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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
RG & SA BERICH MAIGETTER ED TR
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1558 DEPT EA5W86
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
COLUMBUS, OH43216
A Employer identification number

20-6894218
B Telephone number (see instructions)

(330) 742-5499
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$923,617J 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... 28,569 28,538  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 13,843
b Gross sales price for all assets on line 6a 294,235
7 Capital gain net income (from Part IV, line 2)... 13,843
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 42,412 42,381  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 10,936 5,468   5,468
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,250 0 0 1,250
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
769 151   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
200     200
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 13,155 5,619 0 6,918
25 Contributions, gifts, grants paid....... 0 0
26 Total expenses and disbursements. Add lines 24 and 25 13,155 5,619 0 6,918
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 29,257
b Net investment income (if negative, enter -0-) 36,762
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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......... 15,459 48,433 48,433
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
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 arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 767,043 Click to see attachment
List of Attached Documents:
// Content
763,331 		875,184
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 782,502 811,764 923,617
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
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........ 782,502 811,764
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 782,502 811,764
30 Total liabilities and net assets/fund balances (see instructions). 782,502 811,764
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
782,502
2
Enter amount from Part I, line 27a .....................
2
29,257
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
384
4
Add lines 1, 2, and 3 ..........................
4
812,143
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
379
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
811,764
Form 990-PF (2024)
Form 990-PF (2024)
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 38.81 FEDERATED HERMES INSTL TR   2021-04-08 2024-01-29
b 2331.61 LORD ABBETT INVT TR   2018-12-18 2024-01-29
c 248.61 PIMCO FDS   2021-04-08 2024-01-29
d 154.42 FEDERATED HERMES INSTL TR   2021-04-08 2024-02-12
e 93.46306 GUGGENHEIM FDS TR   2019-07-02 2024-02-12
46.70694 GUGGENHEIM FDS TR   2019-07-02 2024-02-12
887.85 LORD ABBETT INVT TR   2018-12-18 2024-02-12
2105.58105 METROPOLITAN WEST FDS     2024-02-12
78.13895 METROPOLITAN WEST FDS     2024-02-12
286.92 PIMCO FDS   2021-04-08 2024-02-12
486.18852 VANGUARD INFLATION PROTECTED SECURITIES FUND - ADMIRAL SHARE   2021-04-08 2024-02-12
18.49148 VANGUARD INFLATION PROTECTED SECURITIES FUND - ADMIRAL SHARES   2021-04-08 2024-02-12
1. ADOBE SYS INC W/1 RT/SH   2024-02-12 2024-03-01
14. ADOBE SYS INC W/1 RT/SH   2023-02-07 2024-03-01
1. BOOKING HLDGS INC   2023-02-07 2024-03-01
1. BOSTON SCIENTIFIC CORP   2024-02-12 2024-03-01
1. DISNEY (WALT) CO   2024-02-12 2024-03-01
7.86 FIRST EAGLE FDS     2024-03-01
3.09 MFS SER TR XIII   2021-10-11 2024-03-01
32. NEXTERA ENERGY, INC     2024-03-01
43. NEXTERA ENERGY, INC     2024-03-01
22. PNC FINANCIAL CORP     2024-03-01
1. PEPSICO INC   2024-02-12 2024-03-01
24. PEPSICO INC     2024-03-01
1. SALESFORCE.COM INC   2023-02-07 2024-03-01
1. US BANCORP DEL NEW   2023-12-21 2024-03-01
1. UNITEDHEALTH GROUP INC   2024-02-12 2024-03-01
13. UNITEDHEALTH GROUP INC   2018-12-18 2024-03-01
1. VALERO ENERGY   2022-09-28 2024-03-01
2.06 VICTORY PORTFOLIOS   2021-10-11 2024-03-01
2. WAL-MART STORES, INC.   2022-11-10 2024-03-01
3.24 WASATCH FDS TR   2021-10-11 2024-03-01
.5 GE VERNOVA INC.     2024-04-16
18. APPLE COMPUTER     2024-04-25
1. EMERSON ELECTRIC CO   2022-11-10 2024-04-25
10. GE VERNOVA INC.   2023-05-02 2024-04-25
4. ELI LILLY & CO   2023-04-11 2024-04-25
7. SYNOPSYS INC W/1 RT/SH   2023-05-31 2024-04-25
17. VISA INC     2024-04-25
1. WAL-MART STORES, INC.   2022-11-10 2024-04-25
67. COMCAST CORP NEW     2024-06-18
66. COMCAST CORP NEW   2023-05-02 2024-06-18
32. DISNEY (WALT) CO     2024-06-18
23. J P MORGAN CHASE & CO     2024-06-18
21. LOWES COMPANIES INC   2024-03-01 2024-06-18
1. MCDONALDS CORP   2024-02-12 2024-06-18
21. MCDONALDS CORP     2024-06-18
11. PARKER HANNIFIN CORP   2023-02-07 2024-06-18
2. SALESFORCE.COM INC     2024-06-18
15. SALESFORCE.COM INC   2023-02-07 2024-06-18
13. AES CORP   2024-06-18 2024-07-19
1. ADVANCED MICRO DEVICES INC W/1   2023-07-17 2024-07-19
2. ALPHABET INC   2023-02-07 2024-07-19
3. AMAZON.COM INC   2018-03-13 2024-07-19
3. AMERICAN ELECTRIC POWER CO INC   2022-05-19 2024-07-19
1. ANALOG DEVICES   2022-09-28 2024-07-19
3. APPLE COMPUTER   2020-03-03 2024-07-19
1. APPLIED MATERIALS INC   2024-03-01 2024-07-19
2. ATMOS ENERGY CORP   2023-05-31 2024-07-19
5. BOSTON SCIENTIFIC CORP   2023-05-02 2024-07-19
5. BROADCOM INC   2024-03-01 2024-07-19
17. CHIPOTLE MEXICAN GRILL INC CLASS A   2021-02-24 2024-07-19
1. CONSTELLATION BRANDS INC CL A   2022-05-19 2024-07-19
1. EOG RESOURCES INC   2022-05-19 2024-07-19
2. EMERSON ELECTRIC CO   2022-11-10 2024-07-19
3. EXXON MOBIL CORP COM   2022-11-10 2024-07-19
1. FACEBOOK INC CL-A   2023-05-31 2024-07-19
238.12 FIRST EAGLE FDS     2024-07-19
1. GENERAL ELEC CO   2023-05-02 2024-07-19
5. ISHARES S & P SMALLCAP 600     2024-07-19
110. ISHARES S & P SMALLCAP 600     2024-07-19
1. ELI LILLY & CO   2023-04-11 2024-07-19
2. M & T BANK CORP     2024-07-19
2. MICROSOFT CORP     2024-07-19
1. NETFLIX INC   2023-02-07 2024-07-19
6. NVIDIA CORP   2020-01-17 2024-07-19
1. O'REILLY AUTOMOTIVE INC   2024-06-18 2024-07-19
1. ORACLE CORP   2024-06-18 2024-07-19
2. PALO ALTO NETWORKS INC   2024-03-01 2024-07-19
1. PROCTER & GAMBLE CO   2022-09-28 2024-07-19
2. RTX CORP   2024-04-25 2024-07-19
4. SHERWIN WILLIAMS CO   2024-06-18 2024-07-19
1. STRYKER CORP   2024-03-01 2024-07-19
1. TJX COMPANIES INC W/1 RT/SH   2024-02-12 2024-07-19
1. T-MOBILE US INC   2023-02-07 2024-07-19
1. TESLA INC   2021-02-24 2024-07-19
2. US BANCORP DEL NEW   2023-12-21 2024-07-19
2. VALERO ENERGY   2006-12-08 2024-07-19
1. VISA INC   2018-06-26 2024-07-19
2. WAL-MART STORES, INC.   2022-11-10 2024-07-19
26.37 WASATCH FDS TR     2024-07-19
678.45 WASATCH FDS TR     2024-07-19
1. ZOETIS INC   2023-11-17 2024-07-19
133. CHIPOTLE MEXICAN GRILL INC CLASS A   2021-02-24 2024-08-09
217.94 FEDERATED HERMES INSTL TR   2021-04-08 2024-08-09
1163.31 FEDERATED TOTAL RETURN SERS INC     2024-08-09
198.73 GUGGENHEIM FDS TR     2024-08-09
1117.22 LOOMIS SAYLES FDS II   2022-05-19 2024-08-09
1242.49 LORD ABBETT INVT TR   2018-12-18 2024-08-09
90.96 METROPOLITAN WEST FDS     2024-08-09
21. NVIDIA CORP   2020-01-17 2024-08-09
398.55 PIMCO FDS   2021-04-08 2024-08-09
27. TARGET CORP   2024-03-01 2024-08-09
1. TESLA INC   2024-02-12 2024-08-09
23. TESLA INC     2024-08-09
41.85 VANGUARD INFLATION PROTECTED SECURITIES FUND - ADMIRAL SHARES     2024-08-09
2109.46 FEDERATED HERMES INSTL TR     2024-10-29
10.59 GUGGENHEIM FDS TR   2019-07-02 2024-10-29
12. PIMCO FDS   2021-04-08 2024-10-29
3.11 VANGUARD INFLATION PROTECTED SECURITIES FUND - ADMIRAL SHARES   2021-04-08 2024-10-29
297. AES CORP     2024-11-22
1. ALPHABET INC   2023-02-07 2024-11-22
1. AMAZON.COM INC   2018-03-13 2024-11-22
1. AMERICAN ELECTRIC POWER CO INC   2022-05-19 2024-11-22
45. APPLIED MATERIALS INC     2024-11-22
1. BOSTON SCIENTIFIC CORP   2023-05-02 2024-11-22
3. CONSTELLATION BRANDS INC CL A     2024-11-22
21. CONSTELLATION BRANDS INC CL A     2024-11-22
20.67 CULLEN EMERGING MARKETS HIGH DIVIDEND F   2024-07-19 2024-11-22
5.89 DRIEHAUS SMALL CAP GROWTH FUND; INSTUTI   2024-07-19 2024-11-22
1. EMERSON ELECTRIC CO   2022-11-10 2024-11-22
15.08 FIRST EAGLE FDS   2022-05-20 2024-11-22
200.41 MFS SER TR XIII     2024-11-22
666.22 MFS SER TR XIII     2024-11-22
1. MICROSOFT CORP   2006-02-09 2024-11-22
29. MICRON TECHNOLOGY INC     2024-11-22
1. NVIDIA CORP   2020-01-17 2024-11-22
1. VERIZON COMMUNICATIONS   2024-08-09 2024-11-22
5.4 VICTORY PORTFOLIOS   2021-10-11 2024-11-22
1. WAL-MART STORES, INC.   2022-11-10 2024-11-22
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(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 342   388 -46
b 9,000   9,653 -653
c 1,790   2,506 -716
d 1,356   1,543 -187
e 2,249   2,306 -57
1,124   1,152 -28
3,418   3,676 -258
21,582   24,625 -3,043
801   927 -126
2,051   2,892 -841
11,075   13,589 -2,514
421   517 -96
563   617 -54
7,885   5,259 2,626
3,464   2,481 983
66   65 1
111   110 1
197   190 7
51   64 -13
1,755   1,909 -154
2,358   2,300 58
3,239   2,881 358
163   168 -5
3,921   3,263 658
310   168 142
42   43 -1
479   514 -35
6,233   3,346 2,887
143   104 39
99   104 -5
117   95 22
53   74 -21
68   50 18
3,050   1,483 1,567
109   92 17
1,401   841 560
2,903   1,466 1,437
3,666   3,206 460
4,613   2,299 2,314
60   47 13
2,489   2,542 -53
2,451   2,713 -262
3,238   3,092 146
4,526   2,421 2,105
4,780   5,106 -326
251   290 -39
5,263   5,455 -192
5,587   3,802 1,785
461   560 -99
3,455   2,519 936
222   247 -25
154   114 40
358   207 151
550   239 311
279   295 -16
237   143 94
678   223 455
216   208 8
246   232 14
383   266 117
816   675 141
905   492 413
247   235 12
131   123 8
233   185 48
356   330 26
482   262 220
6,353   5,891 462
159   80 79
571   534 37
12,568   12,279 289
872   366 506
334   341 -7
877   288 589
644   357 287
720   37 683
1,035   1,054 -19
139   144 -5
664   607 57
168   132 36
207   202 5
1,288   1,200 88
334   351 -17
113   98 15
183   142 41
245   244 1
89   86 3
297   101 196
268   133 135
141   95 46
444   428 16
11,425   13,251 -1,826
179   176 3
7,349   3,846 3,503
1,924   2,177 -253
11,133   12,889 -1,756
4,845   4,905 -60
11,161   11,317 -156
4,808   5,144 -336
945   1,021 -76
2,216   131 2,085
2,949   4,017 -1,068
3,626   4,135 -509
197   192 5
4,535   4,923 -388
977   1,173 -196
18,837   19,383 -546
258   261 -3
87   121 -34
72   87 -15
3,917   5,609 -1,692
165   103 62
198   80 118
98   102 -4
7,834   9,266 -1,432
91   53 38
718   724 -6
5,026   4,939 87
263   270 -7
153   131 22
129   92 37
414   363 51
3,511   3,407 104
11,672   11,415 257
414   27 387
2,977   4,429 -1,452
147   6 141
43   41 2
292   273 19
89   47 42
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
      3,460
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       -46
b       -653
c       -716
d       -187
e       -57
      -28
      -258
      -3,043
      -126
      -841
      -2,514
      -96
      -54
      2,626
      983
      1
      1
      7
      -13
      -154
      58
      358
      -5
      658
      142
      -1
      -35
      2,887
      39
      -5
      22
      -21
      18
      1,567
      17
      560
      1,437
      460
      2,314
      13
      -53
      -262
      146
      2,105
      -326
      -39
      -192
      1,785
      -99
      936
      -25
      40
      151
      311
      -16
      94
      455
      8
      14
      117
      141
      413
      12
      8
      48
      26
      220
      462
      79
      37
      289
      506
      -7
      589
      287
      683
      -19
      -5
      57
      36
      5
      88
      -17
      15
      41
      1
      3
      196
      135
      46
      16
      -1,826
      3
      3,503
      -253
      -1,756
      -60
      -156
      -336
      -76
      2,085
      -1,068
      -509
      5
      -388
      -196
      -546
      -3
      -34
      -15
      -1,692
      62
      118
      -4
      -1,432
      38
      -6
      87
      -7
      22
      37
      51
      104
      257
      387
      -1,452
      141
      2
      19
      42
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 13,843
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here 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) 1 511
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 511
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- ..... 5 511
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 447
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 447
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.......right arrow 9 64
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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 arrowOH
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 .Click to see attachment
List of Attached Documents:
// Content
8b
 
No
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 2024 or the taxable year beginning in 2024? 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 arrow  
14
The books are in care ofright arrowHUNTINGTON NATIONAL BANK Telephone no.right arrow (330) 742-5499

Located atright arrowPO BOX 1558 DEPT EA5W86COLUMBUSOH ZIP+4right arrow43216
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 2024, 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 (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........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 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
HUNTINGTON NATIONAL BANK TRUSTEE
1 		10,936    
PO BOX 1558 DEPT EA5W86
COLUMBUS,OH43216
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 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
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
865,244
b
Average of monthly cash balances.......................
1b
32,687
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
897,931
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
897,931
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
13,469
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
884,462
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
44,223
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
44,223
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
511
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
511
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
43,712
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
43,712
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
43,712
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
6,918
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
6,918
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 43,712
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 2,137
b From 2020...... 1,179
c From 2021...... 848
d From 2022...... 1,707
e From 2023...... 3,469
f Total of lines 3a through e ........ 9,340
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 6,918
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 6,918
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 9,340 9,340
(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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		27,454
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 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
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
Total .................................right arrow 3a  
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 28,569  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 13,843  
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) ..   42,412  
13Total. Add line 12, columns (b), (d), and (e)..................
13
42,412
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
RG & SA BERICH MAIGETTER ED TR
EIN:
20-6894218
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,250     1,250

TY 2024 ExplnOfNonFilingWithAGStmt
Name:
RG & SA BERICH MAIGETTER ED TR
EIN:
20-6894218
Statement:
The Ohio Attorney General requires that charitable organizations operating or organized within the State submit an annual registration through an online portal that highlights key information from the Form 990-PF for public disclosure purposes. The Trust completes this registration as required in lieu of furnishing a copy of its Form 990-PF to comply with the specific reporting instructions of the State of Ohio.

TY 2024 InvestmentsCorpStockSchedule
Name:
RG & SA BERICH MAIGETTER ED TR
EIN:
20-6894218
Name of Stock End of Year Book Value End of Year Fair Market Value
91913Y100 VALERO ENERGY CORP N 2,773 5,271
55261F104 M & T BK CORP 8,863 9,965
91324P102 UNITEDHEALTH GROUP I    
46120E602 INTUITIVE SURGICAL I 5,381 8,873
92826C839 VISA INC 2,526 5,373
007903107 ADVANCED MICRO DEVIC 5,213 5,315
337738108 FISERV INC 4,416 6,573
G1151C101 ACCENTURE PLC-CL A 945 6,684
31420B847 FEDERATED HERMES INS    
773903109 ROCKWELL AUTOMATION 4,578 4,573
543916688 LORD ABBETT INVT TR 48,396 46,591
31428Q739 FEDERATED TOTAL RETU 113,127 105,739
254687106 DISNEY WALT CO    
40168W483 GUGGENHEIM FDS TR 46,242 46,675
023135106 AMAZON COM INC 8,149 13,822
46625H100 JPMORGAN CHASE & CO 5,544 7,671
532457108 LILLY ELI & CO 3,212 10,036
594918104 MICROSOFT CORP 3,527 19,389
713448108 PEPSICO INC    
037833100 APPLE INC 4,719 13,523
65339F101 NEXTERA ENERGY INC    
H1467J104 CHUBB LTD 3,290 5,802
552982720 MFS SER TR XIII    
742718109 PROCTER & GAMBLE CO 4,999 6,874
72201F623 PIMCO FDS 33,866 27,057
032654105 ANALOG DEVICES INC 3,371 5,524
02079K305 ALPHABET INC 5,749 13,251
67066G104 NVIDIA CORP 1,411 19,606
592905749 METROPOLITAN WEST FD 9,416 9,264
22160K105 COSTCO WHOLESALE COR 3,838 8,246
09857L108 BOOKING HLDGS INC    
88160R101 TESLA INC    
92646A831 VICTORY PORTFOLIOS 29,501 27,023
936793744 WASATCH FDS TR    
464287804 ISHARES TR    
580135101 MCDONALDS CORP    
169656105 CHIPOTLE MEXICAN GRI    
922031737 VANGUARD FIXED INCOM 10,081 9,078
81762P102 SERVICENOW INC 3,354 7,421
025537101 AMERICAN ELEC PWR CO 7,216 6,917
21036P108 CONSTELLATION BRANDS    
32008F200 FIRST EAGLE FDS 39,699 40,278
539830109 LOCKHEED MARTIN CORP 2,977 3,402
30231G102 EXXON MOBIL CORP 6,313 5,916
931142103 WAL MART STORES INC 3,353 6,144
26875P101 EOG RES INC 3,567 3,555
291011104 EMERSON ELEC CO 4,212 5,949
543487136 LOOMIS SAYLES FDS II 108,584 105,697
00724F101 ADOBE SYS INC    
03027X100 AMERICAN TOWER CORP 4,019 3,668
049560105 ATMOS ENERGY CORP 3,378 4,039
084670702 BERKSHIRE HATHAWAY C 5,807 7,252
101137107 BOSTON SCIENTIFIC CO 5,892 9,736
11135F101 BROADCOM INC 7,109 13,679
20030N101 COMCAST CORP NEW    
30303M102 FACEBOOK INC CL-A 6,521 13,467
369604301 GENERAL ELEC CO 3,827 7,339
64110L106 NETFLIX INC 4,048 8,913
693475105 PNC FINL SVCS GROUP    
697435105 PALO ALTO NETWORKS I 6,674 8,006
701094104 PARKER-HANNIFIN CORP    
79466L302 SALESFORCE.COM INC 6,425 6,352
871607107 SYNOPSYS INC    
872540109 TJX COS INC NEW 3,168 4,228
872590104 T-MOBILE US INC 3,806 5,739
902973304 US BANCORP DEL 4,873 4,926
98978V103 ZOETIS INC 4,422 4,073
G54950103 LINDE PLC 4,090 4,187
04314H568 ARTISAN PARTNERS FDS 18,685 18,644
191912401 COHEN & STEERS REAL 14,970 13,810
22788C105 CROWDSTRIKE HOLDINGS 3,128 2,737
230001752 CULLEN EMERGING MARK 29,042 28,038
253868103 DIGITAL RLTY TR INC 3,984 3,724
262028731 DRIEHAUS SMALL CAP G 14,589 15,443
285512109 ELECTRONIC ARTS INC 7,774 7,754
458140100 INTEL CORP 4,229 3,469
67103H107 O'REILLY AUTOMOTIVE 6,408 7,115
68389X105 ORACLE CORP 5,286 6,166
747525103 QUALCOMM INC 3,607 3,380
75513E101 RTX CORP 6,127 6,943
824348106 SHERWIN WILLIAMS CO 3,644 4,079
863667101 STRYKER CORP 7,013 7,201
883556102 THERMO FISHER SCIENT 3,436 3,121
92343V104 VERIZON COMMUNICATIO 4,942 4,879

TY 2024 OtherDecreasesSchedule
Name:
RG & SA BERICH MAIGETTER ED TR
EIN:
20-6894218
Description Amount
ROC ON CY SALES 376
ROUNDING 3


TY 2024 OtherExpensesSchedule
Name:
RG & SA BERICH MAIGETTER ED TR
EIN:
20-6894218
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE FILING/TAX PAYMENT 200 0   200


TY 2024 OtherIncreasesSchedule
Name:
RG & SA BERICH MAIGETTER ED TR
EIN:
20-6894218
Description Amount
MUTUAL FUND TIMING ADJ 384


TY 2024 TaxesSchedule
Name:
RG & SA BERICH MAIGETTER ED TR
EIN:
20-6894218
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 70 70   0
FEDERAL TAX PAYMENT - PRIOR YE 171 0   0
FEDERAL ESTIMATES - PRINCIPAL 447 0   0
FOREIGN TAXES ON NONQUALIFIED 81 81   0