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
STOCKARD CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address) P O BOX 150
 
Room/suite
City or town
MARYSVILLE
State or province
KS
Country  
ZIP or foreign postal code
66508
A Employer identification number

74-6452154
B Telephone number (see instructions)

7855622344
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$1,206,024
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 .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 29,820 29,820 29,820
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 52,058
b Gross sales price for all assets on line 6a 378,812
7 Capital gain net income (from Part IV, line 2)... 52,058
8 Net short-term capital gain......... 1,511
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule)..... 0  
11 Other income (attach schedule)....... 0    
12 Total. Add lines 1 through 11........ 81,878 81,878 31,331
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 14,504 7,252 7,252 7,252
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 750 375 375 375
b Accounting fees (attach schedule)....... 425 212 212 213
c Other professional fees (attach schedule).... 0      
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 1,969 0 0 0
19 Depreciation (attach schedule) and depletion... 0    
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 0      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 17,648 7,839 7,839 7,840
25 Contributions, gifts, grants paid....... 43,498 43,498
26 Total expenses and disbursements. Add lines 24 and 25 ................ 61,146 7,839 7,839 51,338
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 20,732
b Net investment income (if negative, enter -0-) 74,039
c Adjusted net income (if negative, enter -0-)... 23,492
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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......... 42,083 27,158 27,158
3 Accounts receivable  
Less: allowance for doubtful accounts        
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).....   0  
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts     0  
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).......      
c Investments—corporate bonds (attach schedule)....... 42,264 Click to see attachment
List of Attached Documents:
// Content
40,912
40,323
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)     0  
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 894,455 Click to see attachment
List of Attached Documents:
// Content
931,453
1,138,543
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)     0  
15 Other assets (describe ) 0 0 0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 978,802 999,523 1,206,024
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons   0
21 Mortgages and other notes payable (attach schedule)......   0
22 Other liabilities (describe ) 0 0
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances 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........ 978,802 999,523
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)..... 978,802 999,523
30 Total liabilities and net assets/fund balances (see instructions). 978,802 999,523
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
978,802
2
Enter amount from Part I, line 27a .....................
2
20,732
3
Other increases not included in line 2 (itemize)
3
 
4
Add lines 1, 2, and 3 ..........................
4
999,534
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
11
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
999,523
Form 990-PF (2025)
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 6.667 ISHARES MSCI ACWI EX US ETF P 2024-11-25 2025-03-20
b 6.145 ISHARES MSCI USA MOMENTUM FACTOR ETF P 2024-07-10 2025-03-20
c 1.445 ISHARES MSCI USA MOMENTUM FACTOR ETF P 2024-07-10 2025-03-20
d 43.222 VANGUARD TOTAL BOND INDEX ETF P 2025-01-23 2025-04-08
e 8.718 VANGUARD TOTAL INTL BOND INDEX ETF P 2025-01-23 2025-04-08
38.735 ISHARES SHORT TREASURY BOND INDEX ETF P 2025-01-23 2025-04-08
21.08 ISHARES IBONDS 12-2030 TERM TREASURY ETF P 2025-01-23 2025-04-08
4.027 ISHARES IBONDS 12-2030 TERM TREASURY ETF P 2024-08-19 2025-04-08
.106 SPDR S&P EMERGING MARKETS DIVIDEND ETF P 2025-03-20 2025-05-16
.594 SPDR S&P EMERGING MARKETS DIVIDEND ETF P 2025-03-20 2025-05-16
.815 ISHARES MSCI ACWI EX US ETF P 2024-11-25 2025-05-20
.91 ISHARES MSCI USA MOMENTUM FACTOR ETF P 2024-07-10 2025-05-20
.955 ISHARES IBONDS 12-2030 TERM TREASURY ETF P 2025-01-23 2025-05-20
.143 ISHARES MSCI ACWI EX US ETF P 2024-11-25 2025-05-20
.798 ISHARES MSCI USA MOMENTUM FACTOR ETF P 2024-07-10 2025-05-20
.177 ISHARES IBONDS 12-2030 TERM TREASURY ETF P 2024-08-19 2025-05-20
.101 JP MORGAN ACTIVE GROWTH ETF P 2024-08-19 2025-05-21
.239 VANGUARD SHORT-TERM TIPS ETF P 2025-03-21 2025-05-21
.312 VANGUARD TOTAL BOND INDEX ETF P 2025-01-23 2025-05-21
.501 VANGUARD TOTAL INTL BOND INDEX ETF P 2025-01-23 2025-05-21
.903 ISHARES SHORT TREASURY BOND INDEX ETF P 2025-01-23 2025-05-21
.077 JP MORGAN ACTIVE GROWTH ETF P 2024-08-19 2025-05-21
.035 VANGUARD SHORT-TERM TIPS ETF P 2025-03-21 2025-05-21
27 SPDR S&P EMERGING MARKETS DIVIDEND ETF P 2025-03-20 2025-06-27
7 ISHARES MSCI ACWI EX US ETF P 2024-11-25 2025-06-27
27 JP MORGAN ACTIVE GROWTH ETF P 2024-08-19 2025-06-27
268.464 ARTISAN SUSTAINABLE EMERGING MARKETS FUND P 2025-03-20 2025-06-27
15 SPDR S&P EMERGING MARKETS DIVIDEND ETF P 2025-03-20 2025-06-27
3 ISHARES MSCI ACWI EX US ETF P 2024-11-25 2025-06-27
11 JP MORGAN ACTIVE GROWTH ETF P 2024-08-19 2025-06-27
89.625 ARTISAN SUSTAINABLE EMERGING MARKETS FUND P 2025-03-20 2025-06-27
89.431 VANGUARD TOTAL INTL BOND INDEX ETF P 2023-07-10 2025-01-15
229.487 ISHARES SHORT TREASURY ETF P 2022-11-14 2025-01-15
.005 VANGUARD TOTAL BOND MARKET INDEX - ADM P 2020-04-23 2025-03-20
69.838 SCHWAB FUNDAMENTAL INTL LARGE CO ETF P 2022-11-11 2025-03-20
34.217 VANGUARD FTSE DEVELOPED MARKETS ETF P 2019-04-10 2025-03-20
840.886 FTSE EMERGING MARKETS ETF P 2019-04-10 2025-03-20
880.062 ISHARES MSCI EMERGING MARKETS INDEX ETF P 2022-01-19 2025-03-20
2.543 INVESCO QQQ TRUST ETF P 2022-03-10 2025-03-20
7.577 INVESCO S&P 500 EQUAL WEIGHT ETF P 2022-03-10 2025-03-20
57.94 VANGUARD GROWTH INDEX ETF P 2019-02-04 2025-03-20
9.621 VANGUARD MID-CAP GROWTH INDEX P 2019-04-10 2025-03-20
7.017 VANGUARD MID-CAP VALUE INDEX ETF P 2019-04-10 2025-03-20
115.813 VANGUARD VALUE INDEX ETF P 2019-02-04 2025-03-20
573.211 ISHARES CORE US AGGREGATE BOND INDEX ETF P 2022-12-14 2025-03-20
4.921 ISHARES IBOXX HIGH YIELD CORP BOND INDEX ETF P 2023-01-03 2025-03-20
279 ISHARES IBONDS 12-2026 TERM TREASURY ETF P 2023-11-17 2025-03-20
124.14 GUGGENHEIM TOTAL RETURN BOND - INSTL P 2018-03-07 2025-03-20
54.022 ARTISAN INTERNATIONAL EXPLORER INSTL P 2022-11-11 2025-03-20
33.952 ARTISAN INTERNATIONAL VALUE FUND INSTL P 2022-11-16 2025-03-20
77.691 BUFFALO INTERNATIONAL FUND - INSTL P 2022-11-11 2025-03-20
14.491 COHEN & STEERS R/E SEC FUND - INSTL P 2017-09-06 2025-03-20
214.001 VANGUARD FTSE EMERGING MARKETS ETF P 2019-04-03 2025-03-20
223.97 ISHARES MSCI EMERGING MARKETS INDEX ETF P 2022-01-19 2025-03-20
.533 INVESCO QQQ TRUST ETF P 2022-03-10 2025-03-20
1.861 INVESCO S&P 500 EQUAL WEIGHT ETF P 2022-03-10 2025-03-20
14.248 VANGUARD GROWTH INDEX ETF P 2019-04-03 2025-03-20
.283 VANGUARD MID-CAP GROWTH INDEX ETF P 2019-04-03 2025-03-20
33.687 VANGUARD VALUE INDEX ETF P 2019-04-03 2025-03-20
33.186 VANGUARD TOTAL BOND INDEX ETF P 2023-12-19 2025-03-20
24.588 ISHARES CORE US AGGREGATE BOND INDEX ETF P 2022-12-14 2025-03-20
86 ISHARES IBONDS 12-2026 TERM TREASURY ETF P 2023-11-17 2025-03-20
5.111 COHEN & STEERS R/E SEC FUND - INSTL P 2017-08-15 2025-03-20
.197 ISHARES IBONDS 12-2026 TERM TREASURY ETF P 2023-11-17 2025-03-21
.198 ISHARES IBONDS 12-2026 TERM TREASURY ETF P 2023-11-17 2025-03-21
13.338 VANGUARD VALUE INDEX ETF P 2019-02-04 2025-04-08
32.194 ISHARES CORE US AGGREGATE BOND INDEX P 2022-12-14 2025-04-08
8.684 ISHARES IBOXX HIGH YIELD CORP BOND INDEX ETF P 2023-01-03 2025-04-08
15.745 ISHARES IBONDS 12-2028 TERM TREASURY ETF P 2023-11-17 2025-04-08
204.599 GUGGENHEIM TOTAL RETURN BOND - INSTL P 2018-03-07 2025-04-08
26.634 VANGUARD EMERGING MARKETS BOND - ADM P 2020-11-05 2025-04-08
115.314 JPMORGAN EQUIATY INCOME - INSTL P 2019-12-04 2025-04-08
3.671 VANGUARD VALUE INDEX ETF P 2019-04-03 2025-04-08
11.673 VANGUARD TOTAL BOND INDEX ETF P 2023-12-19 2025-04-08
2.397 VANGUARD TOTAL INTL BOND INDEX ETF P 2023-07-10 2025-04-08
8.612 ISHARES CORE US AGGREGATE BOND INDEX ETF P 2022-12-14 2025-04-08
1.996 ISHARES IBOXX HIGH YIELD CORP BOND INDEX ETF P 2023-01-03 2025-04-08
10.927 ISHARES SHORT TREASURY BOND INDEX ETF P 2022-11-14 2025-04-08
3.796 ISHARES IBONDS 12-2028 TERM TREAUSRY ETF P 2023-11-17 2025-04-08
54.963 GUGGENHEIM TOTAL RETURN BOND - ADM P 2018-03-06 2025-04-08
4.803 VANGUARD EMERGING EQUITY INCOME - INSTL P 2020-11-05 2025-04-08
31.715 JPMORGAN EQUITY INCOME - INSTL P 2019-12-04 2025-04-08
.365 INVESCO S&P 500 EQUAL WEIGHT ETF P 2022-03-10 2025-05-19
0.059 ISHARES CORE US AGGREGATE BOND INDEX ETF P 2022-12-14 2025-05-19
.924 INVESCO S&P 500 EQUAL WEIGHT ETF P 2022-03-10 2025-05-19
.778 ISHARES CORE US AGGREGATE BOND INDEX ETF P 2022-12-14 2025-05-19
.72 ISHARES MSCI USA QUALITY FACTOR ETF P 2022-03-10 2025-05-20
.643 ISHARES IBOXX HIGH YIELD CORP BOND INDEX ETF P 2023-01-03 2025-05-20
.158 ISHARES IBONDS 12-2028 TERM TREASURY P 2023-11-17 2025-05-20
.683 ISHARES MSCI USA QUALITY FACTOR ETF P 2022-03-10 2025-05-20
.101 ISHARES IBOXX HIGH YIELD CORP BOND INDEX ETF P 2023-01-03 2025-05-20
.92 ISHARES IBONDS 12-2028 TERM TREASURY ETF P 2023-11-17 2025-05-20
.819 SCHWAB FUNDAMENTAL INTL LARGE CO ETF P 2022-11-11 2025-05-21
.755 VANGUARD FTSE DEVELOPED MARKETS ETF P 2019-04-10 2025-05-21
.464 INVESCO QQQ TRUST ETF P 2022-03-10 2025-05-21
.317 SCHWAB US DIVIDEND EQUITY ETF P 2022-03-10 2025-05-21
.896 VANGUARD HIGH DIVIDEND YIELD ETF P 2022-03-10 2025-05-21
.45 VANGUARD MID-CAP GROWTH INDEX ETF P 2019-04-10 2025-05-21
.591 VANGUARD MID-CAP VALUE INDEX ETF P 2019-04-10 2025-05-21
.586 VANGUARD VALUE INDEX ETF P 2019-02-04 2025-05-21
.159 ISHARES RUSSELL 1000 INDEX ETF P 2022-01-11 2025-05-21
.518 SCHWAB FUNDAMENTAL INTL LARGE CO ETF P 2022-11-11 2025-05-21
.998 VANGUARD FTSE DEVELOPED MARKETS ETF P 2019-04-03 2025-05-21
.677 INVESCO QQQ TRUST ETF P 2022-03-10 2025-05-21
.168 SCHWAB US DIVIDEND EQUITY ETF P 2022-03-10 2025-05-21
.355 VANGUARD GROWTH INDEX ETF P 2019-04-03 2025-05-21
.280 VANGUARD HIGH YIELD ETF P 2022-03-10 2025-05-21
.158 VANGUARD MID-CAP GROWTH INDEX ETF P 2019-04-03 2025-05-21
.671 VANGUARD MID-CAP VALUE INDEX ETF P 2019-04-03 2025-05-21
.532 VANGUARD VALUE INDEX ETF P 2019-04-03 2025-05-21
.802 ISHARES RUSSELL 1000 INDEX ETF P 2022-01-11 2025-05-21
.114 VANGUARD TOTAL BOND INDEX ETF P 2023-12-19 2025-05-21
.771 VANGUARD TOTAL INTL BOND INDEX ETF P 2023-07-10 2025-05-21
.347 ISHARES SHORT TREASURY BOND INDEX P 2022-11-14 2025-05-21
63 SCHWAB FUNDAMENTAL INTL LARGE CO ETF P 2022-11-11 2025-06-27
35 VANGUARD FTSE DEVELOPED MARKETS ETF P 2019-04-10 2025-06-27
3 INVESCO S&P 500 EQUAL WEIGHT ETF P 2022-03-10 2025-06-27
106 SCHWAB US DIVIDEND EQUITY ETF P 2022-03-10 2025-06-27
18 VANGUARD GROWTH INDEX ETF P 2019-02-04 2025-06-27
11 VANGUARD MID-CAP GROWTH INDEX ETF P 2019-04-10 2025-06-27
8 VANGUARD VALUE INDEX ETF P 2019-02-04 2025-06-27
5 ISHARES RUSSELL 1000 INDEX ETF P 2022-01-11 2025-06-27
41.514 ARTISAN INTERNATIONAL EXPLORER INSTL P 2022-11-11 2025-06-27
9.454 ARTISAN INTERNATIONAL VALUE FUND INSTL P 2022-11-16 2025-06-27
103.267 BUFFALO INTERNATIONAL FUND - INSTL P 2022-11-11 2025-06-27
10.287 FULLER & THALER BEHAVIORAL SMALL CAP - R6 P 2017-12-01 2025-06-27
109.875 WASATCH MICRO CAP - INV P 2020-04-23 2025-06-27
24 SCHWAB FUNDAMENTAL INTL LARGE CO ETF P 2022-11-11 2025-06-27
12 VANGUARD FTSE DEVELOPED MARKETS ETF P 2019-04-03 2025-06-27
29 SCHWAB US DIVIDEND EQUITY ETF P 2022-03-10 2025-06-27
5 VANGUARD GROWTH INDEX ETF P 2019-04-03 2025-06-27
4 VANGUARD MID-CAP GROWTH INDEX ETF P 2019-04-03 2025-06-27
4 VANGUARD VALUE INDEX ETF P 2019-04-03 2025-06-27
1 ISHARES RUSSELL 1000 INDEX ETF P 2022-01-11 2025-06-27
17.417 ARTISAN INTERNATIONAL EXPLORER INSTL P 2022-11-11 2025-06-27
11.939 ARTISAN INTERNATIONAL VALUE FUND INSTL P 2022-11-16 2025-06-27
40.613 BUFFALO INTERNATIONAL FUND - INSTL P 2022-11-11 2025-06-27
5.538 VALUE LINE MID CAP FOCUSED FUND INSTL P 2024-02-14 2025-06-27
7.801 DEAN SMALL CAP VALUE P 2020-04-23 2025-06-27
5.594 FULLER & THALER BEHAVIORAL SMALL CAP - R6 P 2018-11-02 2025-06-27
45.828 WASATCH MICRO CAP - INV P 2020-04-23 2025-06-27
319.896 VANGUARD EMERGING MARKETS BOND - ADM P 2020-11-05 2025-06-27
106.385 VANGUARD EMERGING MARKETS BOND - ADM P 2020-11-05 2025-06-27
3.84 GUGGENHEIM TOTAL RETURN BOND P 2018-03-06 2025-11-04
23 ISHARES 0 1 YEAR BOND P 2022-11-14 2025-10-27
27.96 WASATCH MICRO CAP P 2020-04-23 2025-11-04
CAPITAL GAIN DISTRIBUTIONS P 2024-01-01 2025-12-31
(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 380 0 361 19
b 1,254 0 1,233 21
c 295 0 291 4
d 3,139 0 3,164 -25
e 427 0 425 2
4,268 0 4,274 -6
414 0 412 2
79 0 80 -1
4 0 4 0
22 0 22 0
49 0 44 5
210 0 183 27
19 0 19 0
9 0 8 1
184 0 161 23
3 0 4 -1
8 0 8 0
12 0 12 0
22 0 23 -1
24 0 24 0
100 0 100 0
6 0 6 0
2 0 2 0
1,028 0 990 38
425 0 377 48
2,300 0 2,029 271
5,683 0 4,973 710
571 0 550 21
182 0 162 20
937 0 841 96
1,897 0 1,660 237
4,357 0 4,325 32
25,304 0 25,235 69
0 0 0 0
2,590 0 2,083 507
1,797 0 1,426 371
38,864 0 36,995 1,869
39,405 0 40,329 -924
1,217 0 929 288
1,324 0 1,142 182
21,880 0 11,108 10,772
2,385 0 1,876 509
1,136 0 859 277
20,074 0 12,918 7,156
56,638 0 55,664 974
390 0 368 22
6,381 0 6,307 74
2,963 0 3,366 -403
700 0 548 152
1,717 0 1,307 410
1,752 0 1,453 299
258 0 225 33
9,891 0 9,448 443
10,028 0 10,180 -152
255 0 188 67
325 0 281 44
5,380 0 2,920 2,460
70 0 56 14
5,839 0 4,029 1,810
2,435 0 2,433 2
2,429 0 2,376 53
1,967 0 1,944 23
91 0 81 10
5 0 4 1
5 0 4 1
2,078 0 1,488 590
3,151 0 3,126 25
661 0 649 12
350 0 342 8
4,824 0 5,548 -724
608 0 726 -118
2,515 0 2,388 127
572 0 439 133
848 0 856 -8
117 0 116 1
843 0 832 11
152 0 149 3
1,204 0 1,204 0
84 0 83 1
1,296 0 1,471 -175
110 0 129 -19
692 0 675 17
66 0 55 11
6 0 6 0
166 0 139 27
76 0 75 1
129 0 107 22
51 0 48 3
4 0 3 1
122 0 102 20
8 0 8 0
20 0 20 0
32 0 25 7
42 0 32 10
239 0 170 69
8 0 8 0
115 0 103 12
120 0 88 32
95 0 73 22
100 0 65 35
51 0 42 9
20 0 16 4
55 0 43 12
348 0 239 109
4 0 4 0
145 0 75 70
36 0 32 4
42 0 31 11
108 0 84 24
91 0 64 27
258 0 213 45
8 0 8 0
38 0 37 1
38 0 38 0
2,513 0 1,889 624
1,984 0 1,468 516
541 0 452 89
2,792 0 2,733 59
7,830 0 3,564 4,266
3,092 0 2,156 936
1,412 0 892 520
1,686 0 1,315 371
583 0 423 160
493 0 366 127
2,491 0 1,937 554
467 0 393 74
856 0 803 53
957 0 722 235
680 0 513 167
764 0 751 13
2,175 0 1,053 1,122
1,124 0 790 334
706 0 478 228
337 0 265 72
245 0 178 67
622 0 469 153
980 0 770 210
198 0 188 10
139 0 103 36
254 0 215 39
357 0 334 23
7,716 0 8,725 -1,009
2,566 0 2,853 -287
93 0 94 -1
2,540 0 2,535 5
234 0 204 30
12,834 0 0 12,834
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 0 0 0 19
b 0 0 0 21
c 0 0 0 4
d 0 0 0 -25
e 0 0 0 2
0 0 0 -6
0 0 0 2
0 0 0 -1
0 0 0 0
0 0 0 0
0 0 0 5
0 0 0 27
0 0 0 0
0 0 0 1
0 0 0 23
0 0 0 -1
0 0 0 0
0 0 0 0
0 0 0 -1
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 38
0 0 0 48
0 0 0 271
0 0 0 710
0 0 0 21
0 0 0 20
0 0 0 96
0 0 0 237
0 0 0 32
0 0 0 69
0 0 0 0
0 0 0 507
0 0 0 371
0 0 0 1,869
0 0 0 -924
0 0 0 288
0 0 0 182
0 0 0 10,772
0 0 0 509
0 0 0 277
0 0 0 7,156
0 0 0 974
0 0 0 22
0 0 0 74
0 0 0 -403
0 0 0 152
0 0 0 410
0 0 0 299
0 0 0 33
0 0 0 443
0 0 0 -152
0 0 0 67
0 0 0 44
0 0 0 2,460
0 0 0 14
0 0 0 1,810
0 0 0 2
0 0 0 53
0 0 0 23
0 0 0 10
0 0 0 1
0 0 0 1
0 0 0 590
0 0 0 25
0 0 0 12
0 0 0 8
0 0 0 -724
0 0 0 -118
0 0 0 127
0 0 0 133
0 0 0 -8
0 0 0 1
0 0 0 11
0 0 0 3
0 0 0 0
0 0 0 1
0 0 0 -175
0 0 0 -19
0 0 0 17
0 0 0 11
0 0 0 0
0 0 0 27
0 0 0 1
0 0 0 22
0 0 0 3
0 0 0 1
0 0 0 20
0 0 0 0
0 0 0 0
0 0 0 7
0 0 0 10
0 0 0 69
0 0 0 0
0 0 0 12
0 0 0 32
0 0 0 22
0 0 0 35
0 0 0 9
0 0 0 4
0 0 0 12
0 0 0 109
0 0 0 0
0 0 0 70
0 0 0 4
0 0 0 11
0 0 0 24
0 0 0 27
0 0 0 45
0 0 0 0
0 0 0 1
0 0 0 0
0 0 0 624
0 0 0 516
0 0 0 89
0 0 0 59
0 0 0 4,266
0 0 0 936
0 0 0 520
0 0 0 371
0 0 0 160
0 0 0 127
0 0 0 554
0 0 0 74
0 0 0 53
0 0 0 235
0 0 0 167
0 0 0 13
0 0 0 1,122
0 0 0 334
0 0 0 228
0 0 0 72
0 0 0 67
0 0 0 153
0 0 0 210
0 0 0 10
0 0 0 36
0 0 0 39
0 0 0 23
0 0 0 -1,009
0 0 0 -287
0 0 0 -1
0 0 0 5
0 0 0 30
0 0 0 12,834
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 52,058
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 1,511
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. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 1,029
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 1,029
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 1,029
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 960
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. Part VI Line 7 - Tax Paid with the
														 Original Return: 960 7 960
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 69
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 tax0 Refunded 11  
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
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)
KS
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 2025 or the taxable year beginning in 2025? 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 addressN/A
14
The books are in care ofTHE TRUST COMPANY Telephone no. (785) 562-2344

Located at912 BROADWAYMARYSVILLEKS ZIP+466508
15
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 ........
15
 
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)
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
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 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.).....................
3b
 
No
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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
 
No
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
 
 
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position
(c) Compensation
(If not paid, enter
-0-)
(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
THE TRUST COMPANY TRUSTEE
5.00
14,504 0 0
P O BOX 150
MARYSVILLE,KS66508
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................... 0
Form 990-PF (2025)
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
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 NONE 0
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 NONE 0
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................0
Form 990-PF (2025)
Form 990-PF (2025)
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
1,145,664
b
Average of monthly cash balances.......................
1b
0
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
1,145,664
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
 
3
Subtract line 2 from line 1d.........................
3
1,145,664
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
17,185
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,128,479
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
56,424
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.)
1
Minimum investment return from Part IX, line 6..................
1
56,424
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
1,029
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,029
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
55,395
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
55,395
6
Deduction from distributable amount (see instructions) .................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
55,395
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, line 26, column (d) ..........
1a
51,338
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
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
51,338
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2024
(c)
2024
(d)
2025
1 Distributable amount for 2025 from Part X, line 7 55,395
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 14,742
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 0
b From 2021...... 0
c From 2022...... 0
d From 2023...... 0
e From 2024...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 51,338
a Applied to 2024, but not more than line 2a 14,742
b Applied to undistributed income of prior years
(Election required—see instructions) .....
 
c Treated as distributions out of corpus (Election
required—see instructions) ........
0
d Applied to 2025 distributable amount..... 36,596
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 ..........
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......
 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
0
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 ..........
18,799
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) ...
0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ......
0
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 0
c Excess from 2023 .... 0
d Excess from 2024 .... 0
e Excess from 2025 .... 0
Form 990-PF (2025)
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 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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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.
NONE
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 e-mail address of the person to whom applications should be addressed:
THE TRUST COMPANY
912 BROADWAY
MARYSVILLE,KS66508
(785) 562-2344
bThe form in which applications should be submitted and information and materials they should include:
APPLICATION IS ATTACHED
cAny submission deadlines:
MAY 1ST OF EVERY YEAR
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
GRADUATES OF MARYSVILLE HIGH SCHOOL, MARYSVILLE, KS - MALES IN THE TOP 25% OF CLASS AND FEMALES IN TOP 20% OF CLASS - SEE SHEET ATTACHED
Form 990-PF (2025)
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)
aPaid during the year

FIRST CHRISTIAN CHURCH

207 N 9TH STREET
MARYSVILLE,KS66508
    PURSUANT TO TRUST 10,771

FIRST UNITED METHODIST CHURCH

1500 NORTH STREET
MARYSVILLE,KS66508
    PURSUANT TO TRUST 4,309

UNITED EVANGELICAL CHURCH

205 S 10TH STREET
MARYSVILLE,KS66508
    PURSUANT TO TRUST 4,309

SHRINERS HOSPITALS FOR CHILDREN

P O BOX 947770
ATLANTA,GA30394
    PURSUANT TO TRUST 4,309
CONNOR BOHLKEN


4398 EAST WALNUT RD
WYMORE,NE68466
NOT RELATED   SCHOLARSHIPFOR HIGHEREDUCATION 2,000
EMMA KEMPT


1008 WALNUT ST
MARYSVILLE,KS66508
NOT RELATED   SCHOLARSHIPFOR HIGHEREDUCATION 1,000
MADELINE I CAPP


1506 ELM STREET
MARYSVILLE,KS66508
NOT RELATED   SCHOLARSHIPFOR HIGHEREDUCATION 2,000
GARRETT HAVERKAMP


201 SMITH ST
BEATTIE,KS66406
NOT RELATED   SCHOLARSHIPFOR HIGHEREDUCATION 1,000

KS STATE CHAPTER PEO

4719 SE CROCO ROAD
TOPEKA,KS66409
    PEO PROGRAMS 1,200

ST MARKS LUTHERAN CHURCH

204 N NEBRASKA
WATERVILLE,KS66548
    ZAMBIA ORPHANAGE 50
MACKENZIE SCHOTTE


535 5TH RD
BREMEN,KS66412
NOT RELATED   SCHOLARSHIP FORHIGHEREDUCATION 1,000
ZACHARY HAEFELE


1308 N 13TH ST
MARYSVILLE,KS66508
NOT RELATED   SCHOLARSHIPFOR HIGHEREDUCATION 1,000

THE CRISIS CENTER

PO BOX 1526
MANHATTAN,KS66505
    SUPPORT LOCAL WOMENTHAT ARE VICTIMS OF SEXUALASSAULT AND ABUSE 300
ASHLEY PRICE


1910 JENKINS
MARYSVILLE,KS66508
NOT RELATED   SCHOLARSHIPFOR HIGHEREDUCATION 1,000
HAILEY ANN INGALLS


108 BRENNEKE PO BOX 27
BREMEN,KS66412
NOT RELATED   SCHOLARSHIPFOR HIGHEREDUCATION 2,000
RHETT WERTENBERGER


1118 US HWY 77
MARYSVILLE,KS66508
NOT RELATED   SCHOLARSHIPFOR HIGHEREDUCATION 1,000

WATERVILLE OPERA HOUSE

228 E WALNUT
WATERVILLE,KS66508
    CREATIVE ARTSPACE 250

MARYSVILLE COMMUNITY FOUNDATION

1129 JUNIPER RD
MARYSVILLE,KS66508
    LOCAL CHARITIESDRIVE 750

MARSHALL COUNTY ARTS COOPERATIVE

PO BOX 509
MARYSVILLE,KS66508
    PERFORMINGARTS PROGRAMS 500

BLUE RAPIDS COMMUNITY FOUNDATION

PO BOX 1127
BLUE RAPIDS,KS66411
    LOCAL CHARITIESDRIVE 250
LINDSEY DRESSMAN


1194 TIMBER CREEK DR
MARYSVILLE,KS66508
NOT RELATED   SCHOLARSHIPFOR HIGHER EDUCATION 1,000
AUDRA STEINFORT


757 HIGHWAY 9
BLUE RAPIDS,KS66411
NOT RELATED   SCHOLARSHIP FOR HIGHER EDUCATION 1,000

HANNAH MUSIL

759 HWY 9
BLUE RAPIDS,KS66411
    SCHOLARSHIPFOR HIGHEREDUCATION 1,000

EDITH'S HOUSE

401 D ST
WASHINGTON,KS66968
    COMMUNITY RESOURCE CENTER 500

MARSHALL COUNTY HELPING HANDS

401 CALHOUN ST
MARYSVILLE,KS66508
    LOCAL FOOD PANTRY SUPPORT 500

REACH OUT FOOD PANTRY

212 CHESTNUT
BLUE RAPIDS,KS66411
    LOCAL FOOD PANTRY SUPPORT 500
Total ................................. 3a 43,498
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
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
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 29,820  
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 52,147  
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) ..   81,967  
13Total. Add line 12, columns (b), (d), and (e)..................
13
81,967
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
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:  
Part V Line 7 - Tax Paid with the Original Return: 960


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
STOCKARD CHARITABLE TRUST
EIN:
74-6452154
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MASON TAX AND ACCOUNTING TAX PREPARATION 425 212 212 213

TY 2025 InvestmentsCorpBondsSchedule
Name:
STOCKARD CHARITABLE TRUST
EIN:
74-6452154
Name of Bond End of Year Book Value End of Year Fair Market Value
AT&T 4.35% 3-1-2029 20,578 20,083
KROGER 4.5% 1-15-2029 20,334 20,240

TY 2025 InvestmentsOtherSchedule2
Name:
STOCKARD CHARITABLE TRUST
EIN:
74-6452154
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
879 SCHWAB FUNDAMENTAL INTL LARGE CO ETF   26,350 39,740
442 VANGUARD FTSE DEVELOPED MARKETS ETF   18,534 27,612
88 VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF   4,380 4,352
124 ISHARES MSCI ACWI EX U.S.ETF   6,681 8,324
1040 STATE STREET SPDR S&P EMERGING MARKETS DIVIDEND ETF   38,123 40,716
712.788 ARTISAN INTL EXPLORER INSTL   7,265 9,295
1098.359 ARTISAN INTL VALUE FUND INSTL   42,529 59,070
1461.561 BUFFALO INTL FUND - INSTL   27,419 34,931
1884.704 ARTISAN SUSTAINABLE EMERGING MKTS INST   34,914 46,006
23 ISHARES MSCI USA QUALITY FACTOR ETF   3,508 4,568
78 ISHARES RUSSELL 1000 INDEX ETF   20,515 29,128
5 INVESCO QQQTRUST (NASDAQ 100 INDEX)ETF   2,436 3,072
440 JPMORGAN ACTIVE GROWTH ETF   33,063 40,832
100 VANGUARD GROWTH INDEX ETF   19,802 48,786
541.841 AMERICAN CENTURY MID CAP VALUE INV   8,057 8,008
22 VANGUARD HIGH DIVIDEND YIELD ETF   2,535 3,157
245 VANGUARD VALUE INDEX ETF   27,329 46,793
102 VANGUARD MID-CAP GROWTH INDEX ETF   19,992 28,472
173 VANGUARD MID-CAP VALUE INDEX ETF   21,304 30,685
11 ISHARES MSCI USA MOMENTUM FACTOR ETF   2,544 2,753
1472.025 JPMORGAN EQUITY INCOME   30,732 36,433
1274.008 AMERICAN CENTURY MID-CAP VALUE   19,724 18,855
396.975 DEAN MID CAP VALUE FUND   9,325 10,504
870.623 VALUE LINE MID CAP FOCUSED FUND INSTL   29,596 29,810
716.926 COHEN & STEERS R/E SEC FUND - INSTL   11,145 12,446
812.053 DEAN SMALL CAP VALUE FUND   9,913 15,608
328.436 FULLER & THALER BEHAVIORAL SMALL CAP   12,561 16,622
1832.35 WASATCH MICRO CAP - INV   13,392 15,886
94 VANGUARD TOTAL INTL BOND INDEX - ETF   4,590 4,542
383 ISHARES CORE US AGGREGATE BOND INDEX ETF   37,297 38,254
169 ISHARES IBOXX HIGH YIELD CORP BOND INDEX ETF   12,756 13,626
445 ISHARES TRUST ISHARES 0-1 TREASURY BOND INDEX ETF   49,104 49,017
199 ISHARES IBONDS 12-2028 TERM TREASURY ETF   4,347 4,451
225 ISHARES IBONDS 12-2030 TERM TREASURY ETF   4,410 4,465
2445.013 GUGGENHEIM TOTAL RETURN BOND - INSTL   65,029 58,974
153 VANGUARD EMERGING MARKETS BOND -ADM   10,121 10,317
517 VANGUARD TOTAL BOND MARKET INDEX-ADM   37,862 38,294
338.05 AMERICAN CENTURY MID CAP VALUE   5,239 5,003
104.569 AMERICAN CENTURY MID CAP VALUE INV   1,555 1,546
189.412 ARTISAN INTERNATIONAL EXPLORER INSTL   1,939 2,470
291.815 ARTISAN INTERNATIONAL VALUE INSTL   11,466 15,694
500.766 ARTISAN SUSTAINABLE EMERGING MKTS INST   9,277 12,224
388.457 BUFFALO INTERNATIONAL INSTITUTIONAL   7,364 9,284
190.23 COHEN & STEERS REAL ESTATE SECURITIES   3,014 3,302
107.29 DEAN MID CAP VALUE   2,537 2,839
214.859 DEAN SMALL CAP VALUE   2,836 4,130
87.281 FULLERTHALER BEHAVIORAL SM-CP EQ R6   3,361 4,417
1 INVESCO QQQ TRUST SERIES I   614 547
33 ISHARES MSCI ACWI EX US ETF   1,781 2,215
2 ISHARES MSCI USA MOMENTUM FACTOR ETF   476 501
8 ISHARES MSCI USA QUALITY FACTOR ETF   1,287 1,589
21 ISHARES RUSSELL 1000 ETF   5,574 7,842
117 JPMORGAN ACTIVE GROWTH ETF   8,944 10,858
388.043 JPMORGAN EQUITY INCOME I   8,261 9,604
234 SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY   7,037 10,579
277 STATE STREET SPDR S&P EMERGING MARKETS DIVIDEND ETF   10,152 10,845
229.939 VALUE LINE MID CAP FOCUSED INSTITUTIONAL   7,824 7,873
118 VANGUARD FTSE DEVELOPED MARKETS ETF   5,048 7,371
27 VANGUARD GROWTH ETF   5,686 13,172
6 VANGUARD HIGH DIVIDEND YIELD INDEX ETF   692 861
27 VANGUARD MID-CAP GROWTH ETF   5,331 7,537
47 VANGUARD MID-CAP VALUE ETF   5,891 8,336
65 VANGUARD VALUE ETF   7,774 12,414
494.385 WASATCH MICRO CAP   3,604 4,286
762.884 GUGGENHEIM TOTAL RETURN BOND INSTL   20,187 18,401
118 ISHARES CORE US AGGREGATE BOND ETF   11,428 11,786
61 ISHARES IBONDS DEC 2028 TERM TREASURY ETF   1,330 1,365
69 ISHARES IBONDS DEC 2030 TERM TREASURY ETF   1,368 1,369
51 ISHARES IBOXX $ HIGH YIELD CORPORTATE BOND ETF   3,811 4,112
114 ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF   12,565 12,557
40 VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF   2,611 2,697
27 VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF   1,342 1,335
159 VANGUARD TOTAL BOND MARKET   11,658 11,777
29 VANGUARD TOTAL INTERNATIONAL BOND ETF   1,405 1,401

TY 2025 LegalFeesSchedule
Name:
STOCKARD CHARITABLE TRUST
EIN:
74-6452154
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
GALLOWAY, WIEGERS & BRINEGAR ANNUAL ACCOUNTING 750 375 375 375


TY 2025 OtherDecreasesSchedule
Name:
STOCKARD CHARITABLE TRUST
EIN:
74-6452154
Description Amount
ROUNDING ADJUSTMENT 11


TY 2025 TaxesSchedule
Name:
STOCKARD CHARITABLE TRUST
EIN:
74-6452154
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-T TAX 523 0 0 0
990-PF EST TAX 960 0 0 0
FOREIGN TAX PAID 486 0 0 0