD SP ADR 11,113 12,110
COMPASS GROUP PLC SPD ADR 28,481 31,406
COPART INC 89,827 100,744
CORNING INC 48,594 48,933
COTERRA ENERGY INC 34,022 37,821
CROWN CASTLE INC 8,872 11,865
CROWN CASTLE INC 42,045 61,281
CSL LTD 17,384 23,764
CUBESMART COM 8,563 11,170
DBS GROUP HOLDINGS LTD SP 30,099 31,609
DEUTSCHE BOERSE AG UNSPON ADR 18,318 22,724
DEUTSCHE POST AG ADR 25,463 36,419
DIAGEO PLC SPON ADR NEW 36,473 34,958
DIAGEO PLC SPON ADR NEW 21,124 20,392
DIGITAL REALTY TRUST INC 16,561 19,245
DIPLOMA PLC ADR 6,933 13,047
DISCO CORP ADR 11,787 20,048
DLOCAL LTD 2,469 4,989
DOLLAR GEN CORP NEW COM 31,686 37,386
DOLLAR TREE INC 84,555 109,094
DOLLAR TREE INC 26,306 41,905
EATON CORP PLC SHS 36,664 45,515
ELI LILLY & CO 22,443 22,377
ENGIE BRASIL ENERGIA SAADR 12,353 14,595
EQUINIX INC 13,889 15,869
EQUINIX INC 29,953 34,188
EQUINOR ASA 31,178 29,014
ESSENTIAL PROPERTIES REALTY 4,439 5,470
ESTEE LAUDER CO INC CL A 20,320 31,298
EXPEDIA GROUP INC 33,433 54,189
EXPEDITORS INTL WASH INC 37,901 41,849
EXXON MOBIL CORP 30,597 63,387
FERRARI N V 24,739 30,471
FIDELITY NATL INFORMATION SE 30,643 39,646
FLOOR & DECOR HLDGS INC CL-A 29,807 72,626
FUJI ELEC HLDGS CO LTD ADR 30,965 31,371
GALP ENERGIA SA LISBOA ADR 34,433 32,957
GAMING & LEISURE PPTYS INC COM 8,881 12,584
GARTNER INC 119,625 154,731
GENL DYNAMICS CORP 39,705 44,923
GLACIER BANCORP INC NEW 32,238 44,791
GLOBANT S.A 11,239 14,824
GLOBE LIFE INC 40,793 45,036
GREEK ORGANISATION OF FOOTBALL 11,713 12,479
GRUPO FINANCIERO BANORTE SAB 18,349 23,794
GSK PLC ADR 55,327 57,628
GSK PLC ADR 17,292 29,129
HALEON PLC ADR 29,527 30,204
HARTFORD FIN SERS GRP INC 47,654 54,417
HDFC BANK LTD ADR 27,890 32,683
HEALTHCARE TR AMER INC CL A 4,693 5,738
HEALTHPEAK PPTYS INC 12,216 14,711
HEMNET GROUP AB ADR 6,890 12,486
HENGAN INTL GROUP CO LTD ADR 16,152 19,698
HIMAX TECHNOLOGIES, INC. 11,551 12,656
HITACHI 10 COM NEW ADR 28,136 35,059
HOME DEPOT INC 30,520 60,300
HONDA MOTOR COMPANY LTD ADR 24,906 23,739
HONEYWELL INTL INC 65,820 67,527
HOST HOTELS & RESORTS INC 6,738 8,586
HOYA CORP SPONS ADR 9,848 22,128
ICON PLC 18,974 23,689
INFOSYS LIMITED ADR 19,702 21,725
ING GROEP NV ADR 33,673 39,668
INGREDION INC COM 40,160 55,676
INTEL CORP 16,412 24,874
INTERCONTINENTAL EXCHANGE INC 9,135 10,937
INTERTEK GROUP PLC UNSPONS ADR 28,173 31,394
INTUIT INC 23,763 29,306
INTUITIVE SURGICAL INC 32,830 42,170
INVITATION HOMES INC 6,456 7,061
ISHARES 0-3 MONTH TREASURY B 68,086 67,883
JAPAN EXCHANGE GROUP INC 8,221 8,845
JD COM INC SPON ADR CL A 11,484 12,885
JOHNSON & JOHNSON 16,677 17,085
JOHNSON & JOHNSON 35,596 35,893
JONES LANG LASALLE INC 31,625 48,728
JPMORGAN CHASE & CO 67,323 84,880
KASIKORNBANK PUB CO LTD UNSPON 11,688 13,100
KB FINANCIAL GRP INC SONS ADR 28,128 28,297
KBC GROUP NV UNSPONS ADR 32,070 42,909
KENVUE INC 24,438 57,141
KEYENCE CORP 18,568 30,645
KILROY REALTY CORPORATION 3,711 5,139
KIMBERLY CLARK SPON ADR 19,278 23,841
KIMCO REALTY CORP MD 5,812 8,098
KT CORP SPON ADR 18,586 21,007
L OREAL CO ADR 21,178 26,185
LABORATORY CP AMER HLDGS NEW 59,758 74,097
LAMAR ADVERTISING CO NEW CL A 5,386 10,628
LENOVO GROUP LTD SPONS ADR 39,844 53,924
LIBERTY BROADBAND CORP S-C 72,753 65,520
LIBERTY MEDIA COR SER C LBRT 21,813 51,893
LIFE HEALTHCARE GRP HLDGS LTD 11,755 11,560
LONDON STK EXCHANGE GROUP ADR 36,663 43,359
LONZA GROUP AG ZUERICH ADR 17,251 22,609
LVMH MOET HENNESSY LOUIS VUITT 26,998 32,253
LVMH MOET HENNESSY LOUIS VUITT 27,561 31,929
M K S INSTRUMENTS 43,091 59,973
MARSH & MCLENNAN COS INC 32,467 32,778
MASTERCARD INC CL A 30,614 34,215
MEDTRONIC PLC SHS 37,731 55,195
MEDTRONIC PLC SHS 50,314 50,417
MERCADOLIBRE INC 17,697 23,777
MERCK KGAA SPD ADR 28,423 29,671
META PLATFORMS INC CL A 25,322 29,408
META PLATFORMS INC CL A 91,978 106,188
MICROCHIP TECHNOLOGY INC 21,704 25,972
MICRON TECH INC 15,931 23,298
MICROSOFT CORP 148,962 171,474
MICROSOFT CORP 19,005 131,990
MITSUBISHI EST ADR 30,316 32,043
MOELIS & COMPANY CL A 53,963 74,148
MOL MAGYAR OLAJ GDR 11,281 15,956
MONSTER BEVERAGE CORP NEW COM 31,387 38,656
MURATA MANUFACTURING CO LTD 17,683 23,247
NATL FUEL GAS CO 34,052 35,029
NEDBANK GRP LTD SPON ADR 17,835 20,586
NESTLE SPON ADR REP REG SHR 33,248 37,306
NESTLE SPON ADR REP REG SHR 59,979 62,910
NETFLIX INC 57,337 69,624
NEXTERA ENERGY INC 25,803 25,693
NEXTERA ENERGY INC 15,900 26,057
NIDEC CORP 32,323 37,760
NIKE INC B 27,618 29,205
NINTENDO CO LTD ADR NEW 28,115 36,372
NNN REIT INC 23,849 29,136
NOMURA RESH INST LTD ADR 18,508 25,307
NORTHROP GRUMMAN CP(HLDG CO) 34,482 34,641
NOVARTIS AG ADR 28,309 30,190
NOVO NORDISK A/S ADR 62,203 67,139
NU HLDGS LTD ORD SHS CL A 2,711 2,757
NVIDIA CORPORATION 105,537 126,281
OSHKOSH CORP 31,815 38,811
PACCAR INC 85,414 102,240
PALO ALTO NETWORKS INC 48,863 59,271
PAYPAL HLDGS INC COM 18,366 23,704
PAYPAL HLDGS INC COM 28,030 46,487
PDD HOLDINGS INC ADR 7,806 9,681
PETROLEO BRASILEIRO SA 28,108 27,979
PFIZER INC 19,123 19,836
PGIM JENNISON MLP Z 528,536 536,128
PIMCO EM MKT LOC CUR & BD I2 293,058 325,363
PING AN INSURANCE ADR 20,616 18,579
PNC FINL SVCS GP 39,361 54,972
PPG INDUSTRIES INC 30,058 38,733
PPL CORPORATION 19,174 21,870
PROCTER & GAMBLE 25,287 30,920
PROLOGIS INC COM 67,627 67,183
PROLOGIS INC COM 17,516 22,794
PT ASTRA INTERNATIONAL TBK ADR 11,439 17,694
PT BK MANDIRI PERSERO TBK UNSP 28,179 31,843
PT TELEKOMUNIKASI INDONESIA 17,177 18,805
PT UNITED TRACTORS ADR 12,201 13,049
PUBLIC STORAGE 4,589 5,605
PUMA SE UNSPONSORED ADR 25,614 27,771
REALTY INCOME CORP 14,410 16,824
REGENCY CTRS CORP 9,701 11,055
REPUBLIC SERVICES INC 40,419 40,898
REXFORD INDL REALTY INC 13,124 20,140
ROCHE HOLDINGS ADR 39,098 48,657
ROSS STORES INC 99,930 133,270
RTX CORPORATION 20,241 23,475
RWE AG SPONSORED ADR 25,659 34,299
S&P GLOBAL INC COM 36,753 48,017
SALESFORCE INC 37,690 48,681
SANLAM LTD ADR 17,351 20,438
SANOFI ADR 46,689 44,658
SANTOS LIMITED 30,225 31,002
SAP AG 28,101 33,237
SARTORIUS STEDIM BIOTECH S ADR 5,676 6,826
SBA COMMUNICATNS CORP NEW CL A 13,621 18,187
SCHIBSTED ADR 5,813 5,791
SEMPRA 33,049 32,806
SHELL PLC ADR 24,876 24,412
SHERWIN WILLIAMS COMPANY OHIO 60,567 61,132
SHERWIN WILLIAMS COMPANY OHIO 29,237 39,923
SHINHAN FINANCIAL GROUP CO LTD 15,286 21,023
SHOPIFY INC 5,728 20,410
SIG GROUP AG NAMEN AKT 10,439 16,855
SINGAPORE TELECOM LTD ADR NEW 26,875 30,821
SINOPHARM GROUP CO LTD ADR 15,544 18,294
SOCIEDAD QUIMICA Y MINERA ADS 12,819 15,175
SONY GROUP CORPORATION ADR 28,201 32,857
SPDR BLOOMBERG 1-3 MONTH T-B 14,049 14,074
SPLUNK INC 17,261 17,825
SSE PLC SPON ADR 26,215 34,449
STANDARD BANK GROUP LTD SPON 17,478 20,437
STRYKER CORP 31,086 35,037
SUN COMMUNITIES INC 13,318 19,780
SUNCOR ENERGY INC 37,008 35,020
TAIWAN SMCNDCTR MFG CO LTD ADR 28,489 33,592
TAIWAN SMCNDCTR MFG CO LTD ADR 39,629 48,256
TAIWAN SMCNDCTR MFG CO LTD ADR 50,038 56,992
TAKE TWO INTERACTIVE SOFTWARE 30,225 34,604
TARGET CORPORATION 16,977 35,747
TECK RESOURCES LTD 17,717 21,600
TENCENT HLDGS LTD UNSPON ADR 7,696 7,785
TENCENT HLDGS LTD UNSPON ADR 22,544 21,540
TERNIUM S.A. ADR 11,588 13,463
TERRENO RLTY CORP COM 9,153 13,975
TERUMO CORP ADR UNSPONS ADR 28,444 36,522
TESLA INC 12,295 21,322
THE CIGNA GROUP 35,829 36,832
THERMO FISHER SCIENTIFIC 39,116 55,733
THOR INDUSTRIES INC 35,644 46,827
TINGYI CAYMAN ISLANDS HLDGS CO 16,218 15,874
T-MOBILE US INC COM 40,230 41,365
TOKYO ELECTRON LTD UNSPON ADR 20,769 28,931
TOTALENERGIES SE SPONSORED ADS 49,146 50,265
TOTALENERGIES SE SPONSORED ADS 17,326 17,856
TOTALENERGIES SE SPONSORED ADS 29,975 30,658
TRAVELERS COMPANIES INC COM 31,833 38,479
TRUIST FINL CORP 29,523 41,683
U S BANCORP COM NEW 35,136 53,105
UBER TECHNOLOGIES INC 28,482 42,606
UCB SA UNSPON ADR 29,736 33,948
UDR INC COM 11,347 12,636
UNILEVER PLC (NEW) ADS 32,535 32,724
UNILEVER PLC (NEW) ADS 24,630 25,307
UNION PACIFIC CORP 25,783 29,966
UNITED PARCEL SER INC CL-B 22,946 23,742
UNITED PARCEL SER INC CL-B 19,755 25,786
UNITEDHEALTH GP INC 18,429 35,083
UNITEDHEALTH GP INC 62,717 62,650
VALE S.A 17,101 22,299
VERIZON COMMUNICATIONS 63,022 69,632
VERIZON COMMUNICATIONS 54,079 71,102
VIBRA ENERGIA SA ADR 16,342 19,773
VICI PROPERTIES INC 16,561 19,351
VICTORY FLOAT RATE Y 600,955 617,607
VICTORY LOW DURATION BOND Y(25.00%) 119,118 121,890
VICTORY LOW DURATION BOND Y(75.00%) 357,354 365,669
VISA INC CL A 17,737 19,787
VISA INC CL A 84,484 95,288
VISA INC CL A 51,220 51,289
VODACOM GROUP LIMITED 14,000 15,939
W W GRAINGER INC 42,126 50,485
WA SMASH SRS CR PLS COMPLETION 539,341 605,653
WALMART INC 19,830 20,179
WATERS CORP 37,031 60,249
WELLS FARGO & CO NEW 50,821 62,116
WELLTOWER INC 27,013 29,035
WESTERN ASSET SMASH SERIES C 189,543 212,572
WESTERN ASSET SMASH SERIES M 255,382 279,568
WILLIAMS CO INC 49,901 55,031
WOLTERS KLUWER NV SPON ADR 17,766 20,046
WORKDAY INC CL A 22,805 36,164
ZOETIS INC CLASS-A 29,909 35,330
AMAZON COM INC 31,456 34,472
AT&T INC 30,630 35,127

TY 2023 InvestmentsGovtObligationsSch
Name:
THE R CHARLES LOUDERMILK SR FOUNDATION
EIN:
58-2352715
US Government Securities - End of Year Book Value:

597,522
US Government Securities - End of Year Fair Market Value:

660,938
State & Local Government Securities - End of Year Book Value:


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


0


TY 2023 OtherAssetsSchedule
Name:
THE R CHARLES LOUDERMILK SR FOUNDATION
EIN:
58-2352715
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
UNREALIZED GAIN(LOSS) ON DONATED STOCK DUE TO TAX BASIS 0 615,518  


TY 2023 OtherIncomeSchedule2
Name:
THE R CHARLES LOUDERMILK SR FOUNDATION
EIN:
58-2352715
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
NON-DIVIDEND DISTRIBUTIONS 1,683 0 1,683


TY 2023 OtherProfessionalFeesSchedule
Name:
THE R CHARLES LOUDERMILK SR FOUNDATION
EIN:
58-2352715
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
WEALTH MANAGEMENT FEES 24,608 24,608   0


TY 2023 SubstantialContributorsSch
Name:
THE R CHARLES LOUDERMILK SR FOUNDATION
EIN:
58-2352715
Name Address
THE R CHARLES LOUDERMILK SR CRT
  		309 EAST PACES FERRY ROAD NE STE
1205
ATLANTA,GA30305


TY 2023 TaxesSchedule
Name:
THE R CHARLES LOUDERMILK SR FOUNDATION
EIN:
58-2352715
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX PAYMENT 1,102 1,102   0