Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
CRAMPTON TRUST #1255000731
REGIONS BANK TRUSTEE
Number and street (or P.O. box number if mail is not delivered to street address)P O DRAWER 1628
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MOBILE, AL366331628
A Employer identification number

63-6181261
B Telephone number (see instructions)

(251) 690-1179
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$20,740,071
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 right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 526,752 523,853  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 599,262
b Gross sales price for all assets on line 6a 5,449,917
7 Capital gain net income (from Part IV, line 2)... 599,262
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,126,014 1,123,115  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 135,019 135,019   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 5,000 0   5,000
c Other professional fees (attach schedule).... 39,254 39,254   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 26,617 14,894   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 8,961 8,961   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 214,851 198,128   5,000
25 Contributions, gifts, grants paid....... 934,308 934,308
26 Total expenses and disbursements. Add lines 24 and 25 1,149,159 198,128   939,308
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -23,145
b Net investment income (if negative, enter -0-) 924,987
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 498,914 342,894 342,894
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 1,588,435 Click to see attachment
List of Attached Documents:
// Content
1,692,602
1,478,595
b Investments—corporate stock (attach schedule)....... 9,914,701 Click to see attachment
List of Attached Documents:
// Content
9,779,051
13,305,210
c Investments—corporate bonds (attach schedule)....... 5,698,422 Click to see attachment
List of Attached Documents:
// Content
5,863,246
5,575,272
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).......... 93,656 Click to see attachment
List of Attached Documents:
// Content
86,345
38,100
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) 17,794,128 17,764,138 20,740,071
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 17,794,128 17,764,138
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 17,794,128 17,764,138
30 Total liabilities and net assets/fund balances (see instructions). 17,794,128 17,764,138
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
17,794,128
2
Enter amount from Part I, line 27a .....................
2
-23,145
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
17,770,983
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
6,845
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
17,764,138
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES P    
b CAPITAL GAINS DIVIDENDS P    
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 5,294,811   4,850,655 444,156
b 155,106     155,106
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       444,156
b       155,106
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 599,262
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 12,857
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 12,857
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 12,857
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 10,723
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 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 10,723
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 4
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 2,138
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 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowAL
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowREGIONS BANK TRUST DEPARTMENT Telephone no.right arrow (251) 431-8309

Located atright arrow11 NORTH WATER STREET 28TH FLOORMOBILEAL ZIP+4right arrow36602
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
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 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position
(c) Compensation
(If not paid, enter
-0-)
(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
REGIONS BANK TRUSTEE
2.10
135,019 0 0
PO DRAWER 1628
MOBILE,AL366331628
T BESTOR WARD III DISTR. COMM.
0.15
0 0 0
450 ST LOUIS STREET
MOBILE,AL36602
GILBERT F DUKES JR DISTR. COMM.
0.15
0 0 0
3800 AIRPORT BLVD
MOBILE,AL36608
JOHN C JOHNSON DISTR. COMM.
0.15
0 0 0
15235 SCENIC HWY 98
FAIRHOPE,AL36532
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position
(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation
(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
20,382,734
b
Average of monthly cash balances.......................
1b
393,474
c
Fair market value of all other assets (see instructions)................
1c
803
d
Total (add lines 1a, b, and c).........................
1d
20,777,011
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
20,777,011
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
311,655
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
20,465,356
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,023,268
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
1,023,268
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
12,857
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
12,857
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,010,411
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,010,411
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
1,010,411
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
939,308
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
939,308
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2023
(c)
2023
(d)
2024
1 Distributable amount for 2024 from Part X, line 7 1,010,411
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 934,308
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 939,308
a Applied to 2023, but not more than line 2a 934,308
b Applied to undistributed income of prior years
(Election required—see instructions).....
Click to see attachment
List of Attached Documents:
// Content
0
c Treated as distributions out of corpus (Election
required—see instructions)........
0
d Applied to 2024 distributable amount..... 5,000
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 ..........
1,005,411
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) .......
0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed .....
         
d Amounts included in line 2c not used directly
for active conduct of exempt activities ..........
         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c ....
         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)
         
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed ..
         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) ....
         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)....
         
(3) Largest amount of support
from an exempt organization
         
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
REGIONS BANK ATTN ROGER COLE
PO DRAWER 1628
MOBILE,AL366331628
(251) 431-8309
bThe form in which applications should be submitted and information and materials they should include:
NO PRESCRIBED FORM
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
ONLY SECTION 501(C)(3) ORGANIZATIONS THAT ARE NOT PRIVATE FOUNDATIONS AND WHICH ARE LOCATED IN THAT PART OF SOUTHWEST ALABAMA, INCLUDING THE COUNTIES OF BALDWIN, CLARKE, ESCAMBIA, MOBILE, MONROE, AND WASHINGTON.
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
aPaid during the year

ALABAMA KIDNEY FOUNDATION

PO BOX 8481
MOBILE,AL36689
  PC FINANCIAL ASSISTANCE PROGRAM 5,000

AMERICAN RED CROSS

35 N SAGE AVENUE
MOBILE,AL36607
  PC BLOOD SERVICES PROGRAM 10,000

BAYSHORE CHRISTIAN SCHOOL FOUNDATION INC

316 PRESBYTERIAN DRIVE
FAIRHOPE,AL36532
  PC PHASE 3-FOR FUTURE GENERATIONS 50,000

BIG BROTHERS BIG SISTER OF CENTRAL GULF COAST

3 SOUTH ROYAL ST STE 300
MOBILE,AL36602
  PC END THE WAIT CAMPAIGN 25,000

BREAST CANCER RESEARCH FOUNDATION OF ALABAMA

4 OFFICE PARK CIRCLE
BIRMINGHAM,AL35223
  PC SUPPORT BREAST CANCER RESEARCH AT THE UNIVERSITY OF SOUTH ALABAMA MITCHELL CANCER INSTITUTE 5,000

CASA MOBILE INC

2315 COSTARIDES STREET
MOBILE,AL36617
  PC VOLUNTEER RECRUITMENT & TRAINING 10,000

COASTAL ALABAMA PARTNERSHIP

450 ST LOUIS STREET
MOBILE,AL36601
  PC COASTAL CONSERVATION 25,000

DAUPHIN ISLAND SEA LAB FOUNDATION

PO BOX 82151
MOBILE,AL36689
  PC ELEVEN PASSENGER VAN 20,000

DUMAS WESLEY COMMUNITY CENTER

126 MOBILE STREET
MOBILE,AL36607
  PC AFTER SCHOOL ACHIEVEMENT PROGRAM (ASAP) & SUMMER REC. PROGRAM 15,000

EXPLORE CENTER INC

PO BOX 1968
MOBILE,AL36633
  PC PROGRAMMING, EXHIBITIONS, AND OPERATIONS 75,000

FEEDING THE GULF COAST

5248 MOBILE ST
THEODORE,AL36582
  PC FIGHTING HUNGER IN SOUTH ALABAMA 15,000

FIRST LIGHT COMMUNITY OF MOBILE

151 S ANN ST
MOBILE,AL36604
  PC RENOVATIONS FOR A NEW HOME 40,000

FUSE PROJECT

PO BOX 1134
MOBILE,AL36633
  PC ABC EARLY LEARNING PROGRAM 25,000

GIRL SCOUTS OF SOUTHERN ALABAMA INC

3483 SPRINGHILL AVE
MOBILE,AL36608
  PC GIRL SCOUTS LEADERSHIP EXPERIENCE 3,000

GULF HEALTH HOSPITALS INC DBA THOMAS HOSPITAL

PO BOX 929
FAIRHOPE,AL36533
  PC ICU WOMEN'S AND CHILDREN'S RENOVATIONS 25,000

LIGHT OF THE VILLAGE

PO BOX 1641
BAY MINETTE,AL36507
  PC BRIGHT LIGHTS TUTORING PROGRAM 15,000

MCKEMIE PLACE

PO BOX 851418
MOBILE,AL36685
  PC CASE MANAGEMENT AND EMERGENCY SHELTER 10,000

MOBILE AREA COUNCIL BOY SCOUTS OF AMERICA

2587 GOVERNMENT ST
MOBILE,AL36606
  PC SUPPORT POSITIVE YOUTH DEVELOPMENT 15,000

MOBILE MUSEUM OF ART

4850 MUSEUM DR
MOBILE,AL36608
  PC PROGRAMMING OUTREACH AND COMMUNITY ENGAGEMENT DURING JUAN LOGAN'S ELEGIES EXHIBITION 75,000

MOBILE OPERA

257 DAUPHIN STREET
MOBILE,AL36602
  PC 2024-2025 SEASON 5,000

MOBILE SYMPHONY

257 DAUPHIN STREET
MOBILE,AL36602
  PC MUSIC EDUCATION PROGRAMS 10,000

MULHERIN CUSTODIAL HOME

2496 HALLS MILL RD
MOBILE,AL36606
  PC LIFE ESSNTIALS AND BUILDING MAINTENANCE 30,000

OZANAM CHARITABLE PHARMACY INC

2424 GORDON SMITH DR
MOBILE,AL36617
  PC MEDICATION DISPENSING PROGRAM 12,000

PRICHARD PREPARATORY SCHOOL

743 MT SINAI AVE
MOBILE,AL36612
  PC ACADEMIC BRIDGE PROGRAM 10,000

RANSOM MINISTRIES

320 S CRAFT HIGHWAY
CHICKASAW,AL36611
  PC REPROGRAM AND RECYCLING 15,000

RAPAHOPE CHILDREN'S RETREAT FOUNDATION

2701 AIRPORT BLVD
MOBILE,AL36606
  PC SUMMER CAMP FOR CHILDREN WITH CANCER 5,000

RONALD MCDONALD HOUSE CHARITIES OF MOBILE INC

1626 SPRINGHILL AVE
MOBILE,AL36604
  PC OPERATIONAL SUPPORT 10,000

SALVATION ARMY OF COASTAL ALABAMA

1009 DAUPHIN ST
MOBILE,AL36604
  PC PROJECT HOPE 47,696

SENIOR CITIZENS SERVICES BCA VIA HEALTH FITNESS AND ENRICHMENT CTR

1717 DAUPHIN ST
MOBILE,AL36604
  PC GYMNASIUM ROOF REPLACEMENT 25,000

SOUTHEASTERN DIABETES EDUCATION SERVICES INC

500 CHASE PARK S STE 104
HOOVER,AL35244
  PC CAMPE SEALE HARRIS AND COMMUNITY SUPPORT PROGRAMS FOR SOUTHWEST ALABAMA CHILDREN WITH DIABETES 8,000

SPRING HILL COLLEGE

4000 DAUPHIN ST
MOBILE,AL36608
  PC NURSING FACULTY CLINICAL TECHNOLOGY 25,000

ST LUKES EPISCOPAL SCHOOL

1400 UNIVERSITY BLVD S
MOBILE,AL36609
  PC STEM EXPANSION 25,000

THE CORE PROJECT

7125 HITT ROAD
MOBILE,AL36695
  PC EDUCATIONAL, CLINICAL AND LIFE SKILLS PROGRAMS 15,000

THE NATURE CONSERVANCY

118 N ROYAL ST
MOBILE,AL36602
  PC WATER PROTECTION PROJECTS 15,000

THE SHOULDER

31214 COLEMAN LN
SPANISH FORT,AL36527
  PC FURNITURE FOR MEN'S REHABILITATION FACILITY 10,000

UNITED WAY OF SOUTHWEST ALABAMA INC

218 ST FRANCIS ST
MOBILE,AL36602
  PC VITA PROPOSAL 5,000

UNIVERSITY OF SOUTH ALABAMA COLLEGE OF MEDICINE

650 CLINIC DR
MOBILE,AL36688
  PC GRANT DISTRIBUTION UNDER ART 4 SEC 7(D) LWT K.C. COCHRAN 18,612

UNIVERSITY OF SOUTH ALABAMA

650 CLINIC DR
MOBILE,AL36688
  PC CRAMPTON SCHOLARS PROGRAM 110,000

VICTORY HEALTH PARTNERS

3750 PROFESSIONAL PARKWAY
MOBILE,AL36609
  PC FOR GENERAL SUPPORT OF HEALTHCARE SERVICES 50,000

YOUNG LIFE MOBILE

PO BOX 851025
MOBILE,AL36685
  PC GENERAL PURPOSES 20,000
Total .................................right arrow 3a 934,308
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ...........
         
4 Dividends and interest from securities ....     14 526,752  
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 ............
    18 599,262  
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) .. 0 1,126,014 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,126,014
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow
Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
CRAMPTON TRUST #1255000731
 
REGIONS BANK TRUSTEE
EIN:
63-6181261
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
SMITH, DUKES & BUCKALEW - TAX RETURN PREPARATION 4,800 0   4,800
REGIONS BANK - TAX REPORT PROCESSING 200 0   200

TY 2024 AppliedToPriorYearElection
Name:
CRAMPTON TRUST #1255000731
 
REGIONS BANK TRUSTEE
EIN:
63-6181261
Election:
ELECTION UNDER IRC 4942(H)(2) AND REG 53.4942(A)-3(D)(2) ATTACHED.

TY 2024 InvestmentsCorpBondsSchedule
Name:
CRAMPTON TRUST #1255000731
 
REGIONS BANK TRUSTEE
EIN:
63-6181261
Name of Bond End of Year Book Value End of Year Fair Market Value
64000 AIR LEASE CORP 3.75% 01 JUN 2026 61,368 63,009
61000 AMERICAN TOWER CORP 5.8% 15 NOV 2028 61,170 62,627
60000 ANHEUSER-BUSCH INBEV WORLDWIDE INC 4.9% 23 JAN 2031 67,339 59,956
65000 AT&T INC 4.5% 15 MAY 2035 69,602 60,125
58000 BANK OF AMERICA CORP 6.11% 29 JAN 2037 70,731 60,162
64000 BANK OF AMERICA CORP VARIABLE 3.559% 23 APR 2027 63,594 62,972
65000 BANK OF NEW YORK MELLON CORP/THE .75% 28 JAN 2026 64,645 62,447
70000 BERKSHIRE HATHAWAY FINANCE CORP 4.25% 15 JAN 2049 76,114 58,537
73000 BLACKROCK INC 1.9% 28 JAN 2031 69,340 61,524
62000 BP CAPITAL MARKETS AMERICA INC 3.796% 21 SEP 2025 61,896 61,720
65000 CAPITAL ONE FINANCIAL CORP 3.65% 11 MAY 2027 64,208 63,278
66000 CHARLES SCHWAB CORP .9% 11 MAR 2026 64,429 63,146
63000 CITIGROUP INC VARIABLE 4.542% 19 SEP 2030 61,976 61,217
75000 COMCAST CORP 3.75% 01 APR 2040 74,929 60,325
61000 DUKE ENERGY CORP 4.85% 05 JAN 2029 60,919 60,712
969000 FANNIE MAE POOL FN 257041 5.5% 01 JAN 2038 4,749 4,675
491000 FANNIE MAE POOL FN 357426 5% 01 SEP 2033 3,930 3,853
1031000 FANNIE MAE POOL FN 725228 6% 01 MAR 2034 6,498 6,606
308000 FANNIE MAE POOL FN 735580 5% 01 JUN 2035 3,379 3,335
1280000 FANNIE MAE POOL FN 745822 6% 01 SEP 2036 8,350 8,644
153000 FANNIE MAE POOL FN 865116 6% 01 FEB 2036 745 768
136000 FANNIE MAE POOL FN 878201 6% 01 SEP 2036 1,555 1,605
135000 FANNIE MAE POOL FN 928480 6% 01 JUL 2037 1,348 1,388
28000 FANNIE MAE POOL FN 946351 6% 01 SEP 2037 142 146
149000 FANNIE MAE POOL FN 950796 6% 01 OCT 2037 704 726
245000 FANNIE MAE POOL FN 985615 5.5% 01 APR 2034 1,636 1,637
65000 FANNIE MAE POOL FN AA7236 4% 01 JUN 2039 2,691 2,526
107000 FANNIE MAE POOL FN AB1500 4% 01 SEP 2040 4,065 3,782
124000 FANNIE MAE POOL FN AB9551 3% 01 JUN 2043 30,967 26,045
38000 FANNIE MAE POOL FN AE0103 6% 01 MAY 2039 728 749
108000 FANNIE MAE POOL FN AE0207 4.5% 01 NOV 2033 2,485 2,422
87000 FANNIE MAE POOL FN AE0981 3.5% 01 MAR 2041 5,326 4,817
233000 FANNIE MAE POOL FN AE3049 4.5% 01 SEP 2040 7,320 6,954
131000 FANNIE MAE POOL FN AE3066 3.5% 01 SEP 2025 288 287
119000 FANNIE MAE POOL FN AH6827 4% 01 MAR 2026 519 515
117000 FANNIE MAE POOL FN AJ7715 3% 01 DEC 2026 2,291 2,253
80000 FANNIE MAE POOL FN AJ9355 3% 01 JAN 2027 1,556 1,531
55000 FANNIE MAE POOL FN AL0393 4.5% 01 JUN 2041 3,402 3,277
145000 FANNIE MAE POOL FN AL1410 4.5% 01 DEC 2041 8,392 7,976
36000 FANNIE MAE POOL FN AL9994 2.5% 01 APR 2032 7,045 6,843
74000 FANNIE MAE POOL FN AO4144 4% 01 JUN 2042 4,435 4,143
67000 FANNIE MAE POOL FN AQ0546 3.5% 01 NOV 2042 7,619 6,958
52000 FANNIE MAE POOL FN AS6191 3.5% 01 NOV 2045 8,514 7,565
325000 FANNIE MAE POOL FN AS9585 4% 01 MAY 2047 78,250 72,313
65000 FANNIE MAE POOL FN AT2062 2.5% 01 APR 2028 4,009 3,895
124000 FANNIE MAE POOL FN AT2720 3% 01 MAY 2043 24,886 21,839
60000 FANNIE MAE POOL FN AU3735 3% 01 AUG 2043 11,742 10,367
150000 FANNIE MAE POOL FN AX5306 3.5% 01 JAN 2027 4,562 4,513
75000 FANNIE MAE POOL FN BC4745 3% 01 OCT 2046 24,264 22,284
108000 FANNIE MAE POOL FN BH9288 4% 01 FEB 2048 34,932 32,150
55000 FANNIE MAE POOL FN BM4075 3.5% 01 MAR 2032 2,690 2,660
121000 FANNIE MAE POOL FN CA0853 3.5% 01 DEC 2047 36,105 32,669
164000 FANNIE MAE POOL FN CA6635 2.5% 01 AUG 2050 95,184 88,075
114000 FANNIE MAE POOL FN CB3292 2.5% 01 APR 2052 84,740 74,604
200000 FANNIE MAE POOL FN FM1000 3% 01 APR 2047 54,360 46,889
175000 FANNIE MAE POOL FN FM1324 3% 01 NOV 2031 20,897 20,438
130000 FANNIE MAE POOL FN FM1456 2.5% 01 SEP 2028 20,362 19,813
184000 FANNIE MAE POOL FN FM3869 3% 01 JUN 2035 35,581 35,904
164000 FANNIE MAE POOL FN FM8779 2.5% 01 SEP 2051 110,412 105,075
88000 FANNIE MAE POOL FN FM8991 2.5% 01 SEP 2036 52,291 51,589
123000 FANNIE MAE POOL FN FS2009 3% 01 MAY 2052 93,780 85,027
55000 FANNIE MAE POOL FN FS4505 3% 01 JUN 2052 41,208 40,929
50000 FANNIE MAE POOL FN FS4568 3% 01 SEP 2037 37,367 37,308
103000 FANNIE MAE POOL FN FS4755 2.5% 01 JUN 2037 77,122 77,421
29000 FANNIE MAE POOL FN FS5979 2.5% 01 SEP 2036 22,345 22,103
118000 FANNIE MAE POOL FN MA0258 4.5% 01 DEC 2039 3,808 3,617
109000 FEDERAL HOME LOAN MORTGAGE CORP 6.25% 15 JUL 2032 137,075 120,803
69000 FIDELITY NATIONAL INFORMATION SERVICES INC 1.65% 01 MAR 2028 66,325 62,380
318000 FREDDIE MAC GOLD POOL FG G01840 5% 01 JUL 2035 3,377 3,336
164000 FREDDIE MAC GOLD POOL FG G04774 4.5% 01 JAN 2038 2,097 2,016
90000 FREDDIE MAC GOLD POOL FG G08344 4.5% 01 MAY 2039 1,465 1,414
70000 FREDDIE MAC GOLD POOL FG G08463 4% 01 OCT 2041 2,466 2,314
153000 FREDDIE MAC GOLD POOL FG G08681 3.5% 01 DEC 2045 19,080 16,987
125000 FREDDIE MAC GOLD POOL FG G14056 4% 01 AUG 2025 147 146
109000 FREDDIE MAC GOLD POOL FG G18536 2.5% 01 JAN 2030 9,941 9,492
295000 FREDDIE MAC GOLD POOL FG G18549 2.5% 01 APR 2030 33,594 31,641
20000 FREDDIE MAC GOLD POOL FG G18553 2.5% 01 MAY 2030 2,283 2,176
170000 FREDDIE MAC GOLD POOL FG G60138 3.5% 01 AUG 2045 40,597 37,025
188000 FREDDIE MAC GOLD POOL FG G67709 3.5% 01 MAR 2048 56,667 52,371
114000 FREDDIE MAC GOLD POOL FG J16353 3.5% 01 AUG 2026 1,171 1,160
137000 FREDDIE MAC GOLD POOL FG J17508 3% 01 DEC 2026 2,340 2,303
113000 FREDDIE MAC POOL FR RA6388 2.5% 01 DEC 2051 87,232 72,385
138000 FREDDIE MAC POOL FR RA6567 3% 01 DEC 2051 89,973 90,685
117000 FREDDIE MAC POOL FR SD0612 2.5% 01 NOV 2050 80,471 64,963
55000 FREDDIE MAC POOL FR SD1352 3.5% 01 JUL 2052 40,708 40,510
23000 FREDDIE MAC POOL FR SD2670 3.5% 01 JUN 2052 18,117 17,554
59000 FREDDIE MAC POOL FR SD5279 3% 01 AUG 2052 48,234 47,688
106000 FREDDIE MAC POOL FR SD7519 3.5% 01 MAY 2050 44,489 46,255
32000 FREDDIE MAC POOL FR SD7540 2.5% 01 MAY 2051 19,155 19,132
37000 FREDDIE MAC POOL FR SD7548 2.5% 01 NOV 2051 23,597 23,718
99000 FREDDIE MAC POOL FR SD7553 3% 01 MAR 2052 70,439 67,928
119000 FREDDIE MAC POOL FR ZK7591 2.5% 01 NOV 2028 10,730 10,267
95000 FREDDIE MAC POOL FR ZT1502 3.5% 01 NOV 2048 31,720 26,899
62000 GEORGIA POWER CO 5.004% 23 FEB 2027 62,050 62,462
62000 GILEAD SCIENCES INC 3.65% 01 MAR 2026 61,668 61,257
72000 GOLDMAN SACHS GROUP INC VARIABLE 2.65% 21 OCT 2032 68,490 60,857
61000 HOME DEPOT INC 4.875% 25 JUN 2027 60,805 61,578
66000 HSBC HOLDINGS PLC VARIABLE 3.973% 22 MAY 2030 64,826 62,298
76000 INTEL CORP 2% 12 AUG 2031 73,652 61,191
64000 INTERNATIONAL BUSINESS MACHINES CORP 3.45% 19 FEB 2026 63,530 63,146
66000 INTERNATIONAL BUSINESS MACHINES CORP 3.5% 15 MAY 2029 64,841 62,553
127000 JPMORGAN CHASE & CO VARIABLE 3.782% 01 FEB 2028 131,291 124,306
65000 KROGER CO 2.65% 15 OCT 2026 63,120 62,671
65000 LOWE'S COS INC 3.65% 05 APR 2029 66,227 61,907
66000 MOLSON COORS BEVERAGE CO 5% 01 MAY 2042 72,220 60,717
64000 MORGAN STANLEY VARIABLE 4.654% 18 OCT 2030 63,411 62,628
64000 ORACLE CORP 4.2% 27 SEP 2029 63,882 61,818
66000 PROCTER & GAMBLE CO 3% 25 MAR 2030 67,594 60,760
70000 SHELL FINANCE US INC 2.375% 07 NOV 2029 64,251 62,779
66000 SOUTHERN CO 3.7% 30 APR 2030 65,114 61,980
86000 SYSCO CORP 3.3% 15 FEB 2050 71,766 57,925
65000 TOYOTA MOTOR CREDIT CORP .8% 09 JAN 2026 64,670 62,631
65000 TRUIST FINANCIAL CORP 1.267% 02 MAR 2027 64,786 62,337
39672.407 ARTISAN HIGH INCOME FUND 354,671 361,019
34942.986 BRANDYWINEGLOBAL HIGH YIELD FUND 354,671 360,612
66000 TOYOTA MOTOR CREDIT CORP 1.125% 18 JUN 2026 64,548 62,854
65000 BANK OF NOVA SCOTIA 1.05% 02 MAR 2026 64,660 62,351
63000 LLOYDS BANKING GROUP PLC 4.375% 22 MAR 2028 62,179 61,532
62000 BANK OF NOVA SCOTIA 2.2% 03 FEB 2025 61,556 61,843
130000 ROYAL BANK OF CANADA .875% 20 JAN 2026 127,431 125,105
15197.522 VANGUARD EMERGING MARKETS BOND FUND 358,010 353,342

TY 2024 InvestmentsCorpStockSchedule
Name:
CRAMPTON TRUST #1255000731
 
REGIONS BANK TRUSTEE
EIN:
63-6181261
Name of Stock End of Year Book Value End of Year Fair Market Value
13 ASM INTERNATIONAL NV 5,572 7,399
168 CADENCE DESIGN SYSTEMS INC 49,214 50,477
388 CINTAS CORP 22,634 70,888
142 INTUIT INC 9,016 89,247
199 INTUITIVE SURGICAL INC 34,270 103,870
184 MASTERCARD INC 55,731 96,889
68 NETFLIX INC 50,507 60,610
813 NVIDIA CORP 17,231 109,178
45 O'REILLY AUTOMOTIVE INC 50,944 53,361
181 S&P GLOBAL INC 68,156 90,143
107 SERVICENOW INC 54,324 113,433
55 TRANSDIGM GROUP INC 70,208 69,700
1175 UNIVERSAL MUSIC GROUP NV 12,918 14,993
162 VISA INC 32,949 51,198
76 ADOBE INC 22,248 33,796
188 ALPHABET INC 19,142 35,588
564 ALPHABET INC 30,442 107,408
556 AMAZON.COM INC 30,675 121,981
169 AMERICAN EXPRESS CO 14,782 50,158
137 AMERICAN TOWER CORP 27,640 25,127
97 BERKSHIRE HATHAWAY INC 19,956 43,968
191 BROADCOM INC 30,459 44,281
667 CHARLES SCHWAB CORP 28,095 49,365
113 COSTCO WHOLESALE CORP 30,046 103,539
3312 HALEON PLC 22,980 31,596
98 HOME DEPOT INC 13,412 38,121
2285 INTEL CORP 85,001 45,814
2852 ISHARES CORE S&P 500 ETF 888,747 1,678,915
168 MARSH & MCLENNAN COS INC 16,622 35,685
959 MARVELL TECHNOLOGY INC 67,024 105,922
102 MCKESSON CORP 40,851 58,131
49 META PLATFORMS INC 5,511 28,690
323 MICROSOFT CORP 40,377 136,145
100 MOTOROLA SOLUTIONS INC 15,828 46,223
933 NIPPON SANSO HOLDINGS CORP 14,395 12,766
172 ORACLE CORP 9,382 28,662
83 PARKER HANNIFIN CORP 46,192 52,790
120 SHERWIN-WILLIAMS CO 27,344 40,792
129 STARBUCKS CORP 12,100 11,771
472 ZOETIS INC 51,390 76,903
250 AIR PRODUCTS AND CHEMICALS INC 48,976 72,510
1183 BANK OF AMERICA CORP 26,352 51,993
245 BECTON DICKINSON AND CO 58,833 55,583
223 CAPITAL ONE FINANCIAL CORP 32,441 39,765
286 CHEVRON CORP 25,991 41,424
964 COMCAST CORP 36,297 36,179
726 CONOCOPHILLIPS 27,997 71,997
606 CVS HEALTH CORP 42,879 27,203
80 DEERE & CO 19,390 33,896
93 ILLINOIS TOOL WORKS INC 13,947 23,581
266 JOHNSON & JOHNSON 37,773 38,469
469 JPMORGAN CHASE & CO 7,225 112,424
241 MERCK & CO INC 8,096 23,975
74 NORTHROP GRUMMAN CORP 23,530 34,727
297 PEPSICO INC 42,820 45,162
506 PROGRESSIVE CORP 53,571 121,243
322 RTX CORP 12,860 37,262
86 THERMO FISHER SCIENTIFIC INC 3,659 44,740
106 UNITEDHEALTH GROUP INC 33,301 53,621
639 US BANCORP 24,847 30,563
167 WALT DISNEY CO 20,277 18,595
1465 WILLIAMS COS INC 57,205 79,286
266 OTIS WORLDWIDE CORP 9,330 24,634
1364 UBER TECHNOLOGIES INC 69,622 82,276
5750.542 ARTISAN MID CAP FUND 230,430 239,338
285 AUTODESK INC 48,593 84,237
896 COSTAR GROUP INC 71,740 64,145
229 GENERAC HOLDINGS INC 25,185 35,506
418 HILTON WORLDWIDE HOLDINGS INC 88,163 103,313
348 TRADE DESK INC 45,838 40,900
210 VEEVA SYSTEMS INC 54,106 44,153
7652.708 VIRTUS KAR SMALL-CAP GROWTH FUND 256,304 255,677
297 WORKDAY INC 74,661 76,635
349 XPO INC 40,558 45,771
145 ALIGN TECHNOLOGY INC 40,402 30,234
324 BUREAU VERITAS SA 19,161 19,531
215 IMCD NV 16,343 15,968
11111 ISHARES CORE S&P MID-CAP ETF 429,535 692,326
6146 ISHARES CORE S&P SMALL-CAP ETF 399,617 708,142
779 VERALTO CORP 58,291 79,341
355 WEC ENERGY GROUP INC 29,165 33,384
142 WEST PHARMACEUTICAL SERVICES INC 43,330 46,514
642 EDISON INTERNATIONAL 36,966 51,257
3968 ISHARES S&P SMALL-CAP 600 VALUE ETF 377,417 430,964
13329.602 JOHN HANCOCK DISCIPLINED VALUE MID CAP FUND 352,006 359,099
85 MARTIN MARIETTA MATERIALS INC 26,321 43,903
743 MICROCHIP TECHNOLOGY INC 62,297 42,611
1131 SEMPRA ENERGY 70,149 99,211
193 TRAVELERS COS INC 26,811 46,492
415 3I GROUP PLC 8,196 9,379
474 ABB LTD SPONSORED ADR 11,495 25,459
155 ADIDAS AG 17,360 18,874
470 AIA GROUP LTD 15,938 13,545
832 AIR LIQUIDE SA 23,304 26,832
99 AON PLC 19,686 35,557
648 ASICS CORP 2,623 12,759
36 ASML HOLDING NV 26,420 24,951
262 ASTRAZENECA PLC 20,570 17,166
1299 BANKINTER SA 10,738 10,158
593 CAPGEMINI SE 22,904 19,249
52 CHUBB LTD 13,365 14,368
1549 CIE FINANCIERE RICHEMONT SA 21,772 23,514
792 COMPASS GROUP PLC 16,954 26,603
1079 CONTINENTAL AG 7,437 7,132
84 CRH PLC 6,504 7,772
306 CRODA INTERNATIONAL PLC 8,540 6,417
115 DBS GROUP HOLDINGS LTD 9,295 14,725
78 DIPLOMA PLC 15,014 16,648
79 DSV PANALPINA A/S 8,571 8,390
850 EPIROC AB 16,042 14,756
18528.422 EUROPACIFIC GROWTH FUND 862,861 996,459
1215 FANUC CORP 16,585 15,844
375 GILDAN ACTIVEWEAR INC 13,885 17,644
220 HALMA PLC 10,738 15,070
627 HEXAGON AB 6,170 5,935
139 HOYA CORP 14,969 17,236
50 ICON PLC 9,990 10,486
1146 ING GROEP NV 15,521 17,958
343 JAMES HARDIE INDUSTRIES PLC 13,657 10,568
933 KAO CORP 7,632 7,539
457 KBC GROEP NV 16,689 17,626
487 LONDON STOCK EXCHANGE GROUP PLC 12,555 17,381
553 MITSUI FUDOSAN CO LTD 15,023 13,250
4634 MIZUHO FINANCIAL GROUP INC 19,413 22,660
117 MTU AERO ENGINES AG 12,852 19,385
1238 NITORI HOLDINGS CO LTD 18,200 14,658
430 NOMURA RESEARCH INSTITUTE LTD 11,528 12,633
751 NORDEA BANK ABP 8,699 8,178
382 NOVO NORDISK A/S 35,266 32,860
199 NXP SEMICONDUCTORS NV 24,408 41,362
1284 PUMA SE 6,022 5,817
895 RECRUIT HOLDINGS CO LTD 5,579 12,503
911 RELX PLC 22,414 41,378
1102 RENESAS ELECTRONICS CORP 8,819 6,970
387 RYANAIR HOLDINGS PLC 14,775 16,869
739 SAMPO OYJ 17,084 14,957
78 SAP SE 11,097 19,204
787 SHIN-ETSU CHEMICAL CO LTD 16,362 13,001
204 SIEMENS AG 19,094 19,723
461 SUNCOR ENERGY INC 8,695 16,448
284 SUZUKI MOTOR CORP 11,408 12,789
465 SYMRISE AG 14,286 12,281
203 TECHTRONIC INDUSTRIES CO LTD 13,541 13,319
502 THALES SA 12,326 14,342
178 TOKYO ELECTRON LTD 21,959 13,437
109 TRANE TECHNOLOGIES PLC 36,817 40,259
745 UNILEVER PLC 38,553 42,242
67887.906 VANGUARD DEVELOPED MARKETS INDEX FUND 959,955 1,042,758
126 VAT GROUP AG 6,577 4,748
15737.658 ARTISAN DEVELOPING WORLD FUND 216,390 340,720
273 DISCO CORP 8,081 7,254
27909.97 GQG PARTNERS EMERGING MARKETS EQUITY FUND 494,006 461,631
15498.244 PZENA EMERGING MARKETS VALUE FUND/USA 197,603 184,119
9405.516 VANGUARD EMERGING MARKETS STOCK INDEX FUND/US 344,955 345,841
429 EXPERIAN PLC 18,361 18,331

TY 2024 InvestmentsGovtObligationsSch
Name:
CRAMPTON TRUST #1255000731
 
REGIONS BANK TRUSTEE
EIN:
63-6181261
US Government Securities - End of Year Book Value:

1,692,602
US Government Securities - End of Year Fair Market Value:

1,478,595
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2024 InvestmentsOtherSchedule2
Name:
CRAMPTON TRUST #1255000731
 
REGIONS BANK TRUSTEE
EIN:
63-6181261
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
BLACK WARRIOR COAL CO CAPITAL STOCK - 250 SHS AT COST 86,345 38,100

TY 2024 OtherDecreasesSchedule
Name:
CRAMPTON TRUST #1255000731
 
REGIONS BANK TRUSTEE
EIN:
63-6181261
Description Amount
BOOK/TAX TIMING DIFFERENCE 3,017
PARTNERSHIP ADJUSTMENT - FINAL 2023 3,828


TY 2024 OtherExpensesSchedule
Name:
CRAMPTON TRUST #1255000731
 
REGIONS BANK TRUSTEE
EIN:
63-6181261
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADR FEES 1,348 1,348   0
INVESTMENT EXPENSES 7,613 7,613   0


TY 2024 OtherProfessionalFeesSchedule
Name:
CRAMPTON TRUST #1255000731
 
REGIONS BANK TRUSTEE
EIN:
63-6181261
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MGT EXPENSE 39,254 39,254   0


TY 2024 TaxesSchedule
Name:
CRAMPTON TRUST #1255000731
 
REGIONS BANK TRUSTEE
EIN:
63-6181261
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN WITHHOLDING TAXES 14,894 14,894   0
EXCISE TAX PAYMENTS 11,723 0   0