Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
DAN CAMERON FAMILY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)POST OFFICE BOX 3649
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WILMINGTON, NC28406
A Employer identification number

56-2087335
B Telephone number (see instructions)

(910) 762-2676
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$19,564,351
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 10,876 10,876  
4 Dividends and interest from securities... 152,030 152,030  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 728,293
b Gross sales price for all assets on line 6a 3,078,369
7 Capital gain net income (from Part IV, line 2)... 728,293
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)..... 0  
11 Other income (attach schedule)....... 36,863 34,787  
12 Total. Add lines 1 through 11........ 928,062 925,986  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 0      
b Accounting fees (attach schedule)....... 2,890 1,445   1,445
c Other professional fees (attach schedule).... 69,576 64,576   5,000
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 15,800 1,800    
19 Depreciation (attach schedule) and depletion... 0    
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 67 34   33
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 88,333 67,855   6,478
25 Contributions, gifts, grants paid....... 892,073 892,073
26 Total expenses and disbursements. Add lines 24 and 25 980,406 67,855   898,551
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -52,344
b Net investment income (if negative, enter -0-) 858,131
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. 23,405 21,707 21,707
2 Savings and temporary cash investments......... 1,417,267 928,792 928,792
3 Accounts receivable bullet2,453
Less: allowance for doubtful accounts bullet   3,634 2,453 2,453
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....   0  
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet     0  
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)....... 3,474,291 Click to see attachment9,927,776 9,927,776
c Investments—corporate bonds (attach schedule)....... 290,364 Click to see attachment617,893 617,893
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet     0  
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 7,741,102 Click to see attachment8,065,730 8,065,730
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet     0  
15 Other assets (describe bullet) 0 0 0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 12,950,063 19,564,351 19,564,351
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons   0
21 Mortgages and other notes payable (attach schedule)......   0
22 Other liabilities (describe bullet) 0 0
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
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 bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 12,950,063 19,564,351
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 12,950,063 19,564,351
30 Total liabilities and net assets/fund balances (see instructions). 12,950,063 19,564,351
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
12,950,063
2
Enter amount from Part I, line 27a .....................
2
-52,344
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
6,666,632
4
Add lines 1, 2, and 3 ..........................
4
19,564,351
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
19,564,351
Form 990-PF (2020)
Form 990-PF (2020)
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 nCino, Inc. P   2020-04-13
c Wells Fargo Capital Gain Distribution P    
d Charles Schwab Capital Gain Distribution P    
e K-1 Capital Gains 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 2,376,543 0 2,348,962 27,581
b 650,206 0 1,114 649,092
c 40,541 0 0 40,541
d 670 0 0 670
e 10,409 0 0 10,409
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 0 0 0 27,581
b 0 0 0 649,092
c 0 0 0 40,541
d 0 0 0 670
e 0 0 0 10,409
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 2 728,293
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
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved
(b)
Reserved
(c)
Reserved
(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
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 Bullet 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)
b Reserved................................ 1 11,928
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% 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 11,928
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 11,928
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 15,825
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. Part VI Line 7 - Original Return Overpayment: -15825 7 15,825
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 35
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 3,862
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet3,862 RefundedBullet 11  
Part VII-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. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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:
  • By language in the governing instrument, or
  • 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 XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNC
    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 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    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
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 addressbulletN/A
    14
    The books are in care ofbulletWILLIAM H CAMERON Telephone no.bullet (910) 762-2676

    Located atbullet1201 GLEN MEADE ROADWILMINGTONNC ZIP+4bullet28401
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, 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 bullet
    Part VII-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?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (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)?...............
    (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.).......
    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
     
     
    ........bullet
    c
    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 2020?.............
    1c
     
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 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.
    bullet20, 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?......................
    b
    If "Yes," did it have excess business holdings in 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-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))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    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
     
     
    .........bullet
    c
    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?..........
    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?.....................
    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?
    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? .................
    Part VIII
    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
    WILLIAM H CAMERON PRESIDENT
    6.00
    0 0 0
    POST OFFICE BOX 3649
    WILMINGTON,NC28406
    HILDA C DILL VP, SEC., TREAS.
    2.00
    0 0 0
    1614 LIVE OAK PARKWAY
    WILMINGTON,NC28403
    DANIEL D CAMERONJR DIRECTOR
    2.00
    0 0 0
    11095 SARA ROAD B 84-372
    LAREDO,TX78045
    SWANNA C SALTIEL DIRECTOR
    2.00
    0 0 0
    7575 MONTIEN ROAD
    SAN DIEGO,CA92127
    CHARLOTTE CAMERON DIRECTOR
    2.00
    0 0 0
    34 OAKANOAH COURT
    BREVARD,NC28712
    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...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    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.............bullet0
    Part IX-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 N/A 0
    2  
    3  
    4  
    Part IX-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 N/A 0
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    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
    14,498,421
    b
    Average of monthly cash balances.......................
    1b
    994,331
    c
    Fair market value of all other assets (see instructions)................
    1c
    573,338
    d
    Total (add lines 1a, b, and c).........................
    1d
    16,066,090
    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
     
    3
    Subtract line 2 from line 1d.........................
    3
    16,066,090
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    240,991
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    15,825,099
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    791,255
    Part XI
    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 X, line 6....................
    1
    791,255
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    11,928
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    11,928
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    779,327
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    779,327
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    779,327
    Part XII
    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
    898,551
    b
    Program-related investments—total from Part IX-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 V, line 8, and Part XIII, line 4
    4
    898,551
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    898,551
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2019
    (c)
    2019
    (d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 779,327
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 602,336
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 0
    b From 2016...... 0
    c From 2017...... 0
    d From 2018...... 0
    e From 2019...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 898,551
    a Applied to 2019, but not more than line 2a 602,336
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2020 distributable amount..... 296,215
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    483,112
    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 2015 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 0
    c Excess from 2018.... 0
    d Excess from 2019.... 0
    e Excess from 2020.... 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-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 2020, enter the date of the ruling....... bullet
     
    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 X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    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 X, 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 XV
    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).)
    William H Cameron
    Charlotte A Cameron
    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.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    WILLIAM H CAMERON
    PO BOX 3649
    WILMINGTON,NC28406
    (910) 762-2676
    bThe form in which applications should be submitted and information and materials they should include:
    Charities submit a letter of request stating their mission and purpose of the requested grant. They should include documentation that they are a 501(c)(3) organization.
    cAny submission deadlines:
    No
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    They must be a 501(c)(3) organization.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    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
    ACLU Foundationa - San Diego
    Post Office Box 87131
    San Diego,CA921387131
      PC Safeguard Valuesof Constitution 3,000
    Agnes Scott College
    141 E College Avenue
    Decatur,GA30030
      PC General Fund 1,000
    Animal Protection of New Mexico Inc
    Post Office Box 11395
    Albuquerque,NM871920395
      PC Animal Protection Programs 17,500
    Anti-Defamation League of San Diego
    605 Third Avenue
    New York,NY101583560
      PC Annual Appeal 4,000
    Arts Council for Fairfax County
    2667 Prosperity Avenue Suite A
    Fairfax,VA22031
      PC Arts and EducationProgram 1,500
    ARWNY
    Post Office Box 428
    East Amherst,NY14051
      PC Senior AkitaRescue 1,000
    Asheville Arts Museum
    Post Office Box 1717
    Asheville,NC28802
    NONE PC General Fund 50
    Assistance Dogs of the West
    Post Office Box 31027
    Sante Fe,NM87594
      PC Service DogTraining 15,000
    Assistance League of Greater Wilmington
    420 Eastwood Road Suite 107
    Wilmington,NC28403
      PC Backback Program"Operation School Bell" 1,000
    Barrio Logan College Institute
    1625 Newton Avenue Suite 200
    San Diego,CA92113
      PC College Prep for Low IncomeStudents 1,000
    Blowing Rock Art & History Museum
    Post Office Box 828
    Blowing Rock,NC28605
      PC Art and HistoryExhibits 1,500
    Boys and Girls Club of Greater Washington
    8380 Colesville Road Suite 600
    Silver Spring,MD20910
      PC Youth Programsand Services 5,000
    Boys and Girls Club of Transylvania
    Post Office Box 1360
    Brevard,NC28712
      PC 2020 MovingMountains Campaign 3,000
    Brevard Music Center
    Post Office Box 312
    Brevard,NC28712
      PC Annual Fund andParker Concert Hall Initiative 21,000
    Brigade Boys & Girls Club
    2759 Vance Street
    Wilmington,NC28412
      PC Support of #OurKids 1,500
    Building Bridges Across the River
    1901 Mississippi Avenue SE
    Washington,DC20020
      PC General Operations and THEARC 10,000
    Burgwin-Wright Museum
    224 Market Street
    Wilmington,NC28401
      PC Historic Preservation andEducation 1,000
    Campbell University Inc
    Post Office Box 116
    Buies Creek,NC27506
      PC Law EndowedScholarship Fund 5,000
    Cape Fear Academy
    3900 South College Road
    Wilmington,NC28412
      PC Annual Fund, andAlumni FundPrograms 6,500
    Cape Fear Community College Foundation
    411 North Front Street
    Wilmington,NC28401
      PC Holiday Helpers 662
    Cape Fear Council - Boy Scouts of America
    Post Office Box 7156
    Wilmington,NC28406
      PC General Fund 5,000
    Cape Fear Literacy Council
    1012 South 17th Street
    Wilmington,NC28401
      PC Adult LiteracyEducation andESL Program 4,000
    Cape Fear Musuem
    814 Market Street
    Wilmington,NC28401
      PC Exhibits and Student OutreachPrograms 1,000
    Capital Area Food Bank
    4900 Puerto Rico Avenue NE
    Washington,DC20017
      PC Food Bank 4,000
    Casa de Ampara
    325 Buena Creek Road
    San Marcos,CA92069
      PC Treating andPreventingChild Abuse 10,000
    Chamber Dance Project
    700 12th Street NW Suite 700
    Washington,DC20005
      PC Artist Sponsorfor ClaudiaChudacoff 1,000
    Church of the Incarnation
    Post Office Box 729
    Highlands,NC28741
      PC Memorial Fund 1,000
    Clemson University Foundation
    Post Office Box 1889
    Clemson,SC29633
      PC Psychology Dept.Endowment 1,000
    Coach Bill Dooley Education Foundation
    6205 Ingleside Drive
    Wilmington,NC28409
      PC Student AthleticScholarships 2,500
    Coastal Therapeutic Riding Program
    8120 Sidbury Road
    Wilmington,NC28411
      PC Therapeutic RidingProgram forSpecial Needs Individuals 2,000
    Children's Museum of Wilmington
    116 Orange Street
    Wilmington,NC28401
      PC Arts Educationfor Children 1,000
    Columbus Jobs Foundation Inc
    Post Office Box 456
    Whiteville,NC28472
      PC Chef and FrogFood Project 5,000
    Community Boys and Girls Club of Wilmington
    Post Office Box 1612
    Wilmington,NC28402
      PC Youth Servicesand Programs 63,000
    Crossnore School and Children's Home
    Post Office Box 249
    Crossnore,NC28616
      PC General Fund 1,000
    Cucalorus Film Foundation
    815 Princess Street
    Wilmington,NC28401
      PC Annual FilmFestival to SupportFilmmakers and Artists 1,000
    Danny & Ron's Rescue
    Post Office Box 604
    Camden,SC29021
      PC Dog RescueProgram 1,000
    Dana-Farber Cancer Institute
    10 Brookline Place West 6th Floor
    Brookline,MA02445
      PC Dr. Winer's BreastCancer ResearchFund 10,000
    Doctors Without Borders
    40 Rector Street 16th Floor
    New York,NY10006
      PC World Wide EmergencyMedical Care 1,000
    Domestic Violence Shelter
    Post Office Box 1555
    Wilmington,NC28402
      PC Domestic ViolenceSupport andPrevention Programs 2,000
    Duke Children's Hospital
    Post Office Box 735
    Rolesville,NC27571
      PC Jump for theChildrenHorse Show 1,000
    Educational Foundation Inc
    Post Office Box 2446
    Chapel Hill,NC27515
      PC EndowmentScholarshipFund 10,000
    Ellie White Foundation for Rare Genetic Disorders
    Post Office Box 7074
    Golden,CO80403
      PC Medical Researchfor Wolfram Syndorme 3,000
    Environmental Defense Fund
    1875 Connecticut Avenue NW
    Washington,DC20009
      PC EnvironmentalProtection 1,000
    First Presbyterian Church
    125 South Third Street
    Wilmington,NC28401
      PC General Fund 10,000
    First Presbyterian Church Jacksonville
    400 Bayshore Boulevard
    Jacksonville,NC28540
      PC General Fund 3,000
    Friends of Camp Kirkwood
    265 Racine Drive Suite 203
    Wilmington,NC28403
      PC Pool ConstructionProject 160,000
    Friends of Oakdale Cemetery
    520 North 15th Street
    Wilmington,NC28401
      PC CemeteryRestoration andMaintenance 1,000
    Friends of Public Radio Inc
    254 N Front Street Suite 300
    Wilmington,NC28401
      PC WHQR CapitalCampaign 250
    Friends School of Wilmington
    207 Pine Grove Drive
    Wilmington,NC28403
      PC Building FriendsCapital Campaign 5,000
    GLOW NC
    4100 Sunglow Drive
    Wilmington,NC28405
      PC General Fund 1,000
    Good Friends of Wilmington
    Post Office Box 4222
    Wilmington,NC28406
      PC Supply Needsof the Poor 1,000
    Higher Education Works Foundation
    Post Office Box 10463
    Raleigh,NC27605
      PC Research RegardingEducation 2,500
    Hill School of Wilmington Inc
    3240 Burnt Mill Drive Suite 9a
    Wilmington,NC28403
      PC Education forStudents withLearning Disabilities 2,000
    Hope Community Church
    Post Office Box 7795
    Wilmington,NC28406
      PC General Fund 5,000
    Hope Reins
    8420 Wake Forest HWY
    Raleigh,NC27613
      PC Pairs Kids inCrisis withRescued Horses 2,000
    Jacobs & Cushman San Diego Food Bank
    9850 Distribution Avenue
    San Diego,CA92121
      PC Food Bank 10,300
    Jewish Family Services - San Diego
    8804 Balboa Avenue
    San Diego,CA92123
      PC CommunityAssistance 20,000
    Jo Ann Carter Harrelson Center
    20 North 4th Street Suite 215
    Wilmington,NC28401
      PC General Fund 1,000
    John F Kennedy Center for the Performing Arts
    2700 F Street NW
    Washington,DC20566
      PC Performing Artsand Education 4,000
    Johnson Chapel AME Zion Church
    Post Office Box 274
    Leland,NC28451
      PC Church Budget 2,000
    Kenan-Flagler Business School Foundation
    Campus Box 3490 - McColl Building
    Chapel Hill,NC27599
      PC Business SchoolFoundation 10,000
    Kids Making It
    617 Castle Street
    Wilmington,NC28401
      PC Woodworking forat-Risk Youth 3,500
    La Jolla Playhouse
    Post Office Box 12039
    La Jolla,CA92039
      PC Education,Outreach, andPerformance Programs 20,000
    Louise Wells Cameron Art Museum
    3201 South 17th Street
    Wilmington,NC28412
      PC Compass, Exhibitsand Programming 12,000
    Lower Cape Fear Historical Society
    126 S 3rd Street
    Wilmington,NC28401
      PC HistoricalPreservation and Education 500
    Lower Cape Fear LifeCare
    1414 Physicians Drive
    Wilmington,NC28401
      PC Patient Careand Support 500
    Lump to Laughter Inc
    Post Office Box 1295
    Wrightsville Beach,NC28480
      PC Breast CancerPatient Assistance 1,000
    McLean Project for the Arts
    1234 Ingleside Avenue
    McLean,VA22101
      PC Exhibits andEducation 500
    Meals on Wheels San Diego
    Post Office Box 371169
    San Diego,CA921371169
      PC Meals for Seniors 5,000
    Monarch School Project
    1625 Newton Avenue
    San Diego,CA92113
      PC Assist HomelessYouth 1,000
    Muddy Sneakers
    Post Office Box 146
    Brevard,NC28712
      PC Outdoor EducationProgram 500
    N Street Village Inc
    1333 N Street NW
    Washington,DC20005
      PC Community Serviceand Development 1,000
    National Wildlife Federation
    11100 Wildlife Center Drive
    Reston,VA201905362
      PC Wildlife Preservation 1,000
    National Resources Defense Council
    40 W 20th Street
    New York,NY10011
      PC EnvironmentalAction Group 1,000
    NC Zoological Society Inc
    4403 Zoo Parkway
    Ashboro,NC27203
      PC General Fund 1,000
    Neighbors in Ministry Inc
    Post Office Box 1036
    Brevard,NC28712
      PC Rise & ShineProgram 2,000
    New Hanover Humane Society
    2405 N 23rd Street
    Wilmington,NC28405
      PC Animal Shelter 500
    New Life Prison Ministries
    Post Office Box 7668
    Wilmington,NC28406
      PC Prison Ministry 500
    North Carolina Aquarium Society
    3125 Poplarwood Court Suite 160
    Raleigh,NC27604
      PC EducationalPrograms andExhibits 1,000
    North Carolina Museum of Art
    4630 Mail Service Center
    Raleigh,NC27699
      PC General OperationsFund 1,000
    NC State Engineering Foundation
    NCSU Campus Box 7207
    Raleigh,NC27695
      PC Chemical FundEngineering FundBusiness Fund 5,000
    One Ministries Inc (Unique Learning Center)
    Post Office Box 26089
    Washington,DC20001
      PC Inner CityYouth Program 22,000
    Opera Wilmington
    8700 Fazio Drive
    Wilmington,NC28411
      PC Opera Productions 2,000
    Philippians 3 Ministries Inc
    20 North 4th Street Suite 100
    Wilmington,NC28401
      PC CommunityAssistance 3,000
    Post Classical Ensemble Inc
    5104 44th Street NW
    Washington,DC20016
      PC General Fund 500
    Rescue Mission of the Cape Fear
    Post Office Box 1175
    Wilmington,NC28402
      PC Homeless Assistance 1,000
    Rocky Point Volunteer Fire Department
    Post Office Box 27
    Rocky Point,NC28457
      PC General Operations 1,000
    Salvation Army of Cape Fear
    820 North Second Street
    Wilmington,NC28401
      PC CommunityAssistance 31,000
    Salvation Army Women's Auxillary (Washington DC)
    2626 Pennsylvania Avenue NW
    Washington,DC20037
      PC Women's Auxillary 5,000
    San Diego Opera Assocation
    233 A Street Suite 500
    San Diego,CA92101
      PC Opera Performancesand Programs 15,000
    San Diego Rescue Mission
    Post Office Box 80427
    San Diego,CA921380427
      PC Assist Homeless 5,000
    San Miguel Community Foundation
    PMB 5-K - 220 N Zapata HWY 11
    Laredo,TX78043
      PC Cruz Rojo 8,000
    Sante Fe Animal Shelter Inc
    100 Caja del Rio Road
    Sante Fe,NM87507
      PC Animal Shelter 68,211
    Santa Fe Conservation Trust
    Post Office Box 23985
    Santa Fe,NM87502
      PC Land Conservation 18,000
    Santa Fe Wine and Chile Fiesta
    217 E Marcy Street
    Santa Fe,NM87501
      PC Fiesta Sponsorship 5,000
    Share Our Strength
    1030 15th Street NW Suite 1100W
    Washington,DC20005
      PC No Kid HungryProgram 4,000
    Signature Theatre
    4200 Campbell Avenue
    Arlington,VA22206
      PC Arts Programsand Services 1,000
    Sitar Arts Center
    1700 Kalorama Road NW - Suite 101
    Washington,DC20009
      PC Gala Fund 5,000
    SITE Santa Fe
    1606 Paseo De Peralta
    Santa Fe,NM87501
      PC 25th AnniversaryCelebration 2,500
    Smile Train
    41 Madison Avenue 28th Floor
    New York,NY10010
      PC Cleft Lip andPalate Surgeryfor Children 1,000
    So Others Might Eat (SOME)
    71 O Street NW
    Washington,DC20001
      PC Meals and Servicesfor the Less Fortunate 4,000
    ST Andrews Covenant Church
    1416 Market Street
    Wilmington,NC28401
      PC Operating Fund 5,000
    ST Andrews on the Sound Episcopal Church
    101 Airlie Road
    Wilmington,NC28403
      PC General Fund 500
    St James Parish
    25 South Third Street
    Wilmington,NC28401
      PC General Fund 10,000
    St Mary's School Development
    900 Hillsborough Street
    Raleigh,NC27603
      PC Annual Fund 1,000
    TFB Externship Academy
    622 N 4th Street
    Wilmington,NC28401
      PC WorkforceDevelopmentProgram 1,000
    Thalian Association Inc
    Post Office Box 1111
    Wilmington,NC28402
      PC Youth Theatre Program,Education Outreach,Productions 12,000
    Thalian Hall Center for the Performing Arts Inc
    Post Office Box 371
    Wilmington,NC28402
      PC Theatre Operations 2,000
    The Junior League of NC Inc
    3803 Wrightsville Avenue Unit 9
    Wilmington,NC28403
      PC Educational Programs for Youth 1,000
    The Merrie-Wood Fundation Inc
    100 Merrie-Woode Road
    Sapphire,NC28774
      PC Annual Fund andOperating Fund 2,000
    The Nature Conservancy
    4245 North Fairfax Drive Suite 100
    Arlington,VA22203
      PC Nature Conservation 1,000
    The Phillips Collection
    1600 Twenty-First Street - NW
    Washington,DC20009
      PC Arts and EducationPrograms 2,500
    The Scrap Exchange
    923 Franklin Street Bay 1
    Durham,NC27701
      PC Creative ReuseArt Center 25,000
    The Women's Center
    133 Park Street NE
    Vienna,VA22180
      PC Education andHuman Services 1,000
    Tryon Palace Foundation Inc
    Post Office Box 1007
    New Bern,NC28563
      PC EducationalCultural Programsand Exhibits 1,000
    UNC Baseball - Diamond Heels Club
    Post Office Box 2126
    Chapel Hill,NC275152126
      PC Diamond HeelsClub 1,000
    UNC Chapel Hill
    Post Office Box 309
    Chapel Hill,NC27514
      PC The Carolina Fund(University Development) 7,500
    UNC-W Foundation
    601 South College Road
    Wilmington,NC28403
      PC Foundation 5,000
    USA for UNHCR
    Post Office Box 9711452-1662800
    Washington,DC200777282
      PC Refugee Assistance 1,000
    Vista Hill Foundation
    8910 Clairemont Mesa Blvd
    San Diego,CA92123
      PC Disabilitiesand DisordersAssistance 15,000
    Washington Master Chorale Inc
    Post Office Box 53479
    Washington,DC20009
      PC Chorale Program 500
    Washington Performing Arts Society
    2000 L Street Suite 510
    Washington,DC20036
      PC Gala and Champion Fund 17,600
    Welcome Home Angel
    1028 S College Road
    Wilmington,NC28403
      PC Home Renovationsfor childrenwith injuries or illness 1,000
    Wilmington Jewish Film Festival Inc
    Post Office Box 7371
    Wilmington,NC28406
      PC Festival Sponsorship 1,000
    Wilmington Symphony Orchestra
    4608 Cedar Avenue 105
    Wilmington,NC28403
      PC Annual Campaign 1,000
    Working Films Inc
    602 South Fifth Avenue
    Wilmington,NC28401
      PC Film Projects 1,000
    World Vision
    Post Office Box 9716
    Federal Way,WA98063
      PC General Fund 2,000
    Wrightsville Beach Sea Turtle Project
    Post Office Box 114
    Wrightsville Beach,NC28480
      PC Sea TurtleProtection andEducation 1,000
    YMCA of Southeastern NC
    Post Office Box 3467
    Wilmington,NC28406
      PC Annual Campaign 2,500
    YMCA of Wilmington Inc
    Post Office Box 3467
    Wilmington,NC28406
      PC Capital Campaign 20,000
    Young Life Port City
    4822 College Acres Drive
    Wilmington,NC28403
      PC Youth Programsand Activities 2,500
    YWCA - Lower Cape Fear
    2815 South College Road
    Wilmington,NC28412
      PC Capital CampaignCommunity Programsand Services 15,000
    Total .................................bullet 3a 892,073
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-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 10,876  
    4 Dividends and interest from securities....     14 152,030  
    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 ............
        18 728,293  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aK-1 Income
        14 34,272  
    bOther Income     14 39  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   925,510  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    925,510
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-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 XVI-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 (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    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.
    Bullet Bullet
    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 PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  
    Part VI Line 7 -Original Return Overpayment: -15,825


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    DAN CAMERON FAMILY FOUNDATION INC
    EIN:
    56-2087335
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    RSM McGladrey, Inc. Accounting 1,890 945   945
    Donna Pardue Bookkeeping 1,000 500   500

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

    TY 2020 GainLossSaleOtherAssetsSch
    Name:
    DAN CAMERON FAMILY FOUNDATION INC
    EIN:
    56-2087335
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    Publicly Traded Securities   Purchased     2,428,163 2,348,962     79,201  
    nCino, Inc. QSBS Stock   Purchased 2020-01   650,206 1,114     649,092  

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    DAN CAMERON FAMILY FOUNDATION INC
    EIN:
    56-2087335
    Name of Bond End of Year Book Value End of Year Fair Market Value
    Charles Schwab Bond Funds (7761)- See Attached 65,667 65,667
    Charles Schwab Bond Funds (2718)- See Attached 324,542 324,542
    Charles Schwab Bond Funds (9882)- See Attached 227,684 227,684

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    DAN CAMERON FAMILY FOUNDATION INC
    EIN:
    56-2087335
    Name of Stock End of Year Book Value End of Year Fair Market Value
    Fidelity Investments (6433)- See Attached 522,342 522,342
    nCino, Inc. 7,966,983 7,966,983
    FNB Corporation 18,487 18,487
    Charles Schwab (2718)- See Attached 1,419,964 1,419,964

    TY 2020 InvestmentsOtherSchedule2
    Name:
    DAN CAMERON FAMILY FOUNDATION INC
    EIN:
    56-2087335
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    Hatteras Multi-Strategy Fund   77,946 77,946
    Wells Fargo Mutual Funds(7244) - See Attached   4,428,701 4,428,701
    Wells Fargo ETFs (7244) - See Attached   1,096,506 1,096,506
    Charles Schwab Equity Funds(7761) - See Attached   332,598 332,598
    Charles Schwab ETFs(7761) - See Attached   151,602 151,602
    Charles Schwab ETFs (9882) - See Attached   1,482,985 1,482,985
    Plexus Fund II, LP   5,717 5,717
    Plexus Fund III, LP   123,173 123,173
    Plexus Fund IV-B, LP   224,460 224,460
    Plexus Fund V-B, LP   84,586 84,586
    Laurenbridge Development Company   3,963 3,963
    Gallus Capital Debt Fund I, LP   53,493 53,493

    TY 2020 OtherExpensesSchedule
    Name:
    DAN CAMERON FAMILY FOUNDATION INC
    EIN:
    56-2087335
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Advertising 67 34   33


    TY 2020 OtherIncomeSchedule2
    Name:
    DAN CAMERON FAMILY FOUNDATION INC
    EIN:
    56-2087335
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    K-1 Income 34,272 32,196  
    Other Income 2,591 2,591  


    TY 2020 OtherIncreasesSchedule
    Name:
    DAN CAMERON FAMILY FOUNDATION INC
    EIN:
    56-2087335
    Description Amount
    2020 Fair Market Value Adjustment 6,666,632


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    DAN CAMERON FAMILY FOUNDATION INC
    EIN:
    56-2087335
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Cameron Management, Inc. Investment Management Fees 10,000 5,000   5,000
    Wells Fargo (7244) Investment Advisory Fees 30,100 30,100    
    Charles Schwab (7761) Investment Advisory Fees 11,909 11,909    
    Charles Schwab (2718 Investment Advisory Fees 10,871 10,871    
    Charles Schwab (9882) Investment Advisory Fees 2,360 2,360    
    Clearview Fiduciary Alliance Investment Advisory Fees 2,000 2,000    
    nCino Investment Fee 2,336 2,336    


    TY 2020 TaxesSchedule
    Name:
    DAN CAMERON FAMILY FOUNDATION INC
    EIN:
    56-2087335
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Foreign Tax 1,800 1,800    
    Federal Estimated Tax Payments 14,000