Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$14,028,939J 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 right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 244,741 244,741  
5a Gross rents............ 41,600 41,600  
b Net rental income or (loss) 41,600
6a Net gain or (loss) from sale of assets not on line 10 -64,815
b Gross sales price for all assets on line 6a 1,459,954
7 Capital gain net income (from Part IV, line 2)...  
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)....... Click to see attachment
List of Attached Documents:
// Content
79,312 79,312  
12 Total. Add lines 1 through 11........ 300,838 365,653  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 48,024 28,265   19,759
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
3,600     3,600
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
4,600     4,600
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
24,384 24,384    
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
445 445  
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
27,927 27,927    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 108,980 81,021   27,959
25 Contributions, gifts, grants paid....... 617,730 620,902
26 Total expenses and disbursements. Add lines 24 and 25 726,710 81,021   648,861
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -425,872
b Net investment income (if negative, enter -0-) 284,632
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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......... 22,358 303,145 303,145
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 1,330,123 Click to see attachment
List of Attached Documents:
// Content
1,454,330 		1,431,016
b Investments—corporate stock (attach schedule)....... 2,087,578 Click to see attachment
List of Attached Documents:
// Content
2,032,160 		3,686,689
c Investments—corporate bonds (attach schedule)....... 2,550,780 Click to see attachment
List of Attached Documents:
// Content
1,774,295 		1,726,963
11 Investments—land, buildings, and equipment: basis right arrow801,906
Less: accumulated depreciation (attach schedule) right arrow19,198 783,153 Click to see attachment
List of Attached Documents:
// Content
782,708 		6,853,572
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
29,243 		Click to see attachment
List of Attached Documents:
// Content
27,554 		Click to see attachment
List of Attached Documents:
// Content
27,554
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,803,235 6,374,192 14,028,939
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................. 131,508 128,337
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 131,508 128,337
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 6,433,342 6,433,342
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 238,385 -187,487
29 Total net assets or fund balances (see instructions)..... 6,671,727 6,245,855
30 Total liabilities and net assets/fund balances (see instructions). 6,803,235 6,374,192
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
6,671,727
2
Enter amount from Part I, line 27a .....................
2
-425,872
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
6,245,855
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
6,245,855
Form 990-PF (2023)
Form 990-PF (2023)
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 VANGUARD MALVERN FDS ST INFLPRO ADM P 2022-09-01 2023-03-07
b CHARLES SCHWAB CORP P 2018-12-13 2023-05-16
c AIM COUNSELOR SER TR INVESCO INVS P 2022-03-15 2023-09-07
d VANGUARD FIXED INCOME SECS P   2023-09-07
e AB HIGH INCOME FD INC ADVISOR CL P   2023-04-20
WELLS FARGO 3.45% P 2023-02-13 2023-11-06
BAIRD CORE PLUS BOND FUND P   2023-01-05
BLACK HILLS CORP 4.25% P 2013-11-20 2023-11-30
CITIGROUP AUTH 3.5% P 2018-01-30 2023-05-15
DOLTON ILL 5.77% P 2011-11-22 2023-12-01
COLUMBIA STRATEGIC INCOME FND P   2023-02-14
CONOCOPHILLIPS 3.35% P 2016-12-09 2023-05-16
EATON VANCE MUT FDS TR FLT P   2023-09-07
META PLATFORMS INC P   2023-01-05
ISHARES HIGH YIELD CORPORATE BOND FU P 2021-08-27 2023-02-23
KS DEV FINANCE AUTH 3.491% P 2018-09-25 2023-04-15
MCDONALDS CORP P   2023-06-07
PEPSICO INC P 1995-03-30 2023-05-16
PIMCO LOW DURATION P 2021-01-11 2023-02-14
RALLS CNTY MO BAB P   2023-03-01
(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 142,013   150,000 -7,987
b 25,112   20,950 4,162
c 50,000   51,973 -1,973
d 181,172   224,552 -43,380
e 123,306   149,731 -26,425
15,000   14,978 22
123,354   150,000 -26,646
30,000   30,072 -72
30,000   30,084 -84
20,000   20,365 -365
208,288   239,883 -31,595
14,245   14,892 -647
100,000   100,818 -818
21,908   26,547 -4,639
126,090   149,513 -23,423
5,000   5,002 -2
56,630   4,732 51,898
33,877   3,190 30,687
83,851   92,279 -8,428
45,000   45,208 -208
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       -7,987
b       4,162
c       -1,973
d       -43,380
e       -26,425
      22
      -26,646
      -72
      -84
      -365
      -31,595
      -647
      -818
      -4,639
      -23,423
      -2
      51,898
      30,687
      -8,428
      -208
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 -64,815
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 -7,987
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 right arrow 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 3,956
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  
3 Add lines 1 and 2........................... 3 3,956
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,956
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 4,060
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,060
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 104
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow104 Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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)
right arrowKS
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 2023 or the taxable year beginning in 2023? 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 addressright arrowN/A
14
The books are in care ofright arrowTHE PEOPLES BANK Telephone no.right arrow (785) 282-6682

Located atright arrowPO BOX 307SMITH CENTERKS ZIP+4right arrow66967
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
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 ........right arrow
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 2023? .............
1d
 
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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 .........right arrow
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
THE PEOPLES BANK OFFICER
1.00 		48,024 0 0
PO BOX 307
SMITH CENTER,KS66967
PETE BOHM BOARD MEMBER
000.00 		0 0 0
632 SOUTH BROADWAY
SALINA,KS67401
GEORGE EAKIN BOARD MEMBER
000.00 		0 0 0
305 W WASHINGTON
OSBORNE,KS67473
PAUL S GREGORY BOARD MEMBER
000.00 		0 0 0
218 SOUTH 4TH
OSBORNE,KS67473
LANCE R WOLTERS BOARD MEMBER
000.00 		0 0 0
111 MERCURY AVE
OSBORNE,KS67473
MELVIN WILCOXSON BOARD MEMBER
000.00 		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...................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
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 arrow  
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 N/A  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
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
6,855,836
b
Average of monthly cash balances.......................
1b
247,035
c
Fair market value of all other assets (see instructions)................
1c
5,625,294
d
Total (add lines 1a, b, and c).........................
1d
12,728,165
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
12,728,165
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
190,922
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
12,537,243
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
626,862
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
626,862
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
3,956
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,956
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
622,906
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
622,906
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
622,906
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, column (d), line 26 ..........
1a
648,861
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
648,861
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 622,906
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 614,239
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 648,861
a Applied to 2022, but not more than line 2a 614,239
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2023 distributable amount..... 34,622
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2023.    
(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  
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
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...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		588,284
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) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		 
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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) 2023 (b) 2022 (c) 2021 (d) 2020
         
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, 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 IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
SARVER CHARITABLE TRUST PAUL GREGO
PO BOX 12
OSBORNE,KS67473
(785) 346-5445
bThe form in which applications should be submitted and information and materials they should include:
SEE ATTACHED
cAny submission deadlines:
SEE ATTACHED
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
SEE ATTACHED
Form 990-PF (2023)
Form 990-PF (2023)
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

ASSEMBLY OF GOD CHURCH OSBORNE

125 S OAK
OSBORNE,KS67473 		  PC CHARITABLE GRANT 5,000

BIBLE BAPTIST CHURCH OF OSBORNE

131 SOUTH 2ND
OSBORNE,KS67473 		  PC CHARITABLE GRANT 5,000

BRINGING IT HOME TO OZ INC

PO BOX 54
OSBORNE,KS67473 		  PC CHARITABLE GRANT 3,700

BULL CITY OPRY

2649 W 130TH DR
ALTON,KS67623 		  PC CHARITABLE GRANT 1,000

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 6,500

CITY OF OSBORNE

129 S 1ST
OSBORNE,KS67473 		  GOV CHARITABLE GRANT 18,100

DOWNS ART COUNCIL

PO BOX 211
DOWNS,KS67437 		  PC CHARITABLE GRANT 2,000

DOWNS MINISTERIAL ALLIANCE (FOOD BA

345 S HWY 181
DOWNS,KS67437 		  PC CHARITABLE GRANT 5,000

FAITH LUTHERN CHURCH OF OSBORNE

629 N 2ND
OSBORNE,KS67473 		  PC CHARITABLE GRANT 5,000

FORT HAYS STATE UNIVERSITY FOUNDATI

610 PARK STREET
HAYS,KS67601 		  PC CHARITABLE GRANT 61,424

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,KS67473 		  PC CHARITABLE GRANT 7,000

KANSAS NATURAL RESOURCE FOUNDATION

1117 W HWY 24
OSBORNE,KS67473 		  PC CHARITABLE GRANT 250

LAKESIDE HIGH SCHOOL

1306 MORGAN AVE
DOWNS,KS67437 		  GOV CHARITABLE GRANT 7,000

LEUKEMIA & LYMPHOMA SOCIETY

2250 N ROCK RD
WICHITA,KS67226 		  PC CHARITABLE GRANT 61,424

LIGHTHOUSE COUMMUNITY CHURCH OF DOW

901 W BLUNT
DOWNS,KS67437 		  PC CHARITABLE GRANT 5,000

LUTHERAN CHURCH OF DOWNS

1019 BLUNT
DOWNS,KS67437 		  PC CHARITABLE GRANT 5,000

MT AYE FRIENDS CHURCH

1265 COUNTY 656 AVE
ALTON,KS67623 		  PC CHARITABLE GRANT 5,000

NATION BUILDERS MINISTRIES

209 NICHOLAS AVE
ALTON,KS67623 		  PC CHARITABLE GRANT 3,371

NORTH CENTRAL KANSAS OUTDOOR YOUTH

PO BOX 228
OSBORNE,KS67473 		  PC CHARITABLE GRANT 4,000

OSBORNE COUNTY KLA

6031 SW 37TH ST
TOPEKA,KS66614 		  GOV CHARITABLE CONTRIBUTION 2,500

OSBORNE COUNTY MEMORIAL HOSPITAL

424 W NEW HAMPSHIRE ST
OSBORNE,KS67473 		  GOV CHARITABLE GRANT 5,086

OSBORNE MINISTERIAL ALLIANCE (FOOD

125 S OAK
OSBORNE,KS67473 		  PC CHARITABLE GRANT 5,000

OSBORNE PUBLIC LIBRARY

325 W MAIN
OBSORNE,KS67473 		  GOV CHARITABLE GRANT 2,000

PEACH LUTHERAN CHURCH OF NATOMA

705 5TH
NATOMA,KS67651 		  PC CHARITABLE GRANT 5,000

PLEASANT PLAIN CHURCH

2780 W 160TH DR
ALTON,KS67623 		  PC CHARITABLE GRANT 5,000

ROSE VALLEY CHURCH

107 COUNTY 685 AVE
DOWNS,KS67437 		  PC CHARITABLE GRANT 5,000

ST ALOYSIUS CATHOLIC CHURCH

203 N ELM
OSBORNE,KS67473 		  PC CHARITABLE GRANT 61,424

ST MARYS CATHOLIC CHURCH OF DOWNS

1312 PRENTISS STREET
DOWNS,KS67437 		  PC CHARITABLE GRANT 5,000

THE SALVATION ARMY

PO BOX 412577
KANSAS CITY,MO64141 		  PC CHARITABLE GRANT 61,424

UNITED CHRISTIAN CHURCH OF OSBORNE

212 N 2ND
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

UNITED METHODIST CHURCH OF NATOMA

804 4TH ST
NATOMA,KS67651 		  PC CHARITABLE GRANT 5,000

UNITED METHODIST CHURCH OF OSBORNE

PO BOX 287
OSBORNE,KS67473 		  PC CHARITABLE GRANT 5,000

USD 392 OSBORNE

213 W ADAMS
OSBORNE,KS67473 		  GOV CHARITABLE GRANT 3,000

HANCOCK TOWNSHIP

1018 W 160TH DR
OSBORNE,KS67473 		  GOV CHARITABLE GRANT 5,000

NATOMA HIGH SCHOOL FADD

710 N 5TH ST
NATOMA,KS67651 		  GOV CHARITABLE GRANT 500

OSBORNE COMMUNITY FOUNDATION

PO BOX 85
OSBORNE,KS67473 		  PC CHARITABLE GRANT 7,525

OSBORNE COUNTY MUSEUM

929 N 2ND ST
OSBORNE,KS67473 		  PC CHARITABLE GRANT 1,250

PORTIS PRIDE COMMUNITY GROUP

PO BOX 112
PORTIS,KS67474 		  PC CHARITABLE GRANT 6,000

AMERICAN CANCER SOCIETY

1315 SW ARROWHEAD RD
TOPEKA,KS66601 		  PC CHARITABLE GRANT 61,424
ADDISON WOLTERS


PO BOX 254
PORTIS,KS67474 		  I SCHOLARSHIP 1,700
ALLISON BRUMMER


1531 S 1ST AVE
TIPTON,KS67485 		  I SCHOLARSHIP 1,700
ALLISON COLE


134 S 9TH ST
OSBORNE,KS67473 		  I SCHOLARSHIP 1,700
ALLISON COOPER


411 ROSS ST
DOWNS,KS67437 		  I SCHOLARSHIP 2,000
ALYSSA ELLIS


619 ROSS ST
DOWNS,KS67437 		  I SCHOLARSHIP 1,700
ASHTON BAXA


201 S 5TH
OSBORNE,KS67473 		  I SCHOLARSHIP 1,000
ASHTON LUND


2576 COUNTY 671 AVE
WALDO,KS67673 		  I SCHOLARSHIP 1,400
AUBREY NAASZ


414 DWLAWARE ST
DOWNS,KS67437 		  I SCHOLARSHIP 1,700
AYDAN DILL


217 W 5TH ST
PORTIS,KS67474 		  I SCHOLARSHIP 2,000
BLAIR WOLTERS


68 S 120TH AVE
PORTIS,KS67474 		  I SCHOLARSHIP 1,700
BRADEN KIBBE


713 W MAIN ST
OSBORNE,KS67473 		  I SCHOLARSHIP 1,000
BROOKE BEFORT


232 N OAK ST
OSBORNE,KS67473 		  I SCHOLARSHIP 2,000
CARTER BROWN


1015 ROSS ST
DOWNS,KS67437 		  I SCHOLARSHIP 1,700
CARTER WALSH


PO BOX 246
CAWKER CITY,KS67430 		  I SCHOLARSHIP 1,400
CHARLIE SEIFERT


312 S 2ND ST
OSBORNE,KS67473 		  I SCHOLARSHIP 2,000
CHLOE BEHRENS


2628 W 40TH DR
ALTON,KS67623 		  I SCHOLARSHIP 1,400
CHRISTOPHER HEISE


1006 COUNTY 388 DR
OSBORNE,KS67473 		  I SCHOLARSHIP 1,400
CLAYTON SHARP


1009 ROSS
DOWNS,KS67437 		  I SCHOLARSHIP 1,000
CONNOR SCHURR


313 S 1ST ST
OSBORNE,KS67473 		  I SCHOLARSHIP 2,000
COOPER BROWN


1015 ROSS ST
DOWNS,KS67437 		  I SCHOLARSHIP 1,700
COOPER DUSKIE


332 N HOBART ST
GLEN ELDER,KS67446 		  I SCHOLARSHIP 1,400
COURTNEY BAETZ


615 DELAWARE
DOWNS,KS67437 		  I SCHOLARSHIP 1,400
CULLEN GRABAST


332 N 2ND
OISBORNE,KS67473 		  I SCHOLARSHIP 2,000
DARIEN SCHREIBER


1606 W 70TH DR
OSBORNE,KS67473 		  I SCHOLARSHIP 1,400
DAYTON LANTZ


527 N 1ST
OSBORNE,KS67473 		  I SCHOLARSHIP 1,700
ELI HAHN


602 PINE ST
CAWKER CITY,KS67430 		  I SCHOLARSHIP 2,000
ELIZABETH DUCOTE


PO BOX 112
PORTIS,KS67474 		  I SCHOLARSHIP 1,400
EMILIE BECKER


1200 1ST ST
DOWNS,KS67437 		  I SCHOLARSHIP 1,700
FELICITY CONWAY


226 N 2ND ST
OSBORNE,KS67473 		  I SCHOLARSHIP 1,700
GABRIEL PASILAS


514 W NEW HAMPSHIRE
OSBORNE,KS67473 		  I SCHOLARSHIP 1,400
GENESIS BROWN


PO BOX 133
PORTIS,KS67474 		  I SCHOLARSHIP 1,400
GRACE GRADY


319 1ST ST
DOWNS,KS67437 		  I SCHOLARSHIP 1,700
GRACE SARVER


PO BOX 6
PORTIS,KS67474 		  I SCHOLARSHIP 2,000
GRAHAM BALES


1197 COUNTY 388 DR
OSBORNE,KS67473 		  I SCHOLARSHIP 2,000
HADEN CREIGHTON


857 S 115TH AVE
OSBORNE,KS67473 		  I SCHOLARSHIP 1,700
HALEY FALLIS


1336 W 300TH DR
LURAY,KS67649 		  I SCHOLARSHIP 2,000
ISAAC SCHOEN


26094 280TH ROAD
DOWNS,KS67651 		  I SCHOLARSHIP 1,400
JACE SHOEN


26094 280TH RD
DOWNS,KS67437 		  I SCHOLARSHIP 1,400
JADE HERRICK


109 W VERMONT
OSBRONE,KS67473 		  I SCHOLARSHIP 1,400
JAMIE RIPPE


224 N 4TH
OSBORNE,KS67473 		  I SCHOLARSHIP 2,000
JANESA ELLIS


619 ROSS
DOWNS,KS67437 		  I SCHOLARSHIP 2,000
JARED GRIFFIN


2495 13 ROAD
PLAINVILLE,KS67663 		  I SCHOLARSHIP 1,400
JILLIAN PODRYBAU


PO BOX 151
NATOMA,KS67651 		  I SCHOLARSHIP 1,400
JORDON LEWIS


411 MILLST
ALTON,KS67623 		  I SCHOLARSHIP 1,400
KAITLYN HOWLAND


906 DIVISION
DOWNS,KS67437 		  I SCHOLARSHIP 2,000
KALLI KASER


629 COUNTY 388 DR
OSBORNE,KS67473 		  I SCHOLARSHIP 1,700
KARSYN BOWLES


700 RAY ST
DOWNS,KS67437 		  I SCHOLARSHIP 2,000
KOLBIE HENNES


1097 C 693 AVE
DOWNS,KS67437 		  I SCHOLARSHIP 1,400
KYLAN CUNNINGHAM


200 N HIGH ST
GLEN ELDER,KS67446 		  I SCHOLARSHIP 2,000
LAKIN HEITSCHMIDT


403 N PENNSYLVANIA AVE
HOLYROOD,KS67450 		  I SCHOLARSHIP 1,700
LEONIE HARZMAN


288 COUNTY 685 AVE
DOWNS,KS67437 		  I SCHOLARSHIP 2,000
MASON SCHURR


313 S 1ST
OSBORNE,KS67473 		  I SCHOLARSHIP 1,400
MICHAELL GRADIG


337 S 80TH DR
DOWNS,KS67437 		  I SCHOLARSHIP 2,000
MORGAN EBERLE


2382 200 RD
GLEN ELDER,KS67446 		  I SCHOLARSHIP 2,000
NICHOLAS HARTSOCK


228 W MAIN
OSBORNE,KS67473 		  I SCHOLARSHIP 1,400
PAYTON HAKE


609 LOCUST
CAWKER CITY,KS67430 		  I SCHOLARSHIP 2,000
PAYTON WHERRY


401 N 5TH ST
OSBORNE,KS67473 		  I SCHOLARSHIP 2,100
RAYLYN PAGET


615 5TH ST
WALDO,KS67673 		  I SCHOLARSHIP 2,000
REAGAN BALES


1197 C 388 DR
OSBORNE,KS67473 		  I SCHOLARSHIP 2,000
REECE SCHULTZE


963 COUNTY 671 AVE
OSBORNE,KS67473 		  I SCHOLARSHIP 1,000
REID WALSH


PO BOX 246
CAWKER CITY,KS67430 		  I SCHOLARSHIP 1,700
REILLY SMITH


1200 1ST ST
DOWNS,KS67437 		  I SCHOLARSHIP 1,700
RHYANN BROWN


130 VAN BUREN ST
OSBORNE,KS67473 		  I SCHOLARSHIP 1,700
ROSS HUTSON


910 DIVIDISION ST
DOWNS,KS67437 		  I SCHOLARSHIP 2,000
SIDNEY SCHMITT


600 10 ROAD
CAWKER CITY,KS67430 		  I SCHOLARSHIP 2,000
SPENCER HEISE


1006 COUNTY 388 DR
OSBORNE,KS67473 		  I SCHOLARSHIP 500
STEELE WOLTERS


112 S 11TH
OSBORNE,KS67473 		  I SCHOLARSHIP 1,700
TAMMY KELLER


2256 CAWKER LANE
CAWKER CITY,KS67430 		  I SCHOLARSHIP 2,000
TAYLOR BAETZ


615 DELAWARE ST
DOWNS,KS67437 		  I SCHOLARSHIP 2,000
TAYLOR FALLIS


1336 W 300TH DR
LURAY,KS67649 		  I SCHOLARSHIP 2,000
TEAGAN ELLENZ


302 S 4TH ST
OSBORNE,KS67473 		  I SCHOLARSHIP 2,000
TERIN WINKEL


246 W HWY 24
DOWNS,KS67437 		  I SCHOLARSHIP 1,400
THOMAS SPURGIN


209 N 1ST
OSBORNE,KS67473 		  I SCHOLARSHIP 1,700
TREYTON SLOAN


403 MORGAN AVE
DOWNS,KS67437 		  I SCHOLARSHIP 1,000
TRINITY LUTTERS


TRINITY LUTTERS
OSBORNE,KS67473 		  I SCHOLARSHIP 2,000
TRYSTAN SCHLAEFLI


246 W HWY 24
DOWNS,KS67437 		  I SCHOLARSHIP 1,000
TYLER HEINSE


1006 C 388 DR
OSBORNE,KS67473 		  I SCHOLARSHIP 2,000
TYLER SCHOEN


301 BLUNT
DOWNS,KS67437 		  I SCHOLARSHIP 1,400
WYATT EBERLE


2382 200 RD
GLEN ELDER,KS67446 		  I SCHOLARSHIP 2,000
ZOE GIRARD


755 CO 388 DR
OSBORNE,KS67473 		  I SCHOLARSHIP 1,000
Total .................................right arrow 3a 620,902
bApproved for future payment

OSBORNE COUNTY KLA
6031 SW 37TH ST
TOPEKA,KS66614 		  GOV CHARITABLE GRANT 2,500
Total ................................. right arrow 3b 2,500
Form 990-PF (2023)
Form 990-PF (2023)
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 ....         244,741
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....         41,600
6 Net rental income or (loss) from personal property          
7 Other investment income .....         79,312
8 Gain or (loss) from sales of assets other than
inventory ............ 		        -64,815
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) ..     300,838
13Total. Add line 12, columns (b), (d), and (e)..................
13
300,838
(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.)
4 ALL INVESTMENT INCOME USED IN CONTRIBUTION DISTRIBUTIONS
5B ALL INVESTMENT INCOME USED IN CONTRIBUTION DISTRIBUTIONS
7 ALL INVESTMENT INCOME USED IN CONTRIBUTION DISTRIBUTIONS
8 PRINCIPAL INCOME (LOSS) GENERATED NOT SUBJECT TO DISTRIBUT
Form 990-PF (2023)
Form 990-PF (2023)
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
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with the preparer shown below?
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Form 990-PF (2023)
Additional Data


Software ID:  
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Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 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 4,600     4,600

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TY 2023 DepreciationSchedule
Name:
SARVER CHARITABLE TRUST
 
C/O THE PEOPLES BANK
EIN:
48-6298990
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
ROOF 2010-06-01 8,909 5,563 STRAIGHT LINE 20.0000 445 445    

TY 2023 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
1ST UNION NATL NK 19,294 15,024
AB HIGH INCOME FD INC    
AIM COUNSELOR SER TR 147,640 141,904
BANK OF AMERICA CORP MTNV 100,000 97,063
BIARD CORE PLUS BOND FUND    
BLACK HILLS CORP    
BOEING 60,864 49,248
CAPITAL ONE 95,035 98,440
CB ONEOK INC 85,221 85,309
CITIGROUP 57,000 44,417
COLUMBIA PIPLINE 35,185 34,558
COLUMBIA STRATEGIC INCOME FND    
CONOCOPHILLIPS    
DOMINION 33,845 34,335
EATON VANCE MUT FDS TR FLT RT L 144,315 139,876
ENTERGY 28,809 28,099
EVERGY 24,788 22,640
FIDELITY CAPITAL & INCOME 150,000 152,796
FIRST HORIZON CORPORATION 46,851 48,365
HIGHWOODS RLTY LTD PARTNRSHP 70,084 72,444
ISHARES HIGH YIELD CORPORATE    
MAINSTAY FDS 150,000 155,071
MORGAN STANLEY 5.5% 50,000 49,115
MORGAN STANLEY 6% 50,000 50,138
MORGAN STANLEY FIN 2.25% 75,000 59,687
NATIONAL RURAL UTIL COOP FIN 25,000 23,765
NATIONAL RURAL UTILS COOP FIN 30,000 29,091
PARAMOUNT GLOBAL 43,508 46,762
PARAMOUNT GLOBAL 4.75%/VIACOMCBS 5,020 4,946
PIMCO LOW DURATION    
ROYAL BNK CANADA 200,000 195,468
VANGUARD FIXED INCOME    
VANGUARD MALVERN FDS    
VERIZON COMMUNICATIONS INC 46,836 48,402
WELLS FARGO 3.45% DUE 02/13/2023    

TY 2023 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
ANALOG DEVICES, INC. 53,278 99,280
BANK NEW YORK MELLON CORP 18,761 20,820
BERKSHIRE HATHAWAY INC 17,987 160,497
CENCORA INC/AMERISOURCE 31,271 82,152
CENTRAL VALLEY AG COOPERATIVE 10 10
CHARLES SCHWAB CORP    
CISCO SYSTEMS INC 31,462 35,364
COMCAST CORP 53,109 65,775
DOMINION ENERGY INC 36,355 23,500
ELEVANCE HEALTH INC 84,168 141,468
ENBRIDGE INC 27,481 28,816
EXXON MOBIL CORP 23,213 49,990
FIDELITY INVESTMENT TRUST 50,000 46,094
FIDELITY SEL HEALTH CARE 10,000 23,818
FIDELITY SELECT BIOTECH PORTFO 8,510 34,619
HOME DEPOT INC 50,792 147,284
HONEYWELL INT'L INC 43,078 62,913
INVESCO QQQ 19,328 122,856
ISAHRES MSCI EAFE 21,342 22,605
ISHARES SELECT DIVIDEND INDEX 45,217 58,610
ISHARES TR U.S. PFD STK ETF 93,494 77,975
JPMORGAN CHASE & CO 31,497 51,030
MASTERCARD INC 16,560 76,772
MCDONALDS CORP 63,967 207,557
MEDTRONIC INC 124,055 148,284
META PLATFORMS INC    
MFS SER TR VI GLB EQTY FD R6 152,292 158,238
MICROSOFT CORP 30,187 159,817
MIDWAY COOP, OSBORNE 10 10
NEW PERSPECTIVE FD INC CL F 3 167,414 199,992
OMNICOM GROUP INC 100,299 121,114
ORACLE CORPORATION 57,227 126,516
PEPSICO INC 21,906 118,888
PFIZER INC 14,046 14,395
PROCTER & GAMBLE CO 23,348 73,270
S&P SPDR CONSUMER DISCRETION 5,353 28,610
S&P SPDR ENERGY 52,076 100,608
S&P SPDR FINANCIALS 33,517 56,400
S&P SPDR TECHNOLOGY 30,938 96,240
SANOFI ADR 11,348 14,919
SELECT SECTOR SPDR 34,969 40,060
SPDR DOW JONES INDUSTRIAL AVE 16,991 56,531
UNILEVER PLC ADR 106,936 96,960
UNITEDHEALTH GROUP INC 28,388 52,647
VANGUARD COMMUNICATION SERVICES 32,949 47,090
VANGUARD S&P 500 INDEX ETF 117,372 218,400
VERIZON COMMUNICATIONS INC 5,863 7,540
WALMART 33,796 110,355

TY 2023 InvestmentsGovtObligationsSch
Name:
SARVER CHARITABLE TRUST
 
C/O THE PEOPLES BANK
EIN:
48-6298990
US Government Securities - End of Year Book Value:

277,390
US Government Securities - End of Year Fair Market Value:

276,653
State & Local Government Securities - End of Year Book Value:


1,176,940
State & Local Government Securities - End of Year Fair Market Value:


1,154,363


TY 2023 InvestmentsLandSchedule2
Name:
SARVER CHARITABLE TRUST
 
C/O THE PEOPLES BANK
EIN:
48-6298990
Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
BUILDINGS & EQUIPMENT 22,099 19,198 2,901 2,901
LAND 779,807   779,807 6,850,671

TY 2023 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     3,600


TY 2023 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 20,982 21,962 21,962
ACCRUED DIVIDENDS, INTEREST, AND CAP 8,261 5,592 5,592


TY 2023 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
EXPENSES        
CHEMICAL 9,734 9,734    
FERTILIZER 7,301 7,301    
INSURANCE 6,947 6,947    
UTILITIES 954 954    
REPAIRS 2,159 2,159    
MISCELLANEOUS EXPENSE 82 82    
IRRIGATION FUEL 450 450    
LABOR 300 300    


TY 2023 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 27,569 27,569  
PATRONAGE DIVIDEND 3,922 3,922  
REIMBURSEMENTS 4,568 4,568  
SCHOLARSHIP & GRANTS REFUNDS 5,363 5,363  
FARM GOVERNMENT PAYMENTS 106 106  
CROP INSURANCE 36,589 36,589  
990-PF TAX REFUND 666 666  
MISC REVENUE 79 79  
CONSENT FEE 450 450  


TY 2023 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 24,273 24,273    
OIL ROYALTY TAXES 111 111