Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
SARVER CHARITABLE TRUST
C/O THE PEOPLES BANK
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 307
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SMITH CENTER, KS66967
A Employer identification number

48-6298990
B Telephone number (see instructions)

(785) 282-6682
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$15,347,531
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 1,150 1,150  
4 Dividends and interest from securities... 315,666 315,666  
5a Gross rents............ 41,000 41,000  
b Net rental income or (loss) 41,000
6a Net gain or (loss) from sale of assets not on line 10 430,672
b Gross sales price for all assets on line 6a 1,321,817
7 Capital gain net income (from Part IV, line 2)... 430,672
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 62,607 62,607  
12 Total. Add lines 1 through 11........ 851,095 851,095  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 54,994 30,607   24,387
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 3,600 0   3,600
b Accounting fees (attach schedule)....... 4,200 0   4,200
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 26,007 26,007   0
19 Depreciation (attach schedule) and depletion... 541 541  
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 21,823 21,823   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 111,165 78,978   32,187
25 Contributions, gifts, grants paid....... 698,721 699,757
26 Total expenses and disbursements. Add lines 24 and 25 809,886 78,978   731,944
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 41,209
b Net investment income (if negative, enter -0-) 772,117
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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............. 116 43,875 43,875
2 Savings and temporary cash investments......... 171,385 175,871 175,871
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
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) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 4,599,664 Click to see attachment4,303,374 4,300,860
b Investments—corporate stock (attach schedule)....... 1,887,102 Click to see attachment2,110,508 2,905,239
c Investments—corporate bonds (attach schedule)....... 496,617 Click to see attachment674,103 680,127
11 Investments—land, buildings, and equipment: basis bullet805,148
Less: accumulated depreciation (attach schedule) bullet20,215 785,474 784,933 7,225,656
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 112,985 0 0
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment15,051 Click to see attachment15,903 Click to see attachment15,903
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 8,068,394 8,108,567 15,347,531
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................. 155,665 154,629
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 bullet)    
23 Total liabilities (add lines 17 through 22)......... 155,665 154,629
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 6,433,342 6,433,342
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 1,479,387 1,520,596
30 Total net assets or fund balances (see instructions)..... 7,912,729 7,953,938
31 Total liabilities and net assets/fund balances (see instructions). 8,068,394 8,108,567
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 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
7,912,729
2
Enter amount from Part I, line 27a .....................
2
41,209
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
7,953,938
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
7,953,938
Form 990-PF (2018)
Form 990-PF (2018)
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 GENERAL ELECTRIC P 2017-10-20 2018-10-11
b PPG INDUSTRIES P 2018-11-28 2018-12-24
c DOWDUPONT INC COM P 2011-09-21 2018-05-30
d DUKE NERGY CORP P 2012-07-25 2018-10-19
e EXPRESS SCRIPTS P 2016-06-02 2018-12-31
GOLDMAN SACHS P 2017-01-27 2018-12-24
ISHARES TR IBONDS P 2017-03-03 2018-05-15
NEBRASKA COOP REP PLATTE P 2015-08-05 2018-09-10
NEWPORT KY GO P 2015-10-28 2018-12-24
NEXTERA ENERGY INC P 2011-09-26 2018-02-23
VANGUARD TOTAL STOCK MARKET INDEX P 2015-11-19 2018-01-04
VERIZON P 2017-01-27 2018-12-24
VISA INC P 2016-08-01 2018-07-26
AT&T INC P 1999-06-07 2018-11-28
ABBOTT P 2010-11-26 2018-01-29
ABBVIE INC P 2010-11-26 2018-01-18
BAG DIVERSIFIED PREMIUM LP P 2012-08-30 2018-06-30
CHEVRON CORP P 1995-08-16 2018-10-05
WALT DISNEY CO P 1999-01-06 2018-05-31
DOWDUPONT INC COM P 1998-12-24 2018-02-22
EXXON MOBIL CORP P 1993-01-14 2018-10-10
GENERAL ELECTRIC P 1994-07-13 2018-10-11
ILLINOIS STATE TAXABLE GO P 2010-08-03 2018-06-01
JUNCTION CITY KS GO P 2011-10-05 2018-09-04
KANSAS CITY MO TAXABLE REV P 2010-04-26 2018-04-01
KIMBERLY-CLARK CORP P 1997-03-19 2018-01-29
MANHATTAN KS SALES TAX P 2010-11-22 2018-12-03
NEXTERA ENERGY INC P 1999-02-23 2018-02-23
CAPITAL GAIN DISTRIBUTION P    
K1 CAPITAL GAIN DISTRIBTUION P    
LIQUIDATION OF BAG SECUIRITIES FUND P 2012-08-30 2018-06-30
(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 3,499   6,180 -2,681
b 64,108   64,572 -464
c 6,503   2,591 3,912
d 82,599   57,007 25,592
e 43,875   23,753 20,122
48,262   49,850 -1,588
19,610   20,056 -446
75,000   75,000 0
70,791   71,840 -1,049
15,585   5,429 10,156
32,673   25,000 7,673
24,092   24,158 -66
42,131   23,445 18,686
9,165   11,386 -2,221
31,654   11,236 20,418
51,766   12,185 39,581
118,732   118,732 0
37,650   7,743 29,907
98,879   20,029 78,850
40,462   18,265 22,197
38,879   17,444 21,435
9,461   17,661 -8,200
10,000   9,769 231
75,000   75,000 0
65,000   65,000 0
23,939   9,929 14,010
20,000   20,438 -438
140,262   27,447 112,815
16,493     16,493
4,527     4,527
1,220     1,220
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       -2,681
b       -464
c       3,912
d       25,592
e       20,122
      -1,588
      -446
      0
      -1,049
      10,156
      7,673
      -66
      18,686
      -2,221
      20,418
      39,581
      0
      29,907
      78,850
      22,197
      21,435
      -8,200
      231
      0
      0
      14,010
      -438
      112,815
      16,493
      4,527
      1,220
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 2 430,672
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
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 675,490 13,275,791 0.050881
2016 727,423 13,715,095 0.053038
2015 726,252 14,796,656 0.049082
2014 626,275 14,667,540 0.042698
2013 496,986 13,408,545 0.037065
2
Total of line 1, column (d) .....................
2
0.232764
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.046553
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
14,742,061
5
Multiply line 4 by line 3......................
5
686,287
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
7,721
7
Add lines 5 and 6........................
7
694,008
8
Enter qualifying distributions from Part XII, line 4,.............
8
731,944
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
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 Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 7,721
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% 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 7,721
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 7,721
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 5,680
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,680
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.......Bullet 9 2,041
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet   RefundedBullet 11  
Part VII-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 Instructions
for 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. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • 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 XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bullet
    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 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    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
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 addressbulletN/A
    14
    The books are in care ofbulletTHE PEOPLES BANK Telephone no.bullet (785) 282-6682

    Located atbulletPO BOX 307SMITH CENTERKS ZIP+4bullet669670307
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, 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 bullet  
    Part VII-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?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (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)?...............
    (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.).......
    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
     
     
    ........bullet
    c
    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 2018?.............
    1c
     
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 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.
    bullet20, 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?......................
    b
    If "Yes," did it have excess business holdings in 2018 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 Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-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))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    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
     
     
    .........bullet
    c
    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?..........
    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?.....................
    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?
    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? .................
    Part VIII
    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
    THE PEOPLES BANK TRUSTEE
    1.00
    54,994 0 0
    PO BOX 307
    SMITH CENTER,KS66967
    PETE BOHM BOARD MEMBER
    0.00
    0 0 0
    632 SOUTH BROADWAY
    SALINA,KS67401
    GEORGE EAKIN BOARD MEMBER
    0.00
    0 0 0
    225 SOUTH 8TH
    OSBORNE,KS67473
    PAUL S GREGORY BOARD MEMBER
    0.00
    0 0 0
    218 SOUTH 4TH
    OSBORNE,KS67473
    LANCE R WOLTERS BOARD MEMBER
    0.00
    0 0 0
    111 MERCURY AVE
    OSBORNE,KS67473
    MELVIN WILCOXSON BOARD MEMBER
    0.00
    0 0 0
    219 S 4TH
    OSBORNE,KS67473
    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...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    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.............bullet0
    Part IX-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 IX-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.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    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
    8,286,139
    b
    Average of monthly cash balances.......................
    1b
    314,160
    c
    Fair market value of all other assets (see instructions)................
    1c
    6,366,260
    d
    Total (add lines 1a, b, and c).........................
    1d
    14,966,559
    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
    14,966,559
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    224,498
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    14,742,061
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    737,103
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    737,103
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    7,721
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    7,721
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    729,382
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    729,382
    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 XIII, line 1 ...
    7
    729,382
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    731,944
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    731,944
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    7,721
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    724,223
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2017
    (c)
    2017
    (d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 729,382
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 623,107
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 731,944
    a Applied to 2017, but not more than line 2a 623,107
    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 2018 distributable amount..... 108,837
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 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 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........
    620,545
    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 2013 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-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 2018, enter the date of the ruling....... bullet
     
    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 X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    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, b, or c 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 X, 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 XV
    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 bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    SARVER CHARITABLE TRUST PAUL GREGOR
    PO BOX 12
    OSBORNE,KS67473
    (785) 346-5445
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATION FOR CHARITABLE TRUST - NAME, ADDRESS, PHONE NUMBER, CONTACT PERSON, AMOUNT REQUESTED AND REASON FOR REQUEST SHOULD BE ON THE APPLICATION.
    cAny submission deadlines:
    CHARITABLE ORGANIZATION - DECEMBER 31ST
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    ANY CHARITABLE ORGANIZATION OF OSBORNE COUNTY.
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    SARVER CHARITABLE TRUST PAUL GREGOR
    PO BOX 12
    OSBORNE,KS67473
    (785) 346-5445
    bThe form in which applications should be submitted and information and materials they should include:
    HIGH SCHOOL SENIOR APPLICATION - NAME, ADDRESS, PARENTS NAME, EMAIL ADDRESS, PHONE NUMBER, HIGH SCHOOL TRANSCRIPT, HIGH SCHOOL INFORMATION, SCHOOL AND COMMUNITY ACTIVITIES, NUMBER OF SIBLINGS AND GRADE LEVEL, OTHER SCHOLARSHIP AND GRANTS RECEIVING, HOW YOU WILL FINANCE EDUCATION, WHAT YOU HAVE DONE TO PREPARE SELF, WHY YOU DESERVE THE SCHOLARSHIP, IF WILL BE ATTENDING SCHOOL FULL TIME, EMPLOYED, MARRIED, CHILDREN, AND ANY OTHER INFORMATION THAT WILL HELP THE BOARD SELECTION.
    cAny submission deadlines:
    SCHOLARSHIP APRIL 1ST
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    ANY HIGH SCHOOL GRADUATE OR RESIDENT OF OSBORNE COUNTY
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    SARVER CHARITABLE TRUST PAUL GREGOR
    PO BOX 12
    OSBORNE,KS67473
    (785) 346-5445
    bThe form in which applications should be submitted and information and materials they should include:
    COLLEGE STUDENT APPLICATION - NAME, ADDRESS, PARENTS NAME, EMAIL ADDRESS, PHONE NUMBER, HIGH SCHOOL TRANSCRIPT, HIGH SCHOOL INFORMATION, ATTACH A CERTIFIED TRANSCRIPT FORM POST-SECONDARY SCHOOL AND GPA, SCHOOL AND COMMUNITY ACTIVITIES, NUMBER OF SIBLINGS AND GRADE LEVEL, OTHER SCHOLARSHIP AND GRANTS RECEIVING, HOW YOU WILL FINANCE EDUCATION, WHAT YOU HAVE DONE TO PREPARE SELF, WHY YOU DESERVE THE SCHOLARSHIP, IF WILL BE ATTENDING FULL TIME, EMPLOYED, MARRIED, CHILDREN, AND ANY OTHER INFORMATION THAT WILL HELP THE BOARD SELECTION.
    cAny submission deadlines:
    SCHOLARSHIP APRIL 1ST
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    ANY HIGH SCHOOL GRADUATE OR RESIDENT OF OSBORNE COUNTY
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    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
    ALEXA FRISBIE
    233 S 2ND
    OSBORNE,KS67473
      I SCHOLARSHIP 1,000
    ALLISON GRABAST
    332 N 2ND
    OSBORNE,KS67473
      I SCHOLARSHIP 1,400
    ALTON PRIDE
    415 1ST AVE
    ALTON,KS67623
      PC CHARITABLE GRANT 673
    AMERICAN CANCER SOCIETY
    1315 SW ARROWHEAD RD C/O T FU
    TOPEKA,KS66604
      PC CHARITABLE GRANT 62,311
    ANDREA CADY
    300 E VERMONT APT J3
    OSBORNE,KS67473
      I SCHOLARSHIP 1,400
    ANDRES FAUNDEX INOSTROZA
    114 W 3RD
    SMITH CENTER,KS66967
      I SCHOLARSHIP 1,700
    ANNA PETERSON
    917 MILL
    ALTON,KS67623
      I SCHOLARSHIP 2,000
    ASH CAMERON
    1761 W 190TH DR
    OSBORNE,KS67473
      I SCHOLARSHIP 1,700
    ASHLYN THIBAULT
    840 S 150TH AVE
    OSBORNE,KS67473
      I SCHOLARSHIP 1,700
    ASHTON BAXA
    201 S 5TH
    OSBORNE,KS67473
      I SCHOLARSHIP 1,400
    ASHTON MCNEAL
    326 N 1ST
    OSBORNE,KS67473
      I SCHOLARSHIP 1,400
    ASSEMBLY OF GOD CHURCH OSBORNE
    125 S OAK
    OSBORNE,KS67473
      PC CHARITABLE GRANT 5,000
    AUSTIN GASPER
    28081 BB RD
    DOWNS,KS67437
      I SCHOLARSHIP 1,000
    AUSTIN MURPHY
    159 W 180TH DR
    TIPTON,KS67485
      I SCHOLARSHIP 1,400
    BENJAMIN BOERSMA
    298 N 10 RD
    CAWKER CITY,KS67430
      I SCHOLARSHIP 1,700
    BIBLE BAPTIST CHURCH OF OSBORNE
    131 SOUTH 2ND
    OSBORNE,KS67473
      PC CHARITABLE GRANT 5,000
    BILLY NEUMANN
    515 W NEW HAMPSHIRE
    OSBORNE,KS67473
      I SCHOLARSHIP 1,000
    BLAINE DUCOTE
    PO BOX 112
    PORTIS,KS67474
      I SCHOLARSHIP 1,000
    BOONE CADY
    515 W MAIN
    OSBORNE,KS67473
      I SCHOLARSHIP 1,400
    BRANT WOLTERS
    68 S 120TH AVE
    PORTIS,KS67474
      I SCHOLARSHIP 1,700
    BRENDAN BERTLAND
    334 S 2ND
    OSBORNE,KS67473
      I SCHOLARSHIP 1,400
    BRETTON WOLTERS
    68 S 120TH AVE
    PORTIS,KS67474
      I SCHOLARSHIP 2,400
    BRITTANI COVNVERSE
    1020 2ND ST
    DOWNS,KS67437
      I SCHOLARSHIP 2,000
    BROOKE MICK
    673 W US HWY 24
    DOWNS,KS67437
      I SCHOLARSHIP 2,000
    CAITLYN MILLER
    102 GEMINI AVE
    OSBORNE,KS67473
      I SCHOLARSHIP 1,700
    CAITLYN THOMPSON
    PO BOX 116
    PARADISE,KS67658
      I SCHOLARSHIP 1,400
    CALLIE DUNLAP
    918 5TH ST
    NATOMA,KS67651
      I SCHOLARSHIP 2,000
    CAROLINA HARZMAN
    288 COUNTY 685 AVE
    DOWNS,KS67437
      I SCHOLARSHIP 1,400
    CARRIDY STORER
    615 LAKE DR
    CAWKER CITY,KS67430
      I SCHOLARSHIP 2,000
    CHRISTIAN CHURCH OF DOWNS
    1071 MORGAN AVE
    DOWNS,KS67437
      PC CHARITABLE GRANT 5,000
    CITY OF DOWNS
    715 RAILROAD AVE
    DOWNS,KS67437
      GOV CHARITABLE GRANT 500
    CITY OF OSBORNE
    129 S 1ST
    OSBORNE,KS67473
      GOV CHARITABLE GRANT 3,750
    CITY OF PORTIS
    305 E 5TH
    PORTIS,KS67474
      GOV CHARITABLE GRANT 2,500
    CODY DUNLAP
    712 WEST AVE
    NATOMA,KS67651
      I SCHOLARSHIP 2,000
    CULLEN GRABAST
    332 N 2ND
    OSBORNE,KS67473
      I SCHOLARSHIP 1,700
    DANICA UHL
    2140 28TH RD
    NATOMA,KS67651
      I SCHOLARSHIP 1,400
    DEAN MASTERS
    804 4TH ST
    NATOMA,KS67651
      I SCHOLARSHIP 2,000
    DEBRA MCREYNOLDS
    623 S 260TH AVE
    ALTON,KS67623
      I SCHOLARSHIP 1,400
    DENTON SCHURR
    308 N 1ST
    OSBORNE,KS67473
      I SCHOLARSHIP 1,000
    DEREK NAEGELE
    PO BOX 67
    PORTIS,KS67474
      I SCHOLARSHIP 1,700
    DOWNS ART COUNCIL
    PO BOX 211
    DOWNS,KS67437
      PC CHARITABLE GRANT 2,000
    DOWNS MINISTERIAL ALLIANCE (FOOD BANK)
    345 S HWY 181
    DOWNS,KS67437
      PC CHARITABLE GRANT 5,000
    DOWNS SENIOR CENTER
    514 MORGAN AVE
    DOWNS,KS67437
      PC CHARITABLE GRANT 3,000
    DRAKE DEBOLT
    2 CIRCLE DRIVE
    DOWNS,KS67437
      I SCHOLARSHIP 1,000
    DRAKE KOOPS
    345 S HWY 181
    DOWNS,KS67437
      I SCHOLARSHIP 2,000
    DSNWK
    2703 HALL ST SUITE 10
    HAYS,KS67601
      PC CHARITABLE GRANT 780
    DYLAN PRUTER
    PO BOX 67
    NATOMA,KS67651
      I SCHOLARSHIP 1,400
    EILEEN MICK
    2546 CANDLECREST CIRCLE
    MANHATTAN,KS66503
      I SCHOLARSHIP 2,000
    ELLIVA SHAMBURG
    7 CHATHAM ST
    PORTIS,KS67474
      I SCHOLARSHIP 1,700
    EMMA CARLIN
    2016 W 90TH DR
    OSBORNE,KS67473
      I SCHOLARHSIP 2,000
    ERIN BROWN
    1015 ROSS ST
    DOWNS,KS67437
      I SCHOLARSHIP 1,400
    ERIN LEIVAN
    910 W NEW HAMPSHIRE
    OSBORNE,KS67473
      I SCHOLARSHIP 2,100
    ETHAN BERTRAND
    530 GYPSUM AVE
    SALINA,KS67401
      I SCHOLARSHIP 1,400
    ETHAN RODEHORST
    1613 WILLOW CORE
    LAWRENCE,KS66046
      I SCHOLARSHIP 1,000
    FAITH LUTHERAN CHURCH OF OSBORNE
    629 N 2ND
    OSBORNE,KS67473
      PC CHARITABLE GRANT 5,000
    FORD FUND
    PO BOX 189
    OSBORNE,KS67473
      PC CHARITABLE GRANT 1,000
    FORT HAYS STATE UNIVERSITY FOUNDATION
    610 PARK STREET
    HAYS,KS67601
      PC CHARITABLE GRANT 62,311
    FREE METHODIST CHURCH OF OSBORNE
    724 WEST MAIN STREET
    OSBORNE,KS67473
      PC CHARITABLE GRANT 5,000
    GRACE BRETHREN CHURCH OF PORTIS
    108 E 5TH
    PORTIS,KS67437
      PC CHARITABLE GRANT 5,000
    HANNAH CHAMBRAY
    PO BOX 265
    NATOMA,KS67651
      I SCHOLARSHIP 2,000
    ISAAC SCHOEN
    26094 280TH ROAD
    DOWNS,KS67437
      I SCHOLARSHIP 1,700
    JACOB CHAMBRAY
    PO BOX 265
    NATOMA,KS67651
      I SCHOLARSHIP 850
    JAYDE BLAIN
    617 70TH ROAD
    CAWKER CITY,KS67430
      I SCHOLARSHIP 2,000
    JENNA DIBBEL
    409 W NEW HAMPSHIRE
    OSBORNE,KS67473
      I SCHOLARSHIP 2,000
    JENNA KETTER
    313 W 160TH DR
    TIPTON,KS67485
      I SCHOLARSHIP 1,700
    JENSEN FARRINGTON
    16 BAUM AVE
    NATOMA,KS67651
      I SCHOLARSHIP 700
    JESSA COCKERHAM
    525 COUNTY 388 DR
    OSBORNE,KS67473
      I SCHOLARSHIP 2,000
    JESSICA ENGLER
    673 W HWY 24
    DOWNS,KS67437
      I SCHOLARSHIP 2,000
    JOSHUA ARNOLDY
    51 S 50TH AVE
    DOWNS,KS67437
      I SCHOLARSHIP 1,700
    JOSHUA BERKLEY
    901 INGALLS ST
    DOWNS,KS67437
      I SCHOLARSHIP 1,700
    JULIA WORLEY
    908 BLUEMONT AVE
    MANHATTAN,KS66502
      I SCHOLARSHIP 700
    JUSTIN BURCH
    11 MERCURY AVE
    OSBORNE,KS67473
      I SCHOLARSHIP 1,000
    JUSTIN THELEMAN
    2242 S 260TH AVE
    NATOMA,KS67651
      I SCHOLARSHIP 1,700
    KAELAN CAMERON
    213 N LOCUST
    OSBORNE,KS67473
      I SCHOLARSHIP 1,700
    KANSAS NATURAL RESOURCE FOUNDATION
    1117 W HWY 24
    OSBORNE,KS67473
      PC CHARITABLE GRANT 250
    KATELYN MOORE
    3017 SHERMAN AVE
    HAYS,KS67601
      I SCHOLARSHIP 1,700
    KENDRA BRUMMER
    318 W 120TH DR
    DOWNS,KS67437
      I SCHOLARSHIP 1,700
    KOURTNEY GRAFEL
    PO BOX 135
    NATOMA,KS67651
      I SCHOLARSHIP 2,000
    LAKIN SPRICK
    403 N PENNSYLVANIA AVE
    HOLYROOD,KS67450
      I SCHOLARSHIP 1,700
    LEUKEMIA & LYMPHOMA SOCIETY
    ATTN JAN R SUMNER 6611 E C
    WICHITA,KS67206
      PC CHARITABLE GRANT 62,311
    LIGHTHOUSE COMMUNITY CHURCH OF DOWNS
    901 W BLUNT
    DOWNS,KS67437
      PC CHARITABLE GRANT 5,000
    LOGAN SPRICK
    800 APOLLO AVE
    OSBORNE,KS67473
      I SCHOLARSHIP 1,700
    LORI STANTON
    315 W VERMONT
    OSBORNE,KS67473
      I SCHOLARSHIP 1,000
    LUKAS SPRICK
    800 APOLLO AVE
    OSBORNE,KS67473
      I SCHOLARSHIP 1,700
    LUTHERAN CHURCH OF DOWNS
    1019 BLUNT
    DOWNS,KS67437
      PC CHARITABLE GRANT 5,000
    MADILYN STAPLES
    431 W ADAMS
    OSBORNE,KS67473
      I SCHOLARSHIP 2,000
    MADISON BURDA
    1011 INGALLS ST
    DOWNS,KS67437
      I SCHOLARSHIP 1,700
    MADISON COTTERILL
    PO BOX 116
    NATOMA,KS67651
      I SCHOLARSHIP 1,400
    MT AYE CEMETARY
    2649 W 130TH DR
    ALTON,KS67623
      PC CHARITABLE GRANT 1,500
    MT AYE FRIENDS CHURCH
    1265 COUNTY 656 AVE
    ALTON,KS67623
      PC CHARITABLE GRANT 5,000
    NICHOLAS CADY
    515 W MAIN
    OSBORNE,KS67473
      I SCHOLARSHIP 1,400
    NICHOLAS SCHMITT
    300 10 ROAD
    CAWKER CITY,KS67430
      I SCHOLARSHIP 1,400
    NICHOLE HALL
    213 N 5TH
    OSBORNE,KS67473
      I SCHOLARSHIP 1,700
    NORTH CENTRAL KANSAS OUTDOOR YOUTH FAIR
    PO BOX 228
    OSBORNE,KS67473
      PC CHARITABLE GRANT 3,000
    OLIVIA ENGLER
    673 W HWY 24
    DOWNS,KS67437
      I SCHOLARSHIP 2,000
    OSBORNE CO GENEALOGICAL & HISTORICAL SOCIETY
    307 W MAIN
    OSBORNE,KS67473
      PC CHARITABLE GRANT 1,443
    OSBORNE CO LIVESTOCK ASSOCIATION
    808 APOLLO AVE
    OSBORNE,KS67473
      PC CHARITABLE GRANT 2,500
    OSBORNE CO SHERIFFS DEPARTMENT
    104 S 5TH
    OSBORNE,KS67473
      GOV CHARITABLE GRANT 2,000
    OSBORNE COMMUNITY FOUNDATION
    128 N 1ST
    OSBORNE,KS67473
      PC CHARITABLE GRANT 15,000
    OSBORNE COUNTY FAIR BOARD
    231 W NEW HAMPSHIRE
    OSBORNE,KS67473
      PC CHARITABLE GRANT 25,000
    OSBORNE COUNTY MEMORIAL HOSPITAL
    424 W NEW HAMPSHIRE ST
    OSBORNE,KS67473
      GOV CHARITABLE GRANT 27,256
    OSBORNE COUNTY MUSEUM
    929 S 2ND
    OSBORNE,KS67473
      PC CHARITABLE GRANT 700
    OSBORNE MINISTERIAL ALLIANCE (FOOD BANK)
    125 S OAK
    OSBORNE,KS67473
      PC CHARITABLE GRANT 5,000
    OSBORNE POLICE DEPARTMENT
    128 N 1ST
    OSBORNE,KS67473
      GOV CHARITABLE GRANT 1,500
    OSBORNE PUBLIC LIBRARY
    325 W MAIN
    OSBORNE,KS67473
      PC CHARITABLE GRANT 1,150
    OSBORNE SENIOR CENTER
    108 W MAIN
    OSBORNE,KS67473
      PC CHARITABLE GRANT 2,200
    OSBORNE USD #392 TECHNOLOGY PLC
    213 W ADAMS
    OSBORNE,KS67473
      GOV SCHOLARSHIP 1,500
    OSBORNE USD #392
    213 W ADAMS
    OSBORNE,KS67473
      GOV SCHOLARSHIP 1,000
    PARADISE VALLEY CHURCH OF NATOMA
    PO BOX 37
    NATOMA,KS67651
      PC CHARITABLE GRANT 5,000
    PARKER WOLTERS
    217 W NEW HAMPSHIRE
    OSBORNE,KS67473
      I SCHOLARSHIP 2,000
    PEACE LUTHERAN CHURCH OF NATOMA
    705 5TH
    NATOMA,KS67651
      PC CHARITABLE GRANT 5,000
    PEYTON OSTMEYER
    820 N 2ND
    NATOMA,KS67651
      I SCHOLARSHIP 2,000
    PIERCE WOLTERS
    217 W NEW HAMPSHIRE
    OSBORNE,KS67473
      I SCHOLARSHIP 2,000
    PLEASANT PLAIN CHURCH
    2780 W 160TH DR
    ALTON,KS67623
      PC CHARITABLE GRANT 5,000
    RACHEL MILLER
    112 W 2ND
    GLEN ELDER,KS67446
      I SCHOLARSHIP 2,000
    RACHEL RENKEN
    429 W CENTRAL AVE APT 2205
    WICHITA,KS67203
      I SCHOLARSHIP 850
    REGAN CASEY
    2140 28TH RD
    NATOMA,KS67651
      I SCHOLARSHIP 2,000
    ROSE VALLEY CHURCH
    107 COUNTY 685 AVE
    DOWNS,KS67437
      PC CHARITABLE GRANT 7,000
    ROXTON BROWN
    130 VAN BUREN ST
    OSBORNE,KS67473
      I SCHOLARSHIP 2,000
    SAGE SCHLAEFLI
    320 LAKE DR
    CAWKER CITY,KS67430
      I SCHOLARSHIP 1,700
    SARAH PELTON
    5713 181TH ST
    PARADISE,KS67658
      I SCHOLARSHIP 1,700
    SAVANNAH NOEL
    PO BOX 53
    PORTIS,KS67474
      I SCHOLARSHIP 1,700
    SETH CONWAY
    465 S 120TH AVE
    OSBORNE,KS67473
      I SCHOLARSHIP 2,000
    SHAY ENDSLEY
    809 DIVISION
    DOWNS,KS67437
      I SCHOLARSHIP 1,700
    SHAY SCHWEITZER
    1020 2ND ST
    DOWNS,KS67437
      I SCHOLARSHIP 1,700
    SHAYLA GRIFFIN
    2495 13 ROAD
    PLAINVILLE,KS67663
      I SCHOLARSHIP 1,400
    SHAYNE RENKEN
    29022 240TH RD
    DOWNS,KS67437
      I SCHOLARSHIP 1,400
    SHELBY SENGER
    PO BOX 3
    GLEN ELDER,KS67446
      I SCHOLARSHIP 1,400
    SHINE
    217 W NEW HAMPSHIRE
    OSBORNE,KS67473
      PC CHARITABLE GRANT 2,000
    SMOKY HILLS PUBLIC TV
    PO BOX 9
    BUNKER HILL,KS67626
      PC CHARITABLE GRANT 2,000
    SOLOMON VALLEY TRANSPORTATION
    PO BOX 70
    OSBORNE,KS67473
      PC CHARITABLE GRANT 17,500
    SPECNER HEISE
    1006 COUNTY 388 DR
    OSBORNE,KS67473
      I SCHOLARSHIP 1,400
    ST ALOYSIUS CATHOLIC CHURCH
    203 N ELM
    OSBORNE,KS67473
      PC CHARITABLE GRANT 62,311
    ST CATHOLIC CATHOLIC CHURCH OF DOWNS
    1312 PRENTISS STREET
    DOWNS,KS67437
      PC CHARITABLE GRANT 5,000
    STACEY BRUMMER
    231 W NEW HAMPSHIRE
    OSBORNE,KS67473
      I SCHOLARSHIP 1,400
    TABER PATEE
    6601 W 72ND ST
    OVERLAND PARK,KS66204
      I SCHOLARSHIP 1,700
    TAITEM ZEIGLER
    2820 HWY 18
    NATOMA,KS67651
      I SCHOLARSHIP 1,700
    TANNER BOWLES
    402 OAK ST
    CAWKER CITY,KS67430
      I SCHOLARSHIP 1,400
    TANNER CONWAY
    119 S 10TH
    OSBORNE,KS67473
      I SCHOLARSHIP 2,100
    TAYLOR BECKER
    1200 FIRST ST
    DOWNS,KS67437
      I SCHOLARSHIP 1,400
    THE SALVATION ARMY
    PO BOX 412577
    KANSAS CITY,MO64141
      PC CHARITABLE GRANT 62,311
    TOREN WOLTERS
    607 DIVISION
    DOWNS,KS67437
      I SCHOLARSHIP 1,400
    TRENTON BRUMMER
    1531 S 1ST AVE
    TIPTON,KS67485
      I SCHOLARSHIP 1,400
    TRYSTAN SCHLAEFLI
    246 W HWY 24
    DOWNS,KS67437
      I SCHOLARSHIP 2,000
    TYLER LUND
    2576 COUNTY 671 AVE
    WALDO,KS67673
      I SCHOLARSHIP 1,400
    TYRON GRUWELL
    300 E ALLEN ST
    GLEN ELDER,KS67446
      I SCHOLARSHIP 1,700
    UNITED CHRISTIAN CHURCH OF NATOMA
    804 4TH ST
    NATOMA,KS67651
      PC CHARITABLE GRANT 5,000
    UNITED CHRISTIAN CHURCH OF OSBORNE
    212 N 2ND
    OSBORNE,KS67473
      PC CHARITABLE GRANT 5,000
    UNITED CHRISTIAN CHURCH OF OSBORNE
    PO BOX 287
    OSBORNE,KS67473
      PC CHARITABLE GRANT 5,000
    UNITED METHODIST CHURCH OF ALTON
    408 MILL ST
    ALTON,KS67623
      PC CHARITABLE GRANT 5,000
    UNITED METHODIST CHURCH OF DOWNS
    1000 MORGAN AVE
    DOWNS,KS67437
      PC CHARITABLE GRANT 5,000
    Total .................................bullet 3a 699,757
    bApproved for future payment
    SHAYLA GRIFFIN
    2495 13 ROAD
    PLAINVILLE,KS67663
      I SCHOLARSHIP 700
    Total .................................bullet 3b 700
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-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 ...........
            1,150
    4 Dividends and interest from securities....         315,666
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....         41,000
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....         62,607
    8 Gain or (loss) from sales of assets other than
    inventory ............
            430,672
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 0 851,095
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    851,095
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-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 XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    3 ALL INVESTMENT INCOME USED IN CONTRIBUTION DISTRIBUTIONS
    4 ALL INVESTMENT INCOME USED IN CONTRIBUTION DISTRIBUTIONS
    5 ALL INVESTMENT INCOME USED IN CONTRIBUTION DISTRIBUTIONS
    7 ALL INVESTMENT INCOME USED IN CONTRIBUTION DISTRIBUTIONS
    8 PRINCIPAL INCOME (LOSS) GENERATED NOT SUBJECT TO DISTRIBUTIONS
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    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.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    SARVER CHARITABLE TRUST
     
    C/O THE PEOPLES BANK
    EIN:
    48-6298990
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 4,200 0   4,200

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    SARVER CHARITABLE TRUST
     
    C/O THE PEOPLES BANK
    EIN:
    48-6298990
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ZURICH REINSURANCE 49,500 56,530
    ISHARES INV GRADE CORP BOND 21,685 22,564
    ISHARES HIGH YIELD CORPORATE BOND FUND 9,439 8,921
    BLACK HILLS CORP 30,247 30,265
    EBAY INC 19,333 19,279
    NATIONAL RURAL UTIL COOP FIN 25,000 24,090
    WELLS FARGO 3.45% DUE 02/13/2023 14,978 14,685
    CONOCOPHILLIPS 14,892 14,888
    DISCOVERY COMMUNICATIONS 20,937 20,147
    COLUMBIA PIPELINE 20,916 20,144
    HOME BANCSHARES 20,481 20,437
    GOLDMAN SACHS 19,850 18,436
    ISHARES TR IBONDS 20,023 19,594
    ISHARES TR IBONDS 19,725 19,116
    ISHARES TR IBONDS 19,648 19,120
    CITIGROUP 30,255 29,453
    COLUMBIA PROPERTY 19,904 19,737
    COMCAST CORP 30,060 30,304
    CONAGRA 30,242 29,335
    DOW CHEMICAL 29,297 29,100
    NUTRIEN LTD 3.625% 29,198 29,149
    NUTRIEN LTD 3.5% 19,604 19,644
    VOYA GLOBAL BOND FUND 50,000 46,429
    INVESCO TAXABLE MUNICIPAL BOND 108,889 118,760

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    SARVER CHARITABLE TRUST
     
    C/O THE PEOPLES BANK
    EIN:
    48-6298990
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AT&T INC 12,208 14,270
    BERKSHIRE HATHAWAY INC 20,721 112,299
    COCA COLA CO 29,956 47,350
    HOME DEPOT INC 20,861 120,274
    JOHNSON & JOHNSON 17,305 51,620
    LOWES CO INC 20,632 46,180
    MCDONALDS CORP 21,788 177,570
    MICROSOFT CORP 33,587 50,785
    MIDWAY COOP, OSBORNE 10 10
    PEPSICO INC 26,960 110,480
    PFIZER INC 14,850 21,825
    INVESCO QQQ 7,231 36,251
    PROCTER & GAMBLE CO 23,348 45,960
    S & P SPDR CONSUMER DISCRETIONARY 5,353 15,842
    S & P SPDR ENERGY 18,406 17,205
    S & P SPDR FINANCIALS 21,151 26,202
    VALERO ENERGY CORP NEW 15,016 20,617
    VERIZON COMMUNICATIONS INC. 5,863 11,244
    WALMART 38,624 74,520
    WALGREEN CO 14,741 40,998
    CVS HEALTH CORPORATION 12,714 13,104
    CISCO SYS INC 30,900 64,995
    MEDTRONIC INC 33,087 90,960
    S&P SPDR 500 ETF 8,703 24,992
    SPDR DOW JONES INDUSTRIAL AVE ETF TRUST 16,991 34,980
    MONDELEZ INTERNATIONAL INC COM 12,165 12,009
    FIDELITY SEL HEALTH CARE 10,000 18,261
    FIDELITY SELECT BIOTECH PORTFOLIO 8,510 34,444
    OAKMARK INTERNATIONAL 109C 75,000 65,026
    JOHN HANCOCK DISCIPLINED VAL MID CAP 33,200 32,163
    VANGUARD EQUITY INCOME ADM 7,500 8,935
    VANGUARD INDEX FDS 500 IDX FD SHS 13,003 23,103
    APPLE INC 38,218 52,843
    BARON SELECT FUNDS EMGMKTS RETAIL 57,894 58,369
    ISHARES TR U.S. PFD STK ETF 47,465 41,076
    ALPHABET INC 49,677 73,147
    AMERISOURCEBERGEN CORP 47,610 44,640
    COMPASS MINERALS INTL 48,344 29,183
    FACEBOOK INC 75,045 78,654
    MASTERCARD INC 37,240 75,460
    MCKESSON CORPORATION 240,865 165,705
    ORACLE CORPORATION 20,500 22,575
    UNITED TECHNOLOGIES CORP 52,750 53,240
    VISA INC 15,630 26,388
    WELLS FARGO & CO 23,250 23,040
    S & P SPDR TECHNOLOGY 13,140 18,594
    SELECT SECTOR SPDR 4,556 6,200
    SANOFI ADR 11,348 13,023
    T ROWE PRICE GROWTH STOCK 35,368 40,340
    ANALOG DEVICES, INC 78,079 85,830
    ENBRIDGE INC 17,350 15,540
    UNILEVER PLC ADR 53,515 52,250
    BRANDES INTL SMALL CAP 15,000 10,966
    VANGUARD COMMUNICATION SERVICES 32,949 29,628
    BAIDU, INC 18,030 15,860
    ISHARES MSCI EAFE 21,342 17,634
    BANK NEW YORK MELLON CORP 9,873 9,414
    BLACKROCK INC 88,441 78,564
    CIGNA CORP INC 40,867 41,604
    CERNER CORPORATION 17,454 15,732
    COMCAST CORP 17,257 17,025
    DOMINION ENERGY INC 21,277 21,438
    EBAY INC 34,200 28,070
    GENERAL DYNAMICS CORP 146,516 125,768
    CHARLES SCHWAB CORP 20,950 20,765
    STARBUCKS CORPORATION 28,124 32,200

    TY 2018 InvestmentsGovtObligationsSch
    Name:
    SARVER CHARITABLE TRUST
     
    C/O THE PEOPLES BANK
    EIN:
    48-6298990
    US Government Securities - End of Year Book Value:

    64,888
    US Government Securities - End of Year Fair Market Value:

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


    4,238,486
    State & Local Government Securities - End of Year Fair Market Value:


    4,300,860


    TY 2018 LegalFeesSchedule
    Name:
    SARVER CHARITABLE TRUST
     
    C/O THE PEOPLES BANK
    EIN:
    48-6298990
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 3,600 0   3,600


    TY 2018 OtherAssetsSchedule
    Name:
    SARVER CHARITABLE TRUST
     
    C/O THE PEOPLES BANK
    EIN:
    48-6298990
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DEFFERED PATRONAGE 13,928 14,856 14,856
    ACCRUED DIVIDENDS, INTEREST, AND CAPITAL GAINS RECEIVABLE 1,123 1,047 1,047


    TY 2018 OtherExpensesSchedule
    Name:
    SARVER CHARITABLE TRUST
     
    C/O THE PEOPLES BANK
    EIN:
    48-6298990
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CHEMICAL 1,832 1,832   0
    FERTILIZER 9,979 9,979   0
    INSURANCE 5,299 5,299   0
    UTILITIES 1,715 1,715   0
    SEVERENCE TAX 3 3   0
    REPAIRS 2,331 2,331   0
    MISCELLANEOUS EXPENSE 62 62   0
    FUEL 602 602   0


    TY 2018 OtherIncomeSchedule2
    Name:
    SARVER CHARITABLE TRUST
     
    C/O THE PEOPLES BANK
    EIN:
    48-6298990
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    GRAIN SALES 31,086 31,086 31,086
    PATRONAGE DIVIDEND 3,420 3,420 3,420
    INSURANCE PROCEEDS 5,891 5,891 5,891
    REIMBURSEMENTS 3,948 3,948 3,948
    SCHOLARSHIP & GRANTS REFUNDS 9,147 9,147 9,147
    ROYALTY 1,593 1,593 1,593
    GOVERNMENT PAYMENTS 7,399 7,399 7,399
    MISC. FARM INCOME 123 123 123


    TY 2018 TaxesSchedule
    Name:
    SARVER CHARITABLE TRUST
     
    C/O THE PEOPLES BANK
    EIN:
    48-6298990
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    REAL ESTATE TAXES 21,377 21,377   0
    EXCISE TAX 4,364 4,364   0
    OIL ROYALTY TAXES 266 266   0