Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
The Louderback Family Foundation
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

85-3958981
B Telephone number (see instructions)

(800) 839-1754
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$11,958,961J 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) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments 61,385 61,385  
4 Dividends and interest from securities... 279,350 279,350  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 255,748
b Gross sales price for all assets on line 6a 2,381,502
7 Capital gain net income (from Part IV, line 2)... 255,748
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........ 596,483 596,483  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
7,975 0 0 7,975
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
67,602 67,602    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
9,460 4,360    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
35,446 315   35,131
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 120,483 72,277 0 43,106
25 Contributions, gifts, grants paid....... 501,500 501,500
26 Total expenses and disbursements. Add lines 24 and 25 621,983 72,277 0 544,606
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -25,500
b Net investment income (if negative, enter -0-) 524,206
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 1,413,973 724,874 724,874
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) 1,442,117 Click to see attachment
List of Attached Documents:
// Content
972,255 		1,028,384
b Investments—corporate stock (attach schedule)....... 5,821,306 Click to see attachment
List of Attached Documents:
// Content
6,166,850 		8,063,456
c Investments—corporate bonds (attach schedule)....... 646,791 Click to see attachment
List of Attached Documents:
// Content
1,378,791 		1,422,024
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).......... 667,399 Click to see attachment
List of Attached Documents:
// Content
723,316 		720,223
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 9,991,586 9,966,086 11,958,961
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 9,991,586 9,966,086
29 Total net assets or fund balances (see instructions)..... 9,991,586 9,966,086
30 Total liabilities and net assets/fund balances (see instructions). 9,991,586 9,966,086
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
9,991,586
2
Enter amount from Part I, line 27a .....................
2
-25,500
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
9,966,086
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
9,966,086
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a Publicly-traded Securities      
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,381,502   2,125,754 255,748
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       255,748
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 2 255,748
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 7,286
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 7,286
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 7,286
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 4,132
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 3,400
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 7,532
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 10 246
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow246 Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowCA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowFoundation Source Telephone no.right arrow (800) 839-1754

Located atright arrow501 Silverside Road Suite 123WilmingtonDE ZIP+4right arrow198091377
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
Kathryn Louderback Sec
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Molly Louderback Treas
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Thomas J Louderback Pres, Dir
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
 
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
DaRoza-Watirovich & Associates Investment Mgmt 67,602
101 California Street Suite 2100
San Francisco,CA94111
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
10,023,219
b
Average of monthly cash balances.......................
1b
1,216,165
c
Fair market value of all other assets (see instructions)................
1c
687,446
d
Total (add lines 1a, b, and c).........................
1d
11,926,830
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
11,926,830
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
178,902
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
11,747,928
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
587,396
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
587,396
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
7,286
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
7,286
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
580,110
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
580,110
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
580,110
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
544,606
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
544,606
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 580,110
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 538,572
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 544,606
a Applied to 2023, but not more than line 2a 538,572
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2024 distributable amount..... 6,034
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024.    
(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 .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		574,076
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024.... 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
Thomas J Louderback
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

AMERICAN FOUNDATION FOR SUICIDE PREVENTION

199 WATER ST 11TH FL
NEW YORK,NY10038 		N/A PC General & Unrestricted 10,000

AMERICAN FRIENDS OF THE OCEAN CLEANUP FOUNDATION

PO BOX 104142
PASADENA,CA91189 		N/A PC General & Unrestricted 50,000

BIG SKY YOUTH EMPOWERMENT PROJECT INC

225 E MENDENHALL ST
BOZEMAN,MT59715 		N/A PC General & Unrestricted 10,000

BOYS & GIRLS CLUBS OF OAKLAND INC

3300 HIGH ST 2ND FL
OAKLAND,CA94619 		N/A PC General & Unrestricted 25,000

CALIFORNIA PILOTS ASSOCIATION

43001 LITTLE RIVER AIRPORT RD
LITTLE RIVER,CA95456 		N/A PC For the AWOS-2 ceilometer 5,000

CALIFORNIA WATERFOWL ASSOCIATION

1346 BLUE OAKS BLVD
ROSEVILLE,CA95678 		N/A PC General & Unrestricted 25,000

CANCER SUPPORT SONOMA

246 PERKINS ST
SONOMA,CA95476 		N/A PC General & Unrestricted 3,000

CATALYST YOUTH NETWORK

2515 RYAN RD APT A
CONCORD,CA94518 		N/A PC General & Unrestricted 50,000

FOR INSPIRATION AND RECOGNITION OF SCIENCE AND TEC

200 BEDFORD ST
MANCHESTER,NH03101 		N/A PC General & Unrestricted 72,500

GREATER CHICAGO FOOD DEPOSITORY

4100 W ANN LURIE PL
CHICAGO,IL60632 		N/A PC General & Unrestricted 15,000

LEND A HAND FOUNDATION INC OF NORTHERN CALIFORNIA

8393 CAPWELL DR STE 220
OAKLAND,CA94621 		N/A PC General & Unrestricted 25,000

LITTLE LEAGUE BASEBALL INC

PO BOX 6806
SAN RAFAEL,CA94903 		N/A PC General & Unrestricted 10,000

MARIN FOSTER CARE ASSOCIATION

55 MITCHELL BLVD STE 2
SAN RAFAEL,CA94903 		N/A PC General & Unrestricted 33,000

MARINE APPLIED RESEARCH AND EXPLORATION

3152 PARADISE DR
BEL TIBURON,CA94920 		N/A PC General & Unrestricted 5,000

MONTANA INDEPENDENT LIVING PROJECT INC

825 GREAT NORTHERN BLVD STE 105
HELENA,MT59601 		N/A PC to support Camp Bullwheel and to support completion of the boathouse and towards new cabins 15,000

MONTESSORI DE TERRA LINDA

610 DEL GANADO RD
SAN RAFAEL,CA94903 		N/A PC General & Unrestricted 23,000

MOUNTAIN AREA PRESERVATION FOUNDATION

PO BOX 25
TRUCKEE,CA96160 		N/A PC General & Unrestricted 10,000

OCEAN AWARENESS PROJECT INC

301 COMMODORE DR
RICHMOND,CA94804 		N/A PC General & Unrestricted 2,500

OCEAN AWARENESS PROJECT INC

301 COMMODORE DR
RICHMOND,CA94804 		N/A PC Sequoias of the Sea - project run by Natasha & Ana 5,000

PAN-MASSACHUSETTS CHALLENGE INC

77 4TH AVE
NEEDHAM,MA02494 		N/A PC General & Unrestricted 1,000

Pass Creek School

3747 PASS CREEK RD
Belgrade,MT59714 		N/A GOV General & Unrestricted 2,500

PAWS CHICAGO

1997 N CLYBOURN AVE
CHICAGO,IL60614 		N/A PC General & Unrestricted 10,000

SAN DOMENICO SCHOOL

1500 BUTTERFIELD RD
SAN ANSELMO,CA94960 		N/A PC General & Unrestricted 1,000

ST JUDE CHILDREN'S RESEARCH HOSPITAL

1660 S ALBION ST STE 916
DENVER,CO80222 		N/A PC General & Unrestricted 25,000

TAHOE FUND

PO BOX 7124
TAHOE CITY,CA96145 		N/A PC Smartest Forest Fund 28,000

THE NOYO FOOD FOREST

PO BOX 974
FORT BRAGG,CA95437 		N/A PC General & Unrestricted 2,500

WARRIORS & QUIET WATERS FOUNDATION

351 EVERGREEN DR STE A
BOZEMAN,MT59715 		N/A PC General & Unrestricted 37,500
Total .................................right arrow 3a 501,500
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 61,385  
4 Dividends and interest from securities ....     14 279,350  
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 ............ 		    18 255,748  
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) ..   596,483  
13Total. Add line 12, columns (b), (d), and (e)..................
13
596,483
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
The Louderback Family Foundation
EIN:
85-3958981
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Audit Fees 7,975     7,975

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

TY 2024 DepreciationSchedule
Name:
The Louderback Family Foundation
EIN:
85-3958981
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

TY 2024 InvestmentsCorpBondsSchedule
Name:
The Louderback Family Foundation
EIN:
85-3958981
Name of Bond End of Year Book Value End of Year Fair Market Value
AMAZON COM - 1.000% - 05/12/20 450,664 478,370
BEAL BANK PLANO TX - 4.650% - 244,000 250,374
BRISTOL-MYERS SQUIBB CO SER C 196,127 194,391
CROSS RIV BANK - 4.600% - 06/2 244,000 248,722
MORGAN STANLEY - 4.800% - 06/1 244,000 250,167

TY 2024 InvestmentsCorpStockSchedule
Name:
The Louderback Family Foundation
EIN:
85-3958981
Name of Stock End of Year Book Value End of Year Fair Market Value
ABB ORD SHS 14,008 24,788
ABBOTT LABS 115,534 106,210
ABBVIE INC 39,538 53,665
ACCENTURE PLC 56,814 60,156
ADIDAS-SALOMON AG OR OTC 6,147 7,886
ADOBE SYSTEMS, INC 21,516 19,566
AIA GROUP 23,735 13,672
AIR PRODS & CHEM INC 37,422 37,995
AIRBUS GROUP SE 12,297 15,385
ALPHABET INC CL A 196,491 307,234
ALTRIA GROUP INC 30,555 35,139
AMADEUS IT HOLDINGS SA 18,664 21,257
AMAZON COM 159,984 238,477
AMER INTERNATIONAL GROUP INC 41,065 62,098
AMERICAN TOWER REIT INC 19,611 16,323
AMPHENOL CORPORATION 18,052 35,697
ANHEUSER BUSCH INBEV SA NV SHS 16,022 11,538
APPLE INC 125,869 193,575
APPLIED MATERIALS INC 27,001 29,273
ARES STRATEGIC INCOME FND CL S 202,000 203,914
ASHTEAD GROUP 10,829 8,457
ASML HLDG NV ORD SHS 19,627 22,489
ASTRAZENECA PLC ORD 16,237 20,714
B&M EUROPEAN VALUE RETAIL 4,695 2,546
BAE SYSTEMS ORD GBP OTC 12,458 11,464
BAKER HUGHES COMPANY 28,817 46,640
BEIGENE LTD 4,383 4,618
BHP BLT FPO 4,356 3,516
BOEING CO 59,270 55,047
BP PLC 9,849 7,759
BRITISH AMERICAN TOBACCO 7,705 6,781
BRITISH AMERICAN TOBACCO PLC 125,834 121,164
BROADCOM INC 83,245 369,785
CANADIAN NATL RAILWAY CO 14,533 12,486
CANADIAN NATURAL RESOURCES LTD 18,230 25,684
CAPGEMINI SE 16,920 14,739
CAPITAL ONE FINANCIAL CORP 34,318 44,402
CARLSBERG A/S 11,985 6,853
CARRIER GLOBAL 69,169 97,066
CHUBB LIMITED 34,140 51,668
CHUGAI PHARMACEUTICAL CO LTD 6,853 6,144
CONOCOPHILLIPS 9,068 12,892
CONSTELLATION ENERGY GROUP INC 13,162 12,751
D R HORTON 16,631 25,168
DAIICHI SANKYO CO LTD SPONSORE 20,317 16,893
DAIICHI SANKYO COMPANY, LIMITE 16,065 14,894
DAIKIN INDUSTRIES FIRST SECTIO 9,791 7,122
DANAHER CORP 40,963 40,401
DBS GROUP HLDGS LTD. SPON ADR 10,247 16,569
DEUTSCHE BANK REGD NPV 8,494 9,240
DNB BANK 9,505 9,074
DOORDASH ORD SHS CLASS A 16,404 22,143
DSV 11,222 13,620
EDISON INTL 26,387 35,209
ELI LILLY & CO 65,632 101,132
ENGIE SA 10,577 11,430
EPIROC AB CL A 18,411 15,884
ESSILOR INTL 15,183 21,957
EVOLUTION AB 5,216 4,357
FERRARI NV 6,743 6,797
FIDELITY MSCI CONSUMER DIRECT 43,427 52,239
FIDELITY MSCI INFORMATION TECH 149,524 165,652
FIDELITY NATIONAL INFORMATION 22,331 33,923
FINANCIAL SELECT SECTOR SPDR F 25,934 37,359
FREEPORT-MCMORAN COPPER & GOLD 23,630 24,790
FUJITSU ORD SHS 7,041 8,210
GALLAGHER ARTHUR J & CO 40,325 49,958
GE HEALTHCARE TECHNOLOGIES INC 53,342 64,577
GEN DYNAMICS CP 31,641 47,165
GENERAL ELECTRIC CO 44,751 139,937
GENERAL MOTORS 28,923 28,233
GENMAB AS 10,354 6,429
GILEAD SCIENCES INC 42,173 45,169
GIVAUDAN SA UNSP/ADR 12,925 14,281
GRANITESHARES GOLD TRUST 9,462 13,644
GROUPE DANONE 6,765 7,398
HERMES INTL S A 7,221 14,282
HITACHI CORP 6501 9,577 15,578
HOME DEPOT INC 80,603 102,693
HONEYWELL INTL 25,394 30,495
HONG KONG EXCHANGE & CLEARING 6,506 8,311
HOYA CORP 5,326 5,420
IBERDROLA SA 3,252 7,765
ILLINOIS TOOL WORKS 30,497 36,259
IMPERIAL TOBACCO ORD 7,149 9,693
INDUSTRIA DE DISENO TEXT 8,153 17,477
ING GROUP N V SPONSORED ADR 32,481 36,903
INGERSOLL-RAND INC 11,749 11,760
ISHARE MSCI EMU INDX 47,978 48,144
ISHARES BARCLAYS 10-20 YEAR TR 34,659 30,658
ISHARES EDGE MSCI INTL QUALITY 36,894 38,976
ISHARES GLOBAL INDUSTRIALS 50,668 55,786
ISHARES MSCI EMERGING MARKETS 171,974 172,117
ISHARES S&P GLOBAL HEALTHCARE 62,321 63,962
ITOCHU CORP ORD 8001 16,496 19,512
JANUS HENDERSON B BBB CLO ETF 11,527 11,553
JANUS HENDERSON MORTGAGEBACKED 61,671 60,792
JP MORGAN CHASE 72,621 94,925
JPMORGAN BETABUILDERS CANADA E 37,785 42,495
KEYENCE CORPORATION,FIRST SECT 15,693 12,968
KKR & CO INC 29,063 38,605
KONINKLIJKE KPN NV 7,392 7,758
L'AIR LIQUIDE ORD EU 8,326 9,912
L'OREAL CO ACT 16,106 14,529
LAS VEGAS SANDS CORP 35,121 34,514
LINDE PLC COM 59,546 94,619
LONDON STOCK EXCH LTD 26,172 27,984
LVMH-MOET HNSY L VUTN 18,630 15,793
MARUBENI CORP ORD 8,685 7,123
MASTERCARD INC 103,709 134,802
META PLATFORMS INC 148,282 278,117
MICROSOFT CORP 249,863 421,921
MORGAN STANLEY 35,484 49,534
MTU AERO ENGINES HOLDINGS AG 5,995 10,424
MUENCHENER RUECKVER 10,880 10,507
NATIONAL GRID TRANSC 8,663 7,705
NESTLE SA CHAM ET VE OTC 21,581 15,362
NETEASE 4,887 3,866
NETFLIX INC 26,574 77,545
NEXTERA ENERGY, INC 29,622 40,863
NITORI HOLDINGS 7,279 4,742
NOMURA RESEARCH INSTITUTE LTD 10,635 10,960
NORTHROP GRUMMAN CORP 14,000 21,118
NOVO NORDISK A S 25,264 30,795
NOVO NORDISK A/S 15,560 27,453
NVIDIA CORP 77,052 103,269
PEPSICO INC 31,341 33,453
PG & E CORP 18,058 32,853
PHILIP MORRIS INTL 90,535 116,740
PNC FINANCIAL GROUP INC 32,646 42,620
QUADRATIC INTEREST RATE VOLATI 11,911 10,218
RAYTHEON TECHNOLOGIES CORP 89,850 121,159
RECRUIT HOLDING CO LTD JPY 10,562 15,172
RELX PLC 12,689 17,134
RESTAURANT BRANDS INTL 33,660 31,547
ROLLS ROYCE GRPORD 11,419 17,482
ROYAL BANK OF SCOTLAND 10,522 13,174
ROYAL CARRIBEAN CRUISE 64,094 161,252
S&P GLOBAL INC COM 32,348 45,819
SAFRAN S.A. ORD SHS 19,216 31,187
SALESFORCE.COM 79,804 113,672
SAP AG O.N 29,062 43,398
SELECT SECTOR SPDR ENERGY FUND 30,637 28,439
SHIN ETSU CHEMICAL 9,189 9,837
SHOPIFY INC 22,772 26,583
SIKA AG 12,336 11,187
SMC CORP 15,900 10,284
SPDR BARCLAYS CAPITAL 1-3 MONT 6,585 6,583
SPDR PORTFOLIO SHORT TERM TREA 64,949 64,663
SPDR PORTFOLIO SMALL CAP ETF 73,633 84,135
SPDR S&P DIVIDEND ETF 93,993 98,811
SPOTIFY TECHNOLOGY SA 3,637 3,579
STARBUCKS CORP COM 18,795 20,258
STRAUMANN HLDG AG WALDENBURG 6,246 5,671
STRYKER CORPORATION 19,887 31,324
SUZUKI MOTOR CORP 9,389 9,212
TAIWAN SEMICONDUCTOR MFG CO LT 47,876 60,827
TENCENT HOLDINGS LTD 17,155 10,698
TERUMO CORPORATION,FIRST SECTI 5,053 5,100
TESLA MOTORS INC 21,728 34,326
TEXAS INSTRUMENTS INC 44,755 49,503
TFI INTERNATIONAL 21,980 33,502
THERMO FISHER SCIENTIFIC INC 47,536 45,780
TOKYO ELECTRON NPV 8,191 8,615
TOTAL SA 24,438 23,210
TTDKF.PK 7,192 12,590
UBER 44,487 43,068
UNI CHARM CORP ORD F 5,610 3,380
UNICREDIT SPA 13,472 14,557
UNITED RENTALS INC 34,734 64,104
UNITEDHEALTH GROUP INC 106,845 127,477
VANGUARD VALUE ETF 157,906 174,718
VERTEX PHARMCTLS INC 39,405 35,035
WELLS FARGO & CO 41,912 40,809

TY 2024 InvestmentsGovtObligationsSch
Name:
The Louderback Family Foundation
EIN:
85-3958981
US Government Securities - End of Year Book Value:

739,347
US Government Securities - End of Year Fair Market Value:

791,314
State & Local Government Securities - End of Year Book Value:


232,908
State & Local Government Securities - End of Year Fair Market Value:


237,070


TY 2024 InvestmentsOtherSchedule2
Name:
The Louderback Family Foundation
EIN:
85-3958981
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
BLACKSTONE PRIVATE CREDIT FD C   303,000 294,099
BLUE OWL CREDIT INCOME CORP. C   303,000 306,753
BLUE OWL ROCK TECH FINANCE COR   117,316 119,371

TY 2024 OtherExpensesSchedule
Name:
The Louderback Family Foundation
EIN:
85-3958981
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 35,031     35,031
Bank Charges 315 315    
State or Local Filing Fees 100     100


TY 2024 OtherProfessionalFeesSchedule
Name:
The Louderback Family Foundation
EIN:
85-3958981
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 67,602 67,602    


TY 2024 TaxesSchedule
Name:
The Louderback Family Foundation
EIN:
85-3958981
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Estimated Tax for 2024 4,000      
990-PF Extension for 2023 1,100      
Foreign Tax Paid 4,360 4,360