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 CHARLES LAMAR FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 66338
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BATON ROUGE, LA70896
A Employer identification number

72-1488497
B Telephone number (see instructions)

(225) 924-3527
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$32,234,036J 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) 40,117
2 Check right arrow.............
3 Interest on savings and temporary cash investments 187,772 187,772  
4 Dividends and interest from securities... 988,343 988,343  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 418,428
b Gross sales price for all assets on line 6a 2,123,808
7 Capital gain net income (from Part IV, line 2)... 418,428
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........ 1,634,660 1,594,543  
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)....... Click to see attachment
List of Attached Documents:
// Content
950 0   950
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
47,079 46,590   489
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
22,000 0   0
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
48,585 0   43,570
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 118,614 46,590   45,009
25 Contributions, gifts, grants paid....... 1,538,311 1,538,311
26 Total expenses and disbursements. Add lines 24 and 25 1,656,925 46,590   1,583,320
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -22,265
b Net investment income (if negative, enter -0-) 1,547,953
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets 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......... 388,937 480,885 480,885
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)      
b Investments—corporate stock (attach schedule)....... 8,715,487 Click to see attachment
List of Attached Documents:
// Content
7,930,787 		26,169,628
c Investments—corporate bonds (attach schedule)....... 4,141,944 Click to see attachment
List of Attached Documents:
// Content
4,794,066 		4,930,710
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).......... 554,331 Click to see attachment
List of Attached Documents:
// Content
568,436 		600,787
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
0 		Click to see attachment
List of Attached Documents:
// Content
52,026
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 13,800,699 13,774,174 32,234,036
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 13,800,699 13,774,174
29 Total net assets or fund balances (see instructions)..... 13,800,699 13,774,174
30 Total liabilities and net assets/fund balances (see instructions). 13,800,699 13,774,174
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
13,800,699
2
Enter amount from Part I, line 27a .....................
2
-22,265
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
13,778,434
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
4,260
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
13,774,174
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 JPMORGAN "F" ACCOUNT      
b JPMORGAN "F" ACCOUNT      
c JPMORGAN "W" ACCOUNT      
d JPMORGAN "G" ACCOUNT      
e JPMORGAN "G" ACCOUNT      
T. ROWE PRICE      
CAPITAL GAINS DIVIDENDS P    
(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 634,729   549,199 85,530
b 645,560   382,124 263,436
c 259,873   229,255 30,618
d 518,000   509,517 8,483
e 8,037   7,971 66
30,000   27,314 2,686
27,609     27,609
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       85,530
b       263,436
c       30,618
d       8,483
e       66
      2,686
      27,609
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 2 418,428
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 21,517
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 21,517
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 21,517
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 22,379
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 6,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 28,379
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 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 6,862
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow6,862 Refundedright arrow 11 0
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$ 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 arrowLA
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 arrowLAMARFAMILYFOUNDATION.ORG
14
The books are in care ofright arrowCAROLE E LAMAR Telephone no.right arrow (225) 924-3527

Located atright arrow5321 CORPORATE BLVDBATON ROUGELA ZIP+4right arrow70808
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
CHARLES W LAMAR III PRESIDENT
0.00 		0 0 0
5321 CORPORATE BLVD
BATON ROUGE,LA70808
CAROLE E LAMAR SECRETARY/TREASURER
0.00 		0 0 0
5321 CORPORATE BLVD
BATON ROUGE,LA70808
ALLISON LAMAR BEARD DIRECTOR
0.00 		0 0 0
5321 CORPORATE BLVD
BATON ROUGE,LA70808
COURTNEY LAMAR LEADER DIRECTOR
0.00 		0 0 0
5321 CORPORATE BLVD
BATON ROUGE,LA70808
WYATT BEARD DIRECTOR
0.00 		0 0 0
5321 CORPORATE BLVD
BATON ROUGE,LA70808
NICHOLAS LEADER DIRECTOR
0.00 		0 0 0
5321 CORPORATE BLVD
BATON ROUGE,LA70808
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 (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
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 (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
31,266,451
b
Average of monthly cash balances.......................
1b
713,519
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
31,979,970
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
31,979,970
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
479,700
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
31,500,270
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,575,014
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
1,575,014
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
21,517
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
21,517
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,553,497
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,553,497
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,553,497
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
1,583,320
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
1,583,320
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 1,553,497
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023...... 9,207
f Total of lines 3a through e ........ 9,207
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,583,320
a Applied to 2023, 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 2024 distributable amount..... 1,553,497
e Remaining amount distributed out of corpus 29,823
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 39,030
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		39,030
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023.... 9,207
e Excess from 2024.... 29,823
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).)
CHARLES W LAMAR III
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 e-mail address of the person to whom applications should be addressed:
CHARLES LAMAR FAMILY FOUNDATION
PO BOX 66338
BATON ROUGE,LA70896
(225) 924-3527
bThe form in which applications should be submitted and information and materials they should include:
PROPOSAL SUMMARY SHEET SHOULD INCLUDE APPLICANT'S NAME, DATE INCORPORATED, PROGRAM/PROJECT NAME, EXECUTIVE DIRECTOR, PROGRAM/PROJECT DIRECTOR, ADDRESS, PHONE, FAX, EMAIL, WEB PAGE, AGENT'S NAME, APPLICANT ORGANIZATION'S MISSION, PROGRAM/PROJECT SUMMARY, PROBLEM OR NEED THE ORGANIZATION WANTS TO ADDRESS, ACTIVITY PERIOD, AMOUNT REQUESTED, GEOGRAPHIC SERVICE AREA, AND APPLICANT ORGANIZATION'S AREA OF INTEREST.
cAny submission deadlines:
VARIES
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
DONEE ORGANIZATIONS ARE GENERALLY LIMITED TO THOSE LOCATED IN OR NEAR THE BATON ROUGE, LA AREA IN THE FIELDS OF SOCIAL SERVICES, ARTS AND CULTURE, EDUCATION, ANIMAL WELFARE, AND NATURAL AND HISTORIC CONSERVATION.
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

ALZHEIMER'S SERVICES OF THE CAPITAL AREA

3772 NORTH BLVD SUITE B
BATON ROUGE,LA70806 		NONE 501(C)(3) CHARITABLE - ROSEMARY SOCIETY CHALLENEGE & OPERATING COSTS FOR CHARLIE'S PLACE III 29,250

ARTS COUNCIL OF GREATER BATON ROUGE

233 ST FERDINAND ST
BATON ROUGE,LA70802 		NONE 501(C)(3) CHARITABLE - SHAW CENTER FOR THE ARTS SUBSIDY PROGRAM 25,000

BALDWIN FAMILY VILLAGE FOUNDATION

155 S SECTION ST
FAIRHOPE,AL36532 		NONE 501(C)(3) CHARITABLE - GENERAL SUPPORT 25,000

BATON ROUGE GALLERY

1515 DALRYMPLE DRIVE
BATON ROUGE,LA70808 		NONE 501(C)(3) CHARITABLE - THE REAL LIFE EXPERIENCE - AN EXHIBILTION OF ART BY HIGH SCHOOL STUDENTS 6,000

BATON ROUGE YOUTH COALITION

460 NORTH 11TH STREET
BATON ROUGE,LA70802 		NONE 501(C)(3) CHARITABLE - SUPPORT PERSISTENCE PROGRAM 100,000

BIG BUDDY PROGRAMBR AREA YOUTH NETWORK

1415 MAIN ST
BATON ROUGE,LA70808 		NONE 501(C)(3) CHARITABLE - FUNDING TO SUPPORT THE COMMUNITY PARTNERSHIP INITATIVE 20,000

CANCER SERVICES OF GREATER BATON ROUGE

550 LOBDELL AVE
BATON ROUGE,LA70806 		NONE 501(C)(3) CHARITABLE - ANNUAL SUPPORT 10,000

CAT HAVEN

11130 N HARRELLS FERRY RD
BATON ROUGE,LA70816 		NONE 501(C)(3) CHARITABLE - FUNDING FOR ADOPTION SERVICES CENTER EXPANSION PROJECT 200,000

CENIKOR FOUNDATION

2414 BUNKER HILL DR
BATON ROUGE,LA70808 		NONE 501(C)(3) CHARITABLE - GENERAL ANNUAL SUPPORT 10,000

CENTER FOR PLANNING EXCELLENCE

100 LAFAYETTE ST
BATON ROUGE,LA70801 		NONE 501(C)(3) CHARITABLE - ANNUAL MEMBERSHIP 10,000

CHRISTIAN OUTREACH CENTER

1427 MAIN STREET
BATON ROUGE,LA70802 		NONE 501(C)(3) CHARITABLE - CAPACITY & STABLITY BUILDING 50,000

CITY YEAR BATON ROUGE

111 NORTH 3RD STREET
BATON ROUGE,LA70801 		NONE 501(C)(3) CHARITABLE - ANNUAL SUPPORT 10,000

COMPANION ANIMAL ALLIANCE

2550 GOURRIER AVE
BATON ROUGE,LA70820 		NONE 501(C)(3) CHARITABLE - PETS FOR LIFE PROGRAM & CANINE PARVOVIRUS PROGRAM 156,250

FRIENDS OF THE SHELTER INC

PO BOX 351
HAMMOND,LA70404 		NONE 501(C)(3) CHARITABLE - REDUCED-COST SPAY/NEUTER PROGRAM & COMMUNITY SPAY DAYS 40,000

GREATER BATON ROUGE FOOD BANK

PO BOX 45830
BATON ROUGE,LA70895 		NONE 501(C)(3) CHARITABLE - GENERAL SUPPORT 10,000

LINE 4 LINE

449 N ACADIAN THRUWAY
BATON ROUGE,LA70806 		NONE 501(C)(3) CHARITABLE - YOUTH MENTORSHIP PROGRAMMING 30,000

LOUISIANA ENDOWMENT FOR THE HUMANITIES

938 LAFAYETTE STREET SUITE 300
NEW ORLEANS,LA70113 		NONE 501(C)(3) CHARITABLE - SUPPORT FOR DISTRIBUTION OF PRIME TIME BOXES AND FAMILY READING PROGRAMS 47,781

LOUISIANA RESOURCE CENTER FOR EDUCATORS

5550 FLORIDA BLVD
BATON ROUGE,LA70806 		NONE 501(C)(3) CHARITABLE (EDUCATIONAL) - ANNUAL SUPPORT 10,000

LOUSIANA KEY ACADEMY

3172 GOVERNMENT ST
BATON ROUGE,LA70806 		NONE 501(C)(3) CHARITABLE - GENERAL SUPPORT 10,000

MANNERS OF THE HEART

763 NORTH BLVD
BATON ROUGE,LA70802 		NONE 501(C)(3) CHARITABLE - GENERAL SUPPORT 10,000

MANSHIP THEATRE

100 LAFAYETTE ST
BATON ROUGE,LA70801 		NONE 501(C)(3) CHARITABLE - EDUCATIONAL CHILDREN'S PROGRAMMING WITH LIBRARY THEMED EVENTS (PARTNERSHIP WITH EBR PUBLIC LIBRARY) 23,750

NATURE CONSERVANCY OF LOUISIANA

721 GOVERNMENT ST SUITE 200
BATON ROUGE,LA70802 		NONE 501(C)(3) CHARITABLE - SUPPORT OF THE ATCHAFALAYA CONSERVATION CENTER (CONSERVATION FELLOWS PROGRAM)/ FUNDING FOR ENVIRONMENTAL FLOW PROGRAM FOR THE ATCHAFALAYA BASIN 30,000

TEACH FOR AMERICA GREATER BATON ROUGE

501 GOVERNMENT STREET SUITE 100
BATON ROUGE,LA70802 		NONE 501(C)(3) CHARITABLE - IGNITE FELLOWSHIP PRGRAM & ANNUAL SUPPORT 60,000

THE EMERGE CENTER

7784 INNOVATION PARK DRIVE
BATON ROUGE,LA70820 		NONE 501(C)(3) CHARITABLE - GENERAL SUPPORT 10,000

THE LIFE OF A SINGLE MOM

12015 JUSTICE AVE
BATON ROUGE,LA70816 		NONE 501(C)(3) CHARITABLE - FUNDING FOR BACK TO SCHOOL INITIATIVE 40,000

THE MARINE MAMMAL CENTER

2000 BUNKER ROAD FORT CRONKHITE
SAUSALITO,CA94965 		NONE 501(C)(3) CHARITABLE - GENERAL ANNUAL SUPPORT 10,000

THE WALLS PROJECT

7575 JEFFERSON HIGHWAY 91
BATON ROUGE,LA70808 		NONE 501(C)(3) CHARITABLE - CULTURE CLUB & FUTURES FUND 25,000

THRIVE FOUNDATION BATON ROUGE

2585 BRIGHTSIDE DR
BATON ROUGE,LA70820 		NONE 501(C)(3) CHARITABLE - GENERAL SUPPORT 10,000

ACTA NON VERBA URBAN FARM

1001 83RD AVENUE - MAILBOX 1
OAKLAND,CA94621 		NONE 501(C)(3) CHARITABLE - GENERAL SUPPORT 10,000

BATON ROUGE BAR FOUNDATION

544 MAIN STREET
BATON ROUGE,LA70801 		NONE 501(C)(3) CHARITABLE - TEEN COURT PROGRAM 10,000

BAYSIDE ACADEMY

303 DYER AVENUE
DAPHNE,AL36526 		NONE 501(C)(3) CHARITABLE - CAPITAL CAMPAIGN 25,000

BISSEL PET FOUNDATION

2345 WALKER AVENUE NW
GRAND RAPIDS,MI49544 		NONE 501(C)(3) CHARITABLE - FIX THE FUTURE PROGRAM (SPAY & NEUTER IN BATION ROUGE) 50,000

COMPASS FAMILY SERVICES

37 GROVE STREET
SAN FRANCISCO,CA94102 		NONE 501(C)(3) CHARITABLE - GENERAL SUPPORT 10,000

DOG PEOPLE OF LIVINGSTON

14830 CARROL DRIVE
WALKER,LA70785 		NONE 501(C)(3) CHARITABLE - FUNDING TO SUPPORT OPENING OF A PERMANENT SPAY/NEUTER CLINIC 25,000

EMBRACE RELIEF FOUNDATION

18 PASSAIC AVENUE UNIT 1
FAIRFIELD,NJ07004 		NONE 501(C)(3) CHARITABLE - FUNDING TO BUILD A WTER WELL TO PROVIDE SAFE DRINKING WATER IN BONDO VILLAGE, TANZANIA 15,000

FATHERS ON A MISSION

1120 GOVERNMENT STREET
BATON ROUGE,LA70802 		NONE 501(C)(3) CHARITABLE - SUPPORT FOR PROJECT FAMILY BUILD 50,000

GARDERE COMMUNITY CHRISTIAN SCHOOL

5838 GSRI AVENUE
BATON ROUGE,LA70810 		NONE 501(C)(3) CHARITABLE - LITTLE MOVERS PROGRAM 25,000

GREAT HEARTS HARVESTON

11801 BLUEBONNET BLVD
BATON ROUGE,LA70810 		NONE 501(C)(3) CHARITABLE - SUPPORT FOR ECONOMICALLY DISADVANTAGED STUDENTS 100,000

HOMELESS PRENATAL PROGRAM

2500 18TH STREET
SAN FRANCISCO,CA94110 		NONE 501(C)(3) CHARITABLE - GENERAL SUPPORT 10,000

KIDS ORCHESTRA

PO BOX 788
BATON ROUGE,LA70821 		NONE 501(C)(3) CHARITABLE - SUPPORT OF THE HARMONY COLLECTIVE 20,780

KNOCK KNOCK CHILDREN'S MUSEUM

2561 CITIPLACE COURT 750-260
BATON ROUGE,LA70808 		NONE 501(C)(3) CHARITABLE - FUNDING FOR THE "KNOCK KNOCK ACCESS FOR ALL REDUCED ADMISSION" PROGRAM 100,000

LSU FOUNDATION & COLLEGE OF ART & DESIGN

3796 NICHOLSON DRIVE
BATON ROUGE,LA70802 		NONE 501(C)(3) CHARITABLE - SUPPORT FOR THE OPEN EXPERIMENTAL STUDIO IN THE GLASSELL GALLERY 9,500

PRESBYTERIAN CHILDREN'S HOME & SERVICES

5920 W WILLIAM CANNON DRIVE
BUILDING 3 SUITE 100
AUSTIN,TX78749 		NONE 501(C)(3) CHARITABLE - SUPPORT FOR THE CHILD AND FAMILY PROGRAM IN BATON ROUGE 5,000

SAN FRANCISCO ARTS EDUCATION PROJECT

135 VAN NESS AVENUE
SAN FRANCISCO,CA94102 		NONE 501(C)(3) CHARITABLE - ARTISTS IN SCHOOLS & ARTISTS IN RESIDENCE PROGRAM 25,000

SAN FRANCISCO CHILDRENS ART CENTER

2 MARINA BLVD FOR MASON CENTER
BUILDING C
SAN FRANCISCO,CA94123 		NONE 501(C)(3) CHARITABLE - GENERAL SUPPORT 10,000

SAN FRANCISCO FREE CLINIC

4900 CALIFORNIA STREET
SAN FRANCISCO,CA94118 		NONE 501(C)(3) CHARITABLE - GENERAL SUPPORT 10,000

TURN 2 U INC (THE LAST MILE)

548 MARKET STREET PMB 70892
SAN FRANCISCO,CA94104 		NONE 501(C)(3) CHARITABLE - GENERAL SUPPORT 10,000
Total .................................right arrow 3a 1,538,311
bApproved for future payment

BATON ROUGE YOUTH COALITION
460 NORTH 11TH STREET
BATON ROUGE,LA70802 		NONE 501(C)(3) CHARITABLE - SUPPORT PERSISTENCE PROGRAM 200,000

NATURE CONSERVANCY OF LOUISIANA
721 GOVERNMENT ST SUITE 200
BATON ROUGE,LA70802 		NONE 501(C)(3) CHARITABLE - SUPPORT OF THE ATCHAFALYA CONSERVATION CENTER (CONSERVATION FELLOWS PROGRAM) 360,000
Total ................................. right arrow 3b 560,000
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 ........... 		    14 187,772  
4 Dividends and interest from securities ....     14 988,343  
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 ............ 		    18 418,428  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aMISC INCOME 		900099        
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 1,594,543 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,594,543
(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
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
THE CHARLES LAMAR FAMILY FOUNDATION
 
Employer identification number

72-1488497
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

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

527 political organization


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

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

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
THE CHARLES LAMAR FAMILY FOUNDATION
  		Employer identification number
72-1488497
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
LAMAR GENERATION SKIPPING TRUST 2007 HEET
 
5321 CORPORATE BLVD
 
BATON ROUGE, LA70808

$ 40,117


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
THE CHARLES LAMAR FAMILY FOUNDATION
  		Employer identification number

72-1488497
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
THE CHARLES LAMAR FAMILY FOUNDATION
  		Employer identification number

72-1488497
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
THE CHARLES LAMAR FAMILY FOUNDATION
EIN:
72-1488497
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 950 0   950

TY 2024 InvestmentsCorpBondsSchedule
Name:
THE CHARLES LAMAR FAMILY FOUNDATION
EIN:
72-1488497
Name of Bond End of Year Book Value End of Year Fair Market Value
OCCIDENTAL PETRLM COR SR NTS 5.875% 09/01/2025 DTD 08/26/2020 69,745 70,214
PECO ENERGY CO 3.15% 10/15/2025 DTD 10/05/2015 77,470 80,124
ORACLE CORP SR NTS 6.15% 11/09/2029 DTD 11/09/2022 103,341 104,888
NETFLIX INC SR NTS 4.875% 04/15/2028 DTD 10/26/2017 76,666 79,323
MSCI INC 4.0% 11/15/2029 DTD 11/07/2019 90,430 94,283
MORGAN STANLEY SR NTS MTN VAR RT 01/21/2028 DTD 01/24/2022 90,153 95,296
MOODY'S CORP SR NTS 4.25% 08/08/2032 DTD 08/08/2022 63,403 66,422
NUTRIEN LTD SR NTS 2.95% 05/13/2030 DTD 05/13/2020 79,753 85,471
SABINE PASS LIQUEFACTION SR NTS 5.0% 03/15/2027 DTD 05/10/2017 80,373 83,172
S&P GLOBAL INC 4.25% 05/01/2029 DTD 02/28/2023 68,070 70,419
MONDELEZ INTL SR NTS 3.0% 03/17/2032 DTD 03/17/2022 79,653 84,174
SPRINT CAP CORP 8.75% 03/15/2032 DTD 06/21/2002 177,719 179,085
STARBUCKS CORP SR NTS 3.55%08/15/2029 DTD 05/13/2019 94,311 94,674
STRYKER CORP SR NTS 3.375% 11/01/2025 DTD 10/29/2015 60,692 62,369
WALMART INC SR NTS 4.1% 04/15/2033 DTD 04/18/2023 105,997 109,571
WASTE CONNECTIONS INC SR NTS 2.2% 01/15/2032 DTD 09/20/2021 80,068 85,675
PUB STORAGE OP CO 5.1% 08/01/2033 DTD 07/26/2023 77,890 80,638
MID-AMERICA APARTMENTS SR NTS 4.0% 11/15/2025 DTD 11/09/2015 77,521 79,615
LOCKHEED MARTIN CORP SR NTS 1.85% 06/15/2030 DTD 05/20/2020 100,446 106,285
MARTIN MARIETTA MATL SR NTS 2.4% 07/15/2031 DTD 07/02/2021 80,110 86,751
ABBVIE INC SR NTS 3.2%11/21/2029 DTD 11/17/2020 92,212 92,815
ALTRIA GROUP INC 2.35% 05/06/2025 DTD 05/06/2020 79,357 83,280
AMPHENOL CORP SR NTS 2.2% 09/15/2031 DTD 09/14/2021 85,249 90,500
ANHEUSER-BUSCH INBEV WOR 4.0% 04/13/2028 DTD 04/04/2018 78,689 81,480
AON CORP 3.75% 05/02/2029 DTD 05/02/2019 85,170 88,305
BECTON DICKINSON AND CO 3.700% 06/06/2027 DTD 06/06/2017 79,376 82,989
BK OF AMER CORP SR NTS MTN VAR RT 02/04/2028 DTD 02/04/2022 90,581 95,346
BROADCOM INC 4.15% 11/15/2030 DTD 08/07/2020 79,166 85,161
CLOROX CO SR NTS 3.9% 05/15/2028 DTD 05/09/2018 85,241 88,387
CONSTELLATION BRANDS INC 4.65% 11/15/2028 DTD 10/29/2018 77,392 80,104
MCDONALD'S CORP SR NTS 4.95% 08/14/2033 DTD 08/14/2023 73,251 75,370
CSX CORP SR NTS 4.25% 03/15/2029 DTD 11/15/2018 86,719 89,102
ELEVANCE HEALTH INC SR NTS 5.5% 10/15/2032 DTD 11/04/2022 76,552 77,746
GLOBAL PAYMENTS INC SR NTS 1.2% 03/01/2026 DTD 02/26/2021 80,058 86,276
GOLDMAN SACHS GROUP INC SR NTS VAR RT 03/09/2027 DTD 03/08/2021 84,757 91,202
HCA INC 5.875% 02/01/2029 DTD 01/30/2019 77,001 79,610
HUMANA INC SR NTS 3.95% 03/15/2027 DTD 03/16/2017 80,518 83,374
JPMORGAN CHASE & CO SR NTS MTN 6.0% 08/18/2033 DTD 08/15/2023 100,000 100,146
KEURIG DR PEPPER INC 3.4% 11/15/2025 DTD 11/09/2015 87,026 90,063
WELLS FARGO & CO SR NTS MTN VAR RT 06/17/2027 DTD 06/17/2019 78,011 82,057
LOWE'S COS INC SR NTS 2.625%04/01/2031 DTD 03/31/2021 85,192 86,857
MARATHON PETRLM CORP SR NTS 4.7% 05/01/2025 DTD 04/27/2020 79,261 80,907
DUKE ENERGY PROGRESS LLC 5.25% 03/15/2033 DTD 03/09/2023 45,731 47,098
XYLEM INC SR NTS 2.25% 01/30/2031 DTD 06/26/2020 79,683 85,230
BK OF NY MELLON CORP SR NTS MTN VAR RT 10/25/23 DTD 10/25/22 89,350 89,063
RTX CORP SR NTS 6.1% 03/15/2034 DTD 11/08/2023 90,234 88,452
ZOETIS INC SR NTS 5.6% 11/16/2032 DTD 11/16/2022 87,768 87,634
ROPER TECHNOLOGIES INC SR NTS 4.9% 10/15/2024 DTD 08/21/2024 86,207 84,635
AMERN EXPRESS CO SR NTS VAR RT 05/01/2034 DTD 05/01/2023 83,816 84,501
KIMCO RLTY OP LLC 2.8% 10/01/2023 DTD 08/18/2016 81,889 83,183
CITIGROUP INC SR NTS 3.3% 04/27/2025 DTD 04/27/2015 81,399 81,604
ENTERGY AR LLC 5.3% 09/15/2023 DTD 08/17/2023 79,413 77,475
PNC FINL SERVICES SR NTS VAR RT 01/24/2034 DRD 01/24/2023 67,405 66,246
BK OF AMER CORP SR NTS VAR RT 04/25/2034 DTD 04/25/2023 63,488 63,462
AMGEN INC SR NTS 2.6% 08/19/2026 DTD 08/19/2016 59,908 59,966
TWDC ENTERPRISES 18 CORPS MTN 3.15% 09/17/2025 DTD 09/17/2015 55,346 55,440
TRUIST FINL CORP SR NTS MTN 3.7% 06/05/2025 DTD 06/05/2018 54,572 54,744
MORGAN STANLEY SR NTS MTN VAR RT 04/24/2034 DTD 04/21/2023 51,281 50,219
JOHN DEERE CAP CORP SR NTS 4.5% 01/08/2027 DTD 01/08/2024 42,946 43,060
GA PWR CO SR NTS 4.95% 05/17/2033 DTD 05/04/2023 39,040 39,172

TY 2024 InvestmentsCorpStockSchedule
Name:
THE CHARLES LAMAR FAMILY FOUNDATION
EIN:
72-1488497
Name of Stock End of Year Book Value End of Year Fair Market Value
155,628 SHARES OF LAMAR ADVERTISING CO. STOCK 4,019,328 18,702,673
FINANCIAL SELECT SECTOR SPDR 152,491 304,431
FIDELITY 500 INDEX FD-AI 2,212,431 4,712,046
ENERGY SELECT SECTOR SPDR 90,195 100,565
HEALTH CARE SELECT SECTOR 149,394 222,176
INDUSTRIAL SELECT SECT SPDR 98,502 144,145
CONSUMER STAPLES SPDR 66,335 70,199
CONSUMER DISCRETIONARY SELT 141,098 207,972
ISHARES CORE S&P 500 ETF 342,225 468,589
COMM SERV SELECT SECTOR SPDR 18,797 27,881
VANGUARD COMMUNICATION SERVICES ETF 96,198 170,146
VANGUARD INFO TECH ETF 268,332 674,031
VANGUARD S&P 500 ETF 275,461 364,774

TY 2024 InvestmentsOtherSchedule2
Name:
THE CHARLES LAMAR FAMILY FOUNDATION
EIN:
72-1488497
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
TROWE PRICE BALANCED FUND FMV 568,436 600,787

TY 2024 OtherAssetsSchedule
Name:
THE CHARLES LAMAR FAMILY FOUNDATION
EIN:
72-1488497
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ACCRUED INCOME     52,026


TY 2024 OtherDecreasesSchedule
Name:
THE CHARLES LAMAR FAMILY FOUNDATION
EIN:
72-1488497
Description Amount
OTHER DECREASE IN FUND BALANCES 4,260


TY 2024 OtherExpensesSchedule
Name:
THE CHARLES LAMAR FAMILY FOUNDATION
EIN:
72-1488497
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MEMBERSHIPS 4,240 0   4,240
ADVERTISING 10,830 0   10,830
MISCELLANEOUS 15 0   0
ADMINISTRATION 28,500 0   28,500
TRAINING 5,000 0   0


TY 2024 OtherProfessionalFeesSchedule
Name:
THE CHARLES LAMAR FAMILY FOUNDATION
EIN:
72-1488497
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT 46,590 46,590   0
CONSULTING FEES 489 0   489


TY 2024 TaxesSchedule
Name:
THE CHARLES LAMAR FAMILY FOUNDATION
EIN:
72-1488497
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
2023 TAXES 6,000 0   0
2024 TAXES 16,000 0   0