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
CHATHAM FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address) C/O FIRST CITIZENS BANK PO BOX 295
  Room/suite
City or town
RALEIGH
State or province
NC
Country  
ZIP or foreign postal code
27626
A Employer identification number

56-0771852
B Telephone number (see instructions)

9197168722
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)$7,104,668J 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... 185,447 185,447  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 171,878
b Gross sales price for all assets on line 6a 3,638,376
7 Capital gain net income (from Part IV, line 2)... 171,878
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 357,325 357,325  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
750 750 0 0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
38,861 38,861   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
12,858 2,422   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 52,469 42,033 0 0
25 Contributions, gifts, grants paid....... 312,000 312,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 364,469 42,033 0 312,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -7,144
b Net investment income (if negative, enter -0-) 315,292
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......... 172,687 176,540 176,540
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)....... 3,589,090 Click to see attachment
List of Attached Documents:
// Content
3,518,135 		4,999,589
c Investments—corporate bonds (attach schedule)....... 1,839,545 Click to see attachment
List of Attached Documents:
// Content
1,899,905 		1,928,539
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
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) 5,601,322 5,594,580 7,104,668
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........ 5,601,322 5,594,580
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 5,601,322 5,594,580
30 Total liabilities and net assets/fund balances (see instructions). 5,601,322 5,594,580
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
5,601,322
2
Enter amount from Part I, line 27a .....................
2
-7,144
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
909
4
Add lines 1, 2, and 3 ..........................
4
5,595,087
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
507
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
5,594,580
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 1188.947 ARTISAN INTERNATIONAL SMALL-MID FUND INSTL #2467     2025-01-14
b 1874.366 ARTISAN INTERNATIONAL SMALL-MID FUND INSTL #2467     2025-01-14
c 90.765 WILLIAM BLAIR SMALL CAP GROWTH FUND CL I #1778   2023-01-26 2025-01-14
d 76.303 HOTCHKIS & WILEY SMALL CAP DIVERSIFIED VALUE FUND CLASS Z   2023-07-18 2025-01-14
e 151. ISHARES CORE U.S. AGGREGATE BOND ETF   2023-01-03 2025-01-14
63. ISHARES TR RUSSELL 200 VALUE NDEX FD   2022-06-29 2025-01-14
2002. ISHARES TR CORE MSCI EAFE ETF     2025-01-14
4769. ISHARES TR CORE MSCI EAFE ETF     2025-01-14
1976.442 MFS INTERNATIONAL EQUITY FUND CL R6 #403     2025-01-14
5072.92 MFS INTERNATIONAL EQUITY FUND CL R6 #403     2025-01-14
1971.785 PEAR TREE POLARIS FOREIGN VALUE SMALL CAP FUND CLASS R6 #1046   2024-01-16 2025-01-14
3210.509 PEAR TREE POLARIS FOREIGN VALUE SMALL CAP FUND CLASS R6 #1046     2025-01-14
21.84 THRIVENT SMALL CAP STOCK FUND CL S #94   2023-07-18 2025-01-14
3402.943 TRANSAMERICA INTERNATIONAL EQUITY FUND - IS #1170     2025-01-14
8351.699 TRANSAMERICA INTERNATIONAL EQUITY FUND - IS #1170     2025-01-14
9. VANGUARD SCOTTSDALE FDS VNG RUS2000IDX   2023-01-26 2025-01-14
179.885 ARGA EMERGING MARKETS VALUE FUND INS   2024-10-16 2025-04-15
3278.966 BLACKROCK ADVANTAGE INTERNATIONAL FUND CLASS K   2025-01-14 2025-04-15
1082. DIMENSIONAL ETF TR DIMENSIONAL INTL SMALL CAP ETF   2025-01-14 2025-04-15
422.247 DRIEHAUS INTERNATIONAL SMALL CAP GROWTH FUND #9   2025-01-14 2025-04-15
992.327 THE HARTFORD INTERNATIONAL VALUE FUND CLASS F #3122   2025-01-14 2025-04-15
764.89 HOTCHKIS & WILEY SMALL CAP DIVERSIFIED VALUE FUND CLASS Z     2025-04-15
3389.227 HOTCHKIS & WILEY SMALL CAP DIVERSIFIED VALUE FUND CLASS Z     2025-04-15
615. ISHARES CORE U.S. AGGREGATE BOND ETF   2023-01-03 2025-04-15
45. ISHARES 10-20 YEAR TREASURY BOND ETF   2023-01-26 2025-04-15
424.862 NYLI PINESTONE INTERNATIONAL EQUITY FUND CLASS R6   2025-01-14 2025-04-15
216.467 THRIVENT SMALL CAP STOCK FUND CL S #94     2025-04-15
1358.074 THRIVENT SMALL CAP STOCK FUND CL S #94     2025-04-15
71. VANGUARD SCOTTSDALE FDS VNG RUS2000IDX   2024-07-16 2025-04-15
499. VANGUARD SCOTTSDALE FDS VNG RUS2000IDX     2025-04-15
734.818 BLACKROCK ADVANTAGE INTERNATIONAL FUND CLASS K   2025-01-14 2025-06-04
15. ISHARES RUSSELL MID-CAP GROWTH ETF   2022-06-24 2025-06-04
357. ISHARES RUSSELL TOP 200 GROWTH ETF   2022-05-19 2025-06-04
1263.317 ARGA EMERGING MARKETS VALUE FUND INS   2024-10-16 2025-07-16
57. AMERICAN CENTY ETF TR AVANTIS U S SMALL CAP VALUE ETF   2025-04-15 2025-07-16
1219.55 BLACKROCK ADVANTAGE INTERNATIONAL FUND CLASS K   2025-01-14 2025-07-16
113.756 WILLIAM BLAIR SMALL CAP GROWTH FUND CL I #1778   2023-01-26 2025-07-16
505.126 DRIEHAUS EMERGING MARKETS GROWTH FUND - INST #23   2023-04-10 2025-07-16
3352.1 GOLDMAN SACHS EMERGING MARKETS EQUITY INSIGHTS FUND CLASS R6 #4     2025-07-16
635.692 THE HARTFORD INTERNATIONAL VALUE FUND CLASS F #3122   2025-01-14 2025-07-16
1931. ISHARES CORE U.S. AGGREGATE BOND ETF   2024-07-16 2025-07-16
14975. ISHARES CORE U.S. AGGREGATE BOND ETF     2025-07-16
38. ISHARES RUSSELL MID-CAP VALUE ETF   2022-05-23 2025-07-16
115. ISHARES 10-20 YEAR TREASURY BOND ETF     2025-07-16
816. ISHARES 10-20 YEAR TREASURY BOND ETF     2025-07-16
591. ISHARES TR RUSSELL 200 VALUE NDEX FD   2022-06-29 2025-07-16
48. ISHARES RUSSELL TOP 200 GROWTH ETF   2022-05-19 2025-07-16
135.268 NYLI PINESTONE INTERNATIONAL EQUITY FUND CLASS R6   2025-01-14 2025-07-16
481.343 NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I   2025-04-15 2025-07-16
202.993 ARGA EMERGING MARKETS VALUE FUND INS   2024-10-16 2025-12-03
532.991 BLACKROCK ADVANTAGE INTERNATIONAL FUND CLASS K   2025-01-14 2025-12-03
75.322 DRIEHAUS EMERGING MARKETS GROWTH FUND - INST #23   2023-04-10 2025-12-03
583.543 GOLDMAN SACHS EMERGING MARKETS EQUITY INSIGHTS FUND CLASS R6 #   2022-07-19 2025-12-03
221.051 THE HARTFORD INTERNATIONAL VALUE FUND CLASS F #3122   2025-01-14 2025-12-03
27. ISHARES RUSSELL MID-CAP VALUE ETF   2022-05-23 2025-12-03
390. ISHARES TR RUSSELL 200 VALUE NDEX FD   2022-06-29 2025-12-03
397. ISHARES RUSSELL TOP 200 GROWTH ETF   2022-05-19 2025-12-03
4.303 NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I   2025-04-15 2025-12-03
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 20,141   20,546 -405
b 31,752   31,366 386
c 3,214   2,816 398
d 937   987 -50
e 14,462   14,744 -282
5,004   3,919 1,085
139,564   151,337 -11,773
332,458   308,531 23,927
66,586   71,301 -4,715
170,907   156,073 14,834
20,152   21,315 -1,163
32,811   34,228 -1,417
705   631 74
68,331   74,529 -6,198
167,702   161,540 6,162
797   679 118
1,878   2,017 -139
65,317   60,989 4,328
27,980   26,033 1,947
3,834   3,695 139
19,271   17,425 1,846
7,802   10,154 -2,352
34,570   43,264 -8,694
60,105   60,050 55
4,521   5,153 -632
6,921   6,819 102
5,868   7,222 -1,354
36,817   39,052 -2,235
5,377   6,366 -989
37,792   37,445 347
16,335   13,668 2,667
2,030   1,236 794
84,348   45,839 38,509
15,842   14,162 1,680
5,303   4,562 741
27,074   22,684 4,390
3,804   3,529 275
21,185   16,725 4,460
33,521   32,187 1,334
14,195   11,163 3,032
188,864   189,952 -1,088
1,464,648   1,468,467 -3,819
5,049   4,195 854
11,329   11,741 -412
80,387   93,337 -12,950
49,561   36,762 12,799
11,999   6,163 5,836
2,355   2,171 184
7,095   6,224 871
2,984   2,276 708
12,456   9,914 2,542
3,568   2,494 1,074
6,489   4,668 1,821
5,513   3,882 1,631
3,819   2,981 838
35,658   24,259 11,399
110,735   50,975 59,760
71   56 15
      18,583
      18,583
      18,583
      18,583
      18,583
      18,583
      18,583
      18,583
      18,583
      18,583
      18,583
      18,583
      18,583
      18,583
      18,583
      18,583
      18,583
      18,583
      18,583
      18,583
      18,583
      18,583
      18,583
      18,583
      18,583
      18,583
      18,583
      18,583
      18,583
      18,583
      18,583
      18,583
      18,583
      18,583
      18,583
      18,583
      18,583
      18,583
      18,583
      18,583
      18,583
      18,583
      18,583
      18,583
      18,583
      18,583
      18,583
      18,583
      18,583
      18,583
      18,583
      18,583
      18,583
      18,583
      18,583
      18,583
      18,583
      18,583
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       -405
b       386
c       398
d       -50
e       -282
      1,085
      -11,773
      23,927
      -4,715
      14,834
      -1,163
      -1,417
      74
      -6,198
      6,162
      118
      -139
      4,328
      1,947
      139
      1,846
      -2,352
      -8,694
      55
      -632
      102
      -1,354
      -2,235
      -989
      347
      2,667
      794
      38,509
      1,680
      741
      4,390
      275
      4,460
      1,334
      3,032
      -1,088
      -3,819
      854
      -412
      -12,950
      12,799
      5,836
      184
      871
      708
      2,542
      1,074
      1,821
      1,631
      838
      11,399
      59,760
      15
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 171,878
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 4,383
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 4,383
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 4,383
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 5,944
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 5,944
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 1,561
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax1,561 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
NC
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website address  
14
The books are in care ofFIRST CITIZENS BANK, C/O ANDY JOHNSON Telephone no. (919) 716-8722

Located at8510 COLONNADE DRIVE - CLN 15RALEIGHNC ZIP+427615
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)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........
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
MR STEPHEN MOTSINGER PRESIDENT
1 		0    
440 FAX WELBORN ROAD
STATE ROAD,NC28676
MRS LOUISE NEAVES VICE PRESIDENT
1 		0    
P O BOX 249
STATE ROAD,NC28676
MR JAMES FREEMAN TREASURER & SECRETARY
1 		0    
P O BOX 347
ELKIN,NC28621
MR CHRIS CHATHAM TRUSTEE
1 		0    
236 CHATHAM ST
RONDA,NC28670
MR FRANK HENDRICK BOARD MEMBER
1 		0    
303 IVY CIRCLE
ELKIN,NC28621
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 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
6,692,906
b
Average of monthly cash balances.......................
1b
147,357
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
6,840,263
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
6,840,263
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
102,604
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
6,737,659
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
336,883
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
336,883
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
4,383
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,383
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
332,500
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
332,500
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
332,500
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
312,000
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
312,000
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 7 332,500
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 0
b From 2021...... 0
c From 2022...... 0
d From 2023...... 0
e From 2024...... 113,461
f Total of lines 3a through e ........ 113,461
4Qualifying distributions for 2025 from Part
XI, line 4: $ 312,000
a Applied to 2024, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		0
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		0
d Applied to 2025 distributable amount..... 312,000
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 20,500 20,500
(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 92,961
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		92,961
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 0
c Excess from 2023 .... 0
d Excess from 2024 .... 92,961
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:
HANK DUNBAR
8510 COLONNADE DRIVE - CLN15
RALEIGH,NC27615
(919) 716-2115
bThe form in which applications should be submitted and information and materials they should include:
APPLICATION SHOULD BE IN LETER FORM WITH SUPPORTING DOCUMENTATION OF NON-PROFIT STATUS
cAny submission deadlines:
SEPTEMBER 1ST
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
There are no restrictions or limitations of awards, Director determined that, in general, grants will support economic de in the NC counties of Yadkin, Wilkes, Alleghany and Surry.
Form 990-PF (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

TOWN OF JONESVILLE

1503 NC HIGHWAY 67
Jonesville,NC28642 		NONE   GRANT 25,000

ELKIN EDUCATIONAL FOUNDATION

147 E EDISON DR
Statesville,NC28625 		NONE   GRANT 144,000

GRACE CLINIC

948 JOHNSON RIDGE RD
ELKIN,NC28621 		NONE   GENERAL CHARITABLE DONATION 75,000

ALLEGHANY CARES

P O BOX 1655
SPARTA,NC28675 		NONE   GENERAL PURPOSE 1,500

Children's Center of Surry Inc

205 LELIA LANE
DOBSON,NC27017 		NONE   GENERAL PURPOSE 15,000

NORTH CAROLINA DENTAL SOCIETY

1600 EVANS RD
CARY,NC27513 		NONE   GENERAL PURPOSE 38,000

FEED THE ELDERLY
ATTNJANE MOTSINGER
440 FAX WELBORN ROAD
STATE ROAD,NC28676 		NONE   GENERAL PURPOSE 1,500

TRI-COUNTY CHRISTIAN CRISIS MINISTRY

290 N BRIDGE STREET
ELKIN,NC28621 		NONE   GENERAL PURPOSE 2,000

THE ARK (ECHO MINISTRY)

PO BOX 102
ELKIN,NC28621 		NONE   GENERAL PURPOSE 10,000
Total ................................. 3a 312,000
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 ....     14 185,447  
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 ............ 		    18 171,878  
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) ..   357,325  
13Total. Add line 12, columns (b), (d), and (e)..................
13
357,325
(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:
CHATHAM FOUNDATION INC
EIN:
56-0771852
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 750 750    

TY 2025 InvestmentsCorpBondsSchedule
Name:
CHATHAM FOUNDATION INC
EIN:
56-0771852
Name of Bond End of Year Book Value End of Year Fair Market Value
AT&T INC SR GLBL 4.10% DTD 08/    
ABBVIE INC SR GLBL 3.20% DTD 0    
ALTRIA GROUP INC NT ACCD INVS    
AMERICAN HONDA FIN CORP MTN FR    
BANK AMER CORP FR 4.00% DTD 04    
BAYER US FIN II LLC 3.50% DTD    
CVS HEALTH CORP 4.30% DTD 03/0    
CITIGROUP INC SUB D NT 4.30% D    
COMCAST CORP NEW SR NT 4.15% D    
ERAC USA FINANCE COMPANY SR GL    
ENTERPRISE PRODS OPER LLC SR G    
GOLDMAN SACHS GROUP INC SR NT    
INTERNATIONAL BUSINESS MACHS S    
JPMORGAN CHASE & CO FR 3.125%    
LOCKHEED MARTIN CORP SR NT 3.3    
MORGAN STANLEY SR NT SER F 3.8    
NEXTERA ENERGY CAP HLDGS INC S    
SHERWIN WILLIAMS CO SR GLBL NT    
SHERWIN WILLIAMS CO SR GLBL NT    
SOUTHERN CALIF EDISON CO 1&REF    
SOUTHERN CALIF EDISON CO 1M GL    
TRUIST BK GLOBAL BK MED TERM N    
UNITEDHEALTH GROUP INC SR NT 2    
WELLS FARGO & CO NEW MEDIUM TE    
WILLIAMS PARTNERS L P SR GLBL    
CREDIT SUISSE AG NEW YORK FR 3    
EDF S A SR 144A 4.50% DTD 09/2    
SCHLUMBERGER FINANCE SR 144A N    
AMERICAN BEACON GARCIA HAMILTO    
BAIRD AGGREGATE BOND FUND INST    
VANGUARD SHORT TERM BOND INDEX    
WELLS FARGO CORE BOND FUND CLA    
AMERICAN EXPRESS CO SR GLBL 2.    
CHEVRON PHILLIPS CHEM CO LLC S    
DISNEY WALT CO SR GLBL NT 4.00    
DUKE ENERGY CORP NEW SR GLBL N    
GEORGIA PAC CORP SR 144A NT0.6    
TOYOTA MTR CR CORP FR 3.45% DT    
VERIZON COMMUNICATIONS INC SR    
VISA INC SR GLBL 1.90% DTD 04/    
VOLKSWAGEN GROUP AMER FIN LLC    
NTT FINANCE CORP SR 144A NT 0.    
PANASONIC CORP SR GLBL 144A2.5    
BAIRD INTERMEDIATE BOND FD INS    
ALLSPRING CORE BOND FUND R6 CL    
ISHARES CORE U.S. AGGREGATE BO    
ISHARES 10-20 YEAR TREASURY BO    
SPDR BLOOMBERG HIGH YIELD BOND    
VANECK J.P. MORGAN EM LOCAL CU    
DIAMOND HILL CORE BOND FUND CL 474,984 481,317
VANGUARD CORE BOND FUND ADM SH 1,424,921 1,447,222

TY 2025 InvestmentsCorpStockSchedule
Name:
CHATHAM FOUNDATION INC
EIN:
56-0771852
Name of Stock End of Year Book Value End of Year Fair Market Value
EATON CORP PLC SHS    
JOHNSON CTLS INTL PLC SHS    
MEDTRONIC PLC SHS    
TE CONNECTIVITY LTD REG SHS    
AT&T INC COM    
ABBVIE INC COM    
ACTIVISION BLIZZARD INC COM    
ALEXION PHARMACEUTICALS INC CO    
ALLSTATE CORP COM    
AMERICAN ELEC PWR INC COM    
ANTHEM INC COM    
BANK OF AMERICA CORP COM    
BAXTER INTL INC COM    
BERKSHIRE HATHAWAY INC DEL CL    
BEST BUY INC COM    
BOEING CO COM    
BRISTOL MYERS SQUIBB CO COM    
CME GROUP INC COM    
CVS HEALTH CORPORATION    
CARDINAL HEALTH INC COM    
CATERPILLAR INC COM    
CHEVRON CORP NEW COM    
CISCO SYS INC COM    
CITIGROUP INC COM NEW    
COLGATE PALMOLIVE CO COM    
COMCAST CORP CL A    
COSTCO WHSL CORP NEW COM    
DTE ENERGY CO COM    
DANAHER CORP COM    
DARDEN RESTAURANTS INC COM    
DELTA AIR LINES INC DEL COM NE    
DISNEY WALT CO COM    
DOMINION ENERGY, INC    
DUKE ENERGY CORP NEW COM    
EASTMAN CHEM CO COM    
ELECTRONIC ARTS INC COM    
EXXON MOBIL CORP COM    
FEDEX CORP COM    
FIDELITY NATL INFORMATION SVCS    
FIFTH THIRD BANCORP COM    
GALLAGHER ARTHUR J & CO COM    
GENERAL ELEC CO COM    
GLOBAL PMTS INC COM    
HP INC COM    
HARTFORD FINL SVCS GROUP INC C    
HOME DEPOT INC COM    
HONEYWELL INTERNATIONAL INC CO    
INTEL CORP COM    
INTERNATIONAL BUSINESS MACHS C    
JPMORGAN CHASE & CO COM    
JOHNSON & JOHNSON COM    
JUNIPER NETWORKS INC COM    
KIMBERLY CLARK CORP COM    
KIMCO RLTY CORP COM    
LILLY ELI & CO COM    
LIVE NATION ENTERTAINMENT, INC    
MARATHON PETE CORP COM    
MID-AMER APT CMNTYS INC COM    
MONDELEZ INTL INC COM    
MORGAN STANLEY COM NEW    
NORFOLK SOUTHN CORP COM    
NUCOR CORP COM    
ONEOK INC NEW COM    
PPL CORP COM    
PAYCHEX INC COM    
PEPSICO INC COM    
PFIZER INC COM    
PROCTER & GAMBLE CO COM    
QUEST DIAGNOSTICS INC COM    
REGIONS FINL CORP NEW COM    
REPUBLIC SVCS INC COM    
SNAP ON INC COM    
TARGET CORP COM    
3M CO COM    
UNITEDHEALTH GROUP INC COM    
UNUMPROVIDENT CORP COM    
VERIZON COMMUNICATIONS INC COM    
WALMART INC.    
WELLS FARGO & CO NEW COM    
WYNN RESORTS LTD COM    
XCEL ENERGY INC COM    
ARTISAN INTERNATIONAL SMALL-MI    
ASHMORE EMERGING MARKETS ACTIV    
BALLIE GIFFORD EMERGING MARKET    
ISHARES MSCI EAFE INTERNATIONA    
BLACKROCK MID-CAP GROWTH EQUIT    
CARILLON CLARIVEST CAPITAL APP    
COHEN & STEERS REAL ESTATE SEC    
FEDERATED HERMES MDT SMALL CAP    
FIDELITY MID CAP VALUE INDEX F    
FIDELITY MID CAP GROWTH INDEX    
FIDELITY LARGE CAP VALUE INDEX    
GOLDMAN SACHS INTERNATIONAL SM 138,797 179,476
GOLDMAN SACHS EMERGING MARKETS    
T ROWE PRICE INSTITUTIONAL LAR    
WCM FOCUSED INTERNATIONAL GROW    
LAZARD INTERNATIONAL EQUITY IN    
MFS MID CAP VALUE R6    
MAINSTAY CBRE GLOBAL INFRASTRU    
NUANCE MID CAP VALUE FUND    
JACKSON SQUARE SMID-CAP GROWTH    
MORGAN STANLEY INST GROWTH IR    
NUVEEN GLOBAL INFRASTRUCTURE F    
PEAR TREE POLARIS FGN VAL SM C    
PEAR TREE POLARIS FOREIGN VALU    
PIMCO STOCKSPLUS INTERNATIONAL    
PIMCO STOCKSPLUS SMALL FUND -    
PRINCIPAL REAL ESTATE SECURITI    
T ROWE PRICE MID-CAP GROWTH FU    
T ROWE PRICE EMERGING MARKETS    
TIAA-CREF EMERGING MARKETS EQU    
WELLS FARGO SPECIAL MID CAP VA    
ISHARES RUSSELL TOP 200 GROWTH    
PROSHARES TR DJ BROOKFIELD GLO    
ACCENTURE PLC CLASS A ORDINARY    
CONOCOPHILLIPS COM    
KYNDRYL HLDGS INC COMMON STOCK    
MCDONALDS CORP COM    
PHILIP MORRIS INTL INC COM    
SPYGLASS GROWTH FUND INST #421    
ALLSPRING SPECIAL MID CAP VALU    
INVESCO SMALL CAP VALUE FUND    
DELAWARE SMALL CAP GROWTH FUND    
WILLIAM BLAIR SMALL CAP GROWTH 57,984 62,603
DRIEHAUS EMERGING MARKETS GROW 77,208 109,333
HOTCHKIS & WILEY SMALL CAP    
MFS INTERNATIONAL EQUITY FUND    
THRIVENT SMALL CAP STOCK FUND    
TRANSAMERICA INTERNATIONAL EQU    
ISHARES RUSSELL MID-CAP VALUE 352,640 449,526
ISHARES RUSSELL MID-CAP GROWTH 214,270 283,603
ISHARES RUSSELL TOP 200 VALUE    
ISHARES RUSSELL TOP 200 GROWTH 885,167 1,601,544
ISHARES TR CORE MSCI EAFE ETF    
ISHARES INC CORE MSCI EMKT    
J P MORGAN EXCHANGE TRADED FD    
J P MORGAN EXCHANGE TRADED FD    
PROSHARES TR DJ BROOKFIELD GLO    
VANGUARD INTL EQUITY INDEX FDS    
VANGUARD SCOTTSDALE FDS VNG    
VANGUARD REAL ESTATE ETF    
ARGA EMERGING MARKETS VALUE FU 58,951 73,801
BLACKROCK ADVANTAGE INTERNATIO 607,907 743,614
DRIEHAUS INTERNATIONAL SMALL C 14,376 18,368
THE HARTFORD INTERNATIONAL VAL 118,446 161,103
NYLI PINESTONE INTERNATIONAL E 138,062 154,354
NORTH SQUARE DYNAMIC SMALL CAP 78,061 97,094
AMERICAN CENTY ETF TR AVANTIS 40,895 52,112
DIMENSIONAL ETF TR DIMENSIONAL 84,924 112,095
ISHARES TR RUSSELL 200 VALUE N 650,447 900,963

TY 2025 OtherDecreasesSchedule
Name:
CHATHAM FOUNDATION INC
EIN:
56-0771852
Description Amount
ROUNDING 1
2025 TRANS POSTED IN 2026 506


TY 2025 OtherIncreasesSchedule
Name:
CHATHAM FOUNDATION INC
EIN:
56-0771852
Description Amount
2024 TRANS POSTED IN 2025 909


TY 2025 OtherProfessionalFeesSchedule
Name:
CHATHAM FOUNDATION INC
EIN:
56-0771852
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 38,861 38,861    


TY 2025 TaxesSchedule
Name:
CHATHAM FOUNDATION INC
EIN:
56-0771852
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAX PAYMENT - PRIOR YE 4,492 0   0
FEDERAL ESTIMATES - PRINCIPAL 5,944 0   0
FOREIGN TAXES ON QUALIFIED FOR 1,938 1,938   0
FOREIGN TAXES ON NONQUALIFIED 484 484   0