Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
R Charles Loudermilk Sr Foundation Inc
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address) Foundation Source 501 Silverside Rd
  Room/suite
City or town
Wilmington
State or province
DE
Country  
ZIP or foreign postal code
198091377
A Employer identification number

58-2352715
B Telephone number (see instructions)

8008391754
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$20,270,111J 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) 22,289
2 Check .................
3 Interest on savings and temporary cash investments 14,920 14,920  
4 Dividends and interest from securities... 775,503 775,503  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 659,214
b Gross sales price for all assets on line 6a 5,101,575
7 Capital gain net income (from Part IV, line 2)... 659,232
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........ 1,471,926 1,449,655  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
161,243 161,243    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
61,824 924    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 94     94
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
16,494 4,793   11,701
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 239,655 166,960   11,795
25 Contributions, gifts, grants paid....... 930,161 930,161
26 Total expenses and disbursements. Add lines 24 and 25 ................ 1,169,816 166,960   941,956
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 302,110
b Net investment income (if negative, enter -0-) 1,282,695
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 590,829 466,874 466,874
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 954,493 Click to see attachment
List of Attached Documents:
// Content
915,731 		902,705
b Investments—corporate stock (attach schedule)....... 13,986,206 Click to see attachment
List of Attached Documents:
// Content
13,824,678 		16,688,399
c Investments—corporate bonds (attach schedule)....... 697,339 Click to see attachment
List of Attached Documents:
// Content
672,068 		664,794
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 918,509 Click to see attachment
List of Attached Documents:
// Content
1,570,135 		1,547,339
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 17,147,376 17,449,486 20,270,111
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 17,147,376 17,449,486
29 Total net assets or fund balances (see instructions)..... 17,147,376 17,449,486
30 Total liabilities and net assets/fund balances (see instructions). 17,147,376 17,449,486
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
17,147,376
2
Enter amount from Part I, line 27a .....................
2
302,110
3
Other increases not included in line 2 (itemize)
3
 
4
Add lines 1, 2, and 3 ..........................
4
17,449,486
5
Decreases not included in line 2 (itemize)
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
17,449,486
Form 990-PF (2025)
Form 990-PF (2025)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a Publicly-traded Securities      
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 5,101,575   4,442,343 659,232
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       659,232
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 2 659,232
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ......................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 17,829
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 17,829
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 17,829
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 42,900
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 42,900
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 25,071
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax25,071 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
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)
GA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructionsClick to see attachment
List of Attached Documents:
// Content
.................
12
Yes
 
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website address  
14
The books are in care ofFoundation Source Telephone no. (800) 839-1754

Located at501 Silverside Road Suite 123WilmingtonDE ZIP+4198091377
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
Lisa deGolian Trustee
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Robert C Loudermilk Jr Pres, Trustee
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
 
Total number of other employees paid over $50,000...................  
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
THE PIEDMONT GROUP Investment Mgmt 161,243
3280 PEACHTREE ROAD NE STE 2000
ATLANTA,GA30305
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................  
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
18,248,362
b
Average of monthly cash balances.......................
1b
617,658
c
Fair market value of all other assets (see instructions)................
1c
1,390,506
d
Total (add lines 1a, 1b, and 1c).......................
1d
20,256,526
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
20,256,526
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
303,848
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
19,952,678
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
997,634
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
997,634
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
17,829
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
17,829
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
979,805
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
979,805
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
979,805
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, line 26, column (d) ..........
1a
941,956
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
941,956
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 979,805
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 897,816
b Total for prior years:2023, 2022, 2021  
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023......  
e From 2024......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2025 from Part
XI, line 4: $ 941,956
a Applied to 2024, but not more than line 2a 897,816
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		 
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		 
d Applied to 2025 distributable amount..... 44,140
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		935,665
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 ....  
d Excess from 2024 ....  
e Excess from 2025 .... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

APF SUPPORT INC

191 PEACHTREE ST NE STE 191
ATLANTA,GA30303 		N/A   PSF Campaign-Public Safety Training 83,333

APF SUPPORT INC

191 PEACHTREE ST NE STE 191
ATLANTA,GA30303 		N/A   Assistance to families of fallen officers 350,000

CHILDRENS HEALTHCARE OF ATLANTA FOUNDATION

1575 NORTHEAST EXPY
ATLANTA,GA30329 		N/A   General & Unrestricted 25,000

CIRCLE CAMPS FOR GRIEVING CHILDREN

PO BOX 11552
CHARLOTTE,NC28220 		N/A   To support the Girls' Camp 5,000

LOVETT SCHOOL

4075 PACES FERRY RD NW
ATLANTA,GA30327 		N/A   General & Unrestricted 100,000

MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC

2000 WESTCHESTER AVE 2ND FL
PURCHASE,NY10577 		N/A   R C Loudermilk Sr Fund 246,828

UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL FOUNDA

300 SOUTH BLDG CB1000
CHAPEL HILL,NC27599 		N/A   The Katharine M. DeGolian and Robert K. DeGolian Family Carolina Covenant Scholarship Fund 100,000

WILDCAT COMMUNITY INC

PO BOX 1951
JASPER,GA30143 		N/A   Brush Truck at Pickens County Fire and Rescue Fund 20,000
Total ................................. 3a 930,161
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 14,920  
4 Dividends and interest from securities ....     14 775,503  
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 ............ 		    18 659,214  
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) ..   1,449,637  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,449,637
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2025)
Form 990-PF (2025)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


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

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

58-2352715
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

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

527 political organization


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

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

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 2025) Page 2
Name of organization
R Charles Loudermilk Sr Foundation Inc
  		Employer identification number
58-2352715
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
The R Charles Loudermilk Sr CRT
309 E Paces Ferry Road NE STE 1200
 
Atlanta, GA30305

$ 22,289


(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
R Charles Loudermilk Sr Foundation Inc
  		Employer identification number

58-2352715
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(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
R Charles Loudermilk Sr Foundation Inc
  		Employer identification number

58-2352715
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
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


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Software Version:  

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TY 2025 DepreciationSchedule
Name:
R Charles Loudermilk Sr Foundation Inc
EIN:
58-2352715
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

TY 2025 InvestmentsCorpBondsSchedule
Name:
R Charles Loudermilk Sr Foundation Inc
EIN:
58-2352715
Name of Bond End of Year Book Value End of Year Fair Market Value
ABBVIE INC - 5.050% - 03/15/20 44,382 45,293
AMAZON INC - 2.100% - 05/12/20 48,544 46,126
AT&T, INC - 2.550% - 12/01/203 44,911 46,170
BANK AMER CORP MTN - 2.884% - 47,181 45,696
CITIGROUP INC NOTE - 3.668% - 45,529 45,713
COMCAST CORP NOTE - 4.150% - 1 46,854 46,244
CVS CAREMARK CORP NOTE - 4.300 48,806 46,165
ENTERPRISE PRODUCTS OPERTATING 47,050 45,082
GOLDMAN SACHS GROUP INC - 0.00 46,224 45,766
JP MORGAN CHASE BANK - 4.203% 60,715 61,188
UNIFORM MBS POOL - 3.000% - 06 8,356 8,687
UNITED HEALTH GROUP INC - 5.15 45,619 45,148
VERIZON COMMUNICATIONS - 4.125 47,726 46,114
WELLS FARGO - 3.584% - 05/22/2 45,608 45,703
WILLIAMS COS INC - 2.600% - 03 44,563 45,699

TY 2025 InvestmentsCorpStockSchedule
Name:
R Charles Loudermilk Sr Foundation Inc
EIN:
58-2352715
Name of Stock End of Year Book Value End of Year Fair Market Value
UNDEFINED 20,667 19,796
ADVANCED MICRO DEVICES INC 15,190 22,915
AERCAP HOLDING N.V 14,696 17,395
AIA GROUP LTD ADR 34,294 41,728
AIRBNB 35,345 35,423
AIRBUS GROUP 40,945 67,766
ALCON INC 67,242 62,102
ALIBABA GROUP HOLDING LTD 9,863 19,055
ALPHABET INC CL A 48,220 85,637
AMAZON COM 47,455 155,573
AMERICA MOVIL SA 13,539 18,830
AMERICAN CAPITAL AGENCY CORP 21,126 26,253
AMERICAN HEALTHCARE REIT, INC 4,574 7,577
AMERICAN HOMES 4 RENT 11,190 10,368
AMERICAN TOWER REIT INC 28,393 27,564
AMGEN INC 27,921 32,325
AMPHENOL CORPORATION 2,806 51,083
ANALOG DEVICES INC 37,655 46,918
ANHUI CONCH CEM ADR 17,317 10,729
APPLE INC 143,021 238,421
ARCH CAPITAL GROUP LTD 18,927 89,877
ARCOS DORADOS HOLDINGS INC - A 11,593 11,781
ARISTA NETWORKS 28,660 48,539
ARTISAN DEV WORLD FD ADVISOR 703,811 645,031
ASBURY AUTOMOTIVE GR 23,939 23,951
ASE TECHNOLOGY HOLDINGS CO LTD 26,099 48,574
ASHTEAD GROUP PLC SPONRD ADS 38,490 39,048
ASM INTERNATIONAL NV 13,702 14,185
ASM PACIFIC TECH 11,579 11,400
ASML HOLDING NV NY REG SHS 71,328 139,526
ASTRAZENECA PLC SP ADR 74,576 121,531
AT&T, INC 40,714 53,083
AVALONBAY CMNTYS INC 12,191 10,788
BANCO DO BRASIL S A SPONSORED 14,772 17,042
BANK OF AMERICA CORP 21,606 22,935
BANK OF IRELAND GROUP 19,864 40,050
BARCLAYS PLC ADR 19,195 61,614
BARRICK MINING CORP 12,199 30,093
BARRY CALLEBAUT AG UNSPSD ADR 34,910 34,031
BAXTER INTERNATIONAL INC 51,720 32,716
BB SEGURIDADE 14,502 18,889
BE SEMICONDUCTOR INDUSTRIES 8,618 16,930
BEIERSDORF AG ADR 24,866 20,450
BERKLEY W R CP 5,753 35,060
BIDVEST GROUP LTD (ADR) 6,945 10,675
BIO TECHNE CORPORATION 23,196 21,524
BLACKROCK FLOATING RATE INCOME 572,383 563,916
BLACKROCK STRAT INC OPP PORTFO 1,570,023 1,597,148
BNP PARIBAS SPONS ADR 14,736 16,637
BOISE INC 6,085 5,808
BRIXMOR PPTY GROUP INC COM 11,304 10,619
BROADCOM INC 25,638 42,916
BROOKFIELD ASSET MANAGEMENT LT 20,909 28,343
BROWN & BROWN INC 9,103 47,182
BROWN FORMAN CORP CL B 17,359 16,366
BRUNELLO CUCINELLI S P A UNSPO 15,744 18,108
BUNZEL PUB LTD. 5,779 5,454
CALAMOS MARKET NEUTRAL FD CL I 222,552 243,072
CAMDEN PPTY TR 7,885 8,065
CARETRUST REIT, INC 4,250 5,532
CARLISLE COS INC 30,466 43,821
CDW CORP 24,383 37,727
CELLEBRITE DI LTD 6,208 6,978
CHARLES SCHWAB CORP 17,384 32,071
CHENIERE ENERGY INC 24,781 25,076
CHINA CONSTRUCT UNSPON ADR 21,665 29,240
CHINA MERCHANTS BANK 19,523 27,394
CHIPOTLE MEX GRILL 29,574 29,415
CISCO SYSTEMS INC 21,420 21,183
COLGATE-PALMOLIVE COMPANY 28,376 28,684
COLOPLAST AS ADR 39,295 35,182
CONSTELLATION ENERGY GROUP INC 23,524 30,593
COPART INC 3,519 35,313
COTERRA ENERGY INC 18,893 25,846
COUSINS PROPERTIES INC 5,823 5,156
CROWN CASTLE INTL 48,857 40,880
CUBESMART 8,936 7,354
CULLEN FROST BANKERS INC 11,567 14,183
DAIFUKU CO LTD UNSPONSRED ADS 26,867 37,278
DAIKIN INDS LTD ADR 39,626 42,101
DATADOG INC 9,919 10,279
DBS GROUP HLDGS SPON ADR 21,134 60,234
DELL TECHNOLOGIES INC CLASS C 26,532 29,582
DEUTSCHE BOERSE ADR 22,465 29,734
DIAGEO PLC ADS 99,038 65,910
DIGITAL RLTY TR INC 22,314 21,814
DIPLOMA PLC 18,809 30,374
DOLLAR GENERAL CORP 25,110 32,661
E.ON AG SPON ADR 51,063 73,411
EASTGROUP PROPERTIES INC 9,696 10,152
EATON CORP PLC 55,774 69,830
ENGIE BRASIL ENERGIA S A 12,998 13,815
EPIROC AB 32,512 34,905
EQUINIX, INC 40,417 50,638
ESSENTIAL PROPERTIES REALTY TR 6,818 6,258
EXPEDITORS INTL WASH INC 5,585 23,246
EXTRA SPACE STORAGE 14,903 13,543
EXXON MOBIL CORP 36,709 44,285
FERRARI NV 26,081 31,793
FIRST INDUSTRIAL REALTY TRUST 11,917 12,542
FLOOR AND DECOR HOLDINGS 35,305 27,949
FLUTTER ENTMT PLC ADR 14,089 14,068
FREEE K K COM STK 8,718 7,395
FREEPORT-MCMORAN COPPER & GOLD 30,784 36,061
GALP ENERGIA 35,735 32,774
GAMING AND LEISURE PROPERTIES, 11,951 10,815
GARTNER INC 23,993 37,842
GEN DYNAMICS CP 12,373 24,848
GLACIER BANCORP INC 13,361 14,052
GLOBANT SA 14,419 6,006
GLOBE LIFE INC 17,611 30,489
GRAB HOLDINGS 44,643 47,310
GRACO INC 12,155 12,296
GRAINGER W W INC 9,289 40,182
GREEK ORG FOOTBALL 9,386 12,100
GRUPO FIN ADR 11,138 16,944
GSK PLC 33,078 45,803
HARTFORD FINANCIALSERVICES GR 7,442 19,016
HEALTHCARE REALTY TRUST 7,336 6,780
HEALTHPEAK PROPERTIES, INC 30,358 28,092
HILTON WORLDWIDE HOLDINGS, INC 3,303 3,886
HIMAX TECHNOLOGIES - ADR 20,259 15,061
HOME DEPOT INC 39,857 38,883
HONDA MOTOR CO LTD 18,711 20,341
HONEYWELL INTL 49,938 59,307
HONG KONG EX&CL UNSP/ADR 9,352 11,519
HOYA CORP SPONS ADR 27,156 35,941
ICICI BK LTD ADS 17,959 16,271
ICON PLC - AMERICAN DEPOSITARY 76,309 72,406
INFOSYS TECH LTD SPD ADR 29,812 30,829
ING GROUP N V SPONSORED ADR 24,758 60,536
INGREDION INC 21,220 27,896
INTERTEK GROUP UNSP ADR 45,069 37,368
INTUIT 35,744 44,085
INTUITIVE SURGICAL 32,987 51,663
IRON MOUNTAIN 12,554 10,949
ISHARES 0-3 MONTH TREASURY 14,563 14,555
JAPAN EXCHANGE GROUP INC 19,729 19,753
JOHNSON & JOHNSON 49,435 69,172
JONES LANG LASALLE 9,636 20,253
JP MORGAN CHASE 41,512 77,333
KASIKORNBANK PUB CO LTD ADR CM 6,620 12,848
KBC GROUP SA UNSP ADR 24,907 53,680
KENVUE INC 34,554 32,913
KERRY GROUP PLC 40,093 38,718
KEURIG DR PEPPER INC 26,384 22,016
KIMBERLY CLARK 12,956 16,472
KINSALE CAPITAL GROUP INC 23,647 19,326
KNORR BREMSE ADR 31,420 55,855
KOOKMIN BANK 10,624 26,586
KT CORP ADS 10,349 14,588
L'AIR LIQUIDE ADR OTC 54,950 69,599
LABCORP HLDGS INC (LABORATORY 14,824 38,385
LAMAR ADVERTISING CO CL A REIT 8,084 8,036
LENOVO GROUP LTD ADR 12,745 15,067
LIBERTY BROADBAND CORPORATION 18,667 20,315
LIBERTY MEDIA CORPORATION - SE 25,146 38,222
LIFE HEALTHCARE GR UNSPON ADR 10,208 9,242
LINDE PLC COM 28,014 26,416
LITHIA MOTORS INC CL A 24,449 26,160
LOCKHEED MARTIN CORP 18,104 18,456
LONDON STK EXCHANGE GROUP 46,140 50,196
LONZA GROUP AG UNSP/ADR 15,754 33,259
LORD ABBETT INVESTMENT TRUST S 1,533,424 1,548,590
MARSH AND MCLENNAN COMPANIES I 28,115 30,425
MARVELL TECHNOLOGY, INC 10,736 11,982
MASTERCARD INC 16,365 49,386
MCDONALD'S CORP 19,702 21,939
MEDICIS PHARMA CP 9,655 9,168
MEDPACE HOLDINGS, INC 23,837 44,562
MEDTRONIC PLC 28,454 35,734
MERCADOLIBRE, INC 27,104 42,950
MERCK & CO INC 32,482 30,841
MERCK KGAA SPON ADR 38,811 41,787
META PLATFORMS INC 44,565 120,136
MICRON TECHNOLOGY 9,503 12,397
MICROSOFT CORP 124,286 235,523
MKS INSTRUMENTS, INC 22,530 41,388
MOELIS AND COMPANY 16,471 25,021
MOL MAGYAR RT S/ADR 10,220 12,029
MONOTARO CO., LTD 34,212 47,416
MONSTER BEVERAGE CORP 11,462 24,918
MSA SAFETY INCORPORATED 29,567 28,985
MTU AERO ENGINES 13,375 13,396
NATIONAL RETAIL PROPERTIES INC 19,959 20,528
NATL FUEL GAS CO 15,546 24,979
NEDBANK GROUP LTD S/ADR 8,134 16,944
NESTLE S.A 47,713 41,685
NETEASE.COM INC COM STK 10,690 16,239
NETFLIX INC 29,139 70,976
NEXTERA ENERGY, INC 28,362 33,557
NINTENDO CO LTD ADR UNSPON 38,588 49,299
NOMURA RESEARCH INSTITUTE LTD 15,067 20,786
NU HOLDINGS LTD 9,678 16,941
NVIDIA CORP 15,864 259,235
OMEGA HEALTHCARE INV 12,301 13,125
ORACLE CORP 57,988 45,024
OSHKOSH CORP 18,557 25,377
OUTFRONT MEDIA INC 1,706 2,555
PACCAR INC 25,849 50,813
PALO ALTO NETWORKS INC 10,943 47,339
PAYPAL HOLDINGS, INC 52,074 47,930
PETROLEO BRASILEIRO 12,245 12,360
PFIZER INC 35,902 33,217
PHILIP MORRIS INTL 25,200 24,220
PING AN INSURANCE GROUP ADR 20,390 21,898
PNC FINANCIAL GROUP INC 24,156 39,659
PPG INDUSTRIES INC 39,055 35,656
PROCTER GAMBLE CO 38,713 37,117
PROLOGIS 26,705 28,979
PRUDENTIAL JENNISON MLP Z 509,129 488,693
PT ASTRA INTL ADR 15,588 16,932
PT BK MANDIR PRS UNSP/ADR 14,512 18,905
PT TELEKOM. IND. TBK ADR 18,519 19,387
PUBLICIS GROUPE S.A 39,033 41,279
RAYTHEON TECHNOLOGIES CORP 12,770 30,444
RECRUIT HOLDINGS CO 38,574 42,154
ROCHE HOLDING LTD ADR 31,198 47,238
ROLLS ROYCE GRP PLC S/ADR 23,836 25,183
ROSS STORES, INC 38,787 79,442
RYANAIR HOLDINGS PLC-ADR COM 34,522 52,915
RYMAN HOSPITALITY PROPERTIES 5,940 5,859
S&P GLOBAL INC COM 9,978 25,500
SALESFORCE.COM 16,712 21,187
SANLAM LTD SPONSORED ADR (SOUT 11,570 20,161
SANOFI-AVENTIS SPONSORED ADR 36,726 36,975
SAP AKTIENGESELL ADS 22,874 34,493
SCHIBSTED ASA UNSPONSORD ADR 29,810 27,216
SCHLUMBERGER LTD 88,661 81,135
SEA LTD 16,692 27,683
SEMPRA ENERGY COM 37,790 42,644
SERVICE NOW 16,946 16,698
SERVICETITAN INC CL A 18,571 21,513
SHELL ADR EACH REPRESENTING 2 17,658 22,999
SHERWIN-WILLIAMS CO 37,930 44,491
SHIMANO INC UNSP ADR EACH REPR 43,771 35,603
SHINHAN FINL GROUP CO LTD 12,381 22,846
SHOPIFY INC 8,126 17,385
SILICON MOTION TECHNOLOGY CORP 13,521 22,248
SIMON PPTY GROUP INC 12,211 13,223
SINGAPORE TELE ADR 21,169 39,801
SINOPHARM GROUP CO 19,626 20,088
SMITH A O CORP DEL COM 23,677 23,408
SMURFIT 39,587 39,946
SONY GROUP CORP 29,741 43,853
SPDR BARCLAYS CAPITAL 1-3 MONT 4,431 4,425
SSE PLC SPON ADR 44,959 57,592
STANDARD BANK GROUP SPON ADR 9,206 19,638
STRYKER CORPORATION 16,379 25,782
SYNOPSYS, INC 33,537 32,098
T-MOBILE US INC 27,074 33,299
TAIWAN SEMICONDUCTOR MFG CO LT 85,504 229,437
TANGER FACTORY OUTLET CENTERS 4,800 5,106
TARGET CORPORATION 35,097 34,995
TELEDYNE TECH INC 25,206 31,472
TENCENT HOLDINGS LIMITED 55,492 94,539
TERNIUM S.A. ADS 12,676 11,915
TERUMO CORP 35,236 33,553
TESLA MOTORS INC 21,438 44,186
THALES S.A. 36,144 48,681
THE BLACKSTONE GROUP INC CL A 34,314 34,527
THE COCA-COLA CO 30,949 30,690
THE HERSHEY COMPANY 22,490 25,113
THE MAGNUM ICE CREAM COMPANY 5,095 1,664
THERMO FISHER SCIENTIFIC INC 55,236 76,670
THOR INDS INC 29,975 31,622
TINGYI CAYMAN ISLANDS HLDGS CO 6,838 7,693
TJX COMPANIES INC 13,252 15,975
TOKIO MARINE HOLDINGS INC 32,322 35,020
TOTALENERGIES SE 23,524 38,205
TRAVELERS COMPANIES INC 11,872 26,313
TRUIST FINANCIAL CORPORATION 19,572 27,115
UBER 12,292 28,353
UCB UNSP ADR 14,247 24,458
UDR INC 9,710 8,143
UNILEVER PLC AMER 35,029 47,938
UNION PACIFIC 42,255 43,719
UNITED PARCEL SERVICE 41,372 39,279
UNITED TRACTORS UNSPON ADR 12,513 12,478
US BANCORP 27,381 41,941
VALE SA 18,163 19,571
VENTAS INC 4,418 4,976
VERIZON COMMUNICATIONS 54,292 50,668
VERTEX PHARMCTLS INC 32,160 36,574
VIBRA ENERGIA SA SP ADS 13,924 20,001
VISA INC 28,176 81,715
VODACOM GROUP LIMITE 12,414 15,192
VORNADO RLTY TR 6,055 5,092
W. P. CAREY INC 33,384 36,492
WATERS CORP 25,234 33,002
WELLS FARGO & CO 57,530 94,691
WELLTOWER INC. 27,599 51,971
WESTERN ASSET SMASH SERIES C F 279,569 293,925
WESTERN ASSET SMASH SERIES EC 813,792 838,552
WESTERN ASSET SMASH SERIES M F 359,534 386,243
WEYERHAEUSER CO 7,162 5,970
WILLIAMS COS 9,188 21,640
WIZEY 3,463 3,433
WOLTERS KLUWER S/ADR 14,787 12,220
ZIMMER BIOMET HOLDINGS 41,770 36,687

TY 2025 InvestmentsGovtObligationsSch
Name:
R Charles Loudermilk Sr Foundation Inc
EIN:
58-2352715
US Government Securities - End of Year Book Value:

915,731
US Government Securities - End of Year Fair Market Value:

902,705
State & Local Government Securities - End of Year Book Value:


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


 


TY 2025 InvestmentsOtherSchedule2
Name:
R Charles Loudermilk Sr Foundation Inc
EIN:
58-2352715
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
BLACKSTONE BCRED   1,024,950 1,000,098
KKR FS INCOME TRUST - I ESC   545,185 547,241

TY 2025 OtherExpensesSchedule
Name:
R Charles Loudermilk Sr Foundation Inc
EIN:
58-2352715
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 6,201     6,201
Administrative Set-Up Fee 5,500     5,500
Bank Charges 4,793 4,793    


TY 2025 OtherProfessionalFeesSchedule
Name:
R Charles Loudermilk Sr Foundation Inc
EIN:
58-2352715
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 161,243 161,243    


TY 2025 TaxesSchedule
Name:
R Charles Loudermilk Sr Foundation Inc
EIN:
58-2352715
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Estimated Tax for 2025 10,900      
990-PF Extension for 2024 50,000      
Foreign Tax Paid 924 924