TY 2025 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.
Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2025

Open to Public Inspection

For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25

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
Wilmington

State or province
DE

Country

ZIP or foreign postal code
198091377

A Employer identification number

86-6515768

B Telephone number (see instructions)

8008391754

C If exemption application is pending, check here

G Check all that apply: Initial returnInitial return of a former public charity

Address change Name change

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

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

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

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 .......

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$10,239,435J 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)	0
2	Check .................
3	Interest on savings and temporary cash investments	781		781
4	Dividends and interest from securities...	225,973		225,973
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		349,855
b	Gross sales price for all assets on line 6a 5,341,994
7	Capital gain net income (from Part IV, line 2)...			363,384
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).......	List of Attached Documents: // Content	35
12	Total. Add lines 1 through 11........	576,644		590,138
13	Compensation of officers, directors, trustees, etc.	3,000				3,000
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	67,859	67,859
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	8,621	33
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......	170				170
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	21,560	202		21,358
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	101,210		68,094		24,528
25	Contributions, gifts, grants paid.......	393,000				393,000
26	Total expenses and disbursements. Add lines 24 and 25 ................	494,210		68,094		417,528
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	82,434
b	Net investment income (if negative, enter -0-)			522,044
c	Adjusted net income (if negative, enter -0-)...				0

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2025)

Form 990-PF (2025)

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.........	413,778	152,285	152,285
	3	Accounts receivable
		Less: allowance for doubtful accounts	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)	291,929	List of Attached Documents: // Content 379,183	382,512
	b	Investments—corporate stock (attach schedule).......	5,929,689	List of Attached Documents: // Content 5,969,697	7,621,942
	c	Investments—corporate bonds (attach schedule).......	1,806,388	List of Attached Documents: // Content 2,024,428	2,082,696
	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)	8,443,159	8,525,593	10,239,435
	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	8,443,159	8,525,593
	29	Total net assets or fund balances (see instructions).....	8,443,159	8,525,593
	30	Total liabilities and net assets/fund balances (see instructions).	8,443,159	8,525,593

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

8,443,159

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

82,434

Other increases not included in line 2 (itemize)

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

8,525,593

Decreases not included in line 2 (itemize)

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

8,525,593

Form 990-PF (2025)

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	5,341,994	4,978,610	363,384
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			363,384
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	363,384
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	7,256
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	7,256
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	7,256
6	Credits/Payments:

a	2025 estimated tax payments and 2024 overpayment credited to 2025	6a	5,300
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	5,300
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	1,956
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 2026 estimated tax	Refunded	11	0
	For Refunded amount, also complete and attach Form 8050. See instructions.

Form 990-PF (2025)

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. $ (2) On foundation managers.$

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

on foundation managers.$

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 2025 or the taxable year beginning in 2025? 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

The books are in care ofFoundation Source Telephone no. (800) 839-1754

Located at501 Silverside Road Suite 123WilmingtonDE ZIP+4198091377

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........

and enter the amount of tax-exempt interest received or accrued during the year ........

16 At any time during calendar year 2025, 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

Form 990-PF (2025)

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 ........

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 2025? .............

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 2025, did the foundation have any undistributed income (Part XII, lines 6d

and 6e) for tax year(s) beginning before 2025?....................

If "Yes," list the years 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 2025 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 Form 4720, Schedule C, to determine

if the foundation had excess business holdings in 2025.).....................

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 2025? ..

Form 990-PF (2025)

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 .........

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	3,000
Foundation Source 501 Silverside Rd Wilmington,DE198091377	Trustee 4.0	3,000
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

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 (2025)

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	67,859
55 William Street WELLESLEY,MA024814003	Investment Mgmt	67,859

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

Form 990-PF (2025)

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

9,578,844

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

144,180

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

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

9,723,024

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

9,723,024

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

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

145,845

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

9,577,179

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

478,859

Part X

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)

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

478,859

Tax on investment income for 2025 from Part V, line 5 .......

7,256

Income tax for 2025. (This does not include the tax from Part V.) ...

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

7,256

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

471,603

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

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

471,603

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

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

471,603

Part XI

Qualifying Distributions (see instructions)

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

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

417,528

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. .......

417,528

Form 990-PF (2025)

Page 9

Part XII

Undistributed Income (see instructions)

		(a) Corpus	(c) 2024	(d) 2025
1 Distributable amount for 2025 from Part X, line 7				471,603
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only.......			261,120
b Total for prior years:2023, 2022, 2021
3 Excess distributions carryover, if any, to 2025:
a From 2020......
b From 2021......
c From 2022......
d From 2023......
e From 2024......
f Total of lines 3a through e ........
4Qualifying distributions for 2025 from Part
XI, line 4: $ 417,528
a Applied to 2024, but not more than line 2a			261,120
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 2025 distributable amount.....				156,408
e Remaining amount distributed out of corpus		0
5 Excess distributions carryover applied to 2025.
(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 2024. Subtract line 4a from line 2a. Taxable amount—see instructions .............
f Undistributed income for 2025. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2026 ..........				315,195
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 2020 not applied on line 5 or line 7 (see instructions) ...
9 Excess distributions carryover to 2026. Subtract lines 7 and 8 from line 6a ......		0
10 Analysis of line 9:
a Excess from 2021 ....
b Excess from 2022 ....
c Excess from 2023 ....
d Excess from 2024 ....
e Excess from 2025 ....	0

Form 990-PF (2025)

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 2025, enter the date of the ruling ......

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) 2025	(b) 2024	(c) 2023	(d) 2022	(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, 3b, or 3c 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 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, 2b, 2c, and 2d. 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 (2025)

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		No Place for Hate Program	5,000
CENTRE STREET FOOD PANTRY INC 11 HOMER ST NEWTON,MA02459	N/A		Grocery Program	5,000
CIRCUS UP INC 361 SCHOOL ST WATERTOWN,MA02472	N/A		General & Unrestricted	3,000
CITIZENS FOR AFFORDABLE HOUSING IN NEWTON DEVELOPM PO BOX 600523 NEWTON,MA02460	N/A		VITA fund	4,000
COALITION FOR NEWTON COMMUNITY EDUCATION INC 457 WALNUT ST NEWTON,MA02460	N/A		Scholarship fund	7,000
FAMILYAID BOSTON INC 3815 WASHINGTON ST BOSTON,MA02130	N/A		Family Navigation Center	20,000
FRAMINGHAM STATE UNIVERSITY FOUNDATION INC 100 STATE ST FRAMINGHAM,MA01702	N/A		Scholarship fund to address financial needs of Early Education students	50,000
NEW ENGLAND JUSTICE FOR OUR NEIGHBORS 421 COMMON ST BELMONT,MA02478	N/A		Advice and Advocacy fund	17,500
NEWTON ARTS CENTER INC 61 WASHINGTON PARK NEWTONVILLE,MA02460	N/A		Scholarship fund	10,000
NEWTON AT HOME INC 206 WALTHAM ST WEST NEWTON,MA02465	N/A		General & Unrestricted	5,000
NEWTON COMMUNITY DEVELOPMENT FOUNDATION INC 425 WATERTOWN ST STE 205 NEWTON,MA02458	N/A		NCDF Youth Programs	15,000
NEWTON COMMUNITY FARM INC 303 NAHANTON ST NEWTON CENTER,MA02459	N/A		General & Unrestricted	3,000
NEWTON COMMUNITY SERVICE CENTERS INC 492 WALTHAM ST W NEWTON,MA02465	N/A		capital project to make the main building's basement conform to fire code	25,000
NEWTON COMMUNITY SERVICE CENTERS INC 492 WALTHAM ST W NEWTON,MA02465	N/A		capital project	25,000
NEWTON COMMUNITY SERVICE CENTERS INC 492 WALTHAM ST W NEWTON,MA02465	N/A		General & Unrestricted	50,000
NEWTON FOOD PANTRY INC 1000 COMMONWEALTH AVE NEWTON,MA02459	N/A		Kids Food Bags fund	5,000
NEWTON NEIGHBORS INC PO BOX 590141 NEWTON CENTRE,MA02459	N/A		Camp scholarship fund	3,500
NEWTON SCHOOLS FOUNDATION INC PO BOX 590020 NEWTON,MA02459	N/A		General & Unrestricted	7,500
NEWTON YOUTH SUCCESS COLLABORATIVE 67 PRESCOTT ST NEWTON,MA02460	N/A		I'm Amazing program	15,000
PATHWAY TO POSSIBLE INC PO BOX 590115 NEWTON CENTER,MA02459	N/A		Campaign for a Living Wage	15,000
PROJECT STEP INC SYMPHONY HALL SYMPHONY HALL 301 MASSACHUSETTS AV BOSTON,MA02115	N/A		Core Program	5,000
REACH BEYOND DOMESTIC VIOLENCE INC PO BOX 540024 WALTHAM,MA02454	N/A		Latinas Know Your Rights fund	10,000
SENIOR CITIZENS FUND OF NEWTON INCORPORATED PO BOX 600488 NEWTONVILLE,MA02460	N/A		General & Unrestricted	7,500
SOCIAL GOOD FUND INC PO BOX 5473 RICHMOND,CA94805	N/A		Story Starters- Family Conversation Program	15,000
SOCIETY OF SAINT VINCENT DE PAUL IN THE ARCHDIOCES 573 WASHINGTON ST NEWTON,MA02458	N/A		Support for neighbors in need fund	6,000
SOLUTIONS AT WORK INC 1151 MASSACHUSETTS AVE CAMBRIDGE,MA02138	N/A		General & Unrestricted	5,000
THE JOHN M BARRY BOYS AND GIRLS CLUB OF NEWTON INC 675 WATERTOWN ST NEWTON,MA02460	N/A		Triple Play Program	15,000
THE NEWTON FREE LIBRARY 330 HOMER ST NEWTON CENTRE,MA02459	N/A		General & Unrestricted	10,000
UNDERSTANDING OUR DIFFERENCES INC PO BOX 600671 NEWTON,MA02460	N/A		Afterschool program	9,000
WEST SUBURBAN Y M C A 276 CHURCH ST NEWTON,MA02458	N/A		Childcare financial aid/Newton Corner Place fund	20,000
Total ................................. 3a				393,000

bApproved for future payment

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

Form 990-PF (2025)

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	781
4 Dividends and interest from securities ....			14	225,973
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	349,855
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aSTATE TAX REFUND			01	35
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..				576,644

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

576,644

(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 (2025)

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	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 (2025)

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 2025 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 2025 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	9,923
ABBVIE INC - 3.200% - 11/21/20	6,504	6,793
AFRICAN DEV - 4.625% - 01/04/2	9,955	10,094
AFRICAN DEVELOPMENT BANK MTN S	10,002	10,066
AIR LEASE CORP - 5.300% - 02/0	46,119	48,894
AIR LEASE CORP SER A MTN - 5.8	2,048	2,056
ALEXANDRIA REAL ESTATE - 4.900	3,018	3,042
AMERICAN TOWER CORP - 3.600% -	7,831	7,924
ANTHEM INC NOTE - 3.650% - 12/	7,786	7,963
AON CORP - 2.800% - 05/15/2030	5,347	5,669
ASBURY AUTOMOTIVE GROUP INC SE	12,593	12,963
ASIAN DEV - 1.500% - 01/20/202	4,602	4,890
ASIAN DEVELOPMENT BANK - 4.500	4,948	5,117
ASIAN DEVELOPMENT BANK ADB - 4	10,071	10,160
ASIAN DVLPMNT BANK ADB - 4.875	9,900	10,227
ASTRAZENECA FINANCE LLC NOTE -	5,088	5,110
AT&T INC - 4.300% - 02/15/2030	60,352	53,110
BANK AMERICA CORP SER - 4.948%	48,226	50,714
BANK MONTREAL - 5.370% - 06/04	10,147	10,210
BANK NEW YORK MELLON CORP - 4.	6,954	7,204
BANK NOVA SCOTIA B C - 5.400%	8,166	8,170
BANK OF AMERICA CORP - 2.299%	8,136	8,950
BHP BILLITON FIN - 4.750% - 02	4,987	5,079
BK OF AMERICA CORP SER N MTN -	9,256	10,217
BLOCK INC SER B NOTE - 3.500%	3,555	3,754
BOYD GAMING - 4.750% - 12/01/2	9,386	9,987
BROADCOM INC - 4.800% - 10/15/	6,072	6,023
BUCKEYE PARTNERS LP - 3.950% -	8,888	8,903
CANADIAN IMPERIAL BANK OF COMM	8,036	8,032
CAPITAL ONE FINANCIAL CORP - 5	51,225	51,858
CARRIER GLOBAL CORPORATION SER	8,153	8,351
CEDAR FAIR LP - 6.500% - 10/01	7,057	6,860
CELANESE US HOLDING LLC - 6.35	8,196	8,369
CELANESE US HOLDINGS LLC - 6.4	5,150	5,154
CENTENE CORP - 2.450% - 07/15/	32,563	34,649
CENTENE CORP DEL SER B - 4.250	9,745	9,941
CHEMOURS CO NOTE CALL MAKE WHO	9,384	10,025
CISCO SYS INC - 4.950% - 02/26	47,099	49,835
CITIGROUP INC - 2.520% - 11/03	4,750	5,382
CITIGROUP INC - 4.412% - 03/31	45,803	46,026
CITIGROUP INC NOTE - 4.910% -	11,086	12,165
CITZENS FINANCIAL GROUP - 5.72	7,105	7,350
CNH INDUSTRIAL CAPOTAL LLC - 5	4,142	4,129
COMCAST CORP - 3.400% - 04/01/	8,863	9,707
COMCAST CORP - 4.800% - 05/15/	48,849	50,517
COMCAST CORP NT - 3.150% - 02/	1,900	1,969
CVS CAREMARK CORP NOTE - 4.300	4,847	5,018
DISNEY WALT CO - 2.000% - 09/0	8,303	9,358
DTE ENERGY CO COM - 5.200% - 0	5,109	5,205
DUKE ENERGY FL LLC - 2.400% -	54,543	57,868
ELI LILLY & CO NOTE CALL - 4.5	9,995	10,085
ENBRIDGE INC - 6.000% - 11/15/	6,281	6,307
ENCOMPASS HEALTH CORP - 4.500%	13,695	13,975
EQUINOR ASA - 3.125% - 04/06/2	5,225	4,821
EURO BK RECON - 4.125% - 01/25	9,909	10,146
EURO BK RECON - 4.250% - 03/13	9,947	10,085
EUROPEAN INVT - 3.625% - 07/15	4,710	4,978
EUROPEAN INVT BANK NTS - 4.000	3,982	4,047
EUROPEAN INVT BK - 4.125% - 02	6,930	7,021
EUROPEAN INVT BK - 4.500% - 10	4,944	5,123
EUROPEAN INVT BK - 4.750% - 06	4,992	5,182
EVERSOURCE ENERGY - 1.650% - 0	4,321	4,417
EVERSOURCE ENERGY - 5.500% - 0	54,865	55,594
EXELON CORP - 5.450% - 03/15/2	4,184	4,166
FIFTH THIRD BANCORP NOTE CALL	5,033	5,202
FLORIDA PWR & LT CO BOND - 2.4	4,208	4,518
GENERAL MLS INC - 4.200% - 04/	5,281	5,017
GENERAL MTRS - 5.850% - 04/06/	47,265	52,566
GOLDMAN SACHS - 3.814% - 04/23	6,583	6,961
GOODYEAR TIRE &RUBR CO NOTE -	9,413	10,016
GOODYEAR TIRE - 5.000% - 07/15	10,643	10,747
HCA INC - 5.450% - 09/15/2034	15,820	16,493
HEWLETT PACKARD ENTERPRISE CO	49,604	50,252
HILTON DOMESTIC INC SER B - 4.	25,695	26,088
HOWMET AEROSPACE INC NOTE - 3.	22,941	25,234
HUNTSMAN INTL LLC - 4.500% - 0	13,230	13,433
ICAHN ENTERPRISES LP/CORP NOTE	3,976	3,997
ICAHN ENTERPRISES LP/CORP SER	8,662	8,876
ILLINOIS HSG DEV AUTH RE TAX	20,000	19,294
INTER-AMERICAN DEV - 4.125% -	15,939	16,244
INTER-AMERICAN DEV BANK - 3.75	10,023	10,006
INTERNATIONAL BANK FOR RECON &	9,883	10,030
INTERNATIONAL BK - 4.000% - 01	8,955	9,085
INTERNATIONAL BK - 4.500% - 04	9,988	10,328
INTERNATIONAL FIN CORP - 0.750	4,548	4,890
INTERNATIONAL FIN CORP - 4.500	10,154	10,185
JOHN DEER CAPITAL - 4.700% - 0	9,979	10,253
JOHN DEER CAPITAL - 4.950% - 0	47,074	49,309
JPMORGAN CHASE & CO NOTE - 4.8	47,874	50,649
JPMORGAN CHASE &CO NOTE - 4.58	9,052	10,060
JPMORGAN CHASE &CO NT - 1.470%	8,715	9,818
L BRANDS INC SER C - 6.694% -	8,967	9,169
LAMAR MEDIA CORP SER B NOTE -	9,648	9,819
LOWES COS INC - 3.100% - 05/03	5,504	4,945
MARRIOTT OWNERSHIP RESORTS INC	12,614	12,805
MCKESSON CORP - 4.650% - 05/30	6,090	6,110
MEDTRONIC GLOBAL HLDGS S C A N	7,971	8,064
MERCK & CO - 2.150% - 12/10/20	4,164	4,458
MERCK & CO INC - 0.000% - 09/1	28,429	28,484
MGM RESORTS INTERNATIONAL NOTE	9,871	10,080
MGM RESORTS INTL BOND - 4.625%	9,997	10,003
MORGAN STANLEY - 3.622% - 04/0	27,622	29,171
MORGAN STANLEY SER I MTN - 6.3	4,309	4,389
MORGAN STANLEY SER I MTN CALL	5,072	4,957
NAVIENT CORP - 5.000% - 03/15/	11,929	12,023
NAVIENT CORP NTS - 6.750% - 06	6,077	6,063
NETFLIX INC. SER B NOTE - 6.37	36,140	36,405
NEXTERA ENERGY - 3.550% - 05/0	5,588	4,972
NORTHERN TR CORP NOTE - 6.125%	7,307	7,643
NORTHROP GRUMMAN CORP - 3.250%	9,430	8,886
NRG ENERGY INC SER B - 5.750%	6,021	6,023
NUSTAR LOGISTICS - 5.625% - 04	7,039	7,081
NUSTAR LOGISTICS L - 6.000% -	9,918	10,020
OCEANEERING INTERNATIONAL INC	12,777	13,161
OLIN CORP NOTE - 5.625% - 08/0	11,904	12,064
ONEMAIN - 3.500% - 01/15/2027	11,256	11,883
ORACLE CORP NOTE - 6.250% - 11	45,987	48,079
PENSKE AUTOMOTIVE GRP INC - 3.	9,604	9,691
PFIZER INVT - 4.750% - 05/19/2	48,800	50,625
PG&E - 5.250% - 07/01/2030	9,883	9,929
PG&E CORP NOTE CALL MAKE WHOLE	9,838	9,971
PROLOGIS LP - 1.250% - 10/15/2	7,526	7,891
REALTY INCOME CORP - 4.850% -	4,973	5,138
ROYAL BK - 6.000% - 11/01/2027	7,484	7,268
ROYAL CARIBBEAN CRUISES - 7.50	12,207	12,679
SAN JOSE CA REDEEV AG Y TAX RV	24,279	24,384
SEMPRA ENERGY NOTE 3.4% 02/01/	5,470	4,925
SERVICE CORP - 3.375% - 08/15/	16,765	16,831
SERVICE CORP INTL NOTE - 4.625	10,632	10,986
SPRINGLEAF FINANCE CORPORATION	3,049	3,023
SUNOCO LP - 6.000% - 04/15/202	9,935	10,014
T MOBILE USA INC NOTE - 3.375%	47,154	52,668
TEGNA INC SER B NOTE - 4.625%	11,474	11,878
TENET HEALTHCARE CORP - 6.120%	6,115	6,140
TENET HEALTHCARE CORP SER B NO	5,970	6,027
TEVA PHARMACEUTICAL NOTE - 3.1	2,796	2,965
TOTAL CAPITAL - 3.455% - 02/19	4,722	4,927
TRANSDIGM - 4.625% - 01/15/202	10,763	10,927
TRAVEL PLUS LEISURE CO - 6.000	8,630	9,136
TRI POINTE HOMES - 5.250% - 06	9,393	10,047
TRUIST FINANCIAL CORP SER G -	5,003	5,081
UNITED RENTALS NORTHAMER INC -	13,838	14,000
UNITEDHEALTH GROUP INC - 3.850	6,702	6,995
VERIZON COMMS - 4.329% - 09/21	8,074	8,068
VICI PROPERTIES LP NOTE - 4.75	20,090	20,201
WARNERMEDIA HOLDINGS INC - 4.2	23,454	24,579
WASTE MGMT INC - 4.875% - 02/1	4,796	5,140
WELLTOWER INC - 5.125% - 04/01	4,098	4,089
WESTERN DIGITAL CORP - 4.750%	6,721	6,005
WILLIS NORTH AMER - 5.350% - 0	6,748	7,233

- TIN:

TY 2025 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	44,197	62,919
ABBVIE INC	42,115	68,319
AECOM TECHNOLOGY CORPORATION	3,232	2,860
ALLSTATE CORP	8,979	8,742
ALPHABET INC CL A	153,903	264,798
AMAZON COM	108,035	149,341
AMERICAN EXPRESS CO	27,777	59,562
AMETEK INC	23,754	30,181
AMPHENOL CORPORATION	34,883	34,055
ANALOG DEVICES INC	53,505	61,834
APPLE INC	129,151	184,321
ARCH CAPITAL GROUP LTD	13,470	13,908
ARISTA NETWORKS	26,304	34,985
ASTRAZENECA PLC SP ADR	50,529	69,407
BANK NEW YORK MELLON CORP COM	35,052	50,847
BJ'S WHLSL CLUB INC	14,526	16,295
BOSTON SCIENTIFIC	28,900	40,524
BROADCOM INC	75,686	178,588
BROADRIDGE FINANCIAL	9,367	9,150
CARLISLE COS INC	9,881	10,236
CBRE GROUP	22,348	26,691
CENCORA INC	27,487	39,179
CISCO SYSTEMS INC	60,672	61,470
CITIZENS FINANCIAL GROUP, INC	29,746	33,002
CME GROUP, INC	22,321	29,220
CONOCOPHILLIPS	25,262	27,147
CSX CORP	42,657	44,986
CURTISS WRIGHT CP	15,337	32,525
DARDEN RESTAURANTS INC	22,233	23,555
DEXCOM, INC	16,960	18,716
DIAMONDBACK ENERGY INC	17,285	18,942
EAST WEST BANCORP, INC	27,497	33,717
ELI LILLY & CO	64,191	101,020
EMCOR GROUP INC	11,948	12,236
EMERSON ELECTRIC CO	31,209	39,285
ENTEGRIS INC	13,846	15,081
EPAM SYSTEMS INC	19,439	20,693
EQUITY RESIDENTIAL PPTYS TR	10,020	10,528
EXXON MOBIL CORP	49,452	64,021
FORTINET INC	6,081	6,353
GOLDMAN SACHS GROUP	27,759	69,441
HOME DEPOT INC	34,948	33,378
HOULIHAN LOKEY INC	22,251	40,412
HOWMET AEROSPACE ORD SHS	17,236	34,033
INTERCONTINENTAL EXCHANGE, INC	28,944	30,448
INTERNATIONAL BUSINESS MACHINE	28,362	31,991
INTUIT	29,258	29,809
INTUITIVE SURGICAL	21,591	37,380
IQVIA HOLDINGS INC	27,270	28,402
ISHARES 0-3 MONTH TREASURY	277,431	276,948
ISHARES CORE MSCI EAFE ETF	1,286,001	1,538,800
ISHARES TRUST RUSSELL 1000 GRO	135,912	134,891
ISHARES TRUST RUSSELL 1000 VAL	96,730	96,967
ITT INC	23,596	28,629
JOHNSON & JOHNSON	71,275	90,437
JOHNSON CONTROLS INTERNATIONAL	72,547	102,147
JP MORGAN CHASE	74,432	126,632
LINDE PLC COM	60,591	65,664
LPL FINANCIAL HOLDINGS INC	15,542	16,430
MANHATTAN ASSOCIATES INC	19,030	19,411
MARTIN MARIETTA MATLS INC	24,527	29,888
MASIMO CORPORATION	23,482	23,541
MASTERCARD INC	42,164	56,517
MCDONALD'S CORP	39,289	40,343
MEDTRONIC PLC	61,498	60,422
META PLATFORMS INC	46,136	86,472
MICROCHIP TECHNOLOGY INC	15,071	14,082
MICROSOFT CORP	204,057	259,220
MORGAN STANLEY	38,312	66,929
NVENT ELECTRIC PLC	20,227	20,700
NVIDIA CORP	217,878	315,372
O'REILLY AUTOMOTIVE INC	28,560	30,920
ORACLE CORP	38,354	50,092
PALO ALTO NETWORKS INC	26,256	28,735
PARKER HANNIFIN CP	20,965	36,916
PROCTER GAMBLE CO	44,139	43,710
PROGRESSIVE CORP OHIO	26,367	25,732
PROLOGIS	56,015	61,532
RALPH LAUREN CORP	24,688	33,947
RAYTHEON TECHNOLOGIES CORP	56,438	87,298
RPM INTERNATIONAL INC	16,540	15,184
S&P GLOBAL INC COM	48,778	51,214
SCHWAB US MID CAP	49,544	49,585
SERVICE CP INTL	25,889	29,629
SHARKNINJA, INC	23,748	27,975
SHERWIN-WILLIAMS CO	29,636	28,839
STARBUCKS CORP COM	46,484	45,894
TAIWAN SEMICONDUCTOR MFG CO LT	33,217	39,506
TAKE-TWO INTERACTIVE SOFTWARE	21,634	32,260
TJX COMPANIES INC	31,469	49,923
TRADEWEB MARKETS INC	9,453	14,195
TRANSDIGM GRP INC	23,391	26,597
TRAVELERS COMPANIES INC	16,168	20,884
TYLER TECHNOLOGIES, INC	13,037	16,796
US FOODS HOLDING CORPORATION	26,433	28,546
VANGUARD SMALL-CAP VALUE ETF	490,948	608,261
VIKING HOLDINGS LTD	14,983	17,138
VISA INC	44,023	62,426
VISTRA ENERGY CORP	7,020	14,197
WAL-MART STORES INC	42,208	93,584
WELLS FARGO & CO	39,604	69,061
YUM BRANDS INC	44,636	47,048
ZSCALER INC	16,488	19,343

- TIN:

TY 2025 InvestmentsGovtObligationsSch

Name:

The George and Louise J Hauser Charitable

Trust

EIN:

86-6515768

US Government Securities - End of Year Book Value:

273,622

US Government Securities - End of Year Fair Market Value:

275,758

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

105,561

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

106,754

- TIN:

TY 2025 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	20,975		20,975
Bank Charges	202	202
State or Local Filing Fees	70		70
Website Hosting/Support	313		313

- TIN:

TY 2025 OtherIncomeSchedule2

Name:

The George and Louise J Hauser Charitable

Trust

EIN:

86-6515768

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
State Tax Refund	35

- TIN:

TY 2025 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	67,859	67,859

- TIN:

TY 2025 TaxesSchedule

Name:

The George and Louise J Hauser Charitable

Trust

EIN:

86-6515768

Category	Amount	Net Investment Income
990-PF Estimated Tax for 2025	5,300
990-PF Excise Tax for 2024	3,288
Foreign Tax Paid	33	33