Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
ALEXANDER MCCAUSLAND CHARITABLE
 
Number and street (or P.O. box number if mail is not delivered to street address)6325 S RAINBOW BLVD STE 300
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LAS VEGAS, NV89118
A Employer identification number

37-6437195
B Telephone number (see instructions)

(855) 739-2922
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$21,601,383J 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) 1,268,609
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 552,076 548,936  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 138,910
b Gross sales price for all assets on line 6a 1,316,701
7 Capital gain net income (from Part IV, line 2)... 138,910
8 Net short-term capital gain......... 0
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........ 1,959,595 687,846  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 181,201 135,901   45,300
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,106 0 0 1,106
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
15,259 15,259   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
9,930 5,321   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
757 757    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 208,253 157,238 0 46,406
25 Contributions, gifts, grants paid....... 856,500 856,500
26 Total expenses and disbursements. Add lines 24 and 25 1,064,753 157,238 0 902,906
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 894,842
b Net investment income (if negative, enter -0-) 530,608
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 763,402 334,092 334,092
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
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)....... 3,773,609 Click to see attachment
List of Attached Documents:
// Content
3,945,820 		9,098,637
c Investments—corporate bonds (attach schedule)....... 4,131,370 Click to see attachment
List of Attached Documents:
// Content
4,168,464 		4,023,873
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 6,496,481 Click to see attachment
List of Attached Documents:
// Content
7,179,086 		8,144,781
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 15,164,862 15,627,462 21,601,383
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 15,164,862 15,627,462
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)..... 15,164,862 15,627,462
30 Total liabilities and net assets/fund balances (see instructions). 15,164,862 15,627,462
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
15,164,862
2
Enter amount from Part I, line 27a .....................
2
894,842
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,714
4
Add lines 1, 2, and 3 ..........................
4
16,061,418
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
433,956
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
15,627,462
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 68. AIRBUS SE - UNSP ADR   2022-05-19 2023-01-25
b 418. BRITISH AMERICAN TOBACCO P.L.C - ADR     2023-01-25
c 50. DEUTSCHE POST AG ADR   2019-12-11 2023-01-25
d 179.36 FHLMC POOL #ZA2576 3.500% 10/01/25   2012-08-21 2023-01-25
e 57.08 FHLMC POOL #ZS5884 4.500% 5/01/24   2012-02-24 2023-01-25
7. GOLDMAN SACHS GROUP INC   2020-11-16 2023-01-25
11. LOCKHEED MARTIN CORP   2013-01-28 2023-01-25
12. LOWES COS INC   2022-05-19 2023-01-25
10. LOWES COS INC   2020-03-19 2023-01-25
32. MERCK & CO INC NEW   2014-05-05 2023-01-25
69. SIEMENS AG - SPONSORED ADR     2023-01-25
131. TJX COMPANIES INC   2021-03-01 2023-01-25
25. TOKYO ELECTRON LTD-UNSP ADR   2022-04-13 2023-01-25
43. UNILEVER PLC - ADR   2020-06-08 2023-01-25
380.99 GNMA II POOL #MA0756 2.500% 2/20/28   2013-03-06 2023-02-20
208.83 FHLMC POOL #ZA2576 3.500% 10/01/25   2012-08-21 2023-02-25
50.01 FHLMC POOL #ZS5884 4.500% 5/01/24   2012-02-24 2023-02-25
50.52 FNMA POOL AH6242 4.000% 4/01/26   2011-05-17 2023-02-25
40. BLACKROCK INC   2018-08-09 2023-03-06
275. BLACKSTONE INC   2021-02-18 2023-03-06
650. FIDELITY NATL INFORMATION SVCS INC     2023-03-06
660. HAIN CELESTIAL GROUP INC   2019-06-27 2023-03-06
49. ORGANON & CO   2016-02-08 2023-03-06
300. UNION PACIFIC CORP   2012-11-27 2023-03-06
685. MEDTRONIC PLC   2019-08-06 2023-03-06
1815. FLEXTRONICS INTL LTD     2023-03-06
307.85 GNMA II POOL #MA0756 2.500% 2/20/28   2013-03-06 2023-03-20
176.63 FHLMC POOL #ZA2576 3.500% 10/01/25   2012-08-21 2023-03-25
54.47 FHLMC POOL #ZS5884 4.500% 5/01/24   2012-02-24 2023-03-25
54.16 FNMA POOL AH6242 4.000% 4/01/26   2011-05-17 2023-03-25
14. ABBVIE INC   2022-05-19 2023-04-03
90. DEUTSCHE TELEKOM AG - ADR   2021-06-22 2023-04-03
214. DEUTSCHE POST AG ADR   2019-12-11 2023-04-03
15. JOHNSON & JOHNSON   2022-06-24 2023-04-03
31. LVMH MOET HENNESSY UNSP ADR - ADR     2023-04-03
12. LOCKHEED MARTIN CORP   2013-01-28 2023-04-03
18. SAP SE   2021-04-19 2023-04-03
152. STANLEY BLACK & DECKERINC.     2023-04-03
239. TOTAL S.A. - ADR     2023-04-03
347.08 GNMA II POOL #MA0756 2.500% 2/20/28   2013-03-06 2023-04-20
199.05 FHLMC POOL #ZA2576 3.500% 10/01/25   2012-08-21 2023-04-25
49.17 FHLMC POOL #ZS5884 4.500% 5/01/24   2012-02-24 2023-04-25
73.46 FNMA POOL AH6242 4.000% 4/01/26   2011-05-17 2023-04-25
40000. BOEING CO 4.508% 5/01/23   2022-07-07 2023-05-01
316.99 GNMA II POOL #MA0756 2.500% 2/20/28   2013-03-06 2023-05-20
140.34 FHLMC POOL #ZA2576 3.500% 10/01/25   2012-08-21 2023-05-25
50.34 FHLMC POOL #ZS5884 4.500% 5/01/24   2012-02-24 2023-05-25
50.68 FNMA POOL AH6242 4.000% 4/01/26   2011-05-17 2023-05-25
30. ASTRAZENECA PLC ADR   2022-02-14 2023-06-09
20. MERCK & CO INC NEW   2014-05-05 2023-06-09
19. NESTLE S.A. REGISTERED SHARES - ADR   2022-08-31 2023-06-09
506. NORDEA BANK ABP - SPON ADR   2021-06-22 2023-06-09
12. PEPSICO INC   2022-03-14 2023-06-09
31. PROCTER & GAMBLE CO   2020-06-08 2023-06-09
822. RECKITT BENCKIS/S ADR   2021-12-06 2023-06-09
113. ROCHE HOLDINGS LTD - ADR   2022-11-02 2023-06-09
110. ROCHE HOLDINGS LTD - ADR   2009-06-16 2023-06-09
264. SUMITOMO TRUST AND BANKING ADR   2018-05-17 2023-06-09
54. TOKYO ELECTRON LTD-UNSP ADR     2023-06-09
64. UNILEVER PLC - ADR   2020-06-08 2023-06-09
35. COCA-COLA EUROPACIFIC PARTNE     2023-06-09
97. MEDTRONIC PLC   2022-08-31 2023-06-09
33. MEDTRONIC PLC   2020-03-19 2023-06-09
279.66 GNMA II POOL #MA0756 2.500% 2/20/28   2013-03-06 2023-06-20
165.76 FHLMC POOL #ZA2576 3.500% 10/01/25   2012-08-21 2023-06-25
40.96 FHLMC POOL #ZS5884 4.500% 5/01/24   2012-02-24 2023-06-25
50.06 FNMA POOL AH6242 4.000% 4/01/26   2011-05-17 2023-06-25
100000. US TREASURY NOTE 1.375% 6/30/23   2022-04-27 2023-06-30
1460. CVS HEALTH CORPORATION     2023-07-14
655. WALT DISNEY CO   2013-04-18 2023-07-14
665. HASBRO INC   2021-05-12 2023-07-14
1155. LAS VEGAS SANDS CORP   2016-04-27 2023-07-14
1265. SYSCO CORP     2023-07-14
396. VERIZON COMMUNICATIONS     2023-07-17
338.79 GNMA II POOL #MA0756 2.500% 2/20/28   2013-03-06 2023-07-20
154.95 FHLMC POOL #ZA2576 3.500% 10/01/25   2012-08-21 2023-07-25
45.49 FHLMC POOL #ZS5884 4.500% 5/01/24   2012-02-24 2023-07-25
50.59 FNMA POOL AH6242 4.000% 4/01/26   2011-05-17 2023-07-25
25000. MITSUBISHI UFJ FIN 3.761% 7/26/23   2019-05-30 2023-07-26
25000. ETRADE FINANCIAL CO 4.500% 6/20/28   2019-05-30 2023-07-28
289.61 GNMA II POOL #MA0756 2.500% 2/20/28   2013-03-06 2023-08-20
180.11 FHLMC POOL #ZA2576 3.500% 10/01/25   2012-08-21 2023-08-25
43.49 FHLMC POOL #ZS5884 4.500% 5/01/24   2012-02-24 2023-08-25
51.27 FNMA POOL AH6242 4.000% 4/01/26   2011-05-17 2023-08-25
328.43 GNMA II POOL #MA0756 2.500% 2/20/28   2013-03-06 2023-09-20
143.39 FHLMC POOL #ZA2576 3.500% 10/01/25   2012-08-21 2023-09-25
40.39 FHLMC POOL #ZS5884 4.500% 5/01/24   2012-02-24 2023-09-25
52.93 FNMA POOL AH6242 4.000% 4/01/26   2011-05-17 2023-09-25
41. SANDOZ GROUP AG ADR     2023-10-10
306.55 GNMA II POOL #MA0756 2.500% 2/20/28   2013-03-06 2023-10-20
.4 SANDOZ GROUP AG ADR   2012-07-27 2023-10-24
178.59 FHLMC POOL #ZA2576 3.500% 10/01/25   2012-08-21 2023-10-25
31.19 FHLMC POOL #ZS5884 4.500% 5/01/24   2012-02-24 2023-10-25
48.86 FNMA POOL AH6242 4.000% 4/01/26   2011-05-17 2023-10-25
100000. US TREASURY NOTE 2.750% 11/15/23     2023-11-15
256.17 GNMA II POOL #MA0756 2.500% 2/20/28   2013-03-06 2023-11-20
30000. STATE STREET CORP 3.700% 11/20/23   2016-03-14 2023-11-20
127.55 FHLMC POOL #ZA2576 3.500% 10/01/25   2012-08-21 2023-11-25
35.76 FHLMC POOL #ZS5884 4.500% 5/01/24   2012-02-24 2023-11-25
49.11 FNMA POOL AH6242 4.000% 4/01/26   2011-05-17 2023-11-25
50000. BAKER HUGHES LLC/CO- 1.231% 12/15/23   2022-04-26 2023-12-15
293.56 GNMA II POOL #MA0756 2.500% 2/20/28   2013-03-06 2023-12-20
50000. SYNCHRONY FINANCIAL 2.875% 10/28/31   2022-04-22 2023-12-20
61. ANALOG DEVICES INC   2017-09-01 2023-12-21
11. CME GROUP INC   2022-06-24 2023-12-21
51. COMCAST CORP CLASS A   2019-03-25 2023-12-21
53. MOTOROLA SOLUTIONS, INC.     2023-12-21
356. PFIZER INC   2023-01-25 2023-12-21
52. QUALCOMM INC     2023-12-21
20. RPM INTERNATIONAL INC   2019-08-07 2023-12-21
128. SCHNEIDER ELECTRIC SE - ADR   2023-04-03 2023-12-21
69. TOKYO ELECTRON LTD-UNSP ADR     2023-12-21
36. UNION PACIFIC CORP     2023-12-21
73. VINCI SA ADR   2021-04-01 2023-12-21
125.02 FHLMC POOL #ZA2576 3.500% 10/01/25   2012-08-21 2023-12-25
33.2 FHLMC POOL #ZS5884 4.500% 5/01/24   2012-02-24 2023-12-25
47.99 FNMA POOL AH6242 4.000% 4/01/26   2011-05-17 2023-12-25
132.85 FHLMC POOL #ZA2576 3.500% 10/01/25   2012-08-21 2023-12-31
29.95 FHLMC POOL #ZS5884 4.500% 5/01/24   2012-02-24 2023-12-31
74.07 FNMA POOL AH6242 4.000% 4/01/26   2011-05-17 2023-12-31
333.59 GNMA II POOL #MA0756 2.500% 2/20/28   2013-03-06 2023-12-31
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(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 2,222   1,920 302
b 15,789   17,528 -1,739
c 2,147   1,900 247
d 179   189 -10
e 57   61 -4
2,413   1,553 860
4,928   992 3,936
2,453   2,228 225
2,044   633 1,411
3,487   1,768 1,719
5,373   3,416 1,957
10,575   8,816 1,759
2,209   3,027 -818
2,152   2,304 -152
381   397 -16
209   220 -11
50   53 -3
51   53 -2
27,529   19,415 8,114
25,224   18,346 6,878
41,775   81,403 -39,628
11,448   14,028 -2,580
1,191   1,144 47
62,569   18,367 44,202
56,098   69,114 -13,016
42,418   29,134 13,284
308   321 -13
177   186 -9
54   58 -4
54   56 -2
2,215   2,120 95
2,178   1,925 253
9,867   8,132 1,735
2,325   2,706 -381
5,684   2,132 3,552
5,681   1,082 4,599
2,271   2,509 -238
12,071   25,972 -13,901
14,929   12,237 2,692
347   362 -15
199   210 -11
49   52 -3
73   77 -4
40,000   40,112 -112
317   331 -14
140   148 -8
50   54 -4
51   53 -2
2,216   1,711 505
2,191   1,105 1,086
2,259   2,235 24
5,249   5,651 -402
2,175   1,885 290
4,512   3,670 842
12,553   13,759 -1,206
4,418   4,695 -277
4,300   1,826 2,474
2,180   2,282 -102
3,670   4,245 -575
3,185   3,429 -244
2,221   1,310 911
8,045   8,590 -545
2,737   2,535 202
280   292 -12
166   175 -9
41   44 -3
50   52 -2
100,000   99,117 883
104,550   41,930 62,620
58,082   39,333 18,749
42,520   63,601 -21,081
70,224   52,844 17,380
92,785   61,749 31,036
13,168   21,507 -8,339
339   353 -14
155   163 -8
45   49 -4
51   53 -2
25,000   25,860 -860
25,169   25,862 -693
290   302 -12
180   190 -10
43   46 -3
51   53 -2
328   342 -14
143   151 -8
40   43 -3
53   55 -2
1,129   391 738
307   320 -13
11   5 6
179   188 -9
31   33 -2
49   51 -2
100,000   101,676 -1,676
256   267 -11
30,000   31,882 -1,882
128   134 -6
36   38 -2
49   51 -2
50,000   48,675 1,325
294   306 -12
39,246   41,335 -2,089
11,936   5,139 6,797
2,316   2,289 27
2,254   2,005 249
16,304   8,272 8,032
9,926   15,975 -6,049
7,377   5,973 1,404
2,232   1,354 878
5,058   4,227 831
6,008   2,944 3,064
8,575   7,365 1,210
2,266   1,936 330
125   132 -7
33   35 -2
48   50 -2
133   140 -7
30   32 -2
74   77 -3
334   348 -14
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
      282
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       302
b       -1,739
c       247
d       -10
e       -4
      860
      3,936
      225
      1,411
      1,719
      1,957
      1,759
      -818
      -152
      -16
      -11
      -3
      -2
      8,114
      6,878
      -39,628
      -2,580
      47
      44,202
      -13,016
      13,284
      -13
      -9
      -4
      -2
      95
      253
      1,735
      -381
      3,552
      4,599
      -238
      -13,901
      2,692
      -15
      -11
      -3
      -4
      -112
      -14
      -8
      -4
      -2
      505
      1,086
      24
      -402
      290
      842
      -1,206
      -277
      2,474
      -102
      -575
      -244
      911
      -545
      202
      -12
      -9
      -3
      -2
      883
      62,620
      18,749
      -21,081
      17,380
      31,036
      -8,339
      -14
      -8
      -4
      -2
      -860
      -693
      -12
      -10
      -3
      -2
      -14
      -8
      -3
      -2
      738
      -13
      6
      -9
      -2
      -2
      -1,676
      -11
      -1,882
      -6
      -2
      -2
      1,325
      -12
      -2,089
      6,797
      27
      249
      8,032
      -6,049
      1,404
      878
      831
      3,064
      1,210
      330
      -7
      -2
      -2
      -7
      -2
      -3
      -14
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 138,910
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 7,375
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 7,375
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 7,375
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 7,132
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 7,132
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 243
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowVA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. Click to see attachment
List of Attached Documents:
// Content
...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowWELLS FARGO BANK NA Telephone no.right arrow (800) 352-3705

Located atright arrow100 N MAIN ST FL 5D4001-052WINSTONSALEMNC ZIP+4right arrow271013818
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
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 ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
WELLS FARGO BANK N A TRUSTEE
1 		181,201    
100 N MAIN ST FL 5D4001-052
WINSTONSALEM,NC27101
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
19,688,595
b
Average of monthly cash balances.......................
1b
943,633
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
20,632,228
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
20,632,228
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
309,483
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
20,322,745
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,016,137
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
1,016,137
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
7,375
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
7,375
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,008,762
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,008,762
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,008,762
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
902,906
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
902,906
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 1,008,762
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 850,284
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 0
b From 2019...... 0
c From 2020...... 0
d From 2021...... 0
e From 2022...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 902,906
a Applied to 2022, but not more than line 2a 850,284
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 52,622
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		956,140
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019.... 0
b Excess from 2020.... 0
c Excess from 2021.... 0
d Excess from 2022.... 0
e Excess from 2023.... 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
Wells Fargo Philanthropic Services
100 N Main St D4001-065
WinstonSalem,NC27101
(888) 234-1999
bThe form in which applications should be submitted and information and materials they should include:
Apply online at www.wellsfargo.com/privatefoundationgrants/mccausland
cAny submission deadlines:
September 30
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Limited to programs supporting the care, protection, and prevention of cruelty to animals. The trust does not support organizations that engage in euthanasia.
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ROANOKE VALLEY HORSE RESCUE

1725 EDWARDSVILLE ROAD
HARDY,VA24101 		NONE PC EQUIPMENT AND FOOD SUPPLIES 15,000

FRIENDS OF ANIMALS INC

777 POST ROAD STE 205
DARIEN,CT06820 		NONE PC SPAY/NEUTER PRGRAM 10,000

UNIV OF VA MEDICAL SCHOOL FDN

1111 WEST MAIN STREET
CHARLOTTESVILLE,VA22903 		NONE PC ALLERGY FELLOWSHIP 45,000

BARN CAT BUDDIES

PO BOX 777
HARDY,VA24101 		NONE PC SAFE HAVEN FELINE PROJECT 10,000

SOUTHWEST VIRGINIA WILDLIFE

5985 COLEMAN ROAD
ROANOKE,VA24018 		NONE PC RAPTOR COMPOUND PROJECT 40,000

INTERNATIONAL FUND FOR ANIMAL WELFARE IN

290 SUMMER ST
YARMOUTH PORT,MA026751734 		NONE PC GENERAL OPERATING 20,000

SMILES FOREVER ANIMAL RESCUE

13 BRECKINRIDGE MILL RD
FINCASTLE,VA24090 		NONE PC SPAY/NEUTER AND ANIMAL 20,000

FARM SANCTUARY INC

3100 AIKENS ROAD PO BOX 150
WATKINS GLEN,NY148910000 		NONE PC GENERAL OPERATING 10,000

ALLEY CAT RESCUE INC

PO BOX 585
MT RAINIER,MD20712 		NONE PC COMMUNITY CAT PROGRAM 20,000

DEFENDERS OF WILDLIFE

1130 17TH STREET NW
WASHINGTON DC,DC20036 		NONE PC SECURING A SAFE FUTURE FOR 10,000

NATIONAL WILDLIFE FEDERATION

11100 WILDLIFE CENTER DR
RESTON,VA20190 		NONE PC ROANOKE SAFE HAVENS FOR 16,500

WASHINGTON HUMANE SOCIETY

71 OGLETHORPE ST NW
WASHINGTON,DC200112346 		NONE PC GENERAL OPERATING 15,000

HUMANE SOCIETY OF THE UNITED

2100 L ST NW 500
WASHINGTON DC,DC20037 		NONE PC ANIMAL RESCUE TEAM 50,000

ROANOKE VALLEY SPCA

1340 BALDWIN AVE NE
ROANOKE,VA24012 		NONE PC ANIMAL WELFARE PRGRAMS 200,000

HEALING STRIDES OF VA

PO BOX 456
BOONES MILL,VA240650000 		NONE PC GENERAL OPERATING 20,000

LEAGUE FOR ANIMAL PROTECTION

PO BOX 561
FINCASTLE,VA240900561 		NONE PC GENERAL OPERATING 25,000

BEDFORD HUMANE SOCIETY INC

829 OLE TURNPIKE DR
BEDFORD,VA245232409 		NONE PC GENERAL OPERATING 40,000

ASSISI ANIMAL CLINICS OF VIRGINIA INC

819 WALHALLA CT
ROANOKE,VA240194964 		NONE PC GENERAL OPERATING 45,000

BROOK HILL RETIREMENT CENTER

7289 BELLEVUE ROAD
FOREST,VA24551 		NONE PC HORSE RESCUE AND 20,000

UNITED ANIMAL NATIONS

1122 S ST
SACRAMENTO,CA95811 		NONE PC REDROVER RESPONDERS PROGRAM 10,000

AMERICAN HUMANE ASSOCIATION

1400 16TH NW ST STE 360
WASHINGTON,DC200360000 		NONE PC GENERAL OPERATING 10,000

ANIMAL LEGAL DEFENSE FUND

525 E COTATI AVE
COTATI,CA949314091 		NONE PC GENERAL OPERATING 20,000

LAST CHANCE FOR ANIMALS

8033 SUNSET BOULEVARD 835
LOS ANGELES,CA900460000 		NONE PC GENERAL OPERATING 20,000

ASPCA

424 EAST 92ND STREET
NEW YORK,NY10128 		NONE PC GENERAL OPERATING 20,000

BLUE RIDGE ZOOLOGICAL SOCIETY INC

2404 PROSPECT RD
ROANOKE,VA24014 		NONE PC GENERAL OPERATING 105,000

FRANKLIN COUNTY HUMANE SOCIETY INC

1222 W MAIN STREET PO BOX 400
UNION,MO63084 		NONE PC GENERAL OPERATING 40,000
Total .................................right arrow 3a 856,500
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 552,076  
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 ............ 		    18 138,910  
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) ..   690,986  
13Total. Add line 12, columns (b), (d), and (e)..................
13
690,986
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


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

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
ALEXANDER MCCAUSLAND CHARITABLE
 
Employer identification number

37-6437195
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
ALEXANDER MCCAUSLAND CHARITABLE
  		Employer identification number
37-6437195
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
MCCAUSLAND ALEXANDER TR FBO CAROL
6325 S RAINBOW BLVD STE 300
 
LAS VEGAS, NV89118

$ 34,874


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
MCCAUSLAND ALEXANDER TR FBO CAROL H
 
6325 S RAINBOW BLVD STE 300
 
LAS VEGAS, NV89118

$ 1,233,735


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
ALEXANDER MCCAUSLAND CHARITABLE
  		Employer identification number

37-6437195
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
2
 VARIOUS PUBLICLY TRADED SECURITIES $ 1,233,735 2023-01-24
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
ALEXANDER MCCAUSLAND CHARITABLE
  		Employer identification number

37-6437195
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
ALEXANDER MCCAUSLAND CHARITABLE
EIN:
37-6437195
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,106     1,106

TY 2023 InvestmentsCorpBondsSchedule
Name:
ALEXANDER MCCAUSLAND CHARITABLE
EIN:
37-6437195
Name of Bond End of Year Book Value End of Year Fair Market Value
594918BJ2 MICROSOFT CORP 40,829 39,043
68389XBM6 ORACLE CORP 60,686 56,891
857477AM5 STATE STREET CORP 3.    
46625HRV4 JPMORGAN CHASE & CO 47,776 47,629
773903AH2 ROCKWELL AUTOMATION 20,089 19,298
86562MBG4 SUMITOMO MITSUI FINL 21,172 19,586
037833BY5 APPLE INC 25,550 24,392
87612EBH8 TARGET CORP 43,767 38,484
38141GWB6 GOLDMAN SACHS GROUP 19,522 19,450
26078JAD2 DOWDUPONT INC 50,792 45,662
59156RBQ0 METLIFE INC 25,995 24,545
126650CX6 CVS HEALTH CORP 8,736 7,864
9128286T2 US TREASURY NOTE 2.3 131,086 115,860
912828WE6 US TREASURY NOTE 2.7    
3137EAEP0 FED HOME LN MTG CORP 104,659 96,541
10373QAT7 BP CAP MARKETS AMERI 24,989 24,182
822582BT8 SHELL INTERNATIONAL 24,980 24,096
912828U24 US TREASURY NOTE 2.0 126,900 118,174
92277GAG2 VENTAS REALTY LP 26,116 24,372
06051GFX2 BANK OF AMERICA CORP 19,492 19,461
036752AB9 ANTHEM INC 31,641 29,099
963320AW6 WHIRLPOOL CORP 55,830 49,790
20030NCT6 COMCAST CORP 65,921 54,234
808513AZ8 CHARLES SCHWAB CORP 20,834 19,401
026874CY1 AMERICAN INTL GROUP 20,456 19,941
9128286B1 US TREASURY NOTE 115,680 108,270
136385AV3 CANADIAN NATL RESOUR 25,650 24,591
606822BA1 MITSUBISHI UFJ FIN    
269246BS2 ETRADE FINANCIAL CO    
126117AS9 CNA FINANCIAL CORP 3 20,127 19,854
06406HCV9 BANK OF NEW YORK MEL 25,686 24,790
00206RML3 AT&T INC 45,044 42,101
89788JAA7 TRUIST BANK 61,184 57,314
13645RBD5 CANADIAN PACIFIC RAI 19,947 19,282
713448EQ7 PEPSICO INC 63,306 58,279
581557BQ7 MCKESSON CORP 50,007 46,357
666807BN1 NORTHROP GRUMMAN COR 32,197 28,667
91282CCS8 US TREASURY NOTE 58,540 49,648
110122DQ8 BRISTOL-MYERS SQUIBB 28,089 24,638
61761J3R8 MORGAN STANLEY 52,960 47,878
171239AG1 CHUBB INA HOLDINGS 27,622 24,680
91282CBL4 US TREASURY NOTE 23,801 20,868
097023CS2 BOEING CO    
9128285J5 US TREASURY NOTE 65,543 63,487
595112BV4 MICRON TECHNOLOGY IN 78,728 81,044
91324PDS8 UNITEDHEALTH GROUP 46,933 46,408
172967KA8 CITIGROUP INC 39,580 39,080
14040HCE3 CAPITAL ONE FINANCIA 47,890 47,674
912828Z94 US TREASURY NOTE 112,295 108,901
26441CAS4 DUKE ENERGY CORP 47,667 47,445
294429AV7 EQUIFAX INC 74,396 75,682
023135CH7 AMAZON.COM INC 49,226 47,629
22966RAH9 CUBESMART LP 62,737 66,226
912828S35 US TREASURY NOTE 1.3    
91282CEV9 US TREASURY NOTE 3.2 61,146 58,071
91282CDY4 US TREASURY NOTE 1.8 82,283 77,376
29444UBK1 EQUINIX INC 45,002 46,643
693506BU0 PPG INDUSTRIES INC 45,055 46,216
87165BAR4 SYNCHRONY FINANCIAL    
89236TGY5 TOYOTA MOTOR CREDIT 48,396 46,997
13607HR46 CANADIAN IMPERIAL BA 49,622 48,839
78016EZD2 ROYAL BANK OF CANADA 49,155 48,321
37045XDP8 GENERAL MOTORS FINL 42,849 44,387
91282CEP2 US TREASURY NOTE 59,883 55,598
9128282U3 US TREASURY NOTE 88,017 88,158
91282CEG2 US TREASURY NOTE 2.2 89,184 89,329
91282CEH0 US TREASURY NOTE 89,793 87,796
91282CEU1 US TREASURY NOTE 124,360 122,168
91282CEX5 US TREASURY NOTE 3.0 124,897 123,691
548661EH6 LOWE'S COS INC 47,306 46,794
37940XAF9 GLOBAL PAYMENTS INC 46,979 48,211
70450YAD5 PAYPAL HOLDINGS INC 52,139 52,237
91282CEF4 US TREASURY NOTE 2.5 88,084 86,017
91282CEW7 US TREASURY NOTE 3.2 141,846 136,812
001055BK7 AFLAC INC 48,202 50,760
05724BAB5 BAKER HUGHES LLC/CO-    
06051GKQ1 VR BANK OF AMERICA 61,926 61,957
097023DG7 BOEING CO 45,950 47,245
45866FAW4 INTERCONTINENTALEXCH 74,228 74,948
912828WJ5 US TREASURY NOTE 2.5 9,982 9,902
91282CFV8 US TREASURY NOTE 4.1 63,253 66,071
91282CHA2 US TREASURY NOTE 149,159 152,536
961214CX9 WESTPAC BANKING CORP 47,115 48,005

TY 2023 InvestmentsCorpStockSchedule
Name:
ALEXANDER MCCAUSLAND CHARITABLE
EIN:
37-6437195
Name of Stock End of Year Book Value End of Year Fair Market Value
126650100 CVS HEALTH CORPORATI    
742718109 PROCTER & GAMBLE CO 24,857 29,308
478160104 JOHNSON & JOHNSON 31,832 31,818
58933Y105 MERCK & CO INC NEW 39,582 86,453
539830109 LOCKHEED MARTIN CORP 2,074 10,425
594918104 MICROSOFT CORP 72,187 861,508
25243Q205 DIAGEO PLC - ADR 59,186 113,323
418056107 HASBRO INC 26,735 14,501
46625H100 JPMORGAN CHASE & CO 51,479 299,886
532457108 ELI LILLY & CO COM 26,231 134,072
097023105 BOEING CO 21,698 139,714
037833100 APPLE INC 13,819 853,871
65339F101 NEXTERA ENERGY INC 14,726 21,138
87612E106 TARGET CORP 63,396 93,428
91324P102 UNITEDHEALTH GROUP I 26,658 439,602
17275R102 CISCO SYSTEMS INC 44,690 118,671
054536107 AXA - ADR 20,038 26,409
251542106 DEUTSCHE BOERSE AG A 20,786 26,051
56501R106 MANULIFE FINANCIAL C 108,853 168,292
641069406 NESTLE S.A. REGISTER 17,517 25,323
66987V109 NOVARTIS AG - ADR 7,186 20,901
771195104 ROCHE HOLDINGS LTD - 4,498 9,818
867224107 SUNCOR ENERGY INC NE 64,496 72,250
89151E109 TOTALENERGIES SE -SP 148,601 181,454
20030N101 COMCAST CORP CLASS A 20,910 24,381
747525103 QUALCOMM INC 8,066 17,789
744573106 PUBLIC SVC ENTERPRIS 6,597 11,435
826197501 SIEMENS AG - SPONSOR 7,048 13,937
110448107 BRITISH AMERICAN TOB    
26441C204 DUKE ENERGY HOLDING 11,878 15,720
405217100 HAIN CELESTIAL GROUP    
80105N105 SANOFI-ADR 11,613 15,665
891160509 TORONTO DOMINION BK 86,618 95,638
907818108 UNION PACIFIC CORP 58,003 200,672
254687106 WALT DISNEY CO 6,005 9,029
517834107 LAS VEGAS SANDS CORP    
09247X101 BLACKROCK INC 83,868 154,242
150870103 CELANESE CORP 57,070 150,709
172967424 CITIGROUP INC. 74,737 76,646
502441306 LVMH MOET HENNESSY U 3,704 17,707
02079K107 ALPHABET INC CL C 65,092 535,534
883556102 THERMO FISHER SCIENT 37,405 156,583
911312106 UNITED PARCEL SERVIC 96,482 147,010
192446102 COGNIZANT TECH SOLUT 61,926 82,328
G25839104 COCA-COLA EUROPACIFI 14,338 25,895
H84989104 TE CONNECTIVITY LTD 55,863 117,318
032654105 ANALOG DEVICES INC 5,644 13,304
512807108 LAM RESEARCH CORP CO 39,856 168,401
11135F101 BROADCOM INC 62,647 262,319
92343V104 VERIZON COMMUNICATIO    
92826C839 VISA INC-CLASS A SHR 67,775 108,045
25157Y202 DEUTSCHE POST AG ADR 11,598 14,518
620076307 MOTOROLA SOLUTIONS,    
38141G104 GOLDMAN SACHS GROUP 8,655 15,045
654106103 NIKE INC CL B 53,653 77,628
889110102 TOKYO ELECTRON LTD-U 5,744 11,993
83175M205 SMITH & NEPHEW PLC - 12,523 9,112
09260D107 BLACKSTONE INC 70,685 166,923
749685103 RPM INTERNATIONAL IN 13,063 21,879
969457100 WILLIAMS COS INC 15,640 24,938
904767704 UNILEVER PLC - ADR 82,345 84,501
75513E101 RTX CORP 111,075 109,382
31620M106 FIDELITY NATL INFORM    
548661107 LOWES COS INC 3,923 13,798
94106L109 WASTE MANAGEMENT INC 103,118 176,414
86562M209 SUMITOMO TRUST AND B 15,497 20,928
H2906T109 GARMIN LTD 81,249 101,547
871829107 SYSCO CORP    
87807B107 TC ENERGY CORP 19,517 19,076
09857L108 BOOKING HOLDINGS INC 75,234 159,625
285512109 ELECTRONIC ARTS INC 74,339 101,923
G5960L103 MEDTRONIC PLC 9,985 10,709
Y2573F102 FLEX LTD 21,967 55,133
686330101 ORIX CORPORATION - A 13,214 16,250
459506101 INTERNATIONAL FLAVOR 26,132 20,647
609207105 MONDELEZ INTERNATION 84,611 145,222
00287Y109 ABBVIE INC 89,934 118,707
872540109 TJX COMPANIES INC 21,895 41,370
756255204 RECKITT BENCKIS/S AD    
68622V106 ORGANON & CO    
251566105 DEUTSCHE TELEKOM AG 20,147 22,079
65558R109 NORDEA BANK ABP - SP 11,582 12,848
803054204 SAP SE ADR 20,711 25,971
460690100 INTERPUBLIC GROUP CO 85,823 112,445
854502101 STANLEY BLACK & DECK    
G29183103 EATON CORP PLC 124,780 229,983
927320101 VINCI SA ADR 15,552 19,713
30303M102 META PLATFORMS INC 131,798 199,987
501044101 KROGER CO 22,000 21,301
7591EP100 REGIONS FINL CORP NE 12,485 10,833
12572Q105 CME GROUP INC 28,110 38,750
26875P101 EOG RESOURCES, INC 19,552 18,143
49271V100 KEURIG DR PEPPER INC 20,699 19,192
046353108 ASTRAZENECA PLC ADR 13,347 15,760
009279100 AIRBUS SE - UNSP ADR 11,604 15,852
713448108 PEPSICO INC 20,750 21,909
00724F101 ADOBE INC 90,610 104,405
007903107 ADVANCED MICRO DEVIC 59,151 106,872
166764100 CHEVRON CORP 37,676 35,351
372460105 GENUINE PARTS CO 11,056 11,080
437076102 HOME DEPOT INC 71,485 83,172
580135101 MCDONALDS CORP 85,642 85,988
718172109 PHILIP MORRIS INTERN 25,557 23,990
80687P106 SCHNEIDER ELECTRIC S 9,807 11,948
81783H105 SEVEN & I HOLDINGS C 16,684 16,011
855244109 STARBUCKS CORP COM 83,275 78,728
92334N103 VEOLIA ENVIRONNEMENT 14,375 14,614
98978V103 ZOETIS INC 1,696 5,921

TY 2023 InvestmentsOtherSchedule2
Name:
ALEXANDER MCCAUSLAND CHARITABLE
EIN:
37-6437195
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
872365713 TCW EMRG MRKTS INC-P AT COST 943,060 780,400
46429B366 ISHARES CMBS ETF AT COST 96,678 93,580
3138A75C8 FNMA POOL AH6242 4.0 AT COST 1,102 1,043
464287606 ISHARES S&P MID-CAP AT COST 775,994 1,259,598
36179MZV5 GNMA II POOL #MA0756 AT COST 10,229 9,434
464287705 ISHARES S&P MID-CAP AT COST 878,401 1,436,904
02508H311 AMER CENT SM CAP GRW AT COST 425,364 448,089
922042858 VANGUARD FTSE EMERGI AT COST 418,607 369,900
46090F100 INVESCO OPTIMUM YIEL AT COST 377,739 435,575
31641Q755 FIDELITY NEW MRKTS I AT COST 459,140 398,020
464287804 ISHARES CORE S&P SMA AT COST 404,464 497,950
922908512 VANGUARD MID-CAP VAL AT COST 782,969 870,060
74440Y884 PGIM HIGH YIELD-Q 10 AT COST 617,196 573,074
31329K2H6 FHLMC POOL #ZA2576 AT COST 2,190 2,046
00143W859 INV OPP DEVELOP MRKT AT COST 482,747 479,493
3132A6RD7 FHLMC POOL #ZS5884 AT COST 130 121
19248X604 COHEN & STEERS PR SE AT COST 57,047 50,612
256210105 DODGE & COX INCOME F AT COST 55,000 46,772
464287226 ISHARES CORE U.S. AG AT COST 57,660 49,625
464287465 ISHARES MSCI EAFE ET AT COST 27,018 37,675
464288687 ISHARES PREFERRED & AT COST 23,022 20,274
693390700 PIMCO TOTAL RET FD-I AT COST 60,000 53,328
693390841 PIMCO HIGH YIELD FD- AT COST 68,000 63,398
77956H534 T ROWE PR EMERG MKTS AT COST 67,782 59,508
921937827 VANGUARD SHORT TERM AT COST 38,208 38,510
922908629 VANGUARD MIDCAP VIPE AT COST 49,339 69,792

TY 2023 OtherDecreasesSchedule
Name:
ALEXANDER MCCAUSLAND CHARITABLE
EIN:
37-6437195
Description Amount
MUTUAL FUND TIMING ADJ 292
CY PURCHASE OF ACCRUED INTEREST 1,553
PY RETURN OF CAPITAL ADJUSTMENT 6,430
TAX LOT BASIS ADJUSTMENT 197
EXCESS FMV OVER BASIS OF ASSETS CONTRIB. 424,095
PY PENDING SALES 18
COST BASIS ADJ 1,371


TY 2023 OtherExpensesSchedule
Name:
ALEXANDER MCCAUSLAND CHARITABLE
EIN:
37-6437195
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES - ADR FEES 757 757   0


TY 2023 OtherIncreasesSchedule
Name:
ALEXANDER MCCAUSLAND CHARITABLE
EIN:
37-6437195
Description Amount
PY PURCHASE OF ACCRUED INTEREST 1,714


TY 2023 OtherProfessionalFeesSchedule
Name:
ALEXANDER MCCAUSLAND CHARITABLE
EIN:
37-6437195
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 15,259 15,259    


TY 2023 SubstantialContributorsSch
Name:
ALEXANDER MCCAUSLAND CHARITABLE
EIN:
37-6437195
Name Address
MCCAUSLAND ALEXANDER TR FBO CAROL H
  		6325 S RAINBOW BLVD STE 300
LAS VEGAS,NV89118


TY 2023 TaxesSchedule
Name:
ALEXANDER MCCAUSLAND CHARITABLE
EIN:
37-6437195
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 4,315 4,315   0
FEDERAL ESTIMATES - PRINCIPAL 4,609 0   0
FOREIGN TAXES ON NONQUALIFIED 1,006 1,006   0