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
CHATHAM FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)C/O FIRST CITIZENS BANK PO BOX 295
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
RALEIGH, NC27626
A Employer identification number

56-0771852
B Telephone number (see instructions)

(919) 716-8722
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$6,408,770J 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... 151,527 151,147  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 318,739
b Gross sales price for all assets on line 6a 1,659,985
7 Capital gain net income (from Part IV, line 2)... 318,739
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........ 470,266 469,886  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
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
750 750 0 0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
37,304 37,304   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
4,191 4,191   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).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 42,245 42,245 0 0
25 Contributions, gifts, grants paid....... 437,386 437,386
26 Total expenses and disbursements. Add lines 24 and 25 479,631 42,245 0 437,386
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -9,365
b Net investment income (if negative, enter -0-) 427,641
c Adjusted net income (if negative, enter -0-)... 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......... 162,931 172,687 172,687
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)....... 3,694,222 Click to see attachment
List of Attached Documents:
// Content
3,589,090 		4,430,497
c Investments—corporate bonds (attach schedule)....... 1,753,830 Click to see attachment
List of Attached Documents:
// Content
1,839,545 		1,805,586
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)..........     0
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) 5,610,983 5,601,322 6,408,770
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........ 5,610,983 5,601,322
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)..... 5,610,983 5,601,322
30 Total liabilities and net assets/fund balances (see instructions). 5,610,983 5,601,322
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
5,610,983
2
Enter amount from Part I, line 27a .....................
2
-9,365
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
885
4
Add lines 1, 2, and 3 ..........................
4
5,602,503
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,181
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,601,322
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 5. ISHARES 10-20 YEAR TREASURY BOND ETF   2023-01-26 2024-01-16
b 273. ISHARES TR CORE MSCI EAFE ETF   2022-07-19 2024-01-16
c 2278. J P MORGAN EXCHANGE TRADED FD US VALUE FACTR     2024-01-16
d 3768. J P MORGAN EXCHANGE-TRADED FD TR US QUALITY FACTOR ETF     2024-01-16
e 1599. J P MORGAN EXCHANGE-TRADED FD TR US QUALITY FACTOR ETF   2022-07-19 2024-01-16
320.383 MFS INTERNATIONAL EQUITY FUND CL R6 #403   2023-01-26 2024-01-16
12. PROSHARES TR DJ BROOKFIELD GLOBAL INFRASTRUCTURE ETF   2022-10-18 2024-01-16
324. SPDR BLOOMBERG HIGH YIELD BOND ETF     2024-01-16
496.195 TRANSAMERICA INTERNATIONAL EQUITY FUND - IS #1170   2023-04-10 2024-01-16
1791. VANECK J.P. MORGAN EM LOCAL CURRENCY BOND ETF     2024-01-16
9. VANGUARD INTL EQUITY INDEX FDS GLOBAL EX-US REAL ESTATE INDEX FD   2023-10-17 2024-01-16
41.133 ARTISAN INTERNATIONAL SMALL-MID FUND INSTL #2467   2022-04-05 2024-02-09
54.084 WILLIAM BLAIR SMALL CAP GROWTH FUND CL I #1778   2023-01-26 2024-02-09
146.747 DRIEHAUS EMERGING MARKETS GROWTH FUND - INST #23   2023-04-10 2024-02-09
526.994 GOLDMAN SACHS EMERGING MARKETS EQUITY INSIGHTS FUND CLASS R6 #     2024-02-09
40. ISHARES CORE U.S. AGGREGATE BOND ETF   2023-01-03 2024-02-09
97. ISHARES RUSSELL MID-CAP VALUE ETF   2022-05-23 2024-02-09
121. ISHARES RUSSELL MID-CAP GROWTH ETF   2022-05-19 2024-02-09
440. ISHARES TR RUSSELL 200 VALUE NDEX FD     2024-02-09
653. ISHARES RUSSELL TOP 200 GROWTH ETF     2024-02-09
120. ISHARES TR CORE MSCI EAFE ETF   2022-07-19 2024-02-09
59. ISHARES INC CORE MSCI EMKT   2023-02-03 2024-02-09
181. J P MORGAN EXCHANGE TRADED FD US VALUE FACTR   2023-07-18 2024-02-09
98.453 MFS INTERNATIONAL EQUITY FUND CL R6 #403   2023-01-26 2024-02-09
37.623 THRIVENT SMALL CAP STOCK FUND CL S #94   2023-07-18 2024-02-09
99.701 TRANSAMERICA INTERNATIONAL EQUITY FUND - IS #1170   2023-04-10 2024-02-09
22. VANGUARD SCOTTSDALE FDS VNG RUS2000IDX   2023-01-26 2024-02-09
75.442 DRIEHAUS EMERGING MARKETS GROWTH FUND - INST #23   2023-04-10 2024-07-16
364. ISHARES RUSSELL MID-CAP VALUE ETF   2022-05-23 2024-07-16
407. ISHARES TR RUSSELL 200 VALUE NDEX FD   2022-06-24 2024-07-16
390. ISHARES RUSSELL TOP 200 GROWTH ETF   2022-05-19 2024-07-16
332. ISHARES INC CORE MSCI EMKT   2023-02-03 2024-07-16
4295. J P MORGAN EXCHANGE TRADED FD US VALUE FACTR     2024-07-16
104.446 PEAR TREE POLARIS FGN VAL SM CAP R6 #1046   2022-04-05 2024-07-16
540.453 ARTISAN INTERNATIONAL SMALL-MID FUND INSTL #2467   2022-04-05 2024-10-16
18.059 WILLIAM BLAIR SMALL CAP GROWTH FUND CL I #1778   2023-01-26 2024-10-16
127.694 DRIEHAUS EMERGING MARKETS GROWTH FUND - INST #23   2023-04-10 2024-10-16
1256.108 GOLDMAN SACHS EMERGING MARKETS EQUITY INSIGHTS FUND CLASS R6     2024-10-16
58.647 HOTCHKIS & WILEY SMALL CAP DIVERSIFIED VALUE FUND CLASS Z   2023-07-18 2024-10-16
560. ISHARES CORE U.S. AGGREGATE BOND ETF   2023-01-03 2024-10-16
46. ISHARES RUSSELL MID-CAP VALUE ETF   2022-05-23 2024-10-16
1200. ISHARES TR RUSSELL 200 VALUE NDEX FD     2024-10-16
123. ISHARES INC CORE MSCI EMKT   2024-01-16 2024-10-16
1241. ISHARES INC CORE MSCI EMKT     2024-10-16
763.108 PEAR TREE POLARIS FGN VAL SM CAP R6 #1046   2022-04-05 2024-10-16
18. PROSHARES TR DJ BROOKFIELD GLOBAL INFRASTRUCTURE ETF   2024-07-16 2024-10-16
471. PROSHARES TR DJ BROOKFIELD GLOBAL INFRASTRUCTURE ETF     2024-10-16
52.158 THRIVENT SMALL CAP STOCK FUND CL S #94   2023-07-18 2024-10-16
900. VANGUARD INTL EQUITY INDEX FDS GLOBAL EX-US REAL ESTATE INDEX FD     2024-10-16
13. VANGUARD SCOTTSDALE FDS VNG RUS2000IDX   2023-01-26 2024-10-16
297. VANGUARD REAL ESTATE ETF     2024-10-16
336. VANGUARD REAL ESTATE ETF   2023-01-26 2024-10-16
32.632 WILLIAM BLAIR SMALL CAP GROWTH FUND CL I #1778   2023-01-26 2024-12-16
63. ISHARES RUSSELL MID-CAP VALUE ETF   2022-05-23 2024-12-16
182. ISHARES RUSSELL MID-CAP GROWTH ETF     2024-12-16
54. ISHARES TR RUSSELL 200 VALUE NDEX FD     2024-12-16
653. ISHARES RUSSELL TOP 200 GROWTH ETF   2022-05-19 2024-12-16
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 525   573 -48
b 18,764   16,289 2,475
c 86,472   79,685 6,787
d 180,827   159,721 21,106
e 76,736   61,503 15,233
10,374   9,820 554
541   495 46
30,608   29,806 802
9,780   9,572 208
44,455   45,590 -1,135
366   349 17
719   757 -38
1,788   1,678 110
5,277   4,859 418
4,295   5,256 -961
3,900   3,906 -6
11,242   10,708 534
13,234   9,901 3,333
31,367   27,763 3,604
124,924   86,164 38,760
8,401   7,160 1,241
2,937   2,980 -43
7,095   6,641 454
3,246   3,018 228
1,108   1,088 20
1,999   1,923 76
1,770   1,660 110
3,032   2,498 534
46,057   40,182 5,875
31,565   25,719 5,846
86,352   50,076 36,276
18,366   16,769 1,597
183,005   155,884 27,121
1,245   1,200 45
10,020   9,944 76
683   560 123
5,012   4,228 784
11,619   13,197 -1,578
780   759 21
55,933   54,679 1,254
6,158   5,078 1,080
99,380   75,581 23,799
7,005   5,959 1,046
70,678   62,683 7,995
8,936   8,768 168
921   842 79
24,098   21,453 2,645
1,764   1,508 256
41,121   34,984 6,137
1,191   981 210
28,927   23,050 5,877
32,725   29,629 3,096
1,317   1,012 305
8,533   6,955 1,578
24,360   14,905 9,455
4,412   3,359 1,053
158,570   83,845 74,725
      7,370
      7,370
      7,370
      7,370
      7,370
      7,370
      7,370
      7,370
      7,370
      7,370
      7,370
      7,370
      7,370
      7,370
      7,370
      7,370
      7,370
      7,370
      7,370
      7,370
      7,370
      7,370
      7,370
      7,370
      7,370
      7,370
      7,370
      7,370
      7,370
      7,370
      7,370
      7,370
      7,370
      7,370
      7,370
      7,370
      7,370
      7,370
      7,370
      7,370
      7,370
      7,370
      7,370
      7,370
      7,370
      7,370
      7,370
      7,370
      7,370
      7,370
      7,370
      7,370
      7,370
      7,370
      7,370
      7,370
      7,370
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       -48
b       2,475
c       6,787
d       21,106
e       15,233
      554
      46
      802
      208
      -1,135
      17
      -38
      110
      418
      -961
      -6
      534
      3,333
      3,604
      38,760
      1,241
      -43
      454
      228
      20
      76
      110
      534
      5,875
      5,846
      36,276
      1,597
      27,121
      45
      76
      123
      784
      -1,578
      21
      1,254
      1,080
      23,799
      1,046
      7,995
      168
      79
      2,645
      256
      6,137
      210
      5,877
      3,096
      305
      1,578
      9,455
      1,053
      74,725
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 318,739
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 5,944
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 5,944
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 5,944
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,452
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 1,452
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 4,492
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 arrow0 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (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 arrowNC
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 arrow  
14
The books are in care ofright arrowFIRST CITIZENS BANK, C/O ANDY JOHNSON Telephone no.right arrow (919) 716-8722

Located atright arrow8510 COLONNADE DRIVE - CLN 15RALEIGHNC ZIP+4right arrow27615
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
MR STEPHEN MOTSINGER PRESIDENT
1 		0    
440 FAX WELBORN ROAD
STATE ROAD,NC28676
MRS LOUISE NEAVES VICE PRESIDENT
1 		0    
P O BOX 249
STATE ROAD,NC28676
MR JAMES FREEMAN TREASURER & SECRETARY
1 		0    
P O BOX 347
ELKIN,NC28621
MR CHRIS CHATHAM TRUSTEE
1 		0    
236 CHATHAM ST
RONDA,NC28670
MR FRANK HENDRICK BOARD MEMBER
1 		0    
303 IVY CIRCLE
ELKIN,NC28621
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 arrow  
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
6,250,293
b
Average of monthly cash balances.......................
1b
192,049
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
6,442,342
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
6,442,342
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
96,635
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
6,345,707
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
317,285
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
317,285
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
5,944
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
5,944
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
311,341
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
311,341
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
311,341
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
437,386
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
437,386
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 7 311,341
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 12,584
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 0
e From 2023...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 437,386
a Applied to 2023, but not more than line 2a 12,584
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 311,341
e Remaining amount distributed out of corpus 113,461
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 5 113,461
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		113,461
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 113,461
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:
HANK DUNBAR
8510 COLONNADE DRIVE - CLN15
RALEIGH,NC27615
(919) 716-2115
bThe form in which applications should be submitted and information and materials they should include:
APPLICATION SHOULD BE IN LETER FORM WITH SUPPORTING DOCUMENTATION OF NON-PROFIT STATUS
cAny submission deadlines:
SEPTEMBER 1ST
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
There are no restrictions or limitations of awards, Director determined that, in general, grants will support economic de in the NC counties of Yadkin, Wilkes, Alleghany and Surry.
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

GRACE CLINIC

948 JOHNSON RIDGE RD
ELKIN,NC28621 		NONE PC GENERAL CHARITABLE DONATION 50,000

FRIENDS OF JONESVILLE PUBLIC LIBRARY

560 WINSTON RD
JONESVILLE,NC28642 		NONE PC BUILDING EXP & LIBRARY RENO 25,000

Reeves Downtown School of Music

129 CHURCH STREET PO BOX 977
Elkin,NC28621 		NONE PC GENERAL PURPOSE 30,000

BLUE & GOLD ALUM SCHOLARSHIP
ATTN MR DOUGLAS REINHARDT
147 E EDISON DRIVE
STATESVILLE,NC27018 		NONE PC EDUCATION 12,500

AAHGS of Surry County North Carolina

215 JONES SCHOOL RD
Mount Airy,NC27030 		NONE PC GENERAL PURPOSE 20,000

Elkin Jonesville Feed the Elderly

P O BOX 125
Elkin,NC28621 		NONE PC GENERAL PURPOSE 50,000

ELKIN ACADEMIC ENRICHMENT FDTN

202 W SPRING ST
Elkin,NC28621 		NONE PC GENERAL PURPOSES 32,976

ARLINGTON FIRE & RESCUE INC

321 S MAIN ST
JONESVILLE,NC28642 		NONE PC GENERAL PURPOSE 50,000

CHILDREN CENTER OF NORTHWEST NC

520 N MAIN ST
DOBSON,NC27017 		NONE PC GENERAL PURPOSE 25,000

TOWN OF ELKIN NC

226 N BRIDGE ST
ELKIN,NC28621 		NONE PC GENERAL PURPOSE 26,910

SURRY COUNTY HISTORICAL SOCIETY

225 WINDSOR PARK DR
DOBSON,NC27107 		NONE PC GENERAL PURPOSE 20,000

HOPE RECOVERY SERVICES INC

413 CEDAR BROOK RD
JONESVILLE,NC28642 		NONE PC GENERAL PURPOSE 10,000

PIEDMONT LAND CONSERVANCY
ATTN KEVIN REDDING
PO BOX 4025
GREENSBORO,NC27404 		NONE PC GENERAL PURPOSE 50,000

THE ARK (ECHO MINISTRY)

PO BOX 102
ELKIN,NC28621 		NONE PC GENERAL PURPOSE 10,000

ELKIN VALLEY TRAILS ASSOCIATION
ATTN MEGAN STAINBACK
PO BOX 91
ELKIN,NC28621 		NONE PC GENERAL PURPOSE 25,000
Total .................................right arrow 3a 437,386
bApproved for future payment
Total ................................. right arrow 3b  
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 ....     14 151,527  
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 ............ 		    18 318,739  
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) ..   470,266  
13Total. Add line 12, columns (b), (d), and (e)..................
13
470,266
(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:
CHATHAM FOUNDATION INC
EIN:
56-0771852
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 750 750    

TY 2024 InvestmentsCorpBondsSchedule
Name:
CHATHAM FOUNDATION INC
EIN:
56-0771852
Name of Bond End of Year Book Value End of Year Fair Market Value
AT&T INC SR GLBL 4.10% DTD 08/    
ABBVIE INC SR GLBL 3.20% DTD 0    
ALTRIA GROUP INC NT ACCD INVS    
AMERICAN HONDA FIN CORP MTN FR    
BANK AMER CORP FR 4.00% DTD 04    
BAYER US FIN II LLC 3.50% DTD    
CVS HEALTH CORP 4.30% DTD 03/0    
CITIGROUP INC SUB D NT 4.30% D    
COMCAST CORP NEW SR NT 4.15% D    
ERAC USA FINANCE COMPANY SR GL    
ENTERPRISE PRODS OPER LLC SR G    
GOLDMAN SACHS GROUP INC SR NT    
INTERNATIONAL BUSINESS MACHS S    
JPMORGAN CHASE & CO FR 3.125%    
LOCKHEED MARTIN CORP SR NT 3.3    
MORGAN STANLEY SR NT SER F 3.8    
NEXTERA ENERGY CAP HLDGS INC S    
SHERWIN WILLIAMS CO SR GLBL NT    
SHERWIN WILLIAMS CO SR GLBL NT    
SOUTHERN CALIF EDISON CO 1&REF    
SOUTHERN CALIF EDISON CO 1M GL    
TRUIST BK GLOBAL BK MED TERM N    
UNITEDHEALTH GROUP INC SR NT 2    
WELLS FARGO & CO NEW MEDIUM TE    
WILLIAMS PARTNERS L P SR GLBL    
CREDIT SUISSE AG NEW YORK FR 3    
EDF S A SR 144A 4.50% DTD 09/2    
SCHLUMBERGER FINANCE SR 144A N    
AMERICAN BEACON GARCIA HAMILTO    
BAIRD AGGREGATE BOND FUND INST    
VANGUARD SHORT TERM BOND INDEX    
WELLS FARGO CORE BOND FUND CLA    
AMERICAN EXPRESS CO SR GLBL 2.    
CHEVRON PHILLIPS CHEM CO LLC S    
DISNEY WALT CO SR GLBL NT 4.00    
DUKE ENERGY CORP NEW SR GLBL N    
GEORGIA PAC CORP SR 144A NT0.6    
TOYOTA MTR CR CORP FR 3.45% DT    
VERIZON COMMUNICATIONS INC SR    
VISA INC SR GLBL 1.90% DTD 04/    
VOLKSWAGEN GROUP AMER FIN LLC    
NTT FINANCE CORP SR 144A NT 0.    
PANASONIC CORP SR GLBL 144A2.5    
BAIRD INTERMEDIATE BOND FD INS    
ALLSPRING CORE BOND FUND R6 CL    
ISHARES CORE U.S. AGGREGATE BO 1,733,207 1,712,417
ISHARES 10-20 YEAR TREASURY BO 106,338 93,169
SPDR BLOOMBERG HIGH YIELD BOND    
VANECK J.P. MORGAN EM LOCAL CU    

TY 2024 InvestmentsCorpStockSchedule
Name:
CHATHAM FOUNDATION INC
EIN:
56-0771852
Name of Stock End of Year Book Value End of Year Fair Market Value
EATON CORP PLC SHS    
JOHNSON CTLS INTL PLC SHS    
MEDTRONIC PLC SHS    
TE CONNECTIVITY LTD REG SHS    
AT&T INC COM    
ABBVIE INC COM    
ACTIVISION BLIZZARD INC COM    
ALEXION PHARMACEUTICALS INC CO    
ALLSTATE CORP COM    
AMERICAN ELEC PWR INC COM    
ANTHEM INC COM    
BANK OF AMERICA CORP COM    
BAXTER INTL INC COM    
BERKSHIRE HATHAWAY INC DEL CL    
BEST BUY INC COM    
BOEING CO COM    
BRISTOL MYERS SQUIBB CO COM    
CME GROUP INC COM    
CVS HEALTH CORPORATION    
CARDINAL HEALTH INC COM    
CATERPILLAR INC COM    
CHEVRON CORP NEW COM    
CISCO SYS INC COM    
CITIGROUP INC COM NEW    
COLGATE PALMOLIVE CO COM    
COMCAST CORP CL A    
COSTCO WHSL CORP NEW COM    
DTE ENERGY CO COM    
DANAHER CORP COM    
DARDEN RESTAURANTS INC COM    
DELTA AIR LINES INC DEL COM NE    
DISNEY WALT CO COM    
DOMINION ENERGY, INC    
DUKE ENERGY CORP NEW COM    
EASTMAN CHEM CO COM    
ELECTRONIC ARTS INC COM    
EXXON MOBIL CORP COM    
FEDEX CORP COM    
FIDELITY NATL INFORMATION SVCS    
FIFTH THIRD BANCORP COM    
GALLAGHER ARTHUR J & CO COM    
GENERAL ELEC CO COM    
GLOBAL PMTS INC COM    
HP INC COM    
HARTFORD FINL SVCS GROUP INC C    
HOME DEPOT INC COM    
HONEYWELL INTERNATIONAL INC CO    
INTEL CORP COM    
INTERNATIONAL BUSINESS MACHS C    
JPMORGAN CHASE & CO COM    
JOHNSON & JOHNSON COM    
JUNIPER NETWORKS INC COM    
KIMBERLY CLARK CORP COM    
KIMCO RLTY CORP COM    
LILLY ELI & CO COM    
LIVE NATION ENTERTAINMENT, INC    
MARATHON PETE CORP COM    
MID-AMER APT CMNTYS INC COM    
MONDELEZ INTL INC COM    
MORGAN STANLEY COM NEW    
NORFOLK SOUTHN CORP COM    
NUCOR CORP COM    
ONEOK INC NEW COM    
PPL CORP COM    
PAYCHEX INC COM    
PEPSICO INC COM    
PFIZER INC COM    
PROCTER & GAMBLE CO COM    
QUEST DIAGNOSTICS INC COM    
REGIONS FINL CORP NEW COM    
REPUBLIC SVCS INC COM    
SNAP ON INC COM    
TARGET CORP COM    
3M CO COM    
UNITEDHEALTH GROUP INC COM    
UNUMPROVIDENT CORP COM    
VERIZON COMMUNICATIONS INC COM    
WALMART INC.    
WELLS FARGO & CO NEW COM    
WYNN RESORTS LTD COM    
XCEL ENERGY INC COM    
ARTISAN INTERNATIONAL SMALL-MI 51,912 53,302
ASHMORE EMERGING MARKETS ACTIV    
BALLIE GIFFORD EMERGING MARKET    
ISHARES MSCI EAFE INTERNATIONA    
BLACKROCK MID-CAP GROWTH EQUIT    
CARILLON CLARIVEST CAPITAL APP    
COHEN & STEERS REAL ESTATE SEC    
FEDERATED HERMES MDT SMALL CAP    
FIDELITY MID CAP VALUE INDEX F    
FIDELITY MID CAP GROWTH INDEX    
FIDELITY LARGE CAP VALUE INDEX    
GOLDMAN SACHS INTERNATIONAL SM    
GOLDMAN SACHS EMERGING MARKETS 168,171 164,694
T ROWE PRICE INSTITUTIONAL LAR    
WCM FOCUSED INTERNATIONAL GROW    
LAZARD INTERNATIONAL EQUITY IN    
MFS MID CAP VALUE R6    
MAINSTAY CBRE GLOBAL INFRASTRU    
NUANCE MID CAP VALUE FUND    
JACKSON SQUARE SMID-CAP GROWTH    
MORGAN STANLEY INST GROWTH IR    
NUVEEN GLOBAL INFRASTRUCTURE F    
PEAR TREE POLARIS FGN VAL SM C 55,543 54,103
PEAR TREE POLARIS FOREIGN VALU    
PIMCO STOCKSPLUS INTERNATIONAL    
PIMCO STOCKSPLUS SMALL FUND -    
PRINCIPAL REAL ESTATE SECURITI    
T ROWE PRICE MID-CAP GROWTH FU    
T ROWE PRICE EMERGING MARKETS    
TIAA-CREF EMERGING MARKETS EQU    
WELLS FARGO SPECIAL MID CAP VA    
ISHARES RUSSELL TOP 200 GROWTH    
PROSHARES TR DJ BROOKFIELD GLO    
ACCENTURE PLC CLASS A ORDINARY    
CONOCOPHILLIPS COM    
KYNDRYL HLDGS INC COMMON STOCK    
MCDONALDS CORP COM    
PHILIP MORRIS INTL INC COM    
SPYGLASS GROWTH FUND INST #421    
ALLSPRING SPECIAL MID CAP VALU    
INVESCO SMALL CAP VALUE FUND    
DELAWARE SMALL CAP GROWTH FUND    
WILLIAM BLAIR SMALL CAP GROWTH 47,776 53,581
DRIEHAUS EMERGING MARKETS GROW 89,681 100,180
HOTCHKIS & WILEY SMALL CAP 54,406 52,119
MFS INTERNATIONAL EQUITY FUND 227,374 238,409
THRIVENT SMALL CAP STOCK FUND 46,905 51,483
TRANSAMERICA INTERNATIONAL EQU 236,069 238,267
ISHARES RUSSELL MID-CAP VALUE 298,698 354,392
ISHARES RUSSELL MID-CAP GROWTH 169,916 220,545
ISHARES RUSSELL TOP 200 VALUE 682,289 824,283
ISHARES RUSSELL TOP 200 GROWTH 885,908 1,433,970
ISHARES TR CORE MSCI EAFE ETF 459,868 475,866
ISHARES INC CORE MSCI EMKT    
J P MORGAN EXCHANGE TRADED FD    
J P MORGAN EXCHANGE TRADED FD    
PROSHARES TR DJ BROOKFIELD GLO    
VANGUARD INTL EQUITY INDEX FDS    
VANGUARD SCOTTSDALE FDS VNG 44,491 51,722
VANGUARD REAL ESTATE ETF    
ARGA EMERGING MARKETS VALUE FU 70,083 63,581

TY 2024 OtherDecreasesSchedule
Name:
CHATHAM FOUNDATION INC
EIN:
56-0771852
Description Amount
COST BASIS ADJ - ROC & WASH SALES 272
2024 TRANSACTION POSTED IN 2025 909


TY 2024 OtherIncreasesSchedule
Name:
CHATHAM FOUNDATION INC
EIN:
56-0771852
Description Amount
2023 TRANSACTION POSTED IN 2024 885


TY 2024 OtherProfessionalFeesSchedule
Name:
CHATHAM FOUNDATION INC
EIN:
56-0771852
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 37,304 37,304    


TY 2024 TaxesSchedule
Name:
CHATHAM FOUNDATION INC
EIN:
56-0771852
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES ON QUALIFIED FOR 3,167 3,167   0
FOREIGN TAXES ON NONQUALIFIED 1,024 1,024   0