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
ALEXANDER MCCAUSLAND CHARITABLE
 
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

37-6437195
B Telephone number (see instructions)

8557392922
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)$24,823,446J 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... 654,231 651,788  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,404,896
b Gross sales price for all assets on line 6a 14,996,110
7 Capital gain net income (from Part IV, line 2)... 1,404,896
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,640 2,640  
12 Total. Add lines 1 through 11........ 2,061,767 2,059,324  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 208,614 156,461   52,154
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
1,341 0 0 1,341
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
16,010 16,010   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
25,958 13,161   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
291 291    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 252,214 185,923 0 53,495
25 Contributions, gifts, grants paid....... 1,015,000 1,015,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 1,267,214 185,923 0 1,068,495
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 794,553
b Net investment income (if negative, enter -0-) 1,873,401
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 593,600 608,798 608,798
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)....... 4,286,373 Click to see attachment
List of Attached Documents:
// Content
3,182,994 		8,158,204
c Investments—corporate bonds (attach schedule).......   Click to see attachment
List of Attached Documents:
// Content
4,204,385 		4,198,336
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 13,146,483 Click to see attachment
List of Attached Documents:
// Content
10,816,502 		11,858,108
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) 18,026,456 18,812,679 24,823,446
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........ 18,026,456 18,812,679
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)..... 18,026,456 18,812,679
30 Total liabilities and net assets/fund balances (see instructions). 18,026,456 18,812,679
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
18,026,456
2
Enter amount from Part I, line 27a .....................
2
794,553
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
10,103
4
Add lines 1, 2, and 3 ..........................
4
18,831,112
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
18,433
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
18,812,679
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 139. BROADCOM INC   2019-08-06 2025-01-23
b 3364. ISHARES CORE U.S. AGGREGATE ETF   2024-08-19 2025-01-23
c 500. ISHARES CORE U.S. AGGREGATE ETF   2021-06-11 2025-01-23
d 4465. ISHR CR UNVRSE USD BD ETF-UI ETF   2024-08-19 2025-01-23
e 239. LAM RESH CORP   2018-08-09 2025-01-23
25. ELI LILLY & CO COM   2024-08-26 2025-01-23
37. UNITEDHEALTH GROUP INC   2009-12-16 2025-01-23
214. VANGUARD MIDCAP VIPER   2024-08-26 2025-01-23
39. VISA INC-CLASS A SHRS   2024-08-26 2025-01-23
246. CELANESE CORP   2024-08-26 2025-02-28
900. CELANESE CORP     2025-02-28
785. CISCO SYSTEMS INC   2024-08-26 2025-02-28
1868. CISCO SYSTEMS INC     2025-02-28
1046. MERCK & CO INC NEW     2025-02-28
490. MERCK & CO INC NEW   2016-02-08 2025-02-28
123. GARMIN LTD     2025-02-28
464. ALPHABET INC CL C   2013-04-18 2025-03-04
89. META PLATFORMS INC   2024-08-26 2025-03-04
945. FIRST TRUST GLOBAL TACTICAL   2024-06-12 2025-03-20
1196. GOLDMAN SACHS ACTIVEBETA INT ETF   2024-08-12 2025-03-20
2684. ISHARES CORE U.S. AGGREGATE ETF   2024-08-19 2025-03-20
6478. ISHARES IBOXX $ INVESTMENT   2025-01-23 2025-03-20
724. ISHARES CORE MSCI EAFE ETF   2024-08-19 2025-03-20
93. ALPHABET INC CL C   2025-03-20 2025-03-25
494. ALPHABET INC CL C   2013-04-18 2025-03-25
115. BLACKSTONE INC     2025-03-25
906. CITIGROUP INC.     2025-03-25
50. JPMORGAN CHASE & CO   2025-03-20 2025-03-25
145. JPMORGAN CHASE & CO   2012-07-19 2025-03-25
818. REGIONS FINL CORP NEW   2024-08-26 2025-03-25
743. SUNCOR ENERGY INC NEW F   2024-08-26 2025-03-25
115. TARGET CORP   2024-10-24 2025-03-25
474. TARGET CORP     2025-03-25
469. TOTAL S.A. - ADR   2024-08-26 2025-03-25
138. TOTAL S.A. - ADR   2024-02-02 2025-03-25
180. UNITED PARCEL SERVICE-CL B   2019-02-15 2025-03-25
755. UNITED PARCEL SERVICE-CL B     2025-04-30
8934. FIRST TRUST GLOBAL TACTICAL   2024-06-12 2025-06-18
165. ALPHABET INC CL C   2013-04-18 2025-07-02
122. RTX CORP   2025-03-04 2025-07-02
89. RTX CORP   2023-03-06 2025-07-02
34. UNITEDHEALTH GROUP INC   2025-03-20 2025-07-02
144. UNITEDHEALTH GROUP INC     2025-07-02
3601. SPDR GOLD MINISHARES TRUST ETF   2025-01-01 2025-07-11
107. BROADCOM INC   2019-08-06 2025-07-16
303. UNITEDHEALTH GROUP INC   2010-06-16 2025-07-16
143. TE CONNECTIVITY PLC   2016-11-10 2025-07-16
3601. SPDR GOLD MINISHARES TRUST ETF   2025-01-01 2025-08-08
65. ABBVIE INC   2024-08-26 2025-08-19
144. APPLE INC   2008-11-24 2025-08-19
12. BLACKROCK INC   2020-04-16 2025-08-19
22. META PLATFORMS INC   2025-03-20 2025-08-19
79. META PLATFORMS INC   2021-05-12 2025-08-19
359. FIRST TRUST GLOBAL TACTICAL   2024-08-19 2025-08-19
9065. FIRST TRUST GLOBAL TACTICAL   2024-06-12 2025-08-19
1113. GOLDMAN SACHS ACTIVEBETA INT ETF   2024-08-12 2025-08-19
46. HILTON WORLDWIDE HOLDINGS IN   2024-04-04 2025-08-19
875. ISHARES CORE MSCI EAFE ETF   2024-08-12 2025-08-19
607. ISHARES CORE MSCI EMERGING ETF     2025-08-19
137. JPMORGAN CHASE & CO   2012-07-19 2025-08-19
51. ELI LILLY & CO COM   2024-08-26 2025-08-19
956. MANULIFE FINANCIAL CORP     2025-08-19
76. MICROSOFT CORP   2025-03-20 2025-08-19
7. MICROSOFT CORP   2014-02-13 2025-08-19
395. UNILEVER PLC - ADR   2024-08-26 2025-08-19
8465. VANGUARD RUSSELL 2000     2025-08-19
543. VANGUARD MIDCAP VIPER   2024-08-12 2025-08-19
73. VISA INC-CLASS A SHRS   2024-08-26 2025-08-19
133. WASTE MANAGEMENT INC   2021-02-18 2025-08-19
110. GARMIN LTD   2020-07-24 2025-08-19
3601. SPDR GOLD MINISHARES TRUST ETF   2025-01-01 2025-09-10
267. ISHARES JP MORGAN USD EMERGING   2025-08-19 2025-10-02
15244. ISHARES JP MORGAN USD EMERGING     2025-10-02
677. ISHR CR UNVRSE USD BD ETF-UI ETF   2025-08-19 2025-10-02
20465. ISHR CR UNVRSE USD BD ETF-UI ETF     2025-10-02
3615.561 PGIM HIGH YIELD-Q 1067   2025-08-19 2025-10-02
146137.787 PGIM HIGH YIELD-Q 1067     2025-10-02
3601. SPDR GOLD MINISHARES TRUST ETF   2025-01-01 2025-10-07
19683. ISHARES CORE U.S. AGGREGATE ETF     2025-10-17
23588. ISHARES CORE U.S. AGGREGATE ETF     2025-10-17
4947. SUNCOR ENERGY INC NEW F     2025-10-29
3601. SPDR GOLD MINISHARES TRUST ETF   2025-01-01 2025-11-14
109002.81379 US TREASURY NOTE 2.625% 2/15/29   2025-10-29 2025-11-18
3997.18621 US TREASURY NOTE 2.625% 2/15/29   2025-10-29 2025-11-18
50999.40294 US TREASURY NOTE 4.125% 11/15/32   2025-10-29 2025-11-18
3000.59706 US TREASURY NOTE 4.125% 11/15/32   2025-10-29 2025-11-18
181. BOEING CO   2025-03-04 2025-11-25
744. BOEING CO     2025-11-25
1090. COGNIZANT TECH SOLUTIONS CRP COM   2016-09-01 2025-11-25
431. ECOLAB INC   2025-02-28 2025-11-25
578. HILTON WORLDWIDE HOLDINGS IN     2025-11-25
545. KEYSIGHT TECHNOLOGIES INC   2024-11-29 2025-11-25
4223. MANULIFE FINANCIAL CORP   2020-07-24 2025-11-25
323. MOTOROLA SOLUTIONS, INC.   2025-02-28 2025-11-25
4076. REGIONS FINL CORP NEW     2025-11-25
441. SALESFORCE INC     2025-11-25
1030. STARBUCKS CORP COM     2025-11-25
28. THERMO FISHER SCIENTIFIC INC   2025-03-20 2025-11-25
207. THERMO FISHER SCIENTIFIC INC   2015-10-27 2025-11-25
300. TOTAL S.A. - ADR   2025-07-02 2025-11-25
2787. TOTAL S.A. - ADR     2025-11-25
1692. UNILEVER PLC - ADR     2025-11-25
866. XYLEM INC/NY     2025-11-25
590. TE CONNECTIVITY PLC   2016-11-10 2025-11-25
136. DEEMED REDEEMED ASML HOLDING NV ESCR     2025-11-25
3601. SPDR GOLD MINISHARES TRUST ETF   2025-01-01 2025-12-05
53000. US TREASURY NOTE 1.250% 8/15/31   2025-10-29 2025-12-17
5000. US TREASURY NOTE 1.875% 2/28/27   2025-10-29 2025-12-17
(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 33,123   3,705 29,418
b 325,624   337,594 -11,970
c 48,398   57,660 -9,262
d 201,603   208,382 -6,779
e 19,310   4,431 14,879
18,690   23,813 -5,123
19,535   1,185 18,350
59,106   54,885 4,221
12,625   10,471 2,154
12,392   32,382 -19,990
45,336   52,804 -7,468
49,794   40,023 9,771
118,492   34,770 83,722
95,314   127,420 -32,106
44,650   22,844 21,806
27,802   13,674 14,128
78,132   8,831 69,301
56,751   46,357 10,394
23,953   22,996 957
43,839   40,019 3,820
265,415   269,353 -3,938
707,043   691,434 15,609
56,186   54,677 1,509
15,942   15,226 716
84,682   9,402 75,280
17,512   6,584 10,928
67,553   59,399 8,154
12,465   11,829 636
36,148   4,988 31,160
18,202   18,690 -488
28,593   30,977 -2,384
12,294   17,271 -4,977
50,674   43,593 7,081
29,839   33,109 -3,270
8,780   8,920 -140
20,628   19,854 774
71,623   76,628 -5,005
230,863   217,404 13,459
29,560   3,140 26,420
17,593   16,292 1,301
12,835   8,860 3,975
10,527   17,179 -6,652
44,587   4,555 40,032
19   19  
29,896   2,852 27,044
88,952   9,562 79,390
25,081   9,567 15,514
19   19  
13,423   12,814 609
33,313   447 32,866
13,515   5,490 8,025
16,873   12,826 4,047
60,591   23,858 36,733
8,888   8,228 660
224,434   220,592 3,842
45,481   37,241 8,240
12,351   9,812 2,539
75,485   62,943 12,542
37,792   33,322 4,470
39,840   4,713 35,127
36,089   48,578 -12,489
29,238   13,687 15,551
39,138   29,279 9,859
3,605   264 3,341
24,244   25,147 -903
780,747   729,784 50,963
155,765   132,158 23,607
25,073   19,600 5,473
29,935   15,038 14,897
25,475   10,747 14,728
18   17 1
25,408   25,114 294
1,450,619   1,401,985 48,634
31,606   31,269 337
955,409   938,486 16,923
17,680   17,608 72
714,614   741,704 -27,090
21   18 3
1,985,597   1,954,063 31,534
2,379,529   2,332,338 47,191
196,371   165,405 30,966
25   20 5
105,737   105,929 -192
3,877   3,884 -7
51,748   51,986 -238
3,045   3,059 -14
32,274   30,299 1,975
132,662   69,554 63,108
82,399   61,866 20,533
117,079   116,028 1,051
161,045   123,504 37,541
105,244   93,175 12,069
148,797   59,255 89,542
120,223   140,079 -19,856
102,817   91,017 11,800
100,586   116,532 -15,946
86,160   102,907 -16,747
16,509   14,519 1,990
122,052   26,247 95,805
19,415   19,112 303
180,361   159,758 20,603
101,972   89,583 12,389
122,641   111,541 11,100
130,464   39,472 90,992
134,826   93,707 41,119
24   19 5
46,168   46,234 -66
4,903   4,890 13
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       29,418
b       -11,970
c       -9,262
d       -6,779
e       14,879
      -5,123
      18,350
      4,221
      2,154
      -19,990
      -7,468
      9,771
      83,722
      -32,106
      21,806
      14,128
      69,301
      10,394
      957
      3,820
      -3,938
      15,609
      1,509
      716
      75,280
      10,928
      8,154
      636
      31,160
      -488
      -2,384
      -4,977
      7,081
      -3,270
      -140
      774
      -5,005
      13,459
      26,420
      1,301
      3,975
      -6,652
      40,032
       
      27,044
      79,390
      15,514
       
      609
      32,866
      8,025
      4,047
      36,733
      660
      3,842
      8,240
      2,539
      12,542
      4,470
      35,127
      -12,489
      15,551
      9,859
      3,341
      -903
      50,963
      23,607
      5,473
      14,897
      14,728
      1
      294
      48,634
      337
      16,923
      72
      -27,090
      3
      31,534
      47,191
      30,966
      5
      -192
      -7
      -238
      -14
      1,975
      63,108
      20,533
      1,051
      37,541
      12,069
      89,542
      -19,856
      11,800
      -15,946
      -16,747
      1,990
      95,805
      303
      20,603
      12,389
      11,100
      90,992
      41,119
      5
      -66
      13
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 1,404,896
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 26,040
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 26,040
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 26,040
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 20,204
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 20,204
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 5,836
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)
VA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website address  
14
The books are in care ofWELLS FARGO BANK NA Telephone no. (800) 352-3705

Located at100 N MAIN ST FL 5D4001-052WINSTONSALEMNC ZIP+4271013818
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 		208,614    
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
23,100,377
b
Average of monthly cash balances.......................
1b
894,435
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
23,994,812
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
23,994,812
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
359,922
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
23,634,890
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
1,181,745
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
1,181,745
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
26,040
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
26,040
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,155,705
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,155,705
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
1,155,705
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
1,068,495
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
1,068,495
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 1,155,705
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 1,011,701
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: $ 1,068,495
a Applied to 2024, but not more than line 2a 1,011,701
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..... 56,794
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 .......... 		1,098,911
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).)
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:
Wells Fargo Philanthropic Services
100 N Main St D4001-065
WinstonSalem,NC27101
(888) 234-1999
bThe form in which applications should be submitted and information and materials they should include:
Apply online at www.wellsfargo.com/privatefoundationgrants/mccausland
cAny submission deadlines:
September 30
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Limited to programs supporting the care, protection, and prevention of cruelty to animals. The trust does not support organizations that engage in euthanasia.
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

FRIENDS OF ANIMALS INC

777 POST ROAD SUITE 205
DARIEN,CT06820 		NONE   SPAY/NEUTER PRGRAM 10,000

UNIV OF VA MEDICAL SCHOOL FDN

1111 WEST MAIN STREET
CHARLOTTESVILLE,VA22903 		NONE   ALLERGY FELLOWSHIP 45,000

INTERNATIONAL FUND FOR ANIMAL WELFARE IN

290 SUMMER STREET
YARMOUTH PORT,MA02675 		NONE   GENERAL OPERATING 30,000

FARM SANCTUARY

PO BOX 150
WATKINS GLEN,NY148910150 		NONE   GENERAL OPERATING 10,000

PEOPLE ETHICAL TREATMENT OF ANIMALS PETA

501 FRONT ST
NORFOLK,VA235101009 		NONE   STOP ANIMAL TESTS CHALLENGE 50,000

ALLEY CAT RESCUE INC

PO BOX 585
MOUNT RAINIER,MD20712 		NONE   COMMUNITY CAT PROGRAM 50,000

DEFENDERS OF WILDLIFE

1130 17TH ST NW
WASHINGTON,DC200364604 		NONE   SECURING A SAFE FUTURE FOR 20,000

NATIONAL WILDLIFE FEDERATION

11100 WILDLIFE CENTER DR
RESTON,VA20190 		NONE   ROANOKE SAFE HAVENS FOR 19,940

ROANOKE VALLEY SPCA

1340 BALDWIN AVENUE NE
ROANOKE,VA240128203 		NONE   ANIMAL WELFARE PRGRAMS 435,060

BLUE RIDGE ZOOLOGICAL SOCIETY INC

PO BOX 8159
ROANOKE,VA24014 		NONE   GENERAL OPERATING 150,000

IN DEFENSE OF ANIMALS

1020 B STREET
SAN RAFAEL,CA94901 		NONE   GENERAL OPERATING 50,000

UNITED ANIMAL NATIONS

POST OFFICE BOX 188890
SACRAMENTO,CA95818 		NONE   REDROVER RESPONDERS PROGRAM 10,000

AMERICAN HUMANE ASSOCIATION

1400 16TH NW ST STE 360
WASHINGTON,DC200360000 		NONE   GENERAL OPERATING 15,000

ANIMAL LEGAL DEFENSE FUND

PO BOX 96041
WASHINGTON,DC20077 		NONE   GENERAL OPERATING 20,000

LAST CHANCE FOR ANIMALS

8033 SUNSET BLVD 835
LOS ANGELES,CA90046 		NONE   GENERAL OPERATING 75,000

AMERICAN SOCIETY FOR THE PREVENTION

424 EAST 92ND STREET
NEW YORK,NY10128 		NONE   GENERAL OPERATING 25,000
Total ................................. 3a 1,015,000
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 ....     14 654,231  
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 1,404,896  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME 		    1 2,640  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   2,061,767  
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,061,767
(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
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Form 990-PF (2025)
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Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
ALEXANDER MCCAUSLAND CHARITABLE
EIN:
37-6437195
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,341     1,341

TY 2025 InvestmentsCorpBondsSchedule
Name:
ALEXANDER MCCAUSLAND CHARITABLE
EIN:
37-6437195
Name of Bond End of Year Book Value End of Year Fair Market Value
010392FX1 ALABAMA POWER CO 87,158 87,228
025816CS6 AMERICAN EXPRESS CO 76,734 76,871
06051GHM4 VR BANK OF AMERICA 74,504 74,339
06406RCA3 VR BANK OF NY MELLON 86,774 85,956
17275RBZ4 CISCO SYSTEMS INC 75,485 75,003
191216CT5 COCA-COLA CO/THE 55,704 55,905
25468PDV5 WALT DISNEY COMPANY/ 73,996 74,228
278865BM1 ECOLAB INC 40,444 40,601
38141GXG4 GOLDMAN SACHS GROUP 75,272 75,174
46647PAX4 VR JPMORGAN CHASE 4. 75,877 75,773
57636QAP9 MASTERCARD INC 68,208 68,354
595620AT2 MIDAMERICAN ENERGY 25,682 25,692
637432NP6 NATIONAL RURAL UTIL 42,445 42,577
665859AU8 NORTHERN TRUST CORP 74,182 74,003
68233JBH6 ONCOR ELECTRIC DELIV 93,212 93,377
693475AZ8 PNC FINANCIAL SERVIC 76,240 76,227
744448CV1 PUBLIC SERVICE COLOR 74,652 74,788
74464AAD3 PUBLIC STORAGE OP CO 75,907 75,189
857477BU6 VR STATE STREET CORP 75,412 74,642
86787GAJ1 SUNTRUST BANK 42,813 42,878
882508BL7 TEXAS INSTRUMENTS IN 76,111 76,308
91159HHS2 US BANCORP 75,150 75,104
9128283W8 US TREASURY NOTE 695,176 696,338
9128286B1 US TREASURY NOTE 377,056 377,268
91282CCS8 US TREASURY NOTE 149,860 149,848
91282CEC1 US TREASURY NOTE 1.8 367,745 369,052
91282CFV8 US TREASURY NOTE 4.1 224,254 222,519
91282CGJ4 US TREASURY NOTE 4,973 4,971
91282CHZ7 US TREASURY NOTE 474,827 472,809
91282CJJ1 US TREASURY NOTE 223,117 220,964
91282CNC1 US TREASURY NOTE 165,415 164,350

TY 2025 InvestmentsCorpStockSchedule
Name:
ALEXANDER MCCAUSLAND CHARITABLE
EIN:
37-6437195
Name of Stock End of Year Book Value End of Year Fair Market Value
58933Y105 MERCK & CO INC NEW    
594918104 MICROSOFT CORP 50,098 839,564
46625H100 JPMORGAN CHASE & CO 26,415 327,698
532457108 ELI LILLY & CO COM 64,920 293,388
097023105 BOEING CO    
037833100 APPLE INC 9,995 875,661
87612E106 TARGET CORP    
91324P102 UNITEDHEALTH GROUP I    
17275R102 CISCO SYSTEMS INC    
56501R106 MANULIFE FINANCIAL C    
867224107 SUNCOR ENERGY INC NE    
89151E109 TOTALENERGIES SE -SP    
907818108 UNION PACIFIC CORP 48,946 130,002
150870103 CELANESE CORP    
172967424 CITIGROUP INC. 116,358 252,400
02079K107 ALPHABET INC CL C 30,699 625,403
883556102 THERMO FISHER SCIENT    
911312106 UNITED PARCEL SERVIC    
192446102 COGNIZANT TECH SOLUT    
032654105 ANALOG DEVICES INC 122,771 149,431
11135F101 BROADCOM INC 43,426 563,797
92826C839 VISA INC-CLASS A SHR 102,411 190,786
09260D107 BLACKSTONE INC 66,123 167,704
904767704 UNILEVER PLC - ADR    
75513E101 RTX CORP 113,266 239,154
94106L109 WASTE MANAGEMENT INC 50,655 114,469
H2906T109 GARMIN LTD 46,601 96,759
609207105 MONDELEZ INTERNATION 65,114 82,737
00287Y109 ABBVIE INC 108,995 181,650
G29183103 EATON CORP PLC 88,077 189,513
30303M102 META PLATFORMS INC 152,892 373,611
7591EP100 REGIONS FINL CORP NE    
00724F101 ADOBE INC 147,143 96,597
007903107 ADVANCED MICRO DEVIC 86,088 193,601
437076102 HOME DEPOT INC 112,789 122,156
580135101 MCDONALDS CORP 150,989 155,871
855244109 STARBUCKS CORP COM    
023135106 AMAZON COM INC COM 404,395 501,572
09290D101 BLACKROCK INC 60,401 155,199
43300A203 HILTON WORLDWIDE HOL    
49338L103 KEYSIGHT TECHNOLOGIE    
512807306 LAM RESH CORP 30,235 279,195
571748102 MARSH & MCLENNAN COS 133,671 110,384
G87052109 TE CONNECTIVITY PLC    
002824100 ABBOTT LABS 138,130 127,921
084670702 BERKSHIRE HATHAWAY I 151,518 144,261
64110L106 NETFLIX INC 111,028 102,198
67066G104 NVIDIA CORP 128,120 218,951
90353T100 UBER TECHNOLOGIES IN 130,368 140,705
931142103 WALMART INC 90,357 115,866

TY 2025 InvestmentsOtherSchedule2
Name:
ALEXANDER MCCAUSLAND CHARITABLE
EIN:
37-6437195
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
46090F100 INVESCO OPTIMUM YIEL AT COST 684,536 739,615
74440Y884 PGIM HIGH YIELD-Q 10      
464287226 ISHARES CORE U.S. AG      
922908629 VANGUARD MIDCAP VIPE AT COST 2,336,987 2,705,141
33739H101 FIRST TRUST GLOBAL T      
381430107 GOLDMAN SACHS ACTIVE AT COST 595,294 763,946
464288281 ISHARES JP MORGAN US      
46432F842 ISHARES CORE MSCI EA AT COST 1,497,125 1,770,503
46434G103 ISHARES CORE MSCI EM AT COST 422,341 519,812
46434V613 ISHARES CORE TOTAL B      
46435U853 ISHARES BROAD USD HI AT COST 967,322 974,925
92206C664 VANGUARD RUSSELL 200      
31609A503 FIDELITY ENH MID CAP AT COST 907,628 929,109
464287804 ISHARES CORE S&P SMA AT COST 762,051 771,195
464288687 ISHARES PREFERRED & AT COST 1,000,307 974,497
92206C771 VANGUARD MORTGAGE-BA AT COST 1,401,055 1,401,948
98149E303 SPDR GOLD MINISHARES AT COST 241,856 307,417

TY 2025 OtherDecreasesSchedule
Name:
ALEXANDER MCCAUSLAND CHARITABLE
EIN:
37-6437195
Description Amount
CY PURCHASE OF ACCRUED INTEREST 16,364
ROC ON CY SALES 82
PY RETURN OF CAPITAL ADJUSTMENT 1,779
TAX LOT BASIS ADJUSTMENT 208


TY 2025 OtherExpensesSchedule
Name:
ALEXANDER MCCAUSLAND CHARITABLE
EIN:
37-6437195
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES - ADR FEES 166 166   0
INVESTMENT EXPENSES - PROCEEDS 125 125   0


TY 2025 OtherIncomeSchedule2
Name:
ALEXANDER MCCAUSLAND CHARITABLE
EIN:
37-6437195
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 2,640 2,640  


TY 2025 OtherIncreasesSchedule
Name:
ALEXANDER MCCAUSLAND CHARITABLE
EIN:
37-6437195
Description Amount
MUTUAL FUND TIMING ADJ 9,678
COST BASIS ADJUSTMENT 425


TY 2025 OtherProfessionalFeesSchedule
Name:
ALEXANDER MCCAUSLAND CHARITABLE
EIN:
37-6437195
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 16,010 16,010    


TY 2025 TaxesSchedule
Name:
ALEXANDER MCCAUSLAND CHARITABLE
EIN:
37-6437195
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 10,737 10,737   0
FEDERAL ESTIMATES - PRINCIPAL 12,797 0   0
FOREIGN TAXES ON NONQUALIFIED 2,424 2,424   0