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
CRAMPTON TRUST #1255000731
REGIONS BANK TRUSTEE
Number and street (or P.O. box number if mail is not delivered to street address) P O DRAWER 1628
 
Room/suite
City or town
MOBILE
State or province
AL
Country  
ZIP or foreign postal code
366331628
A Employer identification number

63-6181261
B Telephone number (see instructions)

2516901179
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)$21,904,254
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 547,445 543,244  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 686,219
b Gross sales price for all assets on line 6a 7,831,017
7 Capital gain net income (from Part IV, line 2)... 686,219
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,233,664 1,229,463  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 137,527 137,527   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 1,026 0   1,026
b Accounting fees (attach schedule)....... 5,725 0   5,725
c Other professional fees (attach schedule).... 38,690 38,690   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 28,746 13,751   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 14,157 9,601   4,556
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 225,871 199,569   11,307
25 Contributions, gifts, grants paid....... 1,005,411 1,005,411
26 Total expenses and disbursements. Add lines 24 and 25 ................ 1,231,282 199,569   1,016,718
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,382
b Net investment income (if negative, enter -0-) 1,029,894
c Adjusted net income (if negative, enter -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......... 342,894 702,081 702,081
3 Accounts receivable  
Less: allowance for doubtful accounts        
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        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 1,692,602 Click to see attachment
List of Attached Documents:
// Content
1,210,748
1,095,891
b Investments—corporate stock (attach schedule)....... 9,779,051 Click to see attachment
List of Attached Documents:
// Content
9,423,237
13,735,792
c Investments—corporate bonds (attach schedule)....... 5,863,246 Click to see attachment
List of Attached Documents:
// Content
6,348,911
6,332,390
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 86,345 Click to see attachment
List of Attached Documents:
// Content
86,345
38,100
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) 17,764,138 17,771,322 21,904,254
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 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........ 17,764,138 17,771,322
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 17,764,138 17,771,322
30 Total liabilities and net assets/fund balances (see instructions). 17,764,138 17,771,322
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
17,764,138
2
Enter amount from Part I, line 27a .....................
2
2,382
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
4,802
4
Add lines 1, 2, and 3 ..........................
4
17,771,322
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
17,771,322
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 PUBLICLY TRADED SECURITIES P    
b PUBLICLY TRADED SECURITIES P    
c CAPITAL GAINS DIVIDENDS P    
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,352,122   2,330,227 21,895
b 5,235,426   4,814,571 420,855
c 243,469     243,469
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       21,895
b       420,855
c       243,469
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 686,219
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 14,316
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 14,316
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 14,316
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 12,857
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 12,857
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 1,459
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 tax   Refunded 11  
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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
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 addressN/A
14
The books are in care ofREGIONS BANK TRUST DEPARTMENT Telephone no. (251) 431-8309

Located at11 NORTH WATER STREET 28TH FLOORMOBILEAL ZIP+436602
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
2.10
137,527 0 0
PO DRAWER 1628
MOBILE,AL366331628
T BESTOR WARD III DISTR. COMM.
0.15
0 0 0
450 ST LOUIS STREET
MOBILE,AL36602
GILBERT F DUKES JR DISTR. COMM.
0.15
0 0 0
201 AUSTILL PLACE
MOBILE,AL36608
JOHN C JOHNSON DISTR. COMM.
0.15
0 0 0
15235 SCENIC HWY 98
FAIRHOPE,AL36532
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position
(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation
(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 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.........................0
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
20,668,393
b
Average of monthly cash balances.......................
1b
551,266
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
21,219,659
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
21,219,659
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
318,295
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
20,901,364
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
1,045,068
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
1,045,068
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
14,316
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
14,316
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,030,752
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,030,752
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
1,030,752
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
1,016,718
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,016,718
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 1,030,752
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 1,005,411
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023......  
e From 2024......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 1,016,718
a Applied to 2024, but not more than line 2a 1,005,411
b Applied to undistributed income of prior years
(Election required—see instructions) .....
Click to see attachment
List of Attached Documents:
// Content
0
c Treated as distributions out of corpus (Election
required—see instructions) ........
0
d Applied to 2025 distributable amount..... 11,307
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 ..........
1,019,445
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 ....  
b Excess from 2022 ....  
c Excess from 2023 ....  
d Excess from 2024 ....  
e Excess from 2025 ....  
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 e-mail address of the person to whom applications should be addressed:
REGIONS BANK ATTN ROGER COLE
PO DRAWER 1628
MOBILE,AL366331628
(251) 431-8309
bThe form in which applications should be submitted and information and materials they should include:
NO PRESCRIBED FORM
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
ONLY SECTION 501(C)(3) ORGANIZATIONS THAT ARE NOT PRIVATE FOUNDATIONS AND WHICH ARE LOCATED IN THAT PART OF SOUTHWEST ALABAMA, INCLUDING THE COUNTIES OF BALDWIN, CLARKE, ESCAMBIA, MOBILE, MONROE, AND WASHINGTON.
Form 990-PF (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

ALABAMA KIDNEY FOUNDATION

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

BAYSHORE CHRISTIAN SCHOOL FOUNDATION INC

316 PRESBYTERIAN DRIVE
FAIRHOPE,AL36532
    SCHOOL GYM 50,000

BECKWITH CAMP AND CONFERENCE CENTER

10400 BECKWITH LN
FAIRHOPE,AL36532
    BECAUSE LOVE CREATES MAGIC - A CAMPAIGN FOR CAMP BECKWITH 10,000

BIG BROTHERS BIG SISTER OF CENTRAL GULF COAST

3 SOUTH ROYAL ST STE 300
MOBILE,AL36602
    BIG FUTURES 25,000

CASA MOBILE INC

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

CHILD ADVOCASY CENTER INC

1351 SPRINGHILL AVE
MOBILE,AL36604
    ST. LOUIS STREET PROJECT 50,000

DAUPHIN ISLAND SEA LAB FOUNDATION

PO BOX 82151
MOBILE,AL36689
    ALABAMA AQUARIUM TECH ROOM RENOVATION 25,000

DUMAS WESLEY COMMUNITY CENTER

126 MOBILE STREET
MOBILE,AL36607
    AFTER SCHOOL ACHIEVEMENT PROGRAM (ASAP) & SUMMER REC. PROGRAM 18,000

EXPLORE CENTER INC

PO BOX 1968
MOBILE,AL36633
    EXPLOREUM SCIENCE CENTER 2025 EDUCATIONAL PROGRAMMING 100,000

FAIRHOPE POINT CLEAR ROTARY YOUTH PROGRAM INC

PO BOX 202
POINT CLEAR,AL36564
    YOUTH PROGRAM 5,000

FUSE PROJECT

PO BOX 1134
MOBILE,AL36633
    ABC EARLY LEARNING PROGRAM 15,000

LIGHT OF THE VILLAGE

PO BOX 1641
BAY MINETTE,AL36507
    INCREASING EDUCATIONAL OPPORTUNITIES FOR YOUTH AT RISK OF ACADEMIC AND LIFE FAILURE 15,000

MOBILE ARTS COUNCIL INC

6 S JOACHIM ST
MOBILE,AL36602
    AMP UP ARTS: EMPOWERING MOBILE'S YOUTH THROUGH ARTS EDUCATION 3,000

MOBILE BALLET

4351 DOWNTOWNER LOOP N
MOBILE,AL36609
    DISCOVER DANCE ARTS EDUCATION PROGRAM 2,000

MOBILE MUSEUM OF ART

4850 MUSEUM DR
MOBILE,AL36608
    GATEWAY: FROM GRAFFITI TO GALLERY 35,000

MOBILE OPERA

257 DAUPHIN STREET
MOBILE,AL36602
    2025-2026 SEASON 5,000

MOBILE SYMPHONY

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

MULHERIN CUSTODIAL HOME

2496 HALLS MILL RD
MOBILE,AL36606
    FLOORING REPLACEMENT 20,000

NATIONAL MARITIME MUSEUM OF THE GULF OF MEXICO

155 WATER ST
MOBILE,AL36602
    JIMMY BUFFETT EXHIBIT 100,000

OZANAM CHARITABLE PHARMACY INC

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

PRICHARD PREPARATORY SCHOOL

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

RANSOM MINISTRIES

320 S CRAFT HIGHWAY
CHICKASAW,AL36611
    PAVING THE WAY 10,000

RAPAHOPE CHILDREN'S RETREAT FOUNDATION

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

RONALD MCDONALD HOUSE CHARITIES OF MOBILE INC

1626 SPRINGHILL AVE
MOBILE,AL36604
    ADOPT A ROOM 5,000

SALVATION ARMY OF COASTAL ALABAMA

1009 DAUPHIN ST
MOBILE,AL36604
    FOOD PANTRY PROJECT IN WASHINGTON COUNTY 25,000

SENIOR CITIZENS SERVICES BCA VIA HEALTH FITNESS AND ENRICHMENT CTR

1717 DAUPHIN ST
MOBILE,AL36604
    PARKING LOT REPAVING 25,000

SOUTHEASTERN DIABETES EDUCATION SERVICES INC

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

SPRING HILL COLLEGE

4000 DAUPHIN ST
MOBILE,AL36608
    NURSING STUDENT SCHOLARSHIPS 32,947

ST JAMES EPISCOPAL CHURCH AND SCHOOL

860 N SECTION ST
FAIRHOPE,AL36532
    SCHOOL EXPANSION 50,000

ST LUKES EPISCOPAL SCHOOL

1400 UNIVERSITY BLVD S
MOBILE,AL36609
    STEM + M VIBE (VISIONARY INITIATIVE FOR BUILDING EXCELLENCE) 25,000

THE CORE PROJECT

7125 HITT ROAD
MOBILE,AL36695
    CORE ACADEMY 20,000

THE SHOULDER

31214 COLEMAN LN
SPANISH FORT,AL36527
    ALCOHOL AND DRUG TESTING SUPPLIES 10,000

UMS WRIGHT PREPARATORY SCHOOL

65 MOBILE ST N
MOBILE,AL36607
    LEGACY OF EXCELLENCE CAPITAL CAMPAIGN - LOWER SCHOOL BUILDING ADDITION 50,000

UNIVERSITY OF SOUTH ALABAMA COLLEGE OF MEDICINE

650 CLINIC DR
MOBILE,AL36688
    CRAMPTON SCHOLARS PROGRAM 100,000

UNIVERSITY OF SOUTH ALABAMA COLLEGE OF MEDICINE

650 CLINIC DR
MOBILE,AL36688
    GRANT DISTRIBUTION UNDER ART 4 SEC 7(D) LWT K.C. COCHRAN 19,464

VICTORY HEALTH PARTNERS

3750 PROFESSIONAL PARKWAY
MOBILE,AL36609
    FOR GENERAL SUPPORT OF HEALTHCARE SERVICES 15,000

WILMER HALL CHILDRENS HOME

3811 OLD SHELL RD
MOBILE,AL36608
    TRANSITIONAL LIVING PROGRAM 50,000

WINGS OF LIFE RECOVERY

3401 NEWMAN RD
MOBILE,AL36695
    FAMILY-CENTERED RECOVERY PROGRAM 10,000

YOUNG LIFE MOBILE

PO BOX 851025
MOBILE,AL36685
    YOUNG LIFE COMMUNITY DEVELOPMENT AND YOUNG LIFE ONE 20,000
Total ................................. 3a 1,005,411
bApproved for future payment
Total ................................. 3b 0
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 ....     14 547,445  
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 ............
    18 686,219  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 1,233,664 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,233,664
(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:
CRAMPTON TRUST #1255000731
 
REGIONS BANK TRUSTEE
EIN:
63-6181261
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
SMITH, DUKES & BUCKALEW - TAX RETURN PREPARATION 5,525 0   5,525
REGIONS BANK - TAX REPORT PROCESSING 200 0   200

TY 2025 AppliedToPriorYearElection
Name:
CRAMPTON TRUST #1255000731
 
REGIONS BANK TRUSTEE
EIN:
63-6181261
Election:
ELECTION UNDER IRC 4942(H)(2) AND REG 53.4942(A)-3(D)(2) ATTACHED.

TY 2025 GeneralExplanationAttachment
Name:
CRAMPTON TRUST #1255000731
 
REGIONS BANK TRUSTEE
EIN:
63-6181261
Identifier Return Reference Explanation
  PART VII, LINE 1, COL. B, TITLE & AVG HOURS PER WEEK DEVOTED TO POSITION THE COMPENSATION REPORTED IN COLUMN (B) PAID TO REGIONS BANK AS CORPORATE TRUSTEE IS CALCULATED BASED ON MARKET VALUE AND FEE SCHEDULE. IT IS NOT DETERMINED BASED ON AN HOURLY BASIS AND ENCOMPASSES REGIONS CORPORATE TRUSTEE SERVICES.

TY 2025 InvestmentsCorpBondsSchedule
Name:
CRAMPTON TRUST #1255000731
 
REGIONS BANK TRUSTEE
EIN:
63-6181261
Name of Bond End of Year Book Value End of Year Fair Market Value
AMAZON.COM INC 4.65% 20 NOV 2035 - 61000 PAR 60,987 60,754
AMERICAN TOWER CORP 5.8% 15 NOV 2028 - 56000 PAR 56,393 58,477
AMERICAN WATER CAPITAL 5.25% 01 MAR 2035 - 57000 PAR 57,052 58,858
ANHEUSER-BUSCH INBEV WORLDWIDE INC 4.9% 23 JAN 2031 - 58000 PAR 63,038 60,138
AT&T INC 4.5% 15 MAY 2035 - 62000 PAR 64,575 59,666
BANK OF AMERICA CORP 6.11% 29 JAN 2037 - 56000 PAR 65,101 60,486
BANK OF AMERICA CORP VARIABLE 3.559% 23 APR 2027 - 59000 PAR 58,534 58,892
BANK OF NEW YORK MELLON CORP/THE .75% 28 JAN 2026 - 61000 PAR 60,525 60,857
BERKSHIRE HATHAWAY FINANCE CORP 4.25% 15 JAN 2049 - 70000 PAR 74,003 58,961
BLACKROCK INC 1.9% 28 JAN 2031 - 67000 PAR 62,314 60,269
CAPITAL ONE FINANCIAL CORP 3.65% 11 MAY 2027 - 60000 PAR 59,137 59,723
CHARLES SCHWAB CORP/THE .9% 11 MAR 2026 - 61000 PAR 59,216 60,653
CHEVRON USA INC 4.5% 15 OCT 2032 - 59000 PAR 58,786 59,636
CITIGROUP INC VARIABLE 4.542% 19 SEP 2030 - 59000 PAR 58,213 59,469
COMCAST CORP 3.75% 01 APR 2040 - 71000 PAR 67,605 58,520
DUKE ENERGY CORP 4.85% 05 JAN 2029 - 58000 PAR 58,108 59,205
FANNIE MAE POOL FN 257041 5.5% 01 JAN 2038 - 969000 PAR 4,115 4,221
FANNIE MAE POOL FN 357426 5% 01 SEP 2033 - 491000 PAR 3,125 3,133
FANNIE MAE POOL FN 725228 6% 01 MAR 2034 - 1031000 PAR 5,312 5,500
FANNIE MAE POOL FN 735580 5% 01 JUN 2035 - 308000 PAR 2,794 2,825
FANNIE MAE POOL FN 745822 6% 01 SEP 2036 - 1280000 PAR 7,300 7,710
FANNIE MAE POOL FN 865116 6% 01 FEB 2036 - 153000 PAR 681 717
FANNIE MAE POOL FN 878201 6% 01 SEP 2036 - 136000 PAR 1,282 1,350
FANNIE MAE POOL FN 928480 6% 01 JUL 2037 - 135000 PAR 1,256 1,320
FANNIE MAE POOL FN 946351 6% 01 SEP 2037 - 28000 PAR 118 124
FANNIE MAE POOL FN 950796 6% 01 OCT 2037 - 149000 PAR 591 622
FANNIE MAE POOL FN 985615 5.5% 01 APR 2034 - 245000 PAR 1,326 1,352
FANNIE MAE POOL FN AA7236 4% 01 JUN 2039 - 65000 PAR 2,353 2,313
FANNIE MAE POOL FN AB1500 4% 01 SEP 2040 - 107000 PAR 3,718 3,600
FANNIE MAE POOL FN AB9551 3% 01 JUN 2043 - 124000 PAR 27,528 24,387
FANNIE MAE POOL FN AE0103 6% 01 MAY 2039 - 38000 PAR 650 684
FANNIE MAE POOL FN AE0207 4.5% 01 NOV 2033 - 108000 PAR 2,010 2,000
FANNIE MAE POOL FN AE0981 3.5% 01 MAR 2041 - 87000 PAR 4,680 4,476
FANNIE MAE POOL FN AE3049 4.5% 01 SEP 2040 - 233000 PAR 6,484 6,414
FANNIE MAE POOL FN AH6827 4% 01 MAR 2026 - 119000 PAR 55 55
FANNIE MAE POOL FN AJ7715 3% 01 DEC 2026 - 117000 PAR 783 777
FANNIE MAE POOL FN AJ9355 3% 01 JAN 2027 - 80000 PAR 615 611
FANNIE MAE POOL FN AL0393 4.5% 01 JUN 2041 - 55000 PAR 3,095 3,096
FANNIE MAE POOL FN AL1410 4.5% 01 DEC 2041 - 145000 PAR 7,306 7,219
FANNIE MAE POOL FN AL9994 2.5% 01 APR 2032 - 36000 PAR 5,428 5,410
FANNIE MAE POOL FN AO4144 4% 01 JUN 2042 - 74000 PAR 3,970 3,866
FANNIE MAE POOL FN AQ0546 3.5% 01 NOV 2042 - 67000 PAR 6,814 6,529
FANNIE MAE POOL FN AS6191 3.5% 01 NOV 2045 - 52000 PAR 7,685 7,224
FANNIE MAE POOL FN AS9585 4% 01 MAY 2047 - 325000 PAR 69,789 67,142
FANNIE MAE POOL FN AT2062 2.5% 01 APR 2028 - 65000 PAR 2,341 2,307
FANNIE MAE POOL FN AT2720 3% 01 MAY 2043 - 124000 PAR 22,114 20,351
FANNIE MAE POOL FN AU3735 3% 01 AUG 2043 - 60000 PAR 10,669 9,863
FANNIE MAE POOL FN AX5306 3.5% 01 JAN 2027 - 150000 PAR 1,601 1,594
FANNIE MAE POOL FN BC4745 3% 01 OCT 2046 - 75000 PAR 21,911 21,140
FANNIE MAE POOL FN BH9288 4% 01 FEB 2048 - 108000 PAR 31,760 30,459
FANNIE MAE POOL FN BM4075 3.5% 01 MAR 2032 - 55000 PAR 552 549
FANNIE MAE POOL FN CA0853 3.5% 01 DEC 2047 - 121000 PAR 32,916 31,325
FANNIE MAE POOL FN CA6635 2.5% 01 AUG 2050 - 164000 PAR 85,638 82,584
FANNIE MAE POOL FN CB0440 2.5% 01 MAY 2051 - 67000 PAR 37,891 37,872
FANNIE MAE POOL FN CB3292 2.5% 01 APR 2052 - 114000 PAR 76,897 70,391
FANNIE MAE POOL FN CB4678 5% 01 SEP 2052 - 135000 PAR 95,909 97,643
FANNIE MAE POOL FN FM1000 3% 01 APR 2047 - 200000 PAR 49,629 44,797
FANNIE MAE POOL FN FM1324 3% 01 NOV 2031 - 175000 PAR 9,859 9,749
FANNIE MAE POOL FN FM1456 2.5% 01 SEP 2028 - 130000 PAR 11,028 10,874
FANNIE MAE POOL FN FM3869 3% 01 JUN 2035 - 184000 PAR 29,625 30,831
FANNIE MAE POOL FN FM8779 2.5% 01 SEP 2051 - 164000 PAR 100,861 100,469
FANNIE MAE POOL FN FM8991 2.5% 01 SEP 2036 - 88000 PAR 44,667 45,977
FANNIE MAE POOL FN FS1873 3% 01 MAY 2052 - 58000 PAR 39,245 39,334
FANNIE MAE POOL FN FS2009 3% 01 MAY 2052 - 123000 PAR 85,613 81,151
FANNIE MAE POOL FN FS4505 3% 01 JUN 2052 - 55000 PAR 37,959 39,379
FANNIE MAE POOL FN FS4568 3% 01 SEP 2037 - 50000 PAR 31,901 32,826
FANNIE MAE POOL FN FS4755 2.5% 01 JUN 2037 - 103000 PAR 67,412 70,607
FANNIE MAE POOL FN FS5979 2.5% 01 SEP 2036 - 29000 PAR 18,207 18,675
FANNIE MAE POOL FN MA0258 4.5% 01 DEC 2039 - 118000 PAR 3,178 3,146
FEDERAL HOME LOAN MORTGAGE CORP 6.25% 15 JUL 2032 - 52000 PAR 58,698 58,897
FIDELITY NATIONAL INFORMATION SERVICES INC 1.65% 01 MAR 2028 - 63000 PAR 59,872 59,822
FREDDIE MAC GOLD POOL FG G01840 5% 01 JUL 2035 - 318000 PAR 2,771 2,804
FREDDIE MAC GOLD POOL FG G04774 4.5% 01 JAN 2038 - 164000 PAR 1,768 1,776
FREDDIE MAC GOLD POOL FG G08344 4.5% 01 MAY 2039 - 90000 PAR 1,273 1,279
FREDDIE MAC GOLD POOL FG G08463 4% 01 OCT 2041 - 70000 PAR 2,133 2,075
FREDDIE MAC GOLD POOL FG G08681 3.5% 01 DEC 2045 - 153000 PAR 17,377 16,347
FREDDIE MAC GOLD POOL FG G18536 2.5% 01 JAN 2030 - 109000 PAR 7,057 6,883
FREDDIE MAC GOLD POOL FG G18549 2.5% 01 APR 2030 - 295000 PAR 24,514 23,684
FREDDIE MAC GOLD POOL FG G18553 2.5% 01 MAY 2030 - 20000 PAR 1,687 1,643
FREDDIE MAC GOLD POOL FG G60138 3.5% 01 AUG 2045 - 170000 PAR 36,221 34,546
FREDDIE MAC GOLD POOL FG G67700 3.5% 01 AUG 2046 - 355000 PAR 72,555 75,893
FREDDIE MAC GOLD POOL FG G67709 3.5% 01 MAR 2048 - 188000 PAR 50,864 49,360
FREDDIE MAC GOLD POOL FG J16353 3.5% 01 AUG 2026 - 114000 PAR 336 335
FREDDIE MAC GOLD POOL FG J17508 3% 01 DEC 2026 - 137000 PAR 905 899
FREDDIE MAC POOL FR RA6567 3% 01 DEC 2051 - 138000 PAR 81,398 85,631
FREDDIE MAC POOL FR SD0612 2.5% 01 NOV 2050 - 117000 PAR 71,821 60,334
FREDDIE MAC POOL FR SD1352 3.5% 01 JUL 2052 - 55000 PAR 36,794 38,329
FREDDIE MAC POOL FR SD2670 3.5% 01 JUN 2052 - 23000 PAR 16,438 16,696
FREDDIE MAC POOL FR SD5279 3% 01 AUG 2052 - 59000 PAR 43,870 45,269
FREDDIE MAC POOL FR SD6961 5% 01 NOV 2053 - 127000 PAR 108,473 111,689
FREDDIE MAC POOL FR SD7519 3.5% 01 MAY 2050 - 106000 PAR 40,196 43,882
FREDDIE MAC POOL FR SD7540 2.5% 01 MAY 2051 - 32000 PAR 17,556 18,312
FREDDIE MAC POOL FR SD7548 2.5% 01 NOV 2051 - 37000 PAR 21,612 22,658
FREDDIE MAC POOL FR SD7553 3% 01 MAR 2052 - 99000 PAR 64,035 64,519
FREDDIE MAC POOL FR ZK7591 2.5% 01 NOV 2028 - 119000 PAR 6,350 6,199
FREDDIE MAC POOL FR ZT1502 3.5% 01 NOV 2048 - 95000 PAR 28,447 25,475
GEORGIA POWER CO 5.004% 23 FEB 2027 - 58000 PAR 58,149 58,755
GILEAD SCIENCES INC 3.65% 01 MAR 2026 - 59000 PAR 58,655 58,974
GOLDMAN SACHS GROUP INC/THE VARIABLE 2.65% 21 OCT 2032 - 67000 PAR 62,315 60,476
HOME DEPOT INC/THE 4.875% 25 JUN 2027 - 58000 PAR 57,982 58,993
HSBC HOLDINGS PLC VARIABLE 3.973% 22 MAY 2030 - 61000 PAR 59,558 60,298
INTERNATIONAL BUSINESS MACHINES CORP 3.45% 19 FEB 2026 - 59000 PAR 58,539 58,957
INTERNATIONAL BUSINESS MACHINES CORP 3.5% 15 MAY 2029 - 61000 PAR 59,629 59,861
JPMORGAN CHASE & CO VARIABLE 3.782% 01 FEB 2028 - 120000 PAR 121,147 119,732
KROGER CO/THE 2.65% 15 OCT 2026 - 60000 PAR 57,968 59,396
LOWE'S COS INC 3.65% 05 APR 2029 - 60000 PAR 60,229 59,259
MOLSON COORS BEVERAGE CO 5% 01 MAY 2042 - 65000 PAR 69,496 60,187
MORGAN STANLEY VARIABLE 4.654% 18 OCT 2030 - 59000 PAR 58,620 59,714
NATIONAL RURAL UTILITIES COOPERATIVE FINANCE CORP 4.95% 07 FEB 2030 - 57000 57,295 58,663
ORACLE CORP 4.2% 27 SEP 2029 - 59000 PAR 58,834 57,861
PFIZER INC 4.5% 15 NOV 2032 - 60000 PAR 59,992 60,211
PROCTER & GAMBLE CO/THE 3% 25 MAR 2030 - 62000 PAR 61,885 59,820
SHELL FINANCE US INC 2.375% 07 NOV 2029 - 64000 PAR 58,893 60,382
SHERWIN-WILLIAMS CO/THE 4.5% 15 AUG 2030 - 59000 PAR 59,017 59,611
SOUTHERN CO/THE 3.7% 30 APR 2030 - 61000 PAR 59,787 59,606
SOUTHWEST AIRLINES CO 4.375% 15 NOV 2028 - 61000 PAR 60,881 61,127
SUMISHO AIR LEASE CORP 3.75% 01 JUN 2026 - 60000 PAR 57,451 59,886
SYSCO CORP 3.3% 15 FEB 2050 - 87000 PAR 70,852 60,790
TOYOTA MOTOR CREDIT CORP .8% 09 JAN 2026 - 60000 PAR 59,560 59,964
TRUIST FINANCIAL CORP 1.267% 02 MAR 2027 - 60000 PAR 59,601 59,698
WILLIAMS COS INC/THE 5.3% 30 SEP 2035 - 59000 PAR 58,961 60,078
ARTISAN HIGH INCOME FUND - 39955.252 PAR 358,139 367,588
BRANDYWINEGLOBAL HIGH YIELD FUND - 36265.886 PAR 368,099 368,099
TOYOTA MOTOR CREDIT CORP 1.125% 18 JUN 2026 - 61000 PAR 59,265 60,260
BANK OF NOVA SCOTIA/THE 1.05% 02 MAR 2026 - 60000 PAR 59,505 59,728
CANADIAN PACIFIC RAILWAY CO 4.8% 30 MAR 2030 - 57000 PAR 57,170 58,318
LLOYDS BANKING GROUP PLC 4.375% 22 MAR 2028 - 59000 PAR 58,173 59,378
PIMCO INTERNATIONAL BOND FUND U.S. DOLLAR-HEDGED - 52199.68 PAR 513,495 518,343
ROYAL BANK OF CANADA .875% 20 JAN 2026 - 121000 PAR 118,173 120,824
VANGUARD EMERGING MARKETS BOND FUND - 9196.746 PAR 202,742 229,183

TY 2025 InvestmentsCorpStockSchedule
Name:
CRAMPTON TRUST #1255000731
 
REGIONS BANK TRUSTEE
EIN:
63-6181261
Name of Stock End of Year Book Value End of Year Fair Market Value
BOEING CO/THE - 146 SHS 31,974 31,700
INTEL CORP - 1174 SHS 33,423 43,321
INTUITIVE SURGICAL INC - 152 SHS 29,705 86,087
LINDE PLC - 89 SHS 38,677 37,949
NETFLIX INC - 720 SHS 54,238 67,507
NVIDIA CORP - 600 SHS 14,088 111,900
RESONA HOLDINGS INC - 801 SHS 12,338 15,163
SERVICENOW INC - 349 SHS 34,709 53,463
ALPHABET INC - 207 SHS 30,634 64,791
ALPHABET INC - 269 SHS 4,035 84,412
AMAZON.COM INC - 602 SHS 46,335 138,954
BROADCOM INC - 450 SHS 127,945 155,745
CHARLES SCHWAB CORP/THE - 572 SHS 22,988 57,149
COSTCO WHOLESALE CORP - 82 SHS 21,803 70,712
DEERE & CO - 109 SHS 34,763 50,747
HALEON PLC - 3071 SHS 21,132 31,048
INTUIT INC - 110 SHS 6,984 72,866
ISHARES CORE S&P 500 ETF - 2410 SHS 718,230 1,650,705
LEGRAND SA - 479 SHS 12,933 14,202
LONDON STOCK EXCHANGE GROUP PLC - 460 SHS 13,098 14,062
MARVELL TECHNOLOGY INC - 742 SHS 51,184 63,055
MASTERCARD INC - 138 SHS 41,798 78,781
MCKESSON CORP - 66 SHS 26,075 54,139
META PLATFORMS INC - 161 SHS 70,572 106,274
MICROSOFT CORP - 269 SHS 27,117 130,094
NIPPON SANSO HOLDINGS CORP - 350 SHS 5,344 5,177
O'REILLY AUTOMOTIVE INC - 568 SHS 42,868 51,807
PARKER HANNIFIN CORP - 79 SHS 43,938 69,438
S&P GLOBAL INC - 76 SHS 29,466 39,717
SHERWIN-WILLIAMS CO/THE - 125 SHS 29,860 40,504
STARBUCKS CORP - 172 SHS 15,816 14,484
UNILEVER PLC - 376 SHS 19,753 24,590
UNIVERSAL MUSIC GROUP NV - 967 SHS 10,410 12,610
VISA INC - 114 SHS 22,787 39,981
AMERICAN EXPRESS CO - 126 SHS 10,644 46,614
AMERICAN TOWER CORP - 132 SHS 26,617 23,175
BANK OF AMERICA CORP - 1117 SHS 24,838 61,435
BERKSHIRE HATHAWAY INC - 110 SHS 28,413 55,292
CAPITAL ONE FINANCIAL CORP - 164 SHS 23,668 39,747
CHEVRON CORP - 277 SHS 24,867 42,218
COMCAST CORP - 908 SHS 33,960 27,140
CONOCOPHILLIPS - 452 SHS 17,331 42,312
CVS HEALTH CORP - 683 SHS 47,852 54,203
DANAHER CORP - 278 SHS 62,478 63,640
EXXON MOBIL CORP - 198 SHS 22,550 23,827
HOME DEPOT INC/THE - 106 SHS 17,080 36,475
JOHNSON & JOHNSON - 354 SHS 56,754 73,260
JPMORGAN CHASE & CO - 389 SHS 5,993 125,344
MARSH & MCLENNAN COS INC - 183 SHS 20,160 33,950
PEPSICO INC - 171 SHS 22,375 24,542
PNC FINANCIAL SERVICES GROUP INC/THE - 151 SHS 29,034 31,518
PROCTER & GAMBLE CO/THE - 196 SHS 32,445 28,089
PROGRESSIVE CORP/THE - 345 SHS 32,650 78,563
RTX CORP - 256 SHS 9,440 46,950
THERMO FISHER SCIENTIFIC INC - 108 SHS 15,840 62,581
UNITEDHEALTH GROUP INC - 150 SHS 51,683 49,517
WALT DISNEY CO/THE - 167 SHS 20,276 19,000
WILLIAMS COS INC/THE - 941 SHS 36,744 56,564
OTIS WORLDWIDE CORP - 266 SHS 9,330 23,235
UBER TECHNOLOGIES INC - 834 SHS 37,237 68,146
ARTISAN MID CAP FUND - 3075.782 SHS 111,703 128,291
AUTODESK INC - 200 SHS 32,273 59,202
CADENCE DESIGN SYSTEMS INC - 161 SHS 44,678 50,325
CINTAS CORP - 282 SHS 16,373 53,036
COSTAR GROUP INC - 679 SHS 52,918 45,656
DRAFTKINGS INC - 1167 SHS 40,340 40,215
FAIR ISAAC CORP - 34 SHS 62,482 57,481
GENERAC HOLDINGS INC - 341 SHS 46,312 46,502
HILTON WORLDWIDE HOLDINGS INC - 343 SHS 72,654 98,527
MARTIN MARIETTA MATERIALS INC - 80 SHS 23,602 49,813
MICROCHIP TECHNOLOGY INC - 768 SHS 59,467 48,937
MOTOROLA SOLUTIONS INC - 96 SHS 15,174 36,799
SAMSARA INC - 1453 SHS 55,671 51,509
TRANSDIGM GROUP INC - 35 SHS 43,887 46,545
VEEVA SYSTEMS INC - 135 SHS 32,858 30,136
VIRTUS KAR SMALL-CAP GROWTH FUND - 9032.662 SHS 295,238 158,885
XPO INC - 331 SHS 38,401 44,986
AIR PRODUCTS AND CHEMICALS INC - 249 SHS 48,411 61,508
BUREAU VERITAS SA - 240 SHS 13,714 15,288
ILLINOIS TOOL WORKS INC - 88 SHS 13,197 21,674
IMCD NV - 86 SHS 5,847 3,892
INVESCO SMALL CAP VALUE FUND - 15048.76 SHS 380,884 427,987
ISHARES CORE S&P MID-CAP ETF - 16000 SHS 722,452 1,056,000
ISHARES CORE S&P SMALL-CAP ETF - 6074 SHS 392,832 729,973
TRADE DESK INC/THE - 752 SHS 63,788 28,546
VANGUARD MID-CAP ETF - 2616 SHS 714,717 759,216
VERALTO CORP - 618 SHS 44,490 61,664
WEC ENERGY GROUP INC - 521 SHS 48,590 54,945
WEST PHARMACEUTICAL SERVICES INC - 188 SHS 49,775 51,726
BECTON DICKINSON AND CO - 245 SHS 58,833 47,547
JOHN HANCOCK DISCIPLINED VALUE MID CAP FUND - 4663.108 SHS 114,532 128,049
SEMPRA ENERGY - 552 SHS 32,535 48,736
TRAVELERS COS INC/THE - 186 SHS 25,606 53,951
DATADOG INC - 366 SHS 35,225 49,772
3I GROUP PLC - 1563 SHS 17,400 17,021
ABB LTD SPONSORED ADR - 397 SHS 7,960 29,366
ADIDAS AG - 138 SHS 15,270 13,641
AIA GROUP LTD - 421 SHS 13,311 17,274
AIR LIQUIDE SA - 583 SHS 14,977 21,897
ALLIANZ SE - 258 SHS 10,715 11,868
ANGLO AMERICAN PLC - 550 SHS 11,055 11,380
AON PLC - 58 SHS 8,235 20,467
ASML HOLDING NV - 46 SHS 31,689 49,214
ASTRAZENECA PLC - 493 SHS 36,759 45,321
BANCO SANTANDER SA - 2230 SHS 18,257 26,158
BANK HAPOALIM BM - 160 SHS 14,355 18,880
BANKINTER SA - 1062 SHS 8,779 17,608
CAPGEMINI SE - 271 SHS 9,799 9,024
CHUBB LTD - 38 SHS 9,767 11,861
CIE FINANCIERE RICHEMONT SA - 751 SHS 9,563 16,169
COMPASS GROUP PLC - 672 SHS 13,902 21,497
CRH PLC - 68 SHS 5,248 8,486
DIPLOMA PLC - 1056 SHS 12,679 18,681
DSV PANALPINA A/S - 132 SHS 15,757 16,677
ENGIE SA - 539 SHS 11,116 14,160
EUPAC FUND - 14866.766 SHS 572,693 901,818
FANUC CORP - 778 SHS 10,620 15,148
GILDAN ACTIVEWEAR INC - 264 SHS 9,702 16,489
HALMA PLC - 173 SHS 7,892 16,444
HEXAGON AB - 1326 SHS 13,279 15,567
HOYA CORP - 106 SHS 11,179 16,075
IMI PLC - 307 SHS 10,038 10,257
INDUSTRIA DE DISENO TEXTIL SA - 963 SHS 13,268 15,890
ING GROEP NV - 691 SHS 8,788 19,348
INTERCONTINENTAL HOTELS GROUP PLC - 112 SHS 13,420 15,773
KBC GROEP NV - 357 SHS 12,952 23,285
MARKS & SPENCER GROUP PLC - 719 SHS 6,586 6,334
MARUWA CO LTD/AICHI - 495 SHS 6,405 5,341
MEDTRONIC PLC - 86 SHS 7,706 8,261
MITSUBISHI ELECTRIC CORP - 277 SHS 8,775 16,066
MITSUI FUDOSAN CO LTD - 383 SHS 10,301 13,037
MIZUHO FINANCIAL GROUP INC - 1652 SHS 6,911 12,093
MTU AERO ENGINES AG - 105 SHS 11,169 21,885
NINTENDO CO LTD - 652 SHS 14,890 10,993
NITORI HOLDINGS CO LTD - 632 SHS 8,770 5,498
NOMURA RESEARCH INSTITUTE LTD - 336 SHS 8,844 12,792
NORDEA BANK ABP - 935 SHS 11,108 17,700
NOVO NORDISK A/S - 193 SHS 15,648 9,820
RECRUIT HOLDINGS CO LTD - 1007 SHS 8,092 11,329
RELX PLC - 512 SHS 11,298 20,695
ROCHE HOLDING AG - 488 SHS 24,066 25,166
SAMPO OYJ - 659 SHS 11,908 15,935
SHIN-ETSU CHEMICAL CO LTD - 777 SHS 16,154 12,044
SIEMENS AG - 78 SHS 7,205 10,916
SSE PLC - 367 SHS 10,835 10,882
SUZUKI MOTOR CORP - 133 SHS 4,989 7,864
TECHTRONIC INDUSTRIES CO LTD - 227 SHS 14,880 13,071
THALES SA - 127 SHS 3,051 6,862
TRANE TECHNOLOGIES PLC - 127 SHS 42,573 49,428
VANGUARD DEVELOPED MARKETS INDEX FUND - 49179.784 SHS 662,059 987,038
ARTISAN DEVELOPING WORLD FUND - 12057.434 SHS 164,462 282,144
DISCO CORP - 205 SHS 6,068 6,244
GQG PARTNERS EMERGING MARKETS EQUITY FUND - 30038.993 SHS 528,252 534,694
LOTTOMATICA GROUP SPA - 337 SHS 8,870 8,920
PZENA EMERGING MARKETS VALUE FUND/USA - 14304.888 SHS 181,982 219,437
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD - 140 SHS 33,358 42,545
VANGUARD EMERGING MARKETS STOCK INDEX FUND/UNITED STATES - 8159.779 SHS 293,683 364,008
EXPERIAN PLC - 359 SHS 15,177 16,216

TY 2025 InvestmentsGovtObligationsSch
Name:
CRAMPTON TRUST #1255000731
 
REGIONS BANK TRUSTEE
EIN:
63-6181261
US Government Securities - End of Year Book Value:

1,210,748
US Government Securities - End of Year Fair Market Value:

1,095,891
State & Local Government Securities - End of Year Book Value:


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


0


TY 2025 InvestmentsOtherSchedule2
Name:
CRAMPTON TRUST #1255000731
 
REGIONS BANK TRUSTEE
EIN:
63-6181261
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
BLACK WARRIOR COAL CO CAPITAL STOCK - 250 SHS AT COST 86,345 38,100

TY 2025 LegalFeesSchedule
Name:
CRAMPTON TRUST #1255000731
 
REGIONS BANK TRUSTEE
EIN:
63-6181261
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 1,026 0   1,026


TY 2025 OtherExpensesSchedule
Name:
CRAMPTON TRUST #1255000731
 
REGIONS BANK TRUSTEE
EIN:
63-6181261
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
D & O INSURANCE 4,556 0   4,556
ADR FEES 1,753 1,753   0
INVESTMENT EXPENSES 7,848 7,848   0


TY 2025 OtherIncreasesSchedule
Name:
CRAMPTON TRUST #1255000731
 
REGIONS BANK TRUSTEE
EIN:
63-6181261
Description Amount
BOOK/TAX TIMING DIFFERENCE 4,802


TY 2025 OtherProfessionalFeesSchedule
Name:
CRAMPTON TRUST #1255000731
 
REGIONS BANK TRUSTEE
EIN:
63-6181261
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MGT EXPENSE 38,690 38,690   0


TY 2025 TaxesSchedule
Name:
CRAMPTON TRUST #1255000731
 
REGIONS BANK TRUSTEE
EIN:
63-6181261
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN WITHHOLDING TAXES 13,751 13,751   0
EXCISE TAX PAYMENTS 14,995 0   0