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
SARVER CHARITABLE TRUST
C/O THE PEOPLES BANK
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 307
 
Room/suite
City or town
SMITH CENTER
State or province
KS
Country  
ZIP or foreign postal code
66967
A Employer identification number

48-6298990
B Telephone number (see instructions)

7852826682
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)$15,756,846
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... 247,518 247,518  
5a Gross rents............ 41,600 41,600  
b Net rental income or (loss) 41,600
6a Net gain or (loss) from sale of assets not on line 10 26,871
b Gross sales price for all assets on line 6a 570,780
7 Capital gain net income (from Part IV, line 2)... 26,871
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)....... 88,995 82,345  
12 Total. Add lines 1 through 11........ 404,984 398,334  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 53,370 30,831   22,539
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 3,600     3,600
b Accounting fees (attach schedule)....... 4,700     4,700
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 27,999 27,999    
19 Depreciation (attach schedule) and depletion... 1,768 1,768  
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 31,030 31,030    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 122,467 91,628   30,839
25 Contributions, gifts, grants paid....... 762,280 760,612
26 Total expenses and disbursements. Add lines 24 and 25 ................ 884,747 91,628   791,451
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -479,763
b Net investment income (if negative, enter -0-) 306,706
c Adjusted net income (if negative, enter -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 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............. 1,961    
2 Savings and temporary cash investments......... 164,391 197,387 197,387
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).....      
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) 1,513,984 Click to see attachment
List of Attached Documents:
// Content
1,320,755
1,318,217
b Investments—corporate stock (attach schedule)....... 1,993,759 Click to see attachment
List of Attached Documents:
// Content
1,806,198
4,363,334
c Investments—corporate bonds (attach schedule)....... 1,559,642 Click to see attachment
List of Attached Documents:
// Content
1,414,275
1,400,342
11 Investments—land, buildings, and equipment: basis 821,751
Less: accumulated depreciation (attach schedule) 21,411 782,263 Click to see attachment
List of Attached Documents:
// Content
800,340
8,453,828
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe ) Click to see attachment
List of Attached Documents:
// Content
24,788
Click to see attachment
List of Attached Documents:
// Content
23,738
Click to see attachment
List of Attached Documents:
// Content
23,738
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,040,788 5,562,693 15,756,846
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................. 126,155 127,823
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)......... 126,155 127,823
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........ 6,433,342 6,433,342
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds -518,709 -998,472
29 Total net assets or fund balances (see instructions)..... 5,914,633 5,434,870
30 Total liabilities and net assets/fund balances (see instructions). 6,040,788 5,562,693
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
5,914,633
2
Enter amount from Part I, line 27a .....................
2
-479,763
3
Other increases not included in line 2 (itemize)
3
 
4
Add lines 1, 2, and 3 ..........................
4
5,434,870
5
Decreases not included in line 2 (itemize)
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
5,434,870
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 NATIONAL RURAL UTILS COOP P 2019-03-22 2025-03-15
b MAGNUM ICE CREAM CO P 2020-04-15 2025-12-11
c COLUMBIA PIPELINE P 2017-01-19 2025-03-24
d MAGNUM ICE CREAM CO P 2020-03-02 2025-12-11
e COLUMBIA PIPELINE P 2023-05-31 2025-03-24
MAGNUM ICE CREAM CO P 2018-10-04 2025-12-11
RUGBY USD 5 BAB GO P 2010-07-21 2025-05-01
MAGNUM ICE CREAM CO P 2018-06-19 2025-12-11
FIRST HORIZON CORPORATION P 2023-03-29 2025-05-27
MAGNUM ICE CREAM CO P 2017-10-23 2025-12-11
FIRST HORIZON CORPORATION P 2023-11-03 2025-05-27
DEFFERRED PATRONAGE MIDWAY COOP P 1991-07-12 2025-12-15
MFS SER TR VI P 2020-05-19 2025-06-10
FEDERAL HOME LOAN BANK P 2022-08-24 2025-12-15
MFS SER TR VI P 2020-01-28 2025-06-10
UNILEVER PLC SPON ADR P 2018-10-04 2025-12-17
MFS SER TR VI P 2019-11-14 2025-06-10
UNILEVER PLC SPON ADR P 2020-03-02 2025-02-09
MFS SER TR VI P 2019-10-08 2025-06-10
UNILEVER PLC SPON ADR P 2020-04-15 2025-12-17
CONNECTICUT ST GO P 2017-01-20 2025-10-01
DOMINION P 2022-09-26 2025-10-01
JOHNSON COUNTY KS USD 231 P 2018-09-25 2025-10-01
CONNECTICUT ST GO P 2017-01-20 2025-10-15
UNITED HEALTHCARE GROUP P 2019-12-12 2025-11-24
(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 30,000   30,000  
b 1,569   1,656 -87
c 20,000   20,243 -243
d 1,569   1,740 -171
e 15,000   14,976 24
1,569   1,689 -120
100,000   100,000  
941   1,021 -80
25,000   25,000  
627   692 -65
25,000   25,000  
1,124   1,124  
34,680   30,003 4,677
50,000   50,000  
42,077   42,490 -413
29   25 4
50,385   50,004 381
29   26 3
32,216   29,808 2,408
29   24 5
25,000   25,000  
35,000   35,000  
5,000   5,000  
25,221   25,000 221
31,978   28,388 3,590
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        
b       -87
c       -243
d       -171
e       24
      -120
       
      -80
       
      -65
       
       
      4,677
       
      -413
      4
      381
      3
      2,408
      5
       
       
       
      221
      3,590
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 26,871
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 .........................
Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here 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 4,263
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 4,263
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 4,263
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 3,952
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.............. 7 3,952
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....... 9 311
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  
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 PEOPLES BANK Telephone no. (785) 282-6682

Located atPO BOX 307SMITH CENTERKS ZIP+466967
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
 
 
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
 
 
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
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position
(c) Compensation
(If not paid, enter
-0-)
(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
THE PEOPLES BANK OFFICER
1.00
53,370 0 0
PO BOX 307
SMITH CENTER,KS66967
PETE BOHM BOARD MEMBER
000.00
0 0 0
632 SOUTH BROADWAY
SALINA,KS67401
GEORGE EAKIN BOARD MEMBER
000.00
0 0 0
305 W WASHINGTON
OSBORNE,KS67473
PAUL S GREGORY BOARD MEMBER
000.00
0 0 0
218 SOUTH 4TH
OSBORNE,KS67473
LANCE R WOLTERS BOARD MEMBER
000.00
0 0 0
111 MERCURY AVE
OSBORNE,KS67473
KIM L MOORE BOARD MEMBER
000.00
0 0 0
220 W MADISON
OSBORNE,KS67473
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...................  
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 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 N/A  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................  
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
7,162,958
b
Average of monthly cash balances.......................
1b
254,623
c
Fair market value of all other assets (see instructions)................
1c
8,121,981
d
Total (add lines 1a, 1b, and 1c).......................
1d
15,539,562
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
15,539,562
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
233,093
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
15,306,469
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
765,323
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
765,323
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
4,263
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,263
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
761,060
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
761,060
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
761,060
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
791,451
b
Program-related investments—total from Part VIII-B..................
1b
 
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
791,451
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 7 761,060
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 685,420
b Total for prior years:20 , 20, 20  
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: $ 791,451
a Applied to 2024, but not more than line 2a 685,420
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..... 106,031
e Remaining amount distributed out of corpus  
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  
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 ..........
655,029
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 ......
 
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 ....  
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:
SARVER CHARITABLE TRUST PAUL GREGO
PO BOX 12
OSBORNE,KS67473
(785) 346-5445
bThe form in which applications should be submitted and information and materials they should include:
SEE ATTACHED
cAny submission deadlines:
SEE ATTACHED
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
SEE 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
ADDISION POORE


2763 W 50TH DR
ALTON,KS67623
    SCHOLARSHIP 1,600
AIDEN CONRAD


918 W MAIN
OSBRONE,KS67473
    SCHOLARSHIP 2,200
ALLISON BRUMMER


1531 S 1ST AVE
TIPTON,KS67485
    SCHOLARSHIP 1,600
ALLISON COOPER


411 ROSS ST
DOWNS,KS67437
    SCHOLARSHIP 1,900
ALYSSA ELLIS


619 ROSS ST
DOWNS,KS67437
    SCHOLARSHIP 1,900
AUBREY NAASZ


414 DWLAWARE ST
DOWNS,KS67437
    SCHOLARSHIP 1,600
AUBREY SCHREINER


811 DELAY
DOWNS,KS67437
    SCHOLARSHIP 1,600
AYDAN DILL


217 W 5TH ST
PORTIS,KS67474
    SCHOLARSHIP 2,200
BOBBI SCHURR


313 S 1ST
OSBORNE,KS67473
    SCHOLARSHIP 1,600
BROOKE BEFORT


232 N OAK ST
OSBORNE,KS67473
    SCHOLARSHIP 2,200
CALE HARTSOCK


228 W MAIN ST
OSBORNE,KS67473
    SCHOLARSHIP 1,900
CAMBRI SCHOEN


301 BLUNT
DOWNS,KS67437
    SCHOLARSHIP 2,200
CARTER WALSH


PO BOX 246
CAWKER CITY,KS67430
    SCHOLARSHIP 1,600
CHOLE GRAMMON


110 E MAIN ST
LOGAN,KS67646
    SCHOLARSHIP 800
CLAY GUTTERY


769 S 220TH AVE
ALTON,KS67623
    SCHOLARSHIP 2,200
CLAYTON SHARP


1009 ROSS
DOWNS,KS67437
    SCHOLARSHIP 1,600
CONNOR SCHURR


313 S 1ST ST
OSBORNE,KS67473
    SCHOLARSHIP 2,200
COOPER BROWN


1015 ROSS ST
DOWNS,KS67437
    SCHOLARSHIP 1,900
DAYTON LANTZ


527 N 1ST
OSBORNE,KS67473
    SCHOLARSHIP 2,200
DOAK GUTTERY


769 S 220TH AVE
ALTON,KS67623
    SCHOLARSHIP 2,200
ELI HAHN


602 PINE ST
CAWKER CITY,KS67430
    SCHOLARSHIP 1,900
ERIN LEIVAN


508 N CHESTNUT
BELOIT,KS67430
    SCHOLARSHIP 1,900
FAITH RUTHSTROM


814 ROSS
DOWNS,KS67437
    SCHOLARSHIP 1,900
GABBY PALMER


1296 W 300TH DR
LURAY,KS67649
    SCHOLARSHIP 1,600
GABE SMITH


416 DIVISION
DOWNS,KS67437
    SCHOLARSHIP 1,600
GAVIN NAASZ


414 DELAWARE
DOWNS,KS67437
    SCHOLARSHIP 1,600
GRACE SMITH


416 DIVISION
DOWNS,KS67437
    SCHOLARSHIP 2,200
GRACE WILLIAM


857 S 115TH AVE
OSBORNE,KS67473
    SCHOLARSHIP 2,200
GRACIE RINER


109 GEMINI AVE
OSBORNE,KS67473
    SCHOLARSHIP 2,200
GRAHAM BALES


1197 COUNTY 388 DR
OSBORNE,KS67473
    SCHOLARSHIP 1,900
HUDSON WOLTERS


122 S 11TH
OSBORNE,KS67473
    SCHOLARSHIP 1,900
HUNTER HOWELL


549 C 657 AVE
ALTON,KS67623
    SCHOLARSHIP 1,600
JACE CUNNINGHAM


200 N HIGH ST
GLEN ELDER,KS67446
    SCHOLARSHIP 2,200
JACKSON HARDY


418 DIVISION
DOWNS,KS67437
    SCHOLARSHIP 2,200
JILLIAN PODRYBAU


PO BOX 151
NATOMA,KS67651
    SCHOLARSHIP 1,900
JONATHAN HAMEL


PO BOX 274
STOCKTON,KS67669
    SCHOLARSHIP 2,200
JORDAN LEWIS


411 MILLST
ALTON,KS67623
    SCHOLARSHIP 1,600
KAITLIN KENDIG


1050 W 75TH DR
OSBORNE,KS67473
    SCHOLARSHIP 2,200
KALLI KASER


629 COUNTY 388 DR
OSBORNE,KS67473
    SCHOLARSHIP 2,200
KARSYN BOWLES


700 RAY ST
DOWNS,KS67437
    SCHOLARSHIP 1,900
KASSI KASER


629 C388 DR
OSBORNE,KS67473
    SCHOLARSHIP 1,600
KATZEL CARLIN


2016 W 90TH DR
OSBORNE,KS67473
    SCHOLARSHIP 2,200
KORBIN NAASZ


304 MORGAN AVE
DOWNS,KS67437
    SCHOLARSHIP 800
KYLAN CUNNINGHAM


200 N HIGH ST
GLEN ELDER,KS67446
    SCHOLARSHIP 2,200
KYLIE CAMACHO


1208 MORGAN AVE
DOWNS,KS67437
    SCHOLARSHIP 1,600
LINSEY CAMPBELL


320 S 190TH AVE
PORTIS,KS67474
    SCHOLARSHIP 2,200
LORYN COPELAND


6335 SANTA FE DR
OVERLAND PARK,KS66202
    SCHOLARSHIP 1,600
MASON SCHURR


313 S 1ST
OSBORNE,KS67473
    SCHOLARSHIP 1,600
MAX KETTER


313 W 160TH DR
TIPTON,KS67485
    SCHOLARSHIP 1,100
MAYKAYLA MURPHY


518 MAIN ST
WALDO,KS67673
    SCHOLARSHIP 1,600
MICHAELL GRADIG


337 S 80TH DR
DOWNS,KS67437
    SCHOLARSHIP 1,900
MORGAN EBERLE


2382 200 RD
GLEN ELDER,KS67446
    SCHOLARSHIP 1,600
MYA SCHWEITZER


934 S 90TH AVE
OSBORNE,KS67473
    SCHOLARSHP 2,200
PAYTON BALES


1197 C 388 DR
OSBORNE,KS67473
    SCHOLARSHIP 1,600
QWINTON MORRIS


431 W ADAMS
OSBORNE,KS67473
    SCHOLARSHIP 2,200
REECE REMUS


3 CIRCLE DR
DOWNS,KS67437
    SCHOLARSHIP 2,200
REILLY SMITH


1200 1ST ST
DOWNS,KS67437
    SCHOLARSHIP 1,100
ROSS HUTSON


910 DIVIDISION ST
DOWNS,KS67437
    SCHOLARSHIP 1,900
SAMUAL KENDIG


1050 W 75TH DR
OSBORNE,KS67473
    SCHOLARSHIP 2,200
SIDNEY SCHMITT


600 10 ROAD
CAWKER CITY,KS67430
    SCHOLARSHIP 1,900
SOPHIA GRADIG


337 W 80TH
DOWNS,KS67437
    SCHOLARSHIP 2,200
SPENCER NICHOLS


331 S 6TH ST
OSBORNE,KS67473
    SCHOLARSHIP 1,600
STEELE WOLTERS


112 S 11TH
OSBORNE,KS67473
    SCHOLARSHIP 1,900
TAYLOR BAETZ


615 DELAWARE ST
DOWNS,KS67437
    SCHOLARSHIP 1,900
TAYLOR FALLIS


1336 W 300TH DR
LURAY,KS67649
    SCHOLARSHIP 2,200
TEAGAN ELLENZ


302 S 4TH ST
OSBORNE,KS67473
    SCHOLARSHIP 1,900
TERIN WINKEL


246 W HWY 24
DOWNS,KS67437
    SCHOLARSHIP 1,600
TREY PALMER


422 E KIRWIN AVE
SALINA,KS67401
    SCHOLARSHIP 1,200
TYLER HEISE


1006 C 388 DR
OSBORNE,KS67473
    SCHOLARSHIP 2,200
WYATT WILSON


806 APOLLO AVE
OSBORNE,KS67473
    SCHOLARSHIP 1,900
ZOE GIRARD


755 CO 388 DR
OSBORNE,KS67473
    SCHOLARSHIP 1,600

AMERICAN CANCER SOCIETY

1315 SW ARROWHEAD RD
TOPEKA,KS66601
    CHARITABLE GRANT 68,542

ASSEMBLY OF GOD CHURCH OSBORNE

125 S OAK
OSBORNE,KS67473
    CHARITABLE GRANT 7,000

BIBLE BAPTIST CHURCH OF OSBORNE

131 SOUTH 2ND
OSBORNE,KS67473
    CHARITABLE GRANT 7,000

BULL CITY COMMUNITY FOUNDATION

678 S 230TH AVE
ALTON,KS67623
    CHARITABLE GRANT 3,000

CHRISTIAN CHURCH OF DOWNS

1071 MORGAN AVE
DOWNS,KS67437
    CHARITABLE GRANT 9,500

CITY OF DOWNS

715 RAILROAD AVE
DOWNS,KS67437
    CHARITABLE GRANT 4,000

CITY OF OSBORNE

129 S 1ST
OSBORNE,KS67473
    CHARITABLE GRANT 78,437

DOWNS ART COUNCIL

PO BOX 211
DOWNS,KS67437
    CHARITABLE GRANT 2,000

DOWNS MINISTERIAL ALLIANCE (FOOD BA

345 S HWY 181
DOWNS,KS67437
    CHARITABLE GRANT 7,000

FAITH LUTHERN CHURCH OF OSBORNE

629 N 2ND
OSBORNE,KS67473
    CHARITABLE GRANT 7,000

FORT HAYS STATE UNIVERSITY FOUNDATI

610 PARK STREET
HAYS,KS67601
    CHARITABLE GRANT 68,542

FREE METHODIST CHURCH OF OSBORNE

724 WEST MAIN STREET
OSBORNE,KS67473
    CHARITABLE GRANT 7,000

GRACE BRETHREN CHURCH OF PORTIS

108 E 5TH
PORTIS,KS67473
    CHARITABLE GRANT 8,500

KANSAS NATURAL RESOURCE FOUNDATION

1117 W HWY 24
OSBORNE,KS67473
    CHARITABLE GRANT 250

LEUKEMIA & LYMPHOMA SOCIETY

2250 N ROCK RD
WICHITA,KS67226
    CHARITABLE GRANT 68,542

LUTHERAN CHURCH OF DOWNS

1019 BLUNT
DOWNS,KS67437
    CHARITABLE GRANT 7,000

MT AYR FRIENDS CHURCH

1265 COUNTY 656 AVE
ALTON,KS67623
    CHARITABLE GRANT 7,000

NCK OUTDOORS INC

1031 180 ROAD
GLEN ENDER,KS67446
    CHARITABLE GRANT 2,375

NEW LIFE CHURCH OF NATOMA

PO BOX 193
NATOMA,KS67651
    CHARITABLE GRANT 14,000

NORTH CENTRAL KANSAS OUTDOOR YOUTH

PO BOX 228
OSBORNE,KS67473
    CHARITABLE GRANT 4,000

OSBORNE COMMUNITY FOUNDATION

PO BOX 85
OSBORNE,KS67473
    CHARITABLE GRANT 2,300

OSBORNE COMMUNITY MUSEUM

929 N 2ND ST
OSBORNE,KS67473
    CHARITABLE GRANT 750

OSBORNE COUNTY TREASURER

423 W MAIN ST
OSBORNE,KS67473
    CHARITABLE GRANT 30,440

OSBORNE MINISTERIAL ALLIANCE (FOOD

125 S OAK
OSBORNE,KS67473
    CHARITABLE GRANT 7,000

PEACE LUTHERAN CHURCH OF NATOMA

705 5TH
NATOMA,KS67651
    CHARITABLE GRANT 7,000

PLEASANT PLAIN CHURCH

2780 W 160TH DR
ALTON,KS67623
    CHARITABLE GRANT 7,000

ROSE VALLEY CHURCH

107 COUNTY 685 AVE
DOWNS,KS67437
    CHARITABLE GRANT 7,000

SOLOMON VALLEY TRANSPORTATION

501 W 8TH ST
BELOIT,KS67420
    CHARITABLE GRANT 10,000

ST ALOYSIUS CATHOLIC CHURCH

203 N ELM
OSBORNE,KS67473
    CHARITABLE GRANT 68,542

ST MARYS CATHOLIC CHURCH OF DOWNS

1312 PRENTISS STREET
DOWNS,KS67437
    CHARITABLE GRANT 7,000

THE SALVATION ARMY

PO BOX 412577
KANSAS CITY,MO64141
    CHARITABLE GRANT 68,542

UNITED CHRISTIAN CHURCH OF OSBORNE

212 N 2ND
OSBORNE,KS67473
    CHARITABLE GRANT 7,000

UNITED METHODIST CHURCH OF ALTON

408 MILL ST
ALTON,KS67623
    CHARITABLE GRANT 7,000

UNITED METHODIST CHURCH OF DOWNS

1000 MORGAN AVE
DOWNS,KS67437
    CHARITABLE GRANT 7,000

UNITED METHODIST CHURCH OF OSBORNE

PO BOX 287
OSBORNE,KS67473
    CHARITABLE GRANT 7,000

USD 392 OSBORNE

213 W ADAMS
OSBORNE,KS67473
    CHARITABLE GRANT 1,750

USD 399 NATOMA

710 5TH ST
NATOMA,KS67651
    CHARITABLE GRANT 3,000
Total ................................. 3a 760,612
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 ....         247,518
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....         41,600
6 Net rental income or (loss) from personal property          
7 Other investment income .....         82,345
8 Gain or (loss) from sales of assets other than
inventory ............
        26,871
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aSCHOLARSHIP & GRANT REFUNDS
        6,650
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..     404,984
13Total. Add line 12, columns (b), (d), and (e)..................
13
404,984
(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.)
4 ALL INVESTMENT INCOME USED IN CONTRIBUTION DISTRIBUTIONS
5B ALL INVESTMENT INCOME USED IN CONTRIBUTION DISTRIBUTIONS
7 ALL INVESTMENT INCOME USED IN CONTRIBUTION DISTRIBUTIONS
8 PRINCIPAL INCOME (LOSS) GENERATED NOT SUBJECT TO DISTRIBUT
11A SCHOLARSHIP & GRANT REFUNDS
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:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
SARVER CHARITABLE TRUST
 
C/O THE PEOPLES BANK
EIN:
48-6298990
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 4,700     4,700

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

TY 2025 DepreciationSchedule
Name:
SARVER CHARITABLE TRUST
 
C/O THE PEOPLES BANK
EIN:
48-6298990
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
ROOF 2010-06-01 8,909 6,453 STRAIGHT LINE 20.0000 445 445    
WATER WELL 2025-04-10 19,845   STRAIGHT LINE 15.0000 1,323 1,323    

TY 2025 InvestmentsCorpBondsSchedule
Name:
SARVER CHARITABLE TRUST
 
C/O THE PEOPLES BANK
EIN:
48-6298990
Name of Bond End of Year Book Value End of Year Fair Market Value
1ST UNION NATL NK 33,952 31,611
AIM COUNSELOR SER TR 147,196 134,611
BANK OF AMERICA CORP MTNV 100,000 98,843
CAPITAL ONE 95,351 103,221
CB ONEOK INC 83,452 85,527
CITIGROUP 57,000 48,540
COLUMBIA PIPLINE    
DOMINION    
EATON VANCE MUT FDS TR FLT RT L 144,315 134,228
ENTERGY 29,027 29,633
FIDELITY ADVISOR SER I 150,000 149,671
FIRST HORIZON CORPORATION    
HIGHWOODS RLTY LTD PARTNRSHP 70,768 78,820
MORGAN STANLEY 5.5% 50,000 51,846
MORGAN STANLEY 6% 50,000 50,890
MORGAN STANLEY FIN 2.25% 75,000 69,886
NATIONAL RURAL UTIL COOP FIN 25,000 24,758
NATIONAL RURAL UTILS COOP FIN    
ROYAL BNK CANADA 200,000 199,186
VERIZON COMMUNICATIONS INC 47,257 49,664
COMERICA INC 55,957 59,407

TY 2025 InvestmentsCorpStockSchedule
Name:
SARVER CHARITABLE TRUST
 
C/O THE PEOPLES BANK
EIN:
48-6298990
Name of Stock End of Year Book Value End of Year Fair Market Value
ANALOG DEVICES, INC. 53,278 135,600
BANK NEW YORK MELLON CORP 18,761 46,436
BERKSHIRE HATHAWAY INC 17,987 226,193
CENCORA INC/AMERISOURCE 31,271 135,100
CENTRAL VALLEY AG COOPERATIVE 10 10
CISCO SYSTEMS INC 31,462 53,921
COMCAST CORP 53,109 44,835
ELEVANCE HEALTH INC 84,168 105,165
ENBRIDGE INC 27,481 38,264
EXXON MOBIL CORP 23,213 60,170
FIDELITY ADVISOR SER VII 17,946 17,360
FIDELITY COMWLTH TR 30,000 34,513
FIDELITY SEL HEALTH CARE 10,000 23,545
FIDELITY SELECT BIOTECH PORTFO 8,510 48,793
HOME DEPOT INC 50,792 146,243
HONEYWELL INT'L INC 40,541 58,527
INVESCO QQQ 19,328 184,293
ISAHRES MSCI EAFE 21,342 28,809
ISHARES SELECT DIVIDEND INDEX 45,217 70,570
ISHARES TR U.S. PFD STK ETF 93,494 77,400
JPMORGAN CHASE & CO 31,497 96,666
MASTERCARD INC 16,560 102,758
MCDONALDS CORP 63,967 213,941
MEDTRONIC INC 124,055 172,908
MFS SER TR VI GLB EQTY FD R6    
MICROSOFT CORP 30,187 205,539
MIDWAY COOP, OSBORNE 10 10
NEW PERSPECTIVE FD INC CL F 3 167,414 252,656
OMNICOM GROUP INC 100,299 113,050
ORACLE CORPORATION 57,227 233,892
PEPSICO INC 21,906 100,464
PFIZER INC 14,046 12,450
PROCTER & GAMBLE CO 23,348 71,655
S&P SPDR CONSUMER DISCRETION 5,353 38,211
S&P SPDR ENERGY 52,076 107,304
S&P SPDR FINANCIALS 33,517 82,155
S&P SPDR TECHNOLOGY 30,938 143,970
SANOFI ADR 11,348 14,538
SELECT SECTOR SPDR 34,969 40,350
SPDR DOW JONES INDUSTRIAL AVE 16,991 72,086
UNILEVER PLC ADR 100,063 116,216
UNITEDHEALTH GROUP INC    
VANGUARD COMMUNICATION SERVICES 32,949 77,452
VANGUARD S&P 500 INDEX ETF 117,372 313,565
VERIZON COMMUNICATIONS INC 5,863 8,146
WALMART 33,796 233,961
SOLSTICE ADVANCED 2,537 3,644

TY 2025 InvestmentsGovtObligationsSch
Name:
SARVER CHARITABLE TRUST
 
C/O THE PEOPLES BANK
EIN:
48-6298990
US Government Securities - End of Year Book Value:

495,977
US Government Securities - End of Year Fair Market Value:

491,010
State & Local Government Securities - End of Year Book Value:


824,778
State & Local Government Securities - End of Year Fair Market Value:


827,207


TY 2025 InvestmentsLandSchedule2
Name:
SARVER CHARITABLE TRUST
 
C/O THE PEOPLES BANK
EIN:
48-6298990
Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
BUILDINGS & EQUIPMENT 41,944 21,411 20,533 20,533
LAND 779,807   779,807 8,433,295

TY 2025 LegalFeesSchedule
Name:
SARVER CHARITABLE TRUST
 
C/O THE PEOPLES BANK
EIN:
48-6298990
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 3,600     3,600


TY 2025 OtherAssetsSchedule
Name:
SARVER CHARITABLE TRUST
 
C/O THE PEOPLES BANK
EIN:
48-6298990
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
DEFFERED PATRONAGE 21,772 22,402 22,402
ACCRUED DIVIDENDS, INTEREST, AND CAP 3,016 1,336 1,336


TY 2025 OtherExpensesSchedule
Name:
SARVER CHARITABLE TRUST
 
C/O THE PEOPLES BANK
EIN:
48-6298990
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXPENSES        
CHEMICAL 6,730 6,730    
FERTILIZER 12,931 12,931    
INSURANCE 10,218 10,218    
UTILITIES 765 765    
REPAIRS 29 29    
MISCELLANEOUS EXPENSE 312 312    
INVESTMENT FEES 45 45    


TY 2025 OtherIncomeSchedule2
Name:
SARVER CHARITABLE TRUST
 
C/O THE PEOPLES BANK
EIN:
48-6298990
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
GRAIN SALES 49,258 49,258  
PATRONAGE DIVIDEND 3,382 3,382  
FARM GOVERNMENT PAYMENTS 19,401 19,401  
CROP INSURANCE 5,504 5,504  
REIMBURSEMENTS 4,738 4,738  
CAPTIAL CREDITS 62 62  
SCHOLARSHIP & GRANT REFUNDS 6,650    


TY 2025 TaxesSchedule
Name:
SARVER CHARITABLE TRUST
 
C/O THE PEOPLES BANK
EIN:
48-6298990
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
REAL ESTATE TAXES 22,020 22,020    
990-PF ESTIMATED INCOME TAX 3,946 3,946    
FOREIGN TAXES 2,033 2,033