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
CAMERON CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 505 MAC H0006-092
  Room/suite
City or town
SAINT LOUIS
State or province
MO
Country  
ZIP or foreign postal code
63166
A Employer identification number

58-2051729
B Telephone number (see instructions)

8887304933
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)$24,141,000J 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) 45,077
2 Check .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 722,106 721,487  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,408,358
b Gross sales price for all assets on line 6a 16,695,694
7 Capital gain net income (from Part IV, line 2)... 1,408,358
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........ 2,175,541 2,129,845  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 138,823 104,117   34,706
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,786 0 0 1,786
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
18,122 8,306   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
212 212    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 158,943 112,635 0 36,492
25 Contributions, gifts, grants paid....... 948,336 948,336
26 Total expenses and disbursements. Add lines 24 and 25 ................ 1,107,279 112,635 0 984,828
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,068,262
b Net investment income (if negative, enter -0-) 2,017,210
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............. 2,900    
2 Savings and temporary cash investments......... 5,593,223 1,347,513 1,347,513
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)....... 5,377,549 Click to see attachment
List of Attached Documents:
// Content
8,500 		1,811
c Investments—corporate bonds (attach schedule)....... 1,095,456    
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 7,404,245 Click to see attachment
List of Attached Documents:
// Content
19,205,650 		22,791,676
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 19,473,373 20,561,663 24,141,000
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........ 19,473,373 20,561,663
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)..... 19,473,373 20,561,663
30 Total liabilities and net assets/fund balances (see instructions). 19,473,373 20,561,663
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
19,473,373
2
Enter amount from Part I, line 27a .....................
2
1,068,262
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
28,452
4
Add lines 1, 2, and 3 ..........................
4
20,570,087
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
8,424
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
20,561,663
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 6831.623 INV OPP DEVELOP MRKTS-R6 7038   2022-05-28 2025-02-11
b 1780.241 ARTISAN INTERNATIONAL FD INS #662   2022-05-28 2025-02-11
c 22865.979 FIDELITY NEW MRKTS INC-Z #3323     2025-02-11
d 747. GOLDMAN SACHS ACTIVEBETA INT ETF     2025-02-11
e 2414. ISHARES MSCI EAFE ETF   2022-05-28 2025-02-11
10323.373 LAZARD EMERGING MKTS PTFL 638   2022-05-28 2025-02-11
46838.407 PIMCO EMERG MKTS BD-INST 137     2025-02-11
2785.812 T ROWE PR OVERSEAS STOCK-I #521   2021-07-28 2025-02-11
21595.213 T ROWE PR SHRT-TRM BND-I #442   2022-05-28 2025-02-11
10009.055 TCW EMRG MRKTS INC-PLAN #5721     2025-02-11
1785.714 VANGUARD INFLAT-PROT SECS-ADM 5119   2022-05-28 2025-02-11
55000. US TREASURY NOTE 2.625% 3/31/25   2022-05-28 2025-03-31
30000. ANTHEM INC 3.650% 12/01/27   2022-05-28 2025-04-04
28136.357 BAIRD AGGREGATE BOND FUND-INST 72     2025-04-04
40000. BANK OF AMERICA CORP 3.248% 10/21/27   2022-05-28 2025-04-04
10000. BRISTOL-MYERS SQUIBB 1.125% 11/13/27   2022-05-28 2025-04-04
10000. BUNGE LTD FINANCE CO 1.630% 8/17/25   2022-05-28 2025-04-04
30000. CVS HEALTH CORP 1.300% 8/21/27   2022-05-28 2025-04-04
30000. CAPITAL ONE FINANCIA 3.750% 3/09/27   2022-05-28 2025-04-04
20000. CHEVRON CORP 1.554% 5/11/25   2022-05-28 2025-04-04
35000. COMCAST CORP 4.150% 10/15/28   2022-05-28 2025-04-04
20000. DIGITAL REALTY TRUST 3.700% 8/15/27   2022-05-28 2025-04-04
35000. WALT DISNEY COMPANY/ 2.000% 9/01/29   2022-05-28 2025-04-04
45643.911 DODGE & COX INCOME FD COM #147     2025-04-04
30000. EQUINIX INC 1.550% 3/15/28   2022-05-28 2025-04-04
10000. FED NATL MTG ASSN 0.500% 6/17/25   2022-05-28 2025-04-04
10000. FEDEX CORP 2.400% 5/15/31   2022-05-28 2025-04-04
10000. GLOBAL PAYMENTS INC 2.150% 1/15/27   2022-05-28 2025-04-04
35000. GOLDMAN SACHS GROUP 3.750% 5/22/25   2022-05-28 2025-04-04
5609. ISHARES PREFERRED & INCOME S ETF   2022-05-28 2025-04-04
40000. JPMORGAN CHASE & CO 2.950% 10/01/26   2022-05-28 2025-04-04
10000. KEYCORP 2.550% 10/01/29   2022-05-28 2025-04-04
62508.802 TCW METWEST TOTAL RETUR BF-P 5776   2022-05-28 2025-04-04
30000. MORGAN STANLEY 3.625% 1/20/27   2022-05-28 2025-04-04
12213.588 PIMCO TOTAL RET FD-INST #35     2025-04-04
26375.298 PIMCO EMERG MKTS BD-INST 137   2023-06-30 2025-04-04
35000. PNC FINANCIAL SERVIC 2.550% 1/22/30   2022-05-28 2025-04-04
40000. SUNTRUST BANKS INC 4.000% 5/01/25   2022-05-28 2025-04-04
10000. UNION PACIFIC CORP 2.375% 5/20/31   2022-05-28 2025-04-04
65000. US TREASURY NOTE 2.750% 2/15/28   2022-05-28 2025-04-04
55000. US TREASURY NOTE 3.125% 11/15/28   2022-05-28 2025-04-04
55000. US TREASURY NOTE 2.625% 1/31/26   2022-05-28 2025-04-04
55000. US TREASURY NOTE 2.375% 5/15/29   2022-05-28 2025-04-04
65000. US TREASURY NOTE 2.125% 5/31/26   2022-05-28 2025-04-04
65000. US TREASURY NOTE 2.250% 11/15/25   2022-05-28 2025-04-04
65000. US TREASURY NOTE 2.000% 11/15/26   2022-05-28 2025-04-04
65000. US TREASURY NOTE 1.125% 2/15/31   2022-05-28 2025-04-04
299. VANGUARD LONG-TERM BOND ETF   2023-01-24 2025-04-04
40000. WESTPAC BANKING CORP 3.400% 1/25/28   2022-05-28 2025-04-04
30000. ABBVIE INC 3.600% 5/14/25   2022-05-28 2025-04-08
440. ABBVIE INC   2022-05-28 2025-04-09
2720. ALPHABET INC CL C   2022-05-28 2025-04-09
10768.877 AMER CENT SM CAP GRWTH-Y #5136   2022-05-28 2025-04-09
100. AMGEN INC   2022-05-28 2025-04-09
2851. APPLE INC   2022-05-28 2025-04-09
861. BLACKSTONE INC   2022-05-28 2025-04-09
136. BLACKROCK INC   2022-05-28 2025-04-09
227. BOEING CO   2022-05-28 2025-04-09
28. BOOKING HOLDINGS INC   2022-05-28 2025-04-09
2250. BROADCOM INC   2022-05-28 2025-04-09
171. CME GROUP INC   2022-05-28 2025-04-09
1198. CVS HEALTH CORPORATION   2022-05-28 2025-04-09
910. CELANESE CORP   2022-05-28 2025-04-09
1944. CISCO SYSTEMS INC   2022-05-28 2025-04-09
2027. CITIGROUP INC.   2022-05-28 2025-04-09
1270. COGNIZANT TECH SOLUTIONS CRP COM   2022-05-28 2025-04-09
1135.8 MACQUARIE SMALL CAP CORE-R6 488   2022-04-26 2025-04-09
420. DIAGEO PLC - ADR   2022-05-28 2025-04-09
559. WALT DISNEY CO   2022-05-28 2025-04-09
211.043 DODGE & COX STOCK FUND #145     2025-04-09
600. ELECTRONIC ARTS INC   2022-05-28 2025-04-09
600. EXXON MOBIL CORPORATION   2022-05-28 2025-04-09
81. META PLATFORMS INC   2022-05-28 2025-04-09
670. FIDELITY NATL INFORMATION SVCS INC   2022-05-28 2025-04-09
648. HASBRO INC   2022-05-28 2025-04-09
116. HOME DEPOT INC   2022-05-28 2025-04-09
1986. INTERPUBLIC GROUP COS INC   2022-05-28 2025-04-09
3448. ISHARES S&P MID-CAP 400 GROWTH   2022-05-28 2025-04-09
124. ISHARES RUSSELL 2000 ETF     2025-04-09
1135. ISHARES CMBS ETF   2022-05-28 2025-04-09
971. JPMORGAN CHASE & CO   2022-05-28 2025-04-09
1610.449 JENSEN QUALITY GROWTH-Y #6299     2025-04-09
211. JOHNSON & JOHNSON   2022-05-28 2025-04-09
1230. LAM RESH CORP   2022-05-28 2025-04-09
1027. LAS VEGAS SANDS CORP   2022-05-28 2025-04-09
375. ELI LILLY & CO COM   2022-05-28 2025-04-09
4250. MANULIFE FINANCIAL CORP   2022-05-28 2025-04-09
530. MERCK & CO INC NEW   2022-05-28 2025-04-09
1763. MICROSOFT CORP   2022-05-28 2025-04-09
1995. MONDELEZ INTERNATIONAL INC   2022-05-28 2025-04-09
587. NEXTERA ENERGY INC   2022-05-28 2025-04-09
1245. NIKE INC CL B   2022-05-28 2025-04-09
66323.912 PIMCO HIGH YIELD FD-INST #108   2022-05-28 2025-04-09
3271.346 PIMCO COMMODITY REAL RET STRAT-I45     2025-04-09
1137. RTX CORP   2022-05-28 2025-04-09
1925. REGIONS FINL CORP NEW   2022-07-19 2025-04-09
378. SPDR S & P 500 ETF TRUST   2022-05-28 2025-04-09
1197.498 STERLING CAP STR S/C VAL-INS 328   2022-05-28 2025-04-09
3045. SUNCOR ENERGY INC NEW F     2025-04-09
1035. SYSCO CORP   2022-05-28 2025-04-09
569. TARGET CORP   2022-05-28 2025-04-09
165. THERMO FISHER SCIENTIFIC INC   2022-05-28 2025-04-09
835. TORONTO DOMINION BK ONT COM NEW   2022-05-28 2025-04-09
1798. TOTAL S.A. - ADR   2022-05-28 2025-04-09
1759.199 TOUCHSTONE MID CAP-R6 #355     2025-04-09
1055. UNILEVER PLC - ADR   2022-07-19 2025-04-09
540. UNION PACIFIC CORP   2022-05-28 2025-04-09
530. UNITED PARCEL SERVICE-CL B   2022-05-28 2025-04-09
530. UNITEDHEALTH GROUP INC   2022-05-28 2025-04-09
351. VISA INC-CLASS A SHRS   2022-05-28 2025-04-09
413. WASTE MANAGEMENT INC   2022-05-28 2025-04-09
216. ACCENTURE PLC   2022-05-28 2025-04-09
565. EATON CORP PLC   2022-05-28 2025-04-09
509. MEDTRONIC PLC   2022-05-28 2025-04-09
780. TE CONNECTIVITY PLC   2022-05-28 2025-04-09
529. GARMIN LTD   2022-05-28 2025-04-09
277. GOLDMAN ACTIVEBETA US LC ETF   2025-04-09 2025-04-15
2014. ISHARES CORE S&P TOTAL U.S. ETF   2025-04-09 2025-04-15
326. VANGUARD MIDCAP VIPER     2025-04-15
8105. FIRST TRUST GLOBAL TACTICAL   2025-04-09 2025-06-18
3210. SPDR GOLD MINISHARES TRUST ETF   2025-01-01 2025-07-11
3210. SPDR GOLD MINISHARES TRUST ETF   2025-01-01 2025-08-08
8400. FIRST TRUST GLOBAL TACTICAL   2025-04-09 2025-08-19
1347. GOLDMAN SACHS ACTIVEBETA INT ETF   2025-04-09 2025-08-19
5712. GOLDMAN ACTIVEBETA US LC ETF   2025-04-09 2025-08-19
724. GOLDMAN ACTIVEBETA US LC ETF     2025-08-19
1223. ISHARES CORE MSCI EAFE ETF   2025-04-09 2025-08-19
758. ISHARES CORE MSCI EMERGING ETF     2025-08-19
4986. AMEX ENERGY SELECT SPDR   2025-04-09 2025-08-19
59. VANGUARD DIVIDEND APPRECIATION   2025-04-09 2025-08-19
18. VANGUARD DIVIDEND APPRECIATION   2022-04-22 2025-08-19
8101. VANGUARD RUSSELL 2000   2025-04-09 2025-08-19
208. VANGUARD MIDCAP VIPER     2025-08-19
3393. SPDR GOLD MINISHARES TRUST ETF   2025-01-01 2025-09-10
3393. SPDR GOLD MINISHARES TRUST ETF   2025-01-01 2025-10-07
3393. SPDR GOLD MINISHARES TRUST ETF   2025-01-01 2025-11-14
1512. INVESCO OPTIMUM YIELD DIVERSIF ETF   2022-05-28 2025-11-20
423. ISHARES CORE S&P TOTAL U.S. ETF   2025-08-19 2025-11-20
6799. ISHARES CORE U.S. AGGREGATE ETF   2025-08-19 2025-11-20
2191. ISHARES CORE U.S. AGGREGATE ETF     2025-11-20
567. SPDR GOLD MINISHARES TRUST ETF   2025-06-18 2025-11-20
2826. SPDR GOLD MINISHARES TRUST ETF   2025-01-01 2025-12-05
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CAPITAL GAIN DIVIDENDS P    
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 268,483   251,069 17,414
b 52,001   45,325 6,676
c 294,742   273,742 21,000
d 26,258   25,708 550
e 193,416   169,446 23,970
195,318   173,020 22,298
400,000   405,508 -5,508
36,884   36,721 163
99,338   99,770 -432
65,860   78,433 -12,573
40,875   47,589 -6,714
55,000   54,943 57
29,507   29,891 -384
278,550   302,310 -23,760
39,030   38,855 175
9,296   8,906 390
9,881   9,340 541
27,765   26,623 1,142
29,557   29,475 82
19,932   19,270 662
34,756   35,850 -1,094
19,678   19,420 258
31,784   31,044 740
580,134   576,727 3,407
27,650   25,859 1,791
9,924   9,351 573
8,717   8,701 16
9,598   9,100 498
34,949   35,213 -264
164,045   194,422 -30,377
39,228   38,877 351
9,047   8,937 110
536,951   576,331 -39,380
29,695   29,719 -24
106,747   119,604 -12,857
223,399   210,732 12,667
31,853   31,346 507
39,968   40,700 -732
8,902   8,914 -12
63,540   64,766 -1,226
54,106   55,904 -1,798
54,418   54,755 -337
52,424   53,458 -1,034
63,791   63,432 359
64,314   63,951 363
63,314   62,818 496
56,354   56,724 -370
21,391   23,014 -1,623
39,217   39,133 84
29,955   30,181 -226
77,298   65,268 12,030
426,090   306,968 119,122
218,501   192,978 25,523
28,519   25,386 3,133
525,375   422,262 103,113
114,571   99,356 15,215
118,992   90,285 28,707
35,389   29,646 5,743
126,293   62,837 63,456
401,491   129,853 271,638
42,941   33,997 8,944
82,930   116,338 -33,408
38,833   143,669 -104,836
111,560   87,932 23,628
128,649   108,105 20,544
90,987   94,183 -3,196
30,065   31,235 -1,170
44,645   78,111 -33,466
50,068   60,798 -10,730
52,520   50,022 2,498
82,162   82,994 -832
63,142   58,307 4,835
46,125   15,689 30,436
47,766   70,023 -22,257
35,149   56,650 -21,501
40,630   35,345 5,285
48,914   63,557 -14,643
274,505   245,187 29,318
23,244   19,624 3,620
54,102   55,297 -1,195
226,331   127,024 99,307
89,734   83,576 6,158
31,360   37,694 -6,334
84,800   64,238 20,562
33,950   36,109 -2,159
276,898   118,390 158,508
121,920   77,844 44,076
42,726   48,806 -6,080
677,511   478,037 199,474
131,005   126,086 4,919
38,966   44,822 -5,856
72,173   144,501 -72,328
517,990   543,856 -25,866
43,934   62,864 -18,930
144,759   108,732 36,027
38,163   38,837 -674
201,336   155,884 45,452
41,948   80,568 -38,620
104,003   116,152 -12,149
72,532   86,749 -14,217
54,456   93,689 -39,233
72,914   92,943 -20,029
47,976   63,151 -15,175
101,298   105,943 -4,645
89,684   61,443 28,241
62,318   50,014 12,304
119,673   120,330 -657
52,018   95,987 -43,969
308,017   264,506 43,511
114,821   74,265 40,556
91,775   65,783 25,992
63,807   64,672 -865
157,946   78,226 79,720
43,065   50,247 -7,182
103,284   100,158 3,126
101,108   55,341 45,767
29,260   29,125 135
235,624   234,325 1,299
80,252   81,112 -860
209,441   194,213 15,228
17   17  
17   17  
207,970   201,282 6,688
55,043   45,863 9,180
719,348   600,590 118,758
91,178   65,158 26,020
105,506   88,361 17,145
47,193   46,458 735
423,151   408,478 14,673
12,360   10,784 1,576
3,771   2,884 887
747,175   614,648 132,527
59,667   51,410 8,257
17   16 1
20   17 3
23   19 4
20,587   29,638 -9,051
62,023   59,411 2,612
681,133   673,180 7,953
219,497   230,418 -10,921
45,786   38,023 7,763
19   15 4
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
      671
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       17,414
b       6,676
c       21,000
d       550
e       23,970
      22,298
      -5,508
      163
      -432
      -12,573
      -6,714
      57
      -384
      -23,760
      175
      390
      541
      1,142
      82
      662
      -1,094
      258
      740
      3,407
      1,791
      573
      16
      498
      -264
      -30,377
      351
      110
      -39,380
      -24
      -12,857
      12,667
      507
      -732
      -12
      -1,226
      -1,798
      -337
      -1,034
      359
      363
      496
      -370
      -1,623
      84
      -226
      12,030
      119,122
      25,523
      3,133
      103,113
      15,215
      28,707
      5,743
      63,456
      271,638
      8,944
      -33,408
      -104,836
      23,628
      20,544
      -3,196
      -1,170
      -33,466
      -10,730
      2,498
      -832
      4,835
      30,436
      -22,257
      -21,501
      5,285
      -14,643
      29,318
      3,620
      -1,195
      99,307
      6,158
      -6,334
      20,562
      -2,159
      158,508
      44,076
      -6,080
      199,474
      4,919
      -5,856
      -72,328
      -25,866
      -18,930
      36,027
      -674
      45,452
      -38,620
      -12,149
      -14,217
      -39,233
      -20,029
      -15,175
      -4,645
      28,241
      12,304
      -657
      -43,969
      43,511
      40,556
      25,992
      -865
      79,720
      -7,182
      3,126
      45,767
      135
      1,299
      -860
      15,228
       
       
      6,688
      9,180
      118,758
      26,020
      17,145
      735
      14,673
      1,576
      887
      132,527
      8,257
      1
      3
      4
      -9,051
      2,612
      7,953
      -10,921
      7,763
      4
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 1,408,358
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 28,039
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 28,039
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 28,039
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 7,584
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 7,584
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 20,455
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)
NC
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 addressN/A
14
The books are in care ofWELLS FARGO BANK NA Telephone no. (800) 352-3705

Located at100 N MAIN ST FL 5D4001-052WINSTON SALEMNC ZIP+427101
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
WELLS FARGO BANK N A TRUSTEE
1 		138,823    
100 N MAIN ST FL 5D4001-052
WINSTON SALEM,NC27101
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 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
19,943,658
b
Average of monthly cash balances.......................
1b
3,299,956
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
23,243,614
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
23,243,614
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
348,654
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
22,894,960
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
1,144,748
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
1,144,748
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
28,039
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
28,039
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,116,709
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,116,709
6
Deduction from distributable amount (see instructions) .................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,116,709
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
984,828
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
984,828
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 1,116,709
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 944,662
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...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 984,828
a Applied to 2024, but not more than line 2a 944,662
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..... 40,166
e Remaining amount distributed out of corpus 0
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 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 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 .......... 		1,076,543
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 ...... 		0
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 0
c Excess from 2023 .... 0
d Excess from 2024 .... 0
e Excess from 2025 .... 0
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).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here 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 e-mail address of the person to whom applications should be addressed:
WELLS FARGO WEALTH MANAGEMENT
100 N MAIN ST FL 5D4001-052
WINSTON SALEM,NC27101
(888) 234-1999
bThe form in which applications should be submitted and information and materials they should include:
LETTER FORM
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE
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

HINTON RURAL LIFE CENTER

2330 HINTON CENTER RD
HAYESVILLE,NC28904 		NONE   GENERAL OPERATING 25,000

CHILDRENS CANCER PARTNERS OF THE CAROLI

900 S PINE STREET
SPARTANBURG,SC29302 		NONE   GENERAL OPERATING 25,000

YOUNG MENS CHRISTIAN ASSOC OF AVERY COUN

PO BOX 707
LINVILLE,NC28646 		NONE   GENERAL OPERATING 54,836

WELCOME HOME ANGEL INC

3175 WRIGHTSVILLE AVENUE
WILMINGTON,NC284037212 		NONE   GENERAL OPERATING 25,000

DREAM CENTER OF FORSYTH COUNTY

1201 N LIBERTY STREET
WINSTONSALEM,NC27101 		NONE   GENERAL OPERATING 25,000

MIRACLEFEET

107 CONNER DRIVE SUITE 230
CHAPEL HILL,NC275147109 		NONE   GENERAL OPERATING 50,000

METROLINA ASSOCATION FOR THE BLIND INC

704 LOUISE AVE
CHARLOTTE,NC28204 		NONE   GENERAL OPERATING 20,000

CANCER SERVICES INC

3175 MAPLEWOOD AVENUE
WINSTON SALEM,NC27103 		NONE   GENERAL OPERATING 50,000

HAVEN HOUSE INC

1008 BULLARD COURT
RALEIGH,NC27615 		NONE   GENERAL OPERATING 10,000

CARING HOUSE

2625 PICKETT RD
DURHAM,NC277055608 		NONE   GENERAL OPERATING 50,000

INTER-FAITH FOOD SHUTTLE

1001 BLAIR DRIVE SUITE 120
RALEIGH,NC27603 		NONE   GENERAL OPERATING 10,000

CASA

P O BOX 12545
RALEIGH,NC27605 		NONE   GENERAL OPERATING 40,000

DIAPER TRAIN INC

616 TUCKER STREET
RALEIGH,NC27603 		NONE   GENERAL OPERATING 20,000

WITH LOVE FROM JESUS MINISTRIES

POST OFFICE BOX 37713
RALEIGH,NC276277713 		NONE   GENERAL OPERATING 75,000

UNC HEALTH FOUNDATION INC

PO BOX 1050
CHAPEL HILL,NC27514 		NONE   GENERAL OPERATING 125,000

WOMENS CENTER OF WAKE COUNTY INC

2200 NEW BERN AVE
RALEIGH,NC27610 		NONE   GENERAL OPERATING 20,000

FORSYTH JAIL & PRISON MINISTRIES

PO BOX 11802
WINSTONSALEM,NC27116 		NONE   GENERAL OPERATING 25,000

RURAL HEALTH GROUP INC

PO BOX 640
ROANOKE RAPIDS,NC278700640 		NONE   GENERAL OPERATING 50,000

BETHESDA CENTER FOR THE HOMELESS INC

930 NORTH PATTERSON AVENUE
WINSTONSALEM,NC27101 		NONE   GENERAL OPERATING 100,000

INTER-FAITH COUNCIL FOR SOCIAL SERVICE

110 WEST MAIN STREET
CARRBORO,NC27510 		NONE   GENERAL OPERATING 50,000

COMMUNITY SUPPORT CENTER

1600 SILVER LAKE RD NW
NEW BRIGHTON,MN551121787 		NONE   GENERAL OPERATING 3,500

RONALD MCDONALD HOUSE CHARITIES OF

4223 ROYAL PINE DRIVE
COLORADO SPRINGS,CO80920 		NONE   GENERAL OPERATING 30,000

NATIONAL FDN OF DENTISTRY FOR HANDICAPPE

1800 15TH ST STE 100
DENVER,CO80202 		NONE   GENERAL OPERATING 15,000

HBOT4HEROES

PO BOX 13887
DURHAM,NC27709 		NONE   GENERAL OPERATING 50,000
Total ................................. 3a 948,336
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 ....     14 722,106  
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 1,408,358  
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) ..   2,130,464  
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,130,464
(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
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

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

58-2051729
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 2025) Page 2
Name of organization
CAMERON CHARITABLE TRUST
  		Employer identification number
58-2051729
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
MARY TRIMBLE CAMERON ESTATE
100 N Main St FL 5D4001-052
 
Winston Salem, NC27101

$ 45,077


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
CAMERON CHARITABLE TRUST
  		Employer identification number

58-2051729
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
CAMERON CHARITABLE TRUST
  		Employer identification number

58-2051729
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2025 AccountingFeesSchedule
Name:
CAMERON CHARITABLE TRUST
EIN:
58-2051729
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,786     1,786

TY 2025 InvestmentsCorpBondsSchedule
Name:
CAMERON CHARITABLE TRUST
EIN:
58-2051729
Name of Bond End of Year Book Value End of Year Fair Market Value
00287YAQ2 ABBVIE INC    
036752AB9 ANTHEM INC    
06051GGA1 BANK OF AMERICA CORP    
110122DP0 BRISTOL-MYERS SQUIBB    
120568BB5 BUNGE LTD FINANCE CO    
126650DM9 CVS HEALTH CORP    
14040HBN4 CAPITAL ONE FINANCIA    
166764BW9 CHEVRON CORP    
20030NCT6 COMCAST CORP    
25389JAR7 DIGITAL REALTY TRUST    
254687FL5 WALT DISNEY COMPANY/    
29444UBL9 EQUINIX INC    
3135G04Z3 FED NATL MTG ASSN    
31428XCD6 FEDEX CORP    
37940XAG7 GLOBAL PAYMENTS INC    
38148LAE6 GOLDMAN SACHS GROUP    
46625HRV4 JPMORGAN CHASE & CO    
49326EEJ8 KEYCORP    
61746BEF9 MORGAN STANLEY    
693475AZ8 PNC FINANCIAL SERVIC    
867914BS1 SUNTRUST BANKS INC    
907818FU7 UNION PACIFIC CORP    
9128283W8 US TREASURY NOTE    
9128284F4 US TREASURY NOTE    
9128285M8 US TREASURY NOTE    
9128286A3 US TREASURY NOTE    
9128286T2 US TREASURY NOTE 2.3    
9128286X3 US TREASURY NOTE    
912828M56 US TREASURY NOTE    
912828U24 US TREASURY NOTE 2.0    
91282CBL4 US TREASURY NOTE    
961214DW0 WESTPAC BANKING CORP    

TY 2025 InvestmentsCorpStockSchedule
Name:
CAMERON CHARITABLE TRUST
EIN:
58-2051729
Name of Stock End of Year Book Value End of Year Fair Market Value
092259100 BLACK WARRIOR COAL C 8,500 1,811
00287Y109 ABBVIE INC    
02079K107 ALPHABET INC CL C    
031162100 AMGEN INC    
037833100 APPLE INC    
09260D107 BLACKSTONE INC    
097023105 BOEING CO    
09857L108 BOOKING HOLDINGS INC    
11135F101 BROADCOM INC    
12572Q105 CME GROUP INC    
126650100 CVS HEALTH CORPORATI    
150870103 CELANESE CORP    
17275R102 CISCO SYSTEMS INC    
172967424 CITIGROUP INC.    
192446102 COGNIZANT TECH SOLUT    
25243Q205 DIAGEO PLC - ADR    
254687106 WALT DISNEY CO    
285512109 ELECTRONIC ARTS INC    
30231G102 EXXON MOBIL CORPORAT    
30303M102 META PLATFORMS INC    
31620M106 FIDELITY NATL INFORM    
418056107 HASBRO INC    
437076102 HOME DEPOT INC    
460690100 INTERPUBLIC GROUP CO    
46625H100 JPMORGAN CHASE & CO    
478160104 JOHNSON & JOHNSON    
517834107 LAS VEGAS SANDS CORP    
532457108 ELI LILLY & CO COM    
56501R106 MANULIFE FINANCIAL C    
58933Y105 MERCK & CO INC NEW    
594918104 MICROSOFT CORP    
609207105 MONDELEZ INTERNATION    
65339F101 NEXTERA ENERGY INC    
654106103 NIKE INC CL B    
75513E101 RTX CORP    
7591EP100 REGIONS FINL CORP NE    
867224107 SUNCOR ENERGY INC NE    
871829107 SYSCO CORP    
87612E106 TARGET CORP    
883556102 THERMO FISHER SCIENT    
891160509 TORONTO DOMINION BK    
89151E109 TOTALENERGIES SE -SP    
904767704 UNILEVER PLC - ADR    
907818108 UNION PACIFIC CORP    
911312106 UNITED PARCEL SERVIC    
91324P102 UNITEDHEALTH GROUP I    
92826C839 VISA INC-CLASS A SHR    
94106L109 WASTE MANAGEMENT INC    
G1151C101 ACCENTURE PLC    
G29183103 EATON CORP PLC    
G5960L103 MEDTRONIC PLC    
H2906T109 GARMIN LTD    
09290D101 BLACKROCK FUNDING IN    
512807306 LAM RESH CORP    
G87052109 TE CONNECTIVITY PLC    

TY 2025 InvestmentsOtherSchedule2
Name:
CAMERON CHARITABLE TRUST
EIN:
58-2051729
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
464287655 ISHARES RUSSELL 2000      
464287226 ISHARES CORE U.S. AG AT COST 2,674,902 2,726,624
381430503 GOLDMAN ACTIVEBETA U AT COST 858,511 1,177,166
921908844 VANGUARD DIVIDEND AP AT COST 569,184 706,373
74440Y884 PGIM HIGH YIELD-Q 10 AT COST 671,594 685,850
46434V613 ISHR CR UNVRSE USD B AT COST 896,744 905,575
464288281 ISHARES JP MORGAN US AT COST 1,286,878 1,381,329
922908629 VANGUARD MIDCAP VIPE AT COST 2,043,769 2,571,349
46090F100 INVESCO OPTIMUM YIEL AT COST 506,411 438,469
381430107 GOLDMAN SACHS ACTIVE AT COST 573,079 720,061
464287150 ISHARES CORE S&P TOT AT COST 5,655,475 7,532,784
46434G103 ISHARES CORE MSCI EM AT COST 1,250,622 1,376,666
00143W859 INV OPP DEVELOP MRKT      
02508H311 AMER CENT SM CAP GRW      
04314H402 ARTISAN INTERNATIONA      
057071854 BAIRD AGGREGATE BOND      
24610B826 DELAWARE SMALL CAP C      
256210105 DODGE & COX INCOME F      
256219106 DODGE & COX STOCK FU      
31641Q755 FIDELITY NEW MRKTS I      
464287465 ISHARES MSCI EAFE ET      
464287606 ISHARES S&P MID-CAP      
464288687 ISHARES PREFERRED &      
46429B366 ISHARES CMBS ETF      
476313408 JENSEN QUALITY GROWT      
52106N889 LAZARD EMERGING MKTS      
592905764 MTRPLTN WST TTL RTRN      
693390700 PIMCO TOTAL RET FD-I      
693390841 PIMCO HIGH YIELD FD-      
693391559 PIMCO EMERG MKTS BD-      
722005667 PIMCO COMMODITY REAL      
77956H435 T ROWE PR OVERSEAS S      
77957P402 T ROWE PR SHRT-TRM B      
78462F103 SPDR S & P 500 ETF T      
85917K546 STERLING CAP STR S/C      
872365713 TCW EMRG MRKTS INC-P      
89155T490 TOUCHSTONE MID CAP-R      
921937793 VANGUARD LONG-TERM B      
922031737 VANGUARD INFLAT-PROT      
46432F842 ISHARES CORE MSCI EA AT COST 1,143,463 1,412,931
46435U853 ISHARES BROAD USD HI AT COST 885,417 915,243
98149E303 SPDR GOLD MINISHARES AT COST 189,601 241,256

TY 2025 OtherDecreasesSchedule
Name:
CAMERON CHARITABLE TRUST
EIN:
58-2051729
Description Amount
ROC ON CY SALES 619
TAX LOT BASIS ADJUSTMENT 7,805


TY 2025 OtherExpensesSchedule
Name:
CAMERON CHARITABLE TRUST
EIN:
58-2051729
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES - ADR FEES 100 100   0
INVESTMENT EXPENSES - PROCEEDS 112 112   0


TY 2025 OtherIncreasesSchedule
Name:
CAMERON CHARITABLE TRUST
EIN:
58-2051729
Description Amount
MUTUAL FUND TIMING ADJ 28,449
ROUNDING 3


TY 2025 TaxesSchedule
Name:
CAMERON CHARITABLE TRUST
EIN:
58-2051729
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 5,064 5,064   0
FEDERAL TAX PAYMENT - PRIOR YE 2,232 0   0
FEDERAL ESTIMATES - PRINCIPAL 7,584 0   0
FOREIGN TAXES ON NONQUALIFIED 3,242 3,242   0