TY 2024 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go 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
The George and Louise J Hauser Charitable
Trust
% Foundation Source

Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377

A Employer identification number

86-6515768

B Telephone number (see instructions)

(800) 839-1754

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$9,332,450J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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)


1	Contributions, gifts, grants, etc., received (attach schedule)	1
2	Check .............
3	Interest on savings and temporary cash investments	4,586		4,586
4	Dividends and interest from securities...	203,002		203,002
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		223,603
b	Gross sales price for all assets on line 6a 5,773,284
7	Capital gain net income (from Part IV, line 2)...			236,959
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).......
12	Total. Add lines 1 through 11........	431,192		444,547
13	Compensation of officers, directors, trustees, etc.	4,690				4,690
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	63,787	63,787
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	2,237	38
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......	59				59
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	22,067	325		21,742
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	92,840		64,150		26,491
25	Contributions, gifts, grants paid.......	346,500				346,500
26	Total expenses and disbursements. Add lines 24 and 25	439,340		64,150		372,991
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-8,148
b	Net investment income (if negative, enter -0-)			380,397
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	325,015	413,778	413,778
	3	Accounts receivable 1,375
		Less: allowance for doubtful accounts	3,169	1,375	1,375
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)	439,459	List of Attached Documents: // Content 291,929	283,245
	b	Investments—corporate stock (attach schedule).......	6,110,862	List of Attached Documents: // Content 5,929,689	6,819,274
	c	Investments—corporate bonds (attach schedule).......	1,572,802	List of Attached Documents: // Content 1,806,388	1,814,778
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	8,451,307	8,443,159	9,332,450
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........	0	0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds	8,451,307	8,443,159
	29	Total net assets or fund balances (see instructions).....	8,451,307	8,443,159
	30	Total liabilities and net assets/fund balances (see instructions).	8,451,307	8,443,159

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

8,451,307

Enter amount from Part I, line 27a .....................

-8,148

Other increases not included in line 2 (itemize) right arrow

Add lines 1, 2, and 3 ..........................

8,443,159

Decreases not included in line 2 (itemize) right arrow

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

8,443,159

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	Publicly-traded Securities
b
c
d
e

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	5,773,284	5,536,325	236,959
b
c
d
e

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			236,959
b
c
d
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	236,959
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 ...................		3

Part V

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	5,288
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	5,288
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	5,288
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	2,000
b	Exempt foreign organizations—tax withheld at source......	6b	0
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	2,000
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. List of Attached Documents: // Content		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	3,288
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax	Refunded	11

Form 990-PF (2024)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument? ................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

The books are in care of right arrow

Foundation Source Telephone no. right arrow

(800) 839-1754

Located at right arrow

501 Silverside Road Suite 123WilmingtonDE ZIP+4 right arrow

198091377

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

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)

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

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? .............

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)):

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?....................

If "Yes," list the years right arrow

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

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.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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? ..

Form 990-PF (2024)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or

excess parachute payment during the year? .........................

Part 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-)
Willem Andreas Overmeer	Trustee 1.0	0
Foundation Source 501 Silverside Rd Wilmington,DE198091377	Trustee 1.0	0
Dr Willem J A M Overmeer	Trustee 4.0	4,690
Foundation Source 501 Silverside Rd Wilmington,DE198091377	Trustee 4.0	4,690
Marion Pollock	Trustee 1.0	0
Foundation Source 501 Silverside Rd Wilmington,DE198091377	Trustee 1.0	0
Sara Pollock DeMedeiros	Trustee 1.0	0
Foundation Source 501 Silverside Rd Wilmington,DE198091377	Trustee 1.0	0
Gwendoline Thornblade	Trustee 1.0	0
Foundation Source 501 Silverside Rd Wilmington,DE198091377	Trustee 1.0	0

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










Total number of other employees paid over $50,000...................

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
UBS FINANCIAL SERVICES INC	Investment MGMT	63,787
55 WILLIAM STREET WELLESLEY,MA024814003	Investment MGMT	63,787

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


2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... right arrow

Form 990-PF (2024)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

8,869,397

Average of monthly cash balances.......................

226,216

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

9,095,613

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

9,095,613

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

136,434

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

8,959,179

Minimum investment return. Enter 5% (0.05) of line 5................

447,959

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.)

Minimum investment return from Part IX, line 6..................

447,959

Tax on investment income for 2024 from Part V, line 5 .......

5,288

Income tax for 2024. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

5,288

Distributable amount before adjustments. Subtract line 2c from line 1............

442,671

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

442,671

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

442,671

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

372,991

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

372,991

Form 990-PF (2024)

Page 9

Part XII

Undistributed Income (see instructions)

		(a) Corpus	(c) 2023	(d) 2024
1 Distributable amount for 2024 from Part X, line 7				442,671
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......			191,440
b Total for prior years:20 , 20, 20
3 Excess distributions carryover, if any, to 2024:
a From 2019......
b From 2020......
c From 2021......
d From 2022......
e From 2023......
f Total of lines 3a through e ........
4Qualifying distributions for 2024 from Part
XI, line 4: $ 372,991
a Applied to 2023, but not more than line 2a			191,440
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 2024 distributable amount.....				181,551
e Remaining amount distributed out of corpus		0
5 Excess distributions carryover applied to 2024.
(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 ..........
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 2023. Subtract line 4a from line 2a. Taxable amount—see instructions .............
f Undistributed income for 2024. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2025 ..........				261,120
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 2019 not applied on line 5 or line 7 (see instructions) ...
9 Excess distributions carryover to 2025. Subtract lines 7 and 8 from line 6a ......		0
10 Analysis of line 9:
a Excess from 2020....
b Excess from 2021....
c Excess from 2022....
d Excess from 2023....
e Excess from 2024....	0

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 4942(j)(3) or4942(j)(5)

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	(e) Total

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.

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)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
ANTI-DEFAMATION LEAGUE-BOSTON 40 COURT ST BOSTON,MA02108	N/A	PC	General & Unrestricted	5,000
CENTRE STREET FOOD PANTRY INC 11 HOMER ST NEWTON,MA02459	N/A	PC	General & Unrestricted	5,000
CITIZENS FOR AFFORDABLE HOUSING IN NEWTON DEVELOPM PO BOX 600523 NEWTON,MA02460	N/A	PC	Tax Filing Program	4,000
COALITION FOR NEWTON COMMUNITY EDUCATION INC 457 WALNUT ST NEWTON,MA02460	N/A	PC	low-income families Scholarship Fund	5,000
FAMILYAID BOSTON INC 3815 WASHINGTON ST BOSTON,MA02130	N/A	PC	Newton Family Navigation Center	25,000
FRAMINGHAM STATE UNIVERSITY FOUNDATION INC 100 STATE ST FRAMINGHAM,MA01702	N/A	PC	Scholarship fund for students in the School of Education focusing on early childhood education	50,000
NEW ENGLAND JUSTICE FOR OUR NEIGHBORS 421 COMMON ST BELMONT,MA02478	N/A	PC	Support for Existing Program	10,000
NEWTON ARTS CENTER INC 61 WASHINGTON PARK NEWTONVILLE,MA02460	N/A	PC	Scholarship Fund	7,500
NEWTON AT HOME INC 206 WALTHAM ST WEST NEWTON,MA02465	N/A	PC	GENERAL & UNRESTRICTED	4,000
NEWTON COMMUNITY DEVELOPMENT FOUNDATION INC 425 WATERTOWN ST STE 205 NEWTON,MA02458	N/A	PC	Resident services programming Fund	15,000
NEWTON COMMUNITY SERVICE CENTERS INC 492 WALTHAM ST W NEWTON,MA02465	N/A	PC	General Operating and Building Renovation Project	80,000
NEWTON FOOD PANTRY INC 1000 COMMONWEALTH AVE NEWTON,MA02459	N/A	PC	Kids bag initiative	5,000
NEWTON NEIGHBORS INC PO BOX 590141 NEWTON CENTRE,MA02459	N/A	PC	Summer Camp Program	2,500
NEWTON SCHOOLS FOUNDATION INC PO BOX 590020 NEWTON,MA02459	N/A	PC	General & Unrestricted	7,500
NEWTON YOUTH SUCCESS COLLABORATIVE 67 PRESCOTT ST NEWTON,MA02460	N/A	PC	To support the: I'm Amazing Program	15,000
PATHWAY TO POSSIBLE INC 1301 CENTRE ST NEWTON CENTER,MA02459	N/A	PC	Living Wage Campaign	15,000
PROJECT STEP INC SYMPHONY HALL SYMPHONY HALL 301 MASSACHUSETTS AV BOSTON,MA02115	N/A	PC	Core Program	3,000
REACH BEYOND DOMESTIC VIOLENCE INC PO BOX 540024 WALTHAM,MA02454	N/A	PC	Latinas Know Your Rights	10,000
SENIOR CITIZENS FUND OF NEWTON INCORPORATED PO BOX 600488 NEWTONVILLE,MA02460	N/A	PC	EAP and public programming fund	10,000
SOCIAL GOOD FUND INC PO BOX 5473 RICHMOND,CA94805	N/A	PC	Story Starters	15,000
SOCIETY OF ST VINCENT DE PAUL IN THE ARCHDIOCESE O 18 CANTON ST RTE 27 STOUGHTON,MA02072	N/A	PC	General & Unrestricted	4,000
SOLUTIONS AT WORK INC 1151 MASSACHUSETTS AVE CAMBRIDGE,MA02138	N/A	PC	General & Unrestricted	5,000
THE JOHN M BARRY BOYS AND GIRLS CLUB OF NEWTON INC 675 WATERTOWN ST NEWTON,MA02460	N/A	PC	Triple Play Program	12,000
THE NEWTON FREE LIBRARY 330 HOMER ST NEWTON CENTRE,MA02459	N/A	GOV	General & Unrestricted	10,000
UNDERSTANDING OUR DIFFERENCES INC PO BOX 600671 NEWTON,MA02460	N/A	PC	Afterschool Initiative	7,000
WEST SUBURBAN Y M C A 276 CHURCH ST NEWTON,MA02458	N/A	PC	to support Financial aid for voucher recipients	15,000
Total ................................. 3a				346,500

bApproved for future payment

Total ................................. 3b

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	(e) Related or exempt function income (See instructions.)
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 ...........			14	4,586
4 Dividends and interest from securities ....			14	203,002
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	223,603
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) ..				431,191

13Total. Add line 12, columns (b), (d), and (e)..................

431,191

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

If "Yes," complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship

Sign Here

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2024)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2024 DepreciationSchedule

Name:

The George and Louise J Hauser Charitable

Trust

EIN:

86-6515768

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

- TIN:

TY 2024 InvestmentsCorpBondsSchedule

Name:

The George and Louise J Hauser Charitable

Trust

EIN:

86-6515768

Name of Bond	End of Year Book Value	End of Year Fair Market Value
ABBVIE INC - 2.950% - 11/21/20	9,448	9,714
AECOM - 5.125% - 03/15/2027	33,580	33,618
AFRICAN DEV - 4.625% - 01/04/2	9,955	10,043
AFRICAN DEV BK MTN SB - 0.875%	9,173	9,483
AIR LEASE CORP - 5.300% - 02/0	46,119	48,403
AIR PRODUCTS AND CHEMICALS INC	4,782	4,700
ALEXANDRIA REAL ESTATE - 4.900	3,018	2,954
AMERICAN AXLE & MFG INC - 6.50	9,589	9,889
AMERICAN HONDA FIN - 4.900% -	5,029	5,011
AMERICAN TOWER CORP - 3.125% -	5,392	4,837
AMERIGAS LP - 5.500% - 05/20/2	2,942	2,982
AMGEN INC - 2.200% - 02/21/202	5,217	4,741
ANTHEM INC NOTE - 3.650% - 12/	4,831	4,868
ASBURY AUTOMOTIVE GROUP INC SE	6,790	6,709
ASIAN DEV - 1.500% - 01/20/202	4,602	4,722
ASIAN DEVELOPMENT BANK - 4.500	4,948	5,024
ASIAN DEVELOPMENT BANK ADB - 4	9,900	9,968
ASTRAZENECA FINANCE LLC NOTE -	5,088	5,030
AT&T INC - 4.300% - 02/15/2030	53,571	44,572
BANK AMERICA CORP SER - 4.948%	48,225	50,096
BANK MONTREAL - 5.370% - 06/04	10,147	10,149
BANK NOVA SCOTIA HALIFAX SER I	4,932	4,995
BANK OF AMERICA CORP - 2.299%	8,136	8,342
BHP BILLITON FIN - 4.750% - 02	4,987	4,991
BK OF AMERICA CORP SER N MTN -	9,256	9,804
BLOCK INC SER B NOTE - 2.750%	5,541	5,782
BOYD GAMING - 4.750% - 12/01/2	9,386	9,668
BRISTOL-MYERS SQUIBB - 3.400%	1,888	1,888
BRISTOL-MYERS SQUIBB CO - 4.90	7,150	7,031
BUCKEYE PARTNERS LP - 3.950% -	9,341	9,625
CENTENE CORP - 2.450% - 07/15/	20,438	21,635
CHEMOURS CO NOTE CALL MAKE WHO	9,384	9,625
CISCO SYS INC - 4.950% - 02/26	47,099	48,156
CITIGROUP INC - 2.520% - 11/03	4,750	5,003
CITIGROUP INC NOTE - 4.910% -	9,142	9,672
CITZENS FINANCIAL GROUP - 5.72	7,105	7,026
CLEVELAND-CLIFFS INCNEW SER B	9,786	9,943
CNH INDL CAP - 1.450% - 07/15/	4,464	4,754
COMCAST CORP - 3.400% - 04/01/	8,863	9,297
COMCAST CORP - 4.800% - 05/15/	48,849	48,584
COMCAST CORP NT - 3.150% - 02/	1,900	1,905
CROWN AMERS LLC SER B - 4.750%	7,869	7,903
CROWN CORK &SEAL INCBOND CALL	9,228	9,234
CVS CAREMARK CORP NOTE - 4.300	4,847	4,844
DANA INCORPORATED - 5.375% - 1	9,378	9,857
DELTA AIR LINES INC NOTE CALL	9,215	9,193
DISNEY WALT CO - 2.000% - 09/0	8,303	8,895
DPL INC NOTE CALL MAKE WHOLE -	9,633	9,856
DTE ENERGY CO COM - 5.200% - 0	5,109	4,997
ELI LILLY & CO NOTE CALL - 4.5	9,995	10,023
ENBRIDGE INC - 4.250% - 12/01/	5,687	4,952
EPR PPTYS NOTE - 4.500% - 04/0	9,710	9,975
EQUINOR ASA - 3.125% - 04/06/2	5,225	4,608
EURO BK RECON - 4.125% - 01/25	9,909	9,880
EURO BK RECON - 4.250% - 03/13	9,947	9,662
EUROPEAN INVT - 3.625% - 07/15	4,710	4,791
EUROPEAN INVT BANK NTS - 4.000	3,982	3,932
EUROPEAN INVT BK - 4.125% - 02	6,930	6,713
EUROPEAN INVT BK - 4.500% - 10	4,944	5,018
EUROPEAN INVT BK - 4.750% - 06	4,992	5,063
FIFTH THIRD BANCORP NOTE CALL	5,033	5,171
FLORIDA PWR & LT CO BOND - 2.4	4,208	4,220
GENERAL MLS INC - 4.200% - 04/	5,281	4,896
GENERAL MTRS - 5.850% - 04/06/	47,264	51,087
GOLDMAN SACHS - 3.814% - 04/23	6,583	6,734
GOODYEAR TIRE & RUBR - 5.000%	11,839	11,811
GOODYEAR TIRE &RUBR CO NOTE -	9,413	9,661
HCA INC. NOTE - 7.690% - 06/15	9,259	9,106
HEWLETT PACKARD ENTERPRISE CO	49,604	49,481
HILLENBRAND INC NOTE - 5.000%	12,803	12,875
HOWMET AEROSPACE INC NOTE - 3.	22,941	24,130
ICAHN ENTERPRISES LP/CORP NOTE	9,865	9,907
ILLINOIS HSG DEV AUTH RE TAX	20,000	18,408
INTER-AMERICAN - 0.875% - 04/2	9,221	9,562
INTER-AMERICAN DEV - 4.125% -	15,939	15,804
INTERNATIONAL BK - 4.000% - 01	8,955	8,729
INTERNATIONAL BK - 4.500% - 04	9,988	9,964
INTERNATIONAL BK - 4.750% - 04	9,956	10,039
INTERNATIONAL FIN CORP - 0.750	4,548	4,698
INTERNATIONAL FIN CORP - 3.625	9,793	9,938
JOHN DEER CAPITAL - 4.700% - 0	9,979	9,973
JOHN DEER CAPITAL - 4.950% - 0	47,074	48,464
JPMORGAN CHASE & CO NOTE - 4.8	47,873	49,996
JPMORGAN CHASE &CO NOTE - 4.58	9,052	9,597
JPMORGAN CHASE &CO NT - 1.470%	8,715	9,461
L BRANDS INC SER C - 6.694% -	8,967	9,191
LOWES COS INC - 3.100% - 05/03	5,504	4,833
MEDTRONIC GLOBAL HLDGS S C A N	4,949	4,938
MERCK & CO - 2.150% - 12/10/20	4,164	4,184
MORGAN STANLEY - 3.622% - 04/0	27,622	27,866
MORGAN STANLEY SER I MTN CALL	5,072	4,793
NAVIENT CORP - 6.750% - 06/25/	7,920	8,008
NAVIENT CORP NTS - 6.750% - 06	10,189	10,095
NETFLIX INC. SER B NOTE - 6.37	36,140	36,042
NEXTERA ENERGY - 3.550% - 05/0	5,588	4,872
NORTHROP GRUMMAN CORP - 3.250%	5,479	4,778
NUSTAR LOGISTICS - 5.750% - 10	9,893	9,998
NUSTAR LOGISTICS L - 6.000% -	9,918	10,013
OCEANEERING INTERNATIONAL INC	12,777	12,876
ONEMAIN - 3.500% - 01/15/2027	11,256	11,446
ORACLE CORP NOTE - 6.250% - 11	45,987	48,778
PACIFIC GAS & ELECTRIC - 3.150	9,438	9,824
PAYPAL HLDGS INC - 1.650% - 06	1,921	1,974
PFIZER INVT - 4.750% - 05/19/2	48,800	48,428
PG&E CORP NOTE CALL MAKE WHOLE	9,838	9,769
PROLOGIS LP - 1.250% - 10/15/2	4,289	4,098
QVC INC - 4.450% - 02/15/2025	12,631	12,916
ROYAL BK - 6.000% - 11/01/2027	7,484	7,230
ROYAL CARIBBEAN CRUISES - 7.50	9,051	9,440
SEAGATE HDD CAYMAN - 0.000% -	9,865	10,000
SEMPRA ENERGY NOTE 3.4% 02/01/	5,470	4,780
SERVICE CORP INTL NOTE - 4.625	10,632	10,702
SIMON PPTY GROUP LP NOTE CALL	4,987	4,688
SIX FLAGS ENTERTAINMENT CORP -	5,820	5,767
SOUTHERN CALIF EDISON CO SER 2	52,640	47,656
SOUTHWESTERN CMNTY COLLE TAX	20,127	19,640
SPRINGLEAF FINANCE CORPORATION	9,147	9,162
STARWOOD PROPERT - 4.750% - 03	3,914	3,998
SUNOCO LP - 6.000% - 04/15/202	9,935	9,980
T MOBILE USA INC NOTE - 3.375%	47,153	50,401
TENET HEALTHCARE CORP - 6.250%	9,890	9,992
TENET HEALTHCARE CORP SER B NO	7,960	7,985
TEVA PHARMACEUTICAL NOTE - 3.1	12,093	12,480
TOTAL CAPITAL - 3.455% - 02/19	4,722	4,764
TRANSDIGM INC SER B NOTE - 5.5	12,787	12,774
TRAVEL + LEISURE CO - 5.100% -	8,983	9,023
TRAVEL PLUS LEISURE CO - 6.000	8,630	9,002
TRI POINTE HOMES - 5.250% - 06	9,393	9,821
TRUIST FINANCIAL CORP SER G -	5,003	4,975
UNITED CONTL HLDGS INC - 4.875	9,791	9,976
UNITEDHEALTH GROUP INC - 3.850	6,702	6,803
VICI PROPERTIES LP NOTE - 4.37	9,748	9,971
WASTE MGMT INC - 4.875% - 02/1	4,796	4,904
WERNERMEDIA HOLDING - 4.279% -	40,207	42,312
WESTERN DIGITAL CORP - 4.750%	38,088	33,672
WESTPAC BKG CORP NOTE - 2.350%	48,790	49,844
WILLIS NORTH AMER - 5.350% - 0	4,696	4,969

- TIN:

TY 2024 InvestmentsCorpStockSchedule

Name:

The George and Louise J Hauser Charitable

Trust

EIN:

86-6515768

Name of Stock	End of Year Book Value	End of Year Fair Market Value
3M CO	51,714	60,801
ABBOTT LABS	18,144	18,889
ABBVIE INC	33,213	49,045
ADOBE SYSTEMS, INC	33,028	28,460
ADVANCED MICRO DEVICES INC	22,392	26,936
AECOM TECHNOLOGY CORPORATION	10,376	15,809
ALLSTATE CORP	74,663	72,682
ALPHABET INC CL A	71,089	99,572
AMAZON COM	120,700	166,517
AMERICAN EXPRESS CO	44,128	77,462
AMERICAN TOWER REIT INC	26,005	22,376
AMERICAN WATER WORKS COMPANY I	35,162	31,745
AMERIPRISE FINANCIAL INC	29,249	55,905
AMETEK INC	13,726	18,206
APPLE INC	117,337	157,514
ARCH CAPITAL GROUP LTD	29,295	26,227
ASML HOLDING NV NY REG SHS	32,267	29,109
ASTRAZENECA	44,283	45,143
AVANTOR HOLDINGS INC	24,966	24,884
BANK NEW YORK MELLON CORP COM	39,723	39,414
BJ'S WHLSL CLUB INC	28,541	33,864
BOOZ ALLEN HAMILTON HOLDING CO	14,835	18,790
BOSTON SCIENTIFIC	13,614	30,279
BROADCOM INC	87,622	183,617
BUILDERS FIRST SOURCE INC	12,018	12,149
CARLISLE COS INC	14,720	12,909
CENCORA INC	32,626	36,173
CHIPOTLE MEX GRILL	20,375	30,693
CME GROUP, INC	24,027	29,261
CONOCOPHILLIPS	35,494	33,123
CORTEVA INC	12,425	13,500
CURTISS WRIGHT CP	19,395	33,358
DARDEN RESTAURANTS INC	15,295	19,789
DEXCOM, INC	17,600	17,032
DIAMONDBACK ENERGY INC	19,185	23,592
DISCOVER FINL SVCS COM	17,517	30,315
EAST WEST BANCORP, INC	11,946	16,088
ELI LILLY & CO	28,462	61,760
EMERSON ELECTRIC CO	25,436	31,478
ENTEGRIS INC	19,905	18,425
EPAM SYSTEMS INC	14,556	17,770
EQUITY RESIDENTIAL PPTYS TR	75,054	75,492
EXXON MOBIL CORP	73,529	88,530
FEDEX CORPORATION	11,326	10,972
FORTINET INC	13,234	19,274
GOLDMAN SACHS GROUP	54,094	81,885
HESS CORP	11,366	13,700
HOME DEPOT INC	40,205	43,956
HOULIHAN LOKEY INC	23,453	46,020
HOWMET AEROSPACE ORD SHS	21,593	24,608
IDEXX CORP	11,564	11,163
INGERSOLL-RAND INC	10,127	17,730
INT'L FLAVORS & FRAGRANCES INC	27,212	24,266
INTUIT	19,089	27,654
INTUITIVE SURGICAL	16,370	32,883
ISHARES CORE MSCI EAFE ETF	1,354,884	1,274,949
ITT INC	14,687	16,431
JOHNSON & JOHNSON	73,772	66,959
JP MORGAN CHASE	64,151	92,288
LINDE PLC COM	63,798	70,755
LOCKHEED MARTIN CORP	36,932	41,305
MANHATTAN ASSOCIATES INC	15,561	19,457
MARTIN MARIETTA MATLS INC	21,217	23,243
MASIMO CORPORATION	25,716	33,391
MASTERCARD INC	38,997	50,551
MCDONALD'S CORP	45,666	50,151
MERCK & CO INC	42,828	42,279
META PLATFORMS INC	62,231	120,030
MICROSOFT CORP	210,890	242,363
MOLINA HEALTHCARE	16,369	15,717
MORGAN STANLEY	58,253	75,558
NORFOLK SOUTHERN CORP	57,672	54,216
NVIDIA CORP	154,068	168,400
O'REILLY AUTOMOTIVE INC	24,670	26,088
ON SEMICONDUCTOR	16,554	15,132
ORACLE CORP	65,574	78,654
PALO ALTO NETWORKS INC	18,484	29,478
PARKER HANNIFIN CP	18,184	25,441
PROCTER GAMBLE CO	60,969	71,587
PROGRESSIVE CORP OHIO	30,011	33,066
PROLOGIS	38,404	34,247
RAYTHEON TECHNOLOGIES CORP	71,564	74,755
RPM INTERNATIONAL INC	11,618	14,890
S&P GLOBAL INC COM	12,938	17,929
SALESFORCE.COM	22,720	38,448
SEMPRA ENERGY COM	38,869	37,106
SERVICE CP INTL	23,517	29,134
SHERWIN-WILLIAMS CO	24,301	29,914
STARBUCKS CORP COM	46,578	44,895
SYSCO CORP	38,172	38,459
TAKE-TWO INTERACTIVE SOFTWARE	16,903	21,721
TERADYNE INC	11,096	12,466
THERMO FISHER SCIENTIFIC INC	21,809	20,289
TJX COMPANIES INC	27,026	43,008
TOLL BROTHERS INC	15,972	16,625
TRADEWEB MARKETS INC	21,490	41,633
TRANSDIGM GRP INC	22,761	25,346
TRAVELERS COMPANIES INC	21,038	29,629
TYLER TECHNOLOGIES, INC	25,551	36,328
UNION PACIFIC	21,118	21,436
UNITEDHEALTH GROUP INC	116,540	100,160
VANGUARD SM-CAP ETF	639,211	695,611
VERIZON COMMUNICATIONS	26,015	25,834
VISA INC	46,811	63,840
VISTRA ENERGY CORP	10,176	18,888
WAL-MART STORES INC	55,859	101,011
WELLS FARGO & CO	55,611	71,715
YUM BRANDS INC	65,085	63,860
ZSCALER INC	23,528	23,814

- TIN:

TY 2024 InvestmentsGovtObligationsSch

Name:

The George and Louise J Hauser Charitable

Trust

EIN:

86-6515768

US Government Securities - End of Year Book Value:

196,167

US Government Securities - End of Year Fair Market Value:

189,554

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

95,762

State & Local Government Securities - End of Year Fair Market Value:

93,691

- TIN:

TY 2024 OtherExpensesSchedule

Name:

The George and Louise J Hauser Charitable

Trust

EIN:

86-6515768

Description	Revenue and Expenses per Books	Net Investment Income	Disbursements for Charitable Purposes
Administrative Fees	20,541		20,541
Bank Charges	325	325
Digital Subscriptions	170		170
State or Local Filing Fees	730		730
Website Hosting/Support	301		301

- TIN:

TY 2024 OtherProfessionalFeesSchedule

Name:

The George and Louise J Hauser Charitable

Trust

EIN:

86-6515768

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
Investment Management Services	63,787	63,787

- TIN:

TY 2024 TaxesSchedule

Name:

The George and Louise J Hauser Charitable

Trust

EIN:

86-6515768

Category	Amount	Net Investment Income
990-PF Estimated Tax for 2024	2,000
990-PF Excise Tax for 2023	199
Foreign Tax Paid	38	38