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
LAURA HARE CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 95672
  Room/suite
City or town
CHICAGO
State or province
IL
Country  
ZIP or foreign postal code
606945672
A Employer identification number

20-6955819
B Telephone number (see instructions)

3124615154
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)$15,748,149J 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... 319,956 319,956  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 808,910
b Gross sales price for all assets on line 6a 2,606,560
7 Capital gain net income (from Part IV, line 2)... 808,910
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,128,866 1,128,866  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 122,502 61,251   61,251
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
500 250 0 250
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
27,580 262   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
7,375     7,375
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 157,957 61,763 0 68,876
25 Contributions, gifts, grants paid....... 528,090 528,090
26 Total expenses and disbursements. Add lines 24 and 25 ................ 686,047 61,763 0 596,966
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 442,819
b Net investment income (if negative, enter -0-) 1,067,103
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets 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......... 232,351 295,799 295,799
3 Accounts receivable  
Less: allowance for doubtful accounts     0 0
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 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)....... 4,667,972 Click to see attachment
List of Attached Documents:
// Content
4,453,443 		12,082,722
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe ) Click to see attachment
List of Attached Documents:
// Content
2,412,335 		Click to see attachment
List of Attached Documents:
// Content
3,006,705 		Click to see attachment
List of Attached Documents:
// Content
3,369,628
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,312,658 7,755,947 15,748,149
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe )    
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........ 7,312,658 7,755,947
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)..... 7,312,658 7,755,947
30 Total liabilities and net assets/fund balances (see instructions). 7,312,658 7,755,947
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
7,312,658
2
Enter amount from Part I, line 27a .....................
2
442,819
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
470
4
Add lines 1, 2, and 3 ..........................
4
7,755,947
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
7,755,947
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 100. ABBVIE INC   2016-12-23 2025-01-07
b 100. ALPHABET INC-CL C   2020-11-25 2025-01-07
c 100. ALPHABET INC-CL A   2020-11-25 2025-01-07
d 100. AMAZON COM INC COMMON STOCK   2023-12-05 2025-01-07
e 50. AMERIPRISE FINANCIAL INC   2016-03-09 2025-01-07
500. APPLE COMPUTER INC COMMON STOCK   2022-12-29 2025-01-07
30. AUTOZONE INC COMMON STOCK   2021-11-04 2025-01-07
200. BLACKSTONE INC   2019-01-11 2025-01-07
200. BROADCOM INC   2019-06-06 2025-01-07
200. CITIGROUP INC   2022-12-29 2025-01-07
1500. CITIZENS FINANCIAL GROUP   2024-11-13 2025-01-07
800. EMERSON ELECTRIC COMPANY COMMON STOCK   2016-12-07 2025-01-07
100. INTERNATIONAL BUSINESS MACHINES CAPITAL STOCK   2022-12-05 2025-01-07
200. IRON MOUNTAIN INC   2023-03-07 2025-01-07
1000. ISHARES 7-10 YEAR TREASURY B   2023-12-05 2025-01-07
200. ISHARES RUSSELL MID-CAP GROW   2010-01-19 2025-01-07
200. MICROSOFT CORPORATION COMMON STOCK   2020-08-28 2025-01-07
500. NVIDIA CORP COMMON STOCK   2015-12-04 2025-01-07
700. SHOPIFY INC - CLASS A   2024-11-13 2025-01-07
1000. MFS INTERNATIONAL GROWTH-I   2017-10-13 2025-01-15
500. ORACLE CORPORATION COMMON STOCK   2024-09-24 2025-01-15
50. META PLATFORMS INC-CLASS A   2024-03-28 2025-03-18
350. META PLATFORMS INC-CLASS A   2023-12-05 2025-03-18
300. ALPHABET INC-CL C   2021-01-04 2025-03-28
300. ALPHABET INC-CL A   2021-01-04 2025-03-28
200. BROADCOM INC   2019-06-06 2025-03-28
500. INTERNATIONAL PAPER COMPANY COMMON STOCK   2023-03-07 2025-03-28
25. LILLY ELI & COMPANY COMMON STOCK   2024-03-28 2025-03-28
50. LILLY ELI & COMPANY COMMON STOCK   2023-01-11 2025-03-28
250. VERTEX PHARMACEUTICALS INC COMMON STOCK   2022-12-29 2025-05-08
.36 CAPITAL ONE FINANCIAL CORP COMMON STOCK   2012-03-09 2025-05-22
250000. US TREASURY N/B 4.75% 31 JUL 2025   2023-08-03 2025-07-31
300. CINTAS CORPORATION COMMON STOCK   2024-11-13 2025-08-04
800. DELL TECHNOLOGIES -C   2024-08-13 2025-08-04
2500. REGIONS FINANCIAL CORP   2024-11-13 2025-08-04
500. CITIGROUP INC   2022-12-29 2025-08-06
200. HOME DEPOT INC COMMON STOCK   2020-06-23 2025-08-06
250. AMGEN INC COMMON STOCK   2025-03-28 2025-08-26
150. INTUITIVE SURGICAL INC   2025-03-28 2025-08-26
1500. FORTINET INC   2019-12-10 2025-09-04
800. SPROUTS FARMERS MARKET INC   2024-09-24 2025-11-28
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(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 18,034   6,242 11,792
b 20,017   8,865 11,152
c 19,886   8,848 11,038
d 22,440   14,858 7,582
e 26,347   4,438 21,909
122,529   69,434 53,095
98,909   54,110 44,799
34,065   4,869 29,196
46,272   5,414 40,858
14,705   9,048 5,657
67,472   71,050 -3,578
96,327   45,615 50,712
22,584   14,703 7,881
20,097   10,675 9,422
91,860   94,179 -2,319
25,798   4,609 21,189
85,803   45,579 40,224
72,192   418 71,774
77,917   78,766 -849
47,140   37,190 9,950
79,169   82,092 -2,923
29,215   24,481 4,734
204,508   110,271 94,237
47,969   26,440 21,529
47,370   26,449 20,921
33,894   5,414 28,480
26,995   18,094 8,901
20,526   19,739 787
41,052   17,744 23,308
107,003   77,987 29,016
69   11 58
250,000   249,307 693
67,119   67,592 -473
103,699   80,564 23,135
62,604   66,721 -4,117
46,151   22,619 23,532
77,444   50,608 26,836
72,237   76,514 -4,277
70,442   73,909 -3,467
112,718   31,353 81,365
66,876   80,831 -13,955
      9,106
      9,106
      9,106
      9,106
      9,106
      9,106
      9,106
      9,106
      9,106
      9,106
      9,106
      9,106
      9,106
      9,106
      9,106
      9,106
      9,106
      9,106
      9,106
      9,106
      9,106
      9,106
      9,106
      9,106
      9,106
      9,106
      9,106
      9,106
      9,106
      9,106
      9,106
      9,106
      9,106
      9,106
      9,106
      9,106
      9,106
      9,106
      9,106
      9,106
      9,106
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       11,792
b       11,152
c       11,038
d       7,582
e       21,909
      53,095
      44,799
      29,196
      40,858
      5,657
      -3,578
      50,712
      7,881
      9,422
      -2,319
      21,189
      40,224
      71,774
      -849
      9,950
      -2,923
      4,734
      94,237
      21,529
      20,921
      28,480
      8,901
      787
      23,308
      29,016
      58
      693
      -473
      23,135
      -4,117
      23,532
      26,836
      -4,277
      -3,467
      81,365
      -13,955
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 808,910
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 14,833
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 14,833
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 14,833
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 19,610
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 19,610
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 4,777
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax0 Refunded 11 4,777
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)
IN
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 address  
14
The books are in care ofBMO BANK NA, C/O MICHELLE WILLMS Telephone no. (262) 693-4101

Located atPO BOX 95672CHICAGOIL ZIP+4606945672
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)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........
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
 
 
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
BMO BANK N A TRUSTEE
1 		121,452    
PO Box 95672
CHICAGO,IL606945672
LENORE TEDESCO SELECTION COMMITTEE MEMBER
1 		350    
39 ACORN LANE
CAPE MAY COURT HOUSE,NJ08210
HELGA BEHROOZI SELECTION COMMITTEE MEMBER
1 		350    
4465 CLAIRBORNE WAY
INDIANAPOLIS,IN46228
VALITA M FREDLAND SELECTION COMMITTEE MEMBER
1 		350    
36 W 43 ST
INDIANAPOLIS,IN46208
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 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  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................  
Form 990-PF (2025)
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
14,322,875
b
Average of monthly cash balances.......................
1b
388,674
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
14,711,549
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
14,711,549
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
220,673
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
14,490,876
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
724,544
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
724,544
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
14,833
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
14,833
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
709,711
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
709,711
6
Deduction from distributable amount (see instructions) .................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
709,711
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
596,966
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
596,966
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 7 709,711
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 528,090
b Total for prior years:20 , 20, 20 0
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: $ 596,966
a Applied to 2024, but not more than line 2a 528,090
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		0
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		0
d Applied to 2025 distributable amount..... 68,876
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 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 .......... 		640,835
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 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).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
BMO HARRIS BANK NA
3929 RIVER CROSSING PARKWAY SUITE
INDIANAPOLIS,IN46240
(317) 472-3570
N/A
bThe form in which applications should be submitted and information and materials they should include:
NO STANDARDIZED FORM
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
MAINTAINING ECOLOGICALLY SIGNIFICANT UNDEVELOPED LAND FOR PURPOSES OF PRESERVING IT IN ITS NATURAL STATE
Form 990-PF (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

NICHES LAND TRUST INC

PO BOX 2790
W LAFAYETTE,IN47996 		NONE   PROGRAM SUPPORT 220,000

SHIRLEY HEINZE LAND TRUST

109 W 700 NORTH
VALPARAISO,IN46385 		NONE   PROGRAM SUPPORT 200,000

SYCAMORE LAND TRUST

PO BOX 7801
BLOOMINGTON,IN474077801 		NONE   PROGRAM SUPPORT 108,090
Total ................................. 3a 528,090
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 ....     14 319,956  
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 ............ 		    18 808,910  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   1,128,866  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,128,866
(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:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
LAURA HARE CHARITABLE TRUST
EIN:
20-6955819
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 500 250   250

TY 2025 InvestmentsCorpStockSchedule
Name:
LAURA HARE CHARITABLE TRUST
EIN:
20-6955819
Name of Stock End of Year Book Value End of Year Fair Market Value
001084102 AGCO CORP    
00206R102 AT&T INC 121,832 161,460
00287Y109 ABBVIE INC 31,209 114,245
00724F101 ADOBE INC    
015351109 ALEXION PHARMACEUTIC    
01973R101 ALLISON TRANSMISSION    
02079K107 ALPHABET INC-CL C 117,679 626,000
02079K305 ALPHABET INC-CL A 97,104 627,600
02209S103 ALTRIA GROUP INC 187,951 288,300
023135106 AMAZON.COM INC 182,558 553,968
03076C106 AMERIPRISE FINANCIAL 22,191 122,585
031162100 AMGEN INC    
037833100 APPLE INC 120,586 951,510
060505104 BANK OF AMERICA CORP    
09247X101 BLACKROCK INC    
09260D107 BLACKSTONE INC 19,475 123,312
097023105 BOEING CO/THE    
11135F101 BROADCOM INC 40,061 553,760
149123101 CATERPILLAR INC 26,202 171,861
156782104 CERNER CORP    
166764100 CHEVRON CORP 94,167 121,928
169656105 CHIPOTLE MEXICAN GRI    
17275R102 CISCO SYSTEMS INC    
177376100 CITRIX SYSTEMS INC    
192446102 COGNIZANT TECH SOLUT    
20030N101 COMCAST CORP-CLASS A    
22160K105 COSTCO WHOLESALE COR 9,871 129,351
22160N109 COSTAR GROUP INC    
231021106 CUMMINS INC    
231561101 CURTISS-WRIGHT CORP    
235851102 DANAHER CORP    
237194105 DARDEN RESTAURANTS I    
254709108 DISCOVER FINANCIAL S    
256677105 DOLLAR GENERAL CORP    
28176E108 EDWARDS LIFESCIENCES    
291011104 EMERSON ELECTRIC CO    
29250N105 ENBRIDGE INC 104,711 143,490
30303M102 META PLATFORMS INC-C    
34959E109 FORTINET INC    
369550108 GENERAL DYNAMICS COR    
370334104 GENERAL MILLS INC    
375558103 GILEAD SCIENCES INC 77,695 184,110
40412C101 HCA HEALTHCARE INC    
40434L105 HP INC    
427866108 HERSHEY CO/THE    
438516106 HONEYWELL INTERNATIO    
443510607 HUBBELL INC    
45168D104 IDEXX LABORATORIES I    
460146103 INTERNATIONAL PAPER 54,282 59,085
46625H100 JPMORGAN CHASE & CO 88,440 322,220
478160104 JOHNSON & JOHNSON    
494368103 KIMBERLY-CLARK CORP    
502431109 L3HARRIS TECHNOLOGIE    
518439104 ESTEE LAUDER COMPANI    
539830109 LOCKHEED MARTIN CORP    
56585A102 MARATHON PETROLEUM C    
58933Y105 MERCK & CO. INC. 74,546 105,260
594918104 MICROSOFT CORP 213,596 870,516
67066G104 NVIDIA CORP 3,341 746,000
693506107 PPG INDUSTRIES INC    
695156109 PACKAGING CORP OF AM    
697435105 PALO ALTO NETWORKS I 19,198 147,360
70450Y103 PAYPAL HOLDINGS INC    
717081103 PFIZER INC 141,797 136,950
718172109 PHILIP MORRIS INTERN 156,359 320,800
742718109 PROCTER & GAMBLE CO/    
743315103 PROGRESSIVE CORP    
744320102 PRUDENTIAL FINANCIAL    
760759100 REPUBLIC SERVICES IN    
79466L302 SALESFORCE INC    
81762P102 SERVICENOW INC    
844741108 SOUTHWEST AIRLINES C    
87165B103 SYNCHRONY FINANCIAL    
874054109 TAKE-TWO INTERACTIVE    
89832Q109 TRUIST FINANCIAL COR 94,050 98,420
907818108 UNION PACIFIC CORP    
91324P102 UNITEDHEALTH GROUP I    
91913Y100 VALERO ENERGY CORP    
920253101 VALMONT INDUSTRIES    
92343V104 VERIZON COMMUNICATIO 96,504 101,825
92532F100 VERTEX PHARMACEUTICA    
92826C839 VISA INC-CLASS A SHA    
931142103 WALMART INC 40,400 200,538
94106L109 WASTE MANAGEMENT INC 26,234 109,855
958102105 WESTERN DIGITAL CORP    
98310W108 WYNDHAM DESTINATIONS    
G1151C101 ACCENTURE PLC-CL A    
G7945M107 SEAGATE TECHNOLOGY    
016255101 ALIGN TECHNOLOGY INC    
09857L108 BOOKING HOLDINGS INC    
172908105 CINTAS CORP    
174610105 CITIZENS FINANCIAL G    
184496107 CLEAN HARBORS INC    
437076102 HOME DEPOT INC    
574599106 MASCO CORP    
679580100 OLD DOMINION FREIGHT    
69370C100 PTC INC COM    
74736K101 QORVO INC    
747525103 QUALCOMM INC    
78409V104 S&P GLOBAL INC    
87612E106 TARGET CORP    
989207105 ZEBRA TECHNOLOGIES C    
G8060N102 SENSATA TECHNOLOGIES    
00508Y102 ACUITY BRANDS INC    
053332102 AUTOZONE INC    
142339100 CARLISLE COS INC    
35671D857 FREEPORT-MCMORAN INC    
42824C109 HEWLETT PACKARD ENTE    
615369105 MOODY'S CORP    
617446448 MORGAN STANLEY    
64110L106 NETFLIX INC 80,163 164,080
69351T106 PPL CORP    
82509L107 SHOPIFY INC - CLASS    
911363109 UNITED RENTALS INC    
969457100 WILLIAMS COS INC 67,150 150,275
G5494J103 LINDE PLC/OLD    
N53745100 LYONDELLBASELL INDU-    
05722G100 BAKER HUGHES CO    
172967424 CITIGROUP INC 58,810 151,697
244199105 DEERE & CO    
256746108 DOLLAR TREE INC    
260557103 DOW INC    
30231G102 EXXON MOBIL CORP    
458140100 INTEL CORP    
459200101 INTL BUSINESS MACHIN    
524660107 LEGGETT & PLATT INC    
666807102 NORTHROP GRUMMAN COR    
723787107 PIONEER NATURAL RESO    
74762E102 QUANTA SERVICES INC 101,084 337,648
75513E101 RTX CORP    
75886F107 REGENERON PHARMACEUT    
872590104 T-MOBILE US INC    
87807B107 TC ENERGY CORP    
883556102 THERMO FISHER SCIENT    
928563402 VMWARE INC-CLASS A    
532457108 ELI LILLY & CO 70,978 214,936
571903202 MARRIOTT INTERNATION    
693475105 PNC FINANCIAL SERVIC 90,390 146,111
701094104 PARKER HANNIFIN CORP 72,013 175,792
G29183103 EATON CORP PLC 76,436 95,553
G54950103 LINDE PLC    
040413205 ARISTA NETWORKS INC 112,826 131,030
21037T109 CONSTELLATION ENERGY 92,473 141,308
24703L202 DELL TECHNOLOGIES -C    
629377508 NRG ENERGY INC 101,691 238,860
68389X105 ORACLE CORP 127,920 97,455
69608A108 PALANTIR TECHNOLOGIE 76,871 444,375
7591EP100 REGIONS FINANCIAL CO    
85208M102 SPROUTS FARMERS MARK    
L8681T102 SPOTIFY TECHNOLOGY S 96,535 116,142
CAPITAL ONE FINANCIAL CORP 24,845 197,523
EMCOR GROUP INC 111,024 107,063
GE AEROSPACE COM 80,759 123,212
GE VERNOVA INC 100,854 98,036
GOLDMAN SACHS GROUP INC/THE 108,946 175,800
US BANCORP 110,611 133,400
MCKESSON CORP 105,675 123,044
ADVANCED MICRO DEVICES INC 130,406 171,328
INTERNATIONAL BUSINESS MACHINE 71,412 148,105
OKLO INC 121,532 107,640

TY 2025 OtherAssetsSchedule
Name:
LAURA HARE CHARITABLE TRUST
EIN:
20-6955819
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
00766Y513 CHAMPLAIN MID CAP FU   0 0
XXX-XX-XXXX CAMDEN PROPERTY TRUS   0 0
XXX-XX-XXXX CONESTOGA SMALL CAP-   0 0
31428Q747 FED HERM ULTRA SHRT   0 0
46138E511 INVESCO PREFERRED ET   0 0
XXX-XX-XXXX ISHARES RUSSELL MID- 27,654 23,045 136,940
XXX-XX-XXXX ISHARES RUSSELL 2000   0 0
XXX-XX-XXXX ISHARES S&P SMALL-CA   0 0
XXX-XX-XXXX ISHARES IBOXX HIGH Y   0 0
55273E848 MFS INTERNATIONAL GR 185,860 148,670 218,320
78464A359 SPDR BLOOMBERG CONVE   0 0
XXX-XX-XXXX VANGUARD S/T INVEST 279,416 279,416 276,413
XXX-XX-XXXX VANGUARD FTSE EMERGI   0 0
XXX-XX-XXXX VANGUARD MID-CAP VAL   0 0
04314H592 ARTISAN DEVELOPING W   0 0
XXX-XX-XXXX ISHARES IBOXX INVEST   0 0
XXX-XX-XXXX SIMON PROPERTY GROUP 61,708 61,708 129,577
03463K406 ANGEL OAK MULTI-STR   0 0
46284V101 IRON MOUNTAIN INC 67,115 55,736 99,540
XXX-XX-XXXX ISHARES S&P SMALL-CA   0 0
72202E682 PIMCO PREFER & CAPIT   0 0
74340W103 PROLOGIS INC   0 0
XXX-XX-XXXX FIDELITY ADV FL RT H 195,740 195,740 191,100
XXX-XX-XXXX VANGUARD INFL PROCT   0 0
37954Y673 GLOBAL X US INFRASTR 73,770 73,770 119,475
XXX-XX-XXXX ISHARES 7-10 YEAR TR 282,536 188,357 192,320
XXX-XX-XXXX STONE RIDGE H/Y REIN 186,600 186,600 178,200
912828Y87 US TREASURY N/B 1.75   0 0
91282CFA4 US TREASURY N/B 3% 3   0 0
91282CHN4 US TREASURY N/B 4.75 249,307 0 0
33739E108 FT-PREFERRED SECUR & 104,808 104,733 109,320
XXX-XX-XXXX ISHARES CORE U.S. AG 195,437 195,437 199,760
XXX-XX-XXXX OMEGA HEALTHCARE INV 99,150 99,150 110,850
91282CLB5 US TREASURY N/B 4.37 403,234 403,234 401,864
AMEREN CORP 5.7% 01 DEC 2026   76,188 76,028
AMERICAN HONDA FINANCE CORP 4.   74,398 75,662
BANK OF AMERICA CORP 4.45% 03   49,839 50,036
CANADIAN IMPERIAL BANK OF COMM   50,053 51,125
CIGNA CORP NEW NOTE 3.400% 3/0   48,698 49,684
ELEVANCE HEALTH INC 4.101% 01   73,295 75,102
ENTERPRISE PRODUCTS OPERATING   69,095 70,071
FISERV INC 5.15% 15 MAR 2027   75,626 75,797
HEALTHPEAK OP LLC 3.25% 15 JUL   68,466 69,662
NEXTERA ENERGY CAPITAL HOLDING   40,070 40,758
PHILLIPS 66 3.9% 15 MAR 2028   68,018 69,725
PROLOGIS LP 4% 15 SEP 2028   48,533 50,091
ROYAL BANK OF CANADA 4.24% 03   49,480 50,348
T-MOBILE USA INC 4.95% 15 MAR   74,976 76,391
TORONTO-DOMINION BANK/THE 4.56   74,800 75,464
WELLS FARGO & CO 4.1% 03 JUN 2   49,574 50,005


TY 2025 OtherExpensesSchedule
Name:
LAURA HARE CHARITABLE TRUST
EIN:
20-6955819
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER NON-ALLOCABLE EXPENSE - 7,375 0   7,375


TY 2025 OtherIncreasesSchedule
Name:
LAURA HARE CHARITABLE TRUST
EIN:
20-6955819
Description Amount
COST BASIS ADJUSTMENT 470


TY 2025 TaxesSchedule
Name:
LAURA HARE CHARITABLE TRUST
EIN:
20-6955819
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAX PAYMENT - PRIOR YE 7,708 0   0
FEDERAL ESTIMATES - PRINCIPAL 19,610 0   0
FOREIGN TAXES ON QUALIFIED FOR 212 212   0
FOREIGN TAXES ON NONQUALIFIED 50 50   0