Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
WILLIAM B BRUMLOW CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address) P O BOX 11647
  Room/suite
City or town
BIRMINGHAM
State or province
AL
Country  
ZIP or foreign postal code
35202
A Employer identification number

61-6622319
B Telephone number (see instructions)

C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$1,967,143J 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 .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 49,158 48,464  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 68,486
b Gross sales price for all assets on line 6a 434,405
7 Capital gain net income (from Part IV, line 2)... 68,486
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)....... Click to see attachment
List of Attached Documents:
// Content
140 33  
12 Total. Add lines 1 through 11........ 117,784 116,983  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 24,523 19,618   4,905
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
2,620 0 0 2,620
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
2 2   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,808 981   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
14,176     7,180
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 44,129 20,601 0 14,705
25 Contributions, gifts, grants paid....... 90,974 90,974
26 Total expenses and disbursements. Add lines 24 and 25 ................ 135,103 20,601 0 105,679
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -17,319
b Net investment income (if negative, enter -0-) 96,382
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 16,632 79,167 79,167
3 Accounts receivable  
Less: allowance for doubtful accounts     0 0
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts 0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,420,402 Click to see attachment
List of Attached Documents:
// Content
1,400,395 		1,887,976
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)   61,049    
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,498,083 1,479,562 1,967,143
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe )    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,498,083 1,479,562
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)..... 1,498,083 1,479,562
30 Total liabilities and net assets/fund balances (see instructions). 1,498,083 1,479,562
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
1,498,083
2
Enter amount from Part I, line 27a .....................
2
-17,319
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
317
4
Add lines 1, 2, and 3 ..........................
4
1,481,081
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
1,519
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
1,479,562
Form 990-PF (2025)
Form 990-PF (2025)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 1000. BANK NOVA SCOTIA B C   2021-02-24 2025-01-08
b 1000. BLACKROCK INC   2020-04-27 2025-01-08
c 7. ADOBE SYS INC COM   2023-06-15 2025-02-04
d 22. FISERV INC COM   2021-03-11 2025-02-04
e 9. INTUIT   2019-06-27 2025-02-04
21. MERCK & CO INC   2022-03-07 2025-02-04
44. PULTE HOMES INC   2022-08-12 2025-02-04
7. SBA COMMUNICATIONS CORP NEW   2024-10-03 2025-02-04
20. SBA COMMUNICATIONS CORP NEW   2021-11-22 2025-02-04
6. UNITEDHEALTH GROUP INC   2020-02-18 2025-02-04
31. CHUBB LIMITED COM   2020-05-27 2025-02-04
5000. US TREASURY N/B .375% 30 SEP 2027   2021-01-11 2025-03-11
7000. US TREASURY N/B 4.5% 15 NOV 2025   2024-11-13 2025-03-11
16000. US TREASURY N/B 4% 15 JAN 2027   2024-01-17 2025-03-11
7000. US TREASURY N/B 3.75% 30 JUN 2030   2023-07-05 2025-03-12
1000. AMERICAN TOWER CORP 5.8% 15 NOV 2028   2023-09-13 2025-04-08
1000. ANHEUSER-BUSCH INBEV WORLDWIDE INC   2019-07-09 2025-04-08
1000. BANK AMER CORP   2020-04-07 2025-04-08
1000. BANK NEW YORK MELLON CORP MEDIUM TERM SR   2019-07-09 2025-04-08
1000. DUKE ENERGY CORP 4.85% 05 JAN 2029   2024-01-03 2025-04-08
1000. FIDELITY NATL INFORMATION SVCS INC   2021-02-25 2025-04-08
1000. GOLDMAN SACHS GROUP INC   2021-10-21 2025-04-08
1000. HSBC HLDGS PLC   2020-03-05 2025-04-08
1000. HOME DEPOT INC 4.875% 25 JUN 2027   2024-06-17 2025-04-08
1000. INTERNATIONAL BUSINESS MACHS CORP   2019-11-08 2025-04-08
1000. ORACLE CORP 4.2% 27 SEP 2029   2024-09-25 2025-04-08
1000. PROCTER & GAMBLE CO   2020-03-24 2025-04-08
1000. SHELL FINANCE US INC 2.375% 07 NOV 2029   2024-10-08 2025-04-08
1000. SOUTHERN CO   2020-04-01 2025-04-08
3000. US TREASURY N/B 2.875% 15 MAY 2043   2019-07-09 2025-04-08
2000. US TREASURY N/B 3% 15 FEB 2048   2024-09-13 2025-04-08
4000. US TREASURY N/B 1.25% 15 MAY 2050   2021-01-20 2025-04-08
1000. US TREASURY N/B 1.625% 15 AUG 2029   2022-05-24 2025-04-08
1000. US TREASURY N/B 1.25% 30 APR 2028   2021-05-20 2025-04-08
3000. US TREASURY N/B 3.875% 15 AUG 2033   2024-09-13 2025-04-08
3. FACEBOOK INC   2024-10-03 2025-04-29
1. FACEBOOK INC   2022-08-12 2025-04-29
6. NETFLIX COM INC   2023-06-15 2025-04-29
6. QUALCOMM INC   2024-08-07 2025-04-29
45. QUALCOMM INC   2020-04-21 2025-04-29
2. THERMO FISHER SCIENTIFIC INC   2024-08-07 2025-04-29
14. THERMO FISHER SCIENTIFIC INC   2019-06-27 2025-04-29
1000. US TREASURY N/B 1.625% 15 AUG 2029   2022-05-24 2025-05-07
1000. US TREASURY N/B 3.875% 15 AUG 2033   2024-09-13 2025-05-07
1000. CANADIAN PACIFIC RAILWAY 4.8% 30 MAR   2025-03-12 2025-06-06
1000. SCHWAB CHARLES CORP NEW   2020-12-09 2025-06-06
1000. TRUIST FINL CORP SR MED TERM NTS BOOK EN   2021-02-25 2025-06-06
1000. US TREASURY N/B 4% 15 JAN 2027   2025-04-08 2025-06-06
6. ALPHABET INC/CA   2024-06-06 2025-06-16
10. AMAZON COM INC   2025-02-07 2025-06-16
6. APPLE INC   2019-06-27 2025-06-16
8. CHEVRON CORP   2019-06-27 2025-06-16
1. COSTCO WHOLESALE CORP NEW   2023-10-06 2025-06-16
1. GOLDMAN SACHS GROUP INC   2021-01-14 2025-06-16
25. ISHARES CORE S&P MIDCAP ETF   2025-06-16 2025-06-16
7. ISHARES CORE S&P SMALL-CAP E   2025-06-16 2025-06-16
1042. ISHARES TR   2023-08-09 2025-06-16
57. ISHARES TR   2023-08-09 2025-06-16
2. JPMORGAN CHASE & CO   2024-06-06 2025-06-16
1. MASTERCARD INC   2021-11-19 2025-06-16
4. MICROSOFT CORP COM   2019-06-27 2025-06-16
12. NVIDIA CORP   2019-06-27 2025-06-16
2. S&P GLOBAL INC   2021-11-19 2025-06-16
1. XCEL ENERGY INC   2022-12-09 2025-06-16
5999.98833 US TREASURY N/B 2.875% 15 MAY 2043   2019-07-09 2025-06-26
3000.01167 US TREASURY N/B 2.875% 15 MAY 2043   2019-07-09 2025-06-26
10. ADOBE SYS INC COM   2023-06-15 2025-07-25
3. FACEBOOK INC   2022-08-12 2025-07-25
4. FISERV INC COM   2025-04-29 2025-07-25
36. FISERV INC COM   2024-06-06 2025-07-25
13. GE VERNOVA INC   2024-10-03 2025-07-25
1. NETFLIX COM INC   2023-06-15 2025-07-25
15. UNITEDHEALTH GROUP INC   2020-05-27 2025-07-25
37. ZOETIS INC   2019-06-27 2025-07-25
7000. US TREASURY N/B 4.5% 15 NOV 2025   2025-04-08 2025-07-30
4000. US TREASURY N/B 1.25% 30 APR 2028   2023-01-25 2025-08-11
3000. US TREASURY N/B 1.25% 30 APR 2028   2023-01-25 2025-08-12
1000. US TREASURY N/B 2.875% 15 MAY 2043   2019-07-09 2025-09-09
1000. US TREASURY N/B 4% 15 JAN 2027   2025-03-09 2025-09-09
1000. US TREASURY N/B 4% 15 JAN 2027   2024-01-17 2025-09-09
100. CHIPOTLE MEXICAN GRILL INC   2023-06-15 2025-09-19
27. NVIDIA CORP   2019-06-27 2025-09-19
7000. BP CAP MKTS AMER INC   2020-04-13 2025-09-22
5. ABBVIE INC   2025-04-29 2025-10-01
6. ALPHABET INC/CA   2024-06-06 2025-10-01
5. AMAZON COM INC   2025-02-07 2025-10-01
10. APPLE INC   2019-06-27 2025-10-01
3. BROADCOM INC   2025-09-19 2025-10-01
12. EXXON MOBIL CORP   2019-11-06 2025-10-01
22. FIFTH THIRD BANCORP   2024-08-07 2025-10-01
1. GOLDMAN SACHS GROUP INC   2024-08-07 2025-10-01
1. IRON MTN INC NEW   2024-08-07 2025-10-01
82. ISHARES CORE S&P MIDCAP ETF   2019-06-27 2025-10-01
66. ISHARES CORE S&P SMALL-CAP E   2019-06-27 2025-10-01
108. ISHARES INC   2019-06-27 2025-10-01
3. JPMORGAN CHASE & CO   2024-06-06 2025-10-01
1. LILLY ELI & CO   2019-06-27 2025-10-01
2. MASTERCARD INC   2021-11-19 2025-10-01
13. MERCK & CO INC   2022-03-07 2025-10-01
4. MICROSOFT CORP COM   2019-06-27 2025-10-01
2. NORFOLK SOUTHN CORP COM W/RIGHTS ATTACHED EXP 9/26/2010   2024-02-14 2025-10-01
12. NVIDIA CORP   2019-06-27 2025-10-01
4. SALESFORCE COM INC   2021-11-19 2025-10-01
7. TJX COMPANIES INC   2021-01-14 2025-10-01
1. TRANSDIGM GROUP INC   2023-06-15 2025-10-01
12. WALMART STORES INC COM   2024-06-06 2025-10-01
23. XCEL ENERGY INC   2022-12-09 2025-10-01
7000. US TREASURY N/B 4% 15 JAN 2027   2024-01-17 2025-11-04
1. 605 WILLOW SPRINGS ROAD WETUMPKA AL   2013-02-08 2025-11-04
4000. FEDERAL HOME LN MTG CORP   2019-07-09 2025-11-17
7000. US TREASURY N/B 4% 15 JAN 2027   2024-01-17 2025-11-18
1000. AMAZON.COM INC 4.65% 20 NOV 2035   2025-11-18 2025-12-05
1000. US TREASURY N/B 3% 15 FEB 2048   2024-12-06 2025-12-05
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 960   999 -39
b 840   999 -159
c 3,093   3,423 -330
d 4,735   2,741 1,994
e 5,408   2,317 3,091
1,879   1,649 230
4,833   2,163 2,670
1,378   1,690 -312
3,938   6,134 -2,196
3,279   1,812 1,467
8,496   4,050 4,446
4,570   4,867 -297
7,015   7,007 8
16,011   15,938 73
6,879   6,852 27
1,031   1,001 30
1,010   1,083 -73
986   1,010 -24
986   1,035 -49
1,003   999 4
919   986 -67
854   999 -145
953   1,057 -104
1,013   997 16
954   1,029 -75
973   999 -26
936   1,015 -79
910   918 -8
948   1,002 -54
2,341   3,164 -823
1,508   1,665 -157
1,958   3,455 -1,497
912   926 -14
926   997 -71
2,938   3,051 -113
1,664   1,728 -64
555   181 374
6,695   2,665 4,030
879   937 -58
6,596   3,260 3,336
846   1,184 -338
5,921   4,087 1,834
914   926 -12
979   1,017 -38
1,004   1,000 4
973   1,000 -27
974   1,000 -26
999   1,003 -4
1,058   1,061 -3
2,163   2,291 -128
1,189   301 888
1,164   993 171
987   555 432
629   308 321
1,516   1,520 -4
748   749 -1
85,540   78,608 6,932
4,675   3,858 817
541   394 147
569   344 225
1,912   537 1,375
1,740   49 1,691
1,008   930 78
67   70 -3
4,611   6,325 -1,714
2,306   3,163 -857
3,710   4,890 -1,180
2,160   542 1,618
555   740 -185
4,998   5,055 -57
8,393   3,284 5,109
1,182   444 738
4,261   4,485 -224
5,609   4,181 1,428
7,002   7,009 -7
3,746   3,746  
2,810   2,870 -60
785   1,054 -269
1,005   1,005  
1,005   996 9
3,941   4,117 -176
4,764   110 4,654
7,000   7,000  
1,190   977 213
1,444   1,061 383
1,098   1,145 -47
2,563   502 2,061
987   1,035 -48
1,346   858 488
979   863 116
790   482 308
102   108 -6
5,351   3,132 2,219
7,828   5,053 2,775
7,169   5,568 1,601
938   591 347
793   112 681
1,148   688 460
1,135   1,000 135
2,051   537 1,514
597   507 90
2,250   49 2,201
954   908 46
1,009   481 528
1,322   696 626
1,209   808 401
1,854   1,616 238
7,027   6,973 54
74,000   61,869 12,131
4,536   4,947 -411
7,028   6,973 55
1,002   1,002  
750   783 -33
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      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
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       -39
b       -159
c       -330
d       1,994
e       3,091
      230
      2,670
      -312
      -2,196
      1,467
      4,446
      -297
      8
      73
      27
      30
      -73
      -24
      -49
      4
      -67
      -145
      -104
      16
      -75
      -26
      -79
      -8
      -54
      -823
      -157
      -1,497
      -14
      -71
      -113
      -64
      374
      4,030
      -58
      3,336
      -338
      1,834
      -12
      -38
      4
      -27
      -26
      -4
      -3
      -128
      888
      171
      432
      321
      -4
      -1
      6,932
      817
      147
      225
      1,375
      1,691
      78
      -3
      -1,714
      -857
      -1,180
      1,618
      -185
      -57
      5,109
      738
      -224
      1,428
      -7
       
      -60
      -269
       
      9
      -176
      4,654
       
      213
      383
      -47
      2,061
      -48
      488
      116
      308
      -6
      2,219
      2,775
      1,601
      347
      681
      460
      135
      1,514
      90
      2,201
      46
      528
      626
      401
      238
      54
      12,131
      -411
      55
       
      -33
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 68,486
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ......................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 1,340
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 1,340
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 1,340
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 1,240
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 1,240
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....... 9 100
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax0 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
AL
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website address  
14
The books are in care ofREGIONS BANK TRUST DEPT Telephone no. (205) 820-3141

Located at2050 PARKWAY OFFICE CIRCLEHOOVERAL ZIP+435244
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
REGIONS BANK TRUSTEE
1 		24,523    
2050 PARKWAY OFFICE CIRCLE
HOOVER,AL35244
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................... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
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.........................  
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
1,919,712
b
Average of monthly cash balances.......................
1b
21,923
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
1,941,635
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
1,941,635
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
29,125
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,912,510
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
95,626
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
95,626
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
1,340
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,340
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
94,286
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
94,286
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
94,286
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, line 26, column (d) ..........
1a
105,679
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
105,679
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 94,286
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 0
b From 2021...... 0
c From 2022...... 0
d From 2023...... 0
e From 2024...... 12,302
f Total of lines 3a through e ........ 12,302
4Qualifying distributions for 2025 from Part
XI, line 4: $ 105,679
a Applied to 2024, but not more than line 2a 0
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 2025 distributable amount..... 94,286
e Remaining amount distributed out of corpus 11,393
5 Excess distributions carryover applied to 2025. 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 23,695
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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		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 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		23,695
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 0
c Excess from 2023 .... 0
d Excess from 2024 .... 12,302
e Excess from 2025 .... 11,393
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

WETUMPKA PUBLIC LIBRARY

212 S MAIN STREET
WETUMPKA,AL36092 		NONE   GENERAL OPERATING 90,974
Total ................................. 3a 90,974
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 49,158  
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 68,486  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEDERAL TAX REFUND 		900099     107  
bOTHER INCOME 900099     33  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   117,784  
13Total. Add line 12, columns (b), (d), and (e)..................
13
117,784
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2025)
Form 990-PF (2025)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
WILLIAM B BRUMLOW CHARITABLE TRUST
EIN:
61-6622319
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 2,620     2,620

TY 2025 InvestmentsOtherSchedule2
Name:
WILLIAM B BRUMLOW CHARITABLE TRUST
EIN:
61-6622319
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
00287Y109 ABBVIE INC AT COST 11,713 13,938
00914AAB8 AIR LEASE CORP MED T AT COST 6,840 6,987
02079K305 ALPHABET INC/CA AT COST 7,000 39,751
023135106 AMAZON COM INC AT COST 12,154 26,544
023135CV6 AMAZON.COM INC 4.65% AT COST 3,994 3,984
025537101 AMERICAN ELEC PWR CO AT COST 4,924 6,342
03027XCE8 AMERICAN TOWER CORP AT COST 5,997 6,265
035240AR1 ANHEUSER-BUSCH INBEV AT COST 6,414 6,221
037833100 APPLE INC AT COST 6,975 37,789
06051GHT9 BANK AMER CORP AT COST 4,012 3,993
06406RAH0 BANK NEW YORK MELLON AT COST 4,073 4,010
0641593U8 BANK NOVA SCOTIA B C AT COST 6,885 6,968
084664CR0 BERKSHIRE HATHAWAY F AT COST 8,917 6,738
09247XAR2 BLACKROCK INC AT COST 7,660 7,196
11135F101 BROADCOM INC AT COST 16,831 25,611
12504L109 CBRE GROUP INC AT COST 5,035 5,628
126408HJ5 CSX CORP AT COST 7,158 6,989
13645RBJ2 CANADIAN PACIFIC RAI AT COST 5,995 6,139
14040HCE3 CAPITAL ONE FINL COR AT COST 6,991 6,968
166756BK1 CHEVRON USA INC 4.5% AT COST 6,975 7,076
166764100 CHEVRON CORP NEW AT COST 3,362 4,267
17327CAT0 CITIGROUP INC 4.542% AT COST 6,886 7,056
20030N101 COMCAST CORP NEW AT COST 5,506 4,872
20030NDH1 COMCAST CORP NEW AT COST 8,448 6,594
22160K105 COSTCO WHOLESALE COR AT COST 4,672 11,210
233051432 XTRACKERS USD HIGH Y AT COST 61,514 57,565
254687106 DISNEY WALT CO AT COST 5,216 6,485
256677105 DOLLAR GEN CORP NEW AT COST 5,937 7,302
26441CCC7 DUKE ENERGY CORP 4.8 AT COST 5,995 6,125
30231G102 EXXON MOBIL CORP AT COST 5,576 10,470
30303M102 FACEBOOK INC AT COST 6,867 20,463
3134A4KX1 FEDERAL HOME LN MTG AT COST 4,922 4,531
31620MBS4 FIDELITY NATL INFORM AT COST 6,768 6,647
316773100 FIFTH THIRD BANCORP AT COST 6,908 9,783
36828A101 GE VERNOVA INC AT COST 4,547 11,764
375558BF9 GILEAD SCIENCES INC AT COST 7,037 6,997
38141G104 GOLDMAN SACHS GROUP AT COST 5,446 14,064
38141GYN8 GOLDMAN SACHS GROUP AT COST 9,652 9,026
404280CC1 HSBC HLDGS PLC AT COST 7,026 6,919
437076DB5 HOME DEPOT INC 4.875 AT COST 5,980 6,103
459200KA8 INTERNATIONAL BUSINE AT COST 9,075 8,832
46284V101 IRON MTN INC NEW AT COST 6,781 5,143
464287507 ISHARES TR AT COST 140,160 199,452
464287804 ISHARES TR AT COST 89,985 133,400
46432F842 ISHARES TR AT COST 187,710 268,917
46434G103 ISHARES INC AT COST 101,765 133,096
46625H100 JPMORGAN CHASE & CO AT COST 7,529 19,655
46625HRY8 JPMORGAN CHASE & CO AT COST 7,089 6,984
478160104 JOHNSON & JOHNSON AT COST 9,741 12,003
48251W104 KKR & CO INC AT COST 5,488 4,589
501044DE8 KROGER CO AT COST 6,735 6,930
532457108 LILLY ELI & CO AT COST 1,793 17,195
539439AR0 LLOYDS BANKING GROUP AT COST 7,094 7,045
548661DR5 LOWES COS INC AT COST 7,200 6,914
57636Q104 MASTERCARD INC AT COST 6,739 11,418
580135101 MC DONALDS CORPORATI AT COST 3,955 5,807
58933Y105 MERCK & CO INC NEW AT COST 3,847 5,263
59022CAJ2 MERRILL LYNCH & CO I AT COST 4,684 4,320
59156R108 METLIFE INC AT COST 6,677 6,157
594918104 MICROSOFT CORP AT COST 12,488 44,977
60871RAD2 MOLSON COORS BEVERAG AT COST 5,089 4,630
609207105 MONDELEZ INTL INC AT COST 4,793 4,576
61747YFU4 MORGAN STANLEY 4.654 AT COST 8,916 9,109
64110L106 NETFLIX COM INC AT COST 2,605 8,438
65339F101 NEXTERA ENERGY INC AT COST 3,067 4,817
655844108 NORFOLK SOUTHN CORP AT COST 4,564 5,197
67066G104 NVIDIA CORP AT COST 1,199 55,018
68389X105 ORACLE CORP AT COST 10,112 11,695
68389XCS2 ORACLE CORP 4.2% 27 AT COST 5,995 5,884
695156109 PACKAGING CORP AMER AT COST 4,618 6,806
717081FE8 PFIZER INC 4.5% 15 N AT COST 6,998 7,025
742718FH7 PROCTER & GAMBLE CO AT COST 6,951 6,754
743315103 PROGRESSIVE CORP OH AT COST 5,164 8,198
74762E102 QUANTA SVCS INC AT COST 8,045 11,396
778296103 ROSS STORES INC AT COST 6,487 8,106
78016EZM2 ROYAL BK CDA GLOBAL AT COST 6,894 6,990
78409V104 S&P GLOBAL INC AT COST 8,016 8,884
79466L302 SALESFORCE COM INC AT COST 3,585 6,358
806857108 SCHLUMBERGER LTD AT COST 5,259 4,222
808513BF1 SCHWAB CHARLES CORP AT COST 3,996 3,977
822905AF2 SHELL FINANCE US INC AT COST 6,427 6,604
824348BV7 SHERWIN WILLIAMS CO AT COST 6,995 7,073
842587DE4 SOUTHERN CO AT COST 6,867 6,840
844741BL1 SOUTHWEST AIRLINES C AT COST 6,986 7,015
863667101 STRYKER CORP AT COST 6,649 9,138
871829BJ5 SYSCO CORP AT COST 9,026 6,987
872540109 TJX COS INC NEW AT COST 4,674 10,445
872590104 T -MOBILE US INC AT COST 3,325 5,279
876030107 TAPESTRY INC AT COST 6,308 7,027
89236TJK2 TOYOTA MTR CR CORP M AT COST 6,905 6,915
893641100 TRANSDIGM GROUP INC AT COST 5,414 9,309
89788MAD4 TRUIST FINL CORP SR AT COST 4,000 3,980
912810RB6 U S TREASURY NOTE AT COST 35,641 28,723
912810SA7 US TREASURY N/B 3% 1 AT COST 43,364 32,742
912810SN9 US TREASURY N/B 1.25 AT COST 21,562 16,753
912828YB0 US TREASURY N/B 1.62 AT COST 12,880 13,069
91282CAL5 US TREASURY N/B .375 AT COST 4,899 4,739
91282CHT1 US TREASURY N/B 3.87 AT COST 47,683 48,592
91282CJT9 US TREASURY N/B 4% 1 AT COST 20,027 20,096
92203J407 VANGUARD CHARLOTTE F AT COST 53,081 48,803
931142103 WAL MART STORES INC AT COST 6,300 13,926
969457CS7 WILLIAMS COMPANIES I AT COST 6,990 7,128
98389B100 XCEL ENERGY INC AT COST 7,026 7,681
G29183103 EATON CORP PLC AT COST 3,670 9,555

TY 2025 OtherDecreasesSchedule
Name:
WILLIAM B BRUMLOW CHARITABLE TRUST
EIN:
61-6622319
Description Amount
MUTUAL FUND TIMING ADJ 204
CY PURCHASE OF ACCRUED INTEREST 78
ROC ON CY SALES 1,237


TY 2025 OtherExpensesSchedule
Name:
WILLIAM B BRUMLOW CHARITABLE TRUST
EIN:
61-6622319
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER EXPENSE (NON-DEDUCTIBLE 7,180 0   7,180
PROPETY EXPENSES 6,996 0   0


TY 2025 OtherIncomeSchedule2
Name:
WILLIAM B BRUMLOW CHARITABLE TRUST
EIN:
61-6622319
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
ANNUITIES FROM NONQUALIFIED PLANS (SECTI 33 33  
FEDERAL TAX REFUND 107 0  


TY 2025 OtherIncreasesSchedule
Name:
WILLIAM B BRUMLOW CHARITABLE TRUST
EIN:
61-6622319
Description Amount
PY PURCHASE OF ACCRUED INTEREST 105
COST BASIS ADJ 212


TY 2025 OtherProfessionalFeesSchedule
Name:
WILLIAM B BRUMLOW CHARITABLE TRUST
EIN:
61-6622319
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 2 2    


TY 2025 TaxesSchedule
Name:
WILLIAM B BRUMLOW CHARITABLE TRUST
EIN:
61-6622319
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 554 554   0
FEDERAL TAX PAYMENT - PRIOR YE 587 0   0
FEDERAL ESTIMATES - INCOME 1,240 0   0
FOREIGN TAXES ON NONQUALIFIED 427 427   0