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
LAURA HARE CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 95672
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL606945672
A Employer identification number

20-6955819
B Telephone number (see instructions)

(312) 461-5154
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$13,617,507
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 286,474 286,474  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 833,767
b Gross sales price for all assets on line 6a 3,359,581
7 Capital gain net income (from Part IV, line 2)... 833,767
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........ 1,120,241 1,120,241  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 119,111 59,556   59,556
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)....... 500 250 0 250
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 8,124 13   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)....... 12,100     12,100
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 139,835 59,819 0 71,906
25 Contributions, gifts, grants paid....... 452,588 452,588
26 Total expenses and disbursements. Add lines 24 and 25 592,423 59,819 0 524,494
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 527,818
b Net investment income (if negative, enter -0-) 1,060,422
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......... 115,535 232,351 232,351
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)....... 4,339,848 Click to see attachment
List of Attached Documents:
// Content
4,667,972
10,659,522
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) Click to see attachment
List of Attached Documents:
// Content
2,315,106
Click to see attachment
List of Attached Documents:
// Content
2,412,335
Click to see attachment
List of Attached Documents:
// Content
2,725,634
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,770,489 7,312,658 13,617,507
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........ 6,770,489 7,312,658
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)..... 6,770,489 7,312,658
30 Total liabilities and net assets/fund balances (see instructions). 6,770,489 7,312,658
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
6,770,489
2
Enter amount from Part I, line 27a .....................
2
527,818
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
14,351
4
Add lines 1, 2, and 3 ..........................
4
7,312,658
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
7,312,658
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 350. CUMMINS ENGINE COMPANY INC COMMON STOCK   2015-12-04 2024-02-05
b 200. PIONEER NATURAL RESOURCES CO COMMON STOCK   2023-03-07 2024-02-05
c 300. PIONEER NATURAL RESOURCES CO COMMON STOCK   2022-03-22 2024-02-05
d 200. LOCKHEED MARTIN CORPORATION COMMON STOCK   2022-06-10 2024-02-08
e 100. ADOBE SYSTEMS INC COMMON STOCK   2023-12-05 2024-03-25
1500. CISCO SYSTEMS INC COMMON STOCK   2006-07-11 2024-03-28
1200. COMCAST CORP-CLASS A   2023-12-05 2024-03-28
375. DANAHER CORPORATION COMMON STOCK   2020-05-20 2024-03-28
1200. INTEL CORPORATION COMMON STOCK   2023-12-05 2024-03-28
200. MICROSOFT CORPORATION COMMON STOCK   2022-06-10 2024-03-28
200. NVIDIA CORP COMMON STOCK   2015-12-04 2024-03-28
200. UNITEDHEALTH GROUP INC COMMON STOCK   2019-06-11 2024-03-28
.0001 AMAZON COM INC COMMON STOCK   2023-12-05 2024-04-01
499.9999 AMAZON COM INC COMMON STOCK   2021-01-04 2024-04-01
250. BLACKSTONE INC   2023-01-11 2024-04-01
200. EMERSON ELECTRIC COMPANY COMMON STOCK   2022-06-10 2024-04-01
300. ISHARES RUSSELL MID-CAP GROW   2010-01-19 2024-04-01
50. NVIDIA CORP COMMON STOCK   2015-12-04 2024-04-01
100. PALO ALTO NETWORKS INC   2017-12-11 2024-04-01
100. VISA INC-CLASS A SHARES   2012-11-19 2024-04-01
500. D R HORTON INC COMMON STOCK   2024-03-28 2024-06-21
250. INTUITIVE SURGICAL INC   2024-03-28 2024-06-21
200000. US TREASURY N/B 1.75% 31 JUL 2024   2023-08-04 2024-07-31
250000. US TREASURY N/B 3% 31 JUL 2024   2023-08-03 2024-07-31
100. GRAINGER W W INC COMMON STOCK   2024-03-28 2024-08-13
400. MARRIOTT INTERNATIONAL INC NEW COMMON STOCK CLASS A   2023-08-04 2024-08-13
800. PRUDENTIAL FINANCIAL INC COMMON STOCK   2024-04-01 2024-08-13
1200. NVENT ELECTRIC PLC   2024-03-28 2024-08-13
100. CATERPILLAR INC COMMON STOCK   2015-06-17 2024-09-24
1600. DOW INC   2023-03-07 2024-09-24
100. IRON MOUNTAIN INC   2023-03-07 2024-09-24
500. JOHNSON & JOHNSON COMMON STOCK   2022-06-10 2024-09-24
100. LAM RESEARCH CORPORATION COMMON STOCK   2024-04-01 2024-09-24
100. PALO ALTO NETWORKS INC   2017-12-11 2024-09-24
1000. PFIZER INC COMMON STOCK   2023-07-31 2024-09-24
200. LINDE PLC   2021-01-04 2024-09-24
500. BLACKSTONE INC   2019-01-11 2024-11-13
400. VISA INC-CLASS A SHARES   2012-11-19 2024-11-13
30000. ANGEL OAK MULTI-STR INC-INST   2023-08-04 2024-12-17
700. PROCTER & GAMBLE COMPANY COMMON STOCK   2022-06-10 2024-12-18
200. LYONDELLBASELL INDU-CL A   2024-03-28 2024-12-18
800. LYONDELLBASELL INDU-CL A   2021-12-01 2024-12-18
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 85,052   32,402 52,650
b 45,464   43,853 1,611
c 68,196   74,624 -6,428
d 85,383   86,222 -839
e 50,628   59,858 -9,230
75,067   27,705 47,362
51,857   51,142 715
93,287   49,259 44,028
53,342   50,338 3,004
84,267   50,933 33,334
181,542   1,670 179,872
98,397   49,285 49,112
       
90,344   80,014 10,330
32,930   20,186 12,744
22,646   14,411 8,235
34,239   6,914 27,325
45,123   418 44,705
28,505   4,800 23,705
28,032   3,634 24,398
70,688   82,252 -11,564
109,007   99,962 9,045
200,000   200,000  
250,000   250,000  
94,312   101,940 -7,628
85,765   81,141 4,624
87,155   93,888 -6,733
75,024   90,528 -15,504
38,428   8,734 29,694
85,432   84,277 1,155
11,871   5,365 6,506
81,359   60,666 20,693
78,270   97,207 -18,937
34,377   4,800 29,577
29,321   35,912 -6,591
95,899   53,350 42,549
91,241   12,172 79,069
123,820   14,534 109,286
258,900   302,000 -43,100
118,633   48,452 70,181
15,172   20,543 -5,371
60,686   70,423 -9,737
      9,920
      9,920
      9,920
      9,920
      9,920
      9,920
      9,920
      9,920
      9,920
      9,920
      9,920
      9,920
      9,920
      9,920
      9,920
      9,920
      9,920
      9,920
      9,920
      9,920
      9,920
      9,920
      9,920
      9,920
      9,920
      9,920
      9,920
      9,920
      9,920
      9,920
      9,920
      9,920
      9,920
      9,920
      9,920
      9,920
      9,920
      9,920
      9,920
      9,920
      9,920
      9,920
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       52,650
b       1,611
c       -6,428
d       -839
e       -9,230
      47,362
      715
      44,028
      3,004
      33,334
      179,872
      49,112
       
      10,330
      12,744
      8,235
      27,325
      44,705
      23,705
      24,398
      -11,564
      9,045
       
       
      -7,628
      4,624
      -6,733
      -15,504
      29,694
      1,155
      6,506
      20,693
      -18,937
      29,577
      -6,591
      42,549
      79,069
      109,286
      -43,100
      70,181
      -5,371
      -9,737
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 833,767
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 14,740
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 14,740
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 14,740
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 7,032
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 7,032
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 7,708
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 arrowIN
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 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 arrowBMO BANK NA, C/O MICHELLE WILLMS Telephone no.right arrow (262) 693-4101

Located atright arrowPO BOX 95672CHICAGOIL ZIP+4right arrow606945672
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
BMO BANK N A TRUSTEE
1
114,611    
PO Box 95672
CHICAGO,IL606945672
LENORE TEDESCO SELECTION COMMITTEE MEMBER
1
1,500    
39 ACORN LANE
CAPE MAY COURT HOUSE,NJ08210
HELGA BEHROOZI SELECTION COMMITTEE MEMBER
1
1,500    
4465 CLAIRBORNE WAY
INDIANAPOLIS,IN46228
VALITA M FREDLAND SELECTION COMMITTEE MEMBER
1
1,500    
36 W 43 ST
INDIANAPOLIS,IN46208
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
12,349,553
b
Average of monthly cash balances.......................
1b
234,606
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
12,584,159
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
12,584,159
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
188,762
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
12,395,397
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
619,770
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
619,770
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
14,740
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
14,740
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
605,030
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
605,030
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
605,030
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
524,494
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
524,494
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 7 605,030
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 447,554
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 0
e From 2023...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 524,494
a Applied to 2023, but not more than line 2a 447,554
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..... 76,940
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b ..........
0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed......
0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
0
e Undistributed income for 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 ..........
528,090
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).)
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 e-mail address of the person to whom applications should be addressed:
BMO HARRIS BANK NA
3929 RIVER CROSSING PARKWAY SUITE
INDIANAPOLIS,IN46240
(317) 472-3570
N/A
bThe form in which applications should be submitted and information and materials they should include:
NO STANDARDIZED FORM
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
MAINTAINING ECOLOGICALLY SIGNIFICANT UNDEVELOPED LAND FOR PURPOSES OF PRESERVING IT IN ITS NATURAL STATE
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

NICHES LAND TRUST INC

PO BOX 2790
W LAFAYETTE,IN47996
NONE PC PROGRAM SUPPORT 190,000

GREATER ILLINOIS TITLE COMPANY INC

120 N LASALLE ST SUITE 900
CHICAGO,IL606022413
NONE PC PROGRAM SUPPORT 100,000

RED TAIL LAND CONSERVANCY

125 E CHARLES ST
MUNCIE,IN47305
NONE PC PROGRAM SUPPORT 100,000

SYCAMORE LAND TRUST

PO BOX 7801
BLOOMINGTON,IN474077801
NONE PC PROGRAM SUPPORT 62,588
Total .................................right arrow 3a 452,588
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 ....     14 286,474  
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 ............
    18 833,767  
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) ..   1,120,241  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,120,241
(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:
LAURA HARE CHARITABLE TRUST
EIN:
20-6955819
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 500 250   250

TY 2024 InvestmentsCorpStockSchedule
Name:
LAURA HARE CHARITABLE TRUST
EIN:
20-6955819
Name of Stock End of Year Book Value End of Year Fair Market Value
001084102 AGCO CORP    
00206R102 AT&T INC 121,832 148,005
00287Y109 ABBVIE INC 37,451 106,620
00724F101 ADOBE INC    
015351109 ALEXION PHARMACEUTIC    
01973R101 ALLISON TRANSMISSION    
02079K107 ALPHABET INC-CL C 132,409 457,056
02079K305 ALPHABET INC-CL A 152,975 454,320
02209S103 ALTRIA GROUP INC 187,951 261,450
023135106 AMAZON.COM INC 197,416 548,475
03076C106 AMERIPRISE FINANCIAL 26,629 159,729
031162100 AMGEN INC    
037833100 APPLE INC 190,020 1,001,680
060505104 BANK OF AMERICA CORP    
09247X101 BLACKROCK INC    
09260D107 BLACKSTONE INC 26,200 172,420
097023105 BOEING CO/THE    
11135F101 BROADCOM INC 50,889 463,680
149123101 CATERPILLAR INC 26,202 108,828
156782104 CERNER CORP    
166764100 CHEVRON CORP 94,167 115,872
169656105 CHIPOTLE MEXICAN GRI    
17275R102 CISCO SYSTEMS INC    
177376100 CITRIX SYSTEMS INC    
192446102 COGNIZANT TECH SOLUT    
20030N101 COMCAST CORP-CLASS A    
22160K105 COSTCO WHOLESALE COR 9,871 137,441
22160N109 COSTAR GROUP INC    
231021106 CUMMINS INC    
231561101 CURTISS-WRIGHT CORP    
235851102 DANAHER CORP    
237194105 DARDEN RESTAURANTS I    
254709108 DISCOVER FINANCIAL S 24,856 138,584
256677105 DOLLAR GENERAL CORP    
28176E108 EDWARDS LIFESCIENCES    
291011104 EMERSON ELECTRIC CO 45,615 99,144
29250N105 ENBRIDGE INC 104,711 127,290
30303M102 META PLATFORMS INC-C 134,752 234,204
34959E109 FORTINET INC 31,353 141,720
369550108 GENERAL DYNAMICS COR    
370334104 GENERAL MILLS INC    
375558103 GILEAD SCIENCES INC 77,695 138,555
40412C101 HCA HEALTHCARE INC    
40434L105 HP INC    
427866108 HERSHEY CO/THE    
438516106 HONEYWELL INTERNATIO    
443510607 HUBBELL INC    
45168D104 IDEXX LABORATORIES I    
460146103 INTERNATIONAL PAPER 72,376 107,640
46625H100 JPMORGAN CHASE & CO 88,440 239,710
478160104 JOHNSON & JOHNSON    
494368103 KIMBERLY-CLARK CORP    
502431109 L3HARRIS TECHNOLOGIE    
518439104 ESTEE LAUDER COMPANI    
539830109 LOCKHEED MARTIN CORP    
56585A102 MARATHON PETROLEUM C    
58933Y105 MERCK & CO. INC. 57,699 79,584
594918104 MICROSOFT CORP 259,175 843,000
67066G104 NVIDIA CORP 3,758 604,305
693506107 PPG INDUSTRIES INC    
695156109 PACKAGING CORP OF AM    
697435105 PALO ALTO NETWORKS I 19,198 145,568
70450Y103 PAYPAL HOLDINGS INC    
717081103 PFIZER INC 141,797 145,915
718172109 PHILIP MORRIS INTERN 156,359 240,700
742718109 PROCTER & GAMBLE CO/    
743315103 PROGRESSIVE CORP    
744320102 PRUDENTIAL FINANCIAL    
760759100 REPUBLIC SERVICES IN    
79466L302 SALESFORCE INC    
81762P102 SERVICENOW INC    
844741108 SOUTHWEST AIRLINES C    
87165B103 SYNCHRONY FINANCIAL    
874054109 TAKE-TWO INTERACTIVE    
89832Q109 TRUIST FINANCIAL COR 94,050 86,760
907818108 UNION PACIFIC CORP    
91324P102 UNITEDHEALTH GROUP I    
91913Y100 VALERO ENERGY CORP    
920253101 VALMONT INDUSTRIES    
92343V104 VERIZON COMMUNICATIO 96,504 99,975
92532F100 VERTEX PHARMACEUTICA 77,987 100,675
92826C839 VISA INC-CLASS A SHA    
931142103 WALMART INC 40,400 162,630
94106L109 WASTE MANAGEMENT INC 26,234 100,895
958102105 WESTERN DIGITAL CORP    
98310W108 WYNDHAM DESTINATIONS    
G1151C101 ACCENTURE PLC-CL A    
G7945M107 SEAGATE TECHNOLOGY    
016255101 ALIGN TECHNOLOGY INC    
09857L108 BOOKING HOLDINGS INC    
172908105 CINTAS CORP 67,592 54,810
174610105 CITIZENS FINANCIAL G 71,050 65,640
184496107 CLEAN HARBORS INC    
437076102 HOME DEPOT INC 50,608 77,798
574599106 MASCO CORP    
679580100 OLD DOMINION FREIGHT    
69370C100 PTC INC COM    
74736K101 QORVO INC    
747525103 QUALCOMM INC    
78409V104 S&P GLOBAL INC    
87612E106 TARGET CORP    
989207105 ZEBRA TECHNOLOGIES C    
G8060N102 SENSATA TECHNOLOGIES    
00508Y102 ACUITY BRANDS INC    
053332102 AUTOZONE INC 54,110 96,060
142339100 CARLISLE COS INC    
35671D857 FREEPORT-MCMORAN INC    
42824C109 HEWLETT PACKARD ENTE    
615369105 MOODY'S CORP    
617446448 MORGAN STANLEY    
64110L106 NETFLIX INC 80,163 155,981
69351T106 PPL CORP    
82509L107 SHOPIFY INC - CLASS 78,766 74,431
911363109 UNITED RENTALS INC    
969457100 WILLIAMS COS INC 68,693 135,300
G5494J103 LINDE PLC/OLD    
N53745100 LYONDELLBASELL INDU-    
05722G100 BAKER HUGHES CO    
172967424 CITIGROUP INC 90,477 140,780
244199105 DEERE & CO    
256746108 DOLLAR TREE INC    
260557103 DOW INC    
30231G102 EXXON MOBIL CORP    
458140100 INTEL CORP    
459200101 INTL BUSINESS MACHIN 86,116 131,898
524660107 LEGGETT & PLATT INC    
666807102 NORTHROP GRUMMAN COR    
723787107 PIONEER NATURAL RESO    
74762E102 QUANTA SERVICES INC 101,084 252,840
75513E101 RTX CORP    
75886F107 REGENERON PHARMACEUT    
872590104 T-MOBILE US INC    
87807B107 TC ENERGY CORP    
883556102 THERMO FISHER SCIENT    
928563402 VMWARE INC-CLASS A    
532457108 ELI LILLY & CO 108,460 212,300
571903202 MARRIOTT INTERNATION    
693475105 PNC FINANCIAL SERVIC 90,390 134,995
701094104 PARKER HANNIFIN CORP 72,013 127,206
G29183103 EATON CORP PLC 76,436 99,561
G54950103 LINDE PLC    
040413205 ARISTA NETWORKS INC 112,826 110,530
21037T109 CONSTELLATION ENERGY 66,912 67,113
24703L202 DELL TECHNOLOGIES -C 80,564 92,192
629377508 NRG ENERGY INC 101,691 135,330
68389X105 ORACLE CORP 82,092 83,320
69608A108 PALANTIR TECHNOLOGIE 76,871 189,075
7591EP100 REGIONS FINANCIAL CO 66,721 58,800
85208M102 SPROUTS FARMERS MARK 80,831 101,656
L8681T102 SPOTIFY TECHNOLOGY S 96,535 89,476

TY 2024 OtherAssetsSchedule
Name:
LAURA HARE CHARITABLE TRUST
EIN:
20-6955819
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
00766Y513 CHAMPLAIN MID CAP FU   0 0
XXX-XX-XXXX CAMDEN PROPERTY TRUS   0 0
XXX-XX-XXXX CONESTOGA SMALL CAP-   0 0
31428Q747 FED HERM ULTRA SHRT   0 0
46138E511 INVESCO PREFERRED ET   0 0
XXX-XX-XXXX ISHARES RUSSELL MID- 34,568 27,654 152,100
XXX-XX-XXXX ISHARES RUSSELL 2000   0 0
XXX-XX-XXXX ISHARES S&P SMALL-CA   0 0
XXX-XX-XXXX ISHARES IBOXX HIGH Y   0 0
55273E848 MFS INTERNATIONAL GR 185,860 185,860 236,300
78464A359 SPDR BLOOMBERG CONVE   0 0
XXX-XX-XXXX VANGUARD S/T INVEST 279,416 279,416 270,895
XXX-XX-XXXX VANGUARD FTSE EMERGI   0 0
XXX-XX-XXXX VANGUARD MID-CAP VAL   0 0
04314H592 ARTISAN DEVELOPING W   0 0
XXX-XX-XXXX ISHARES IBOXX INVEST   0 0
XXX-XX-XXXX SIMON PROPERTY GROUP 61,708 61,708 120,547
03463K406 ANGEL OAK MULTI-STR 302,000 0 0
46284V101 IRON MOUNTAIN INC 72,562 67,115 147,154
XXX-XX-XXXX ISHARES S&P SMALL-CA   0 0
72202E682 PIMCO PREFER & CAPIT   0 0
74340W103 PROLOGIS INC   0 0
XXX-XX-XXXX FIDELITY ADV FL RT H 149,240 195,740 195,090
XXX-XX-XXXX VANGUARD INFL PROCT   0 0
37954Y673 GLOBAL X US INFRASTR 73,770 73,770 101,025
XXX-XX-XXXX ISHARES 7-10 YEAR TR 282,536 282,536 277,350
XXX-XX-XXXX STONE RIDGE H/Y REIN 186,600 186,600 179,200
912828Y87 US TREASURY N/B 1.75 193,203 0 0
91282CFA4 US TREASURY N/B 3% 3 244,336 0 0
91282CHN4 US TREASURY N/B 4.75 249,307 249,307 250,688
33739E108 FT-PREFERRED SECUR &   104,808 106,200
XXX-XX-XXXX ISHARES CORE U.S. AG   195,437 193,800
XXX-XX-XXXX OMEGA HEALTHCARE INV   99,150 94,625
91282CLB5 US TREASURY N/B 4.37   403,234 400,660


TY 2024 OtherExpensesSchedule
Name:
LAURA HARE CHARITABLE TRUST
EIN:
20-6955819
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER NON-ALLOCABLE EXPENSE - 12,100 0   12,100


TY 2024 OtherIncreasesSchedule
Name:
LAURA HARE CHARITABLE TRUST
EIN:
20-6955819
Description Amount
COST BASIS ADJUSTMENT 14,351


TY 2024 TaxesSchedule
Name:
LAURA HARE CHARITABLE TRUST
EIN:
20-6955819
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAX PAYMENT - PRIOR YE 1,079 0   0
FEDERAL ESTIMATES - PRINCIPAL 7,032 0   0
FOREIGN TAXES ON QUALIFIED FOR 11 11   0
FOREIGN TAXES ON NONQUALIFIED 2 2   0