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
CECIL MAUGER CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 3500
  Room/suite
City or town
NEWARK
State or province
OH
Country  
ZIP or foreign postal code
430583500
A Employer identification number

31-6313464
B Telephone number (see instructions)

8668885157
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$1,733,643J 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... 38,611 38,611  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 141,255
b Gross sales price for all assets on line 6a 729,906
7 Capital gain net income (from Part IV, line 2)... 141,255
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........ 179,866 179,866  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 15,580 7,790   7,790
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
1,072 536 0 536
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
3,895 3,895   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
3,187 694   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
32     16
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 23,766 12,915 0 8,342
25 Contributions, gifts, grants paid....... 79,745 79,745
26 Total expenses and disbursements. Add lines 24 and 25 ................ 103,511 12,915 0 88,087
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 76,355
b Net investment income (if negative, enter -0-) 166,951
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......... 14,542 20,227 20,227
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)....... 527,448 Click to see attachment
List of Attached Documents:
// Content
551,324 		899,848
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).......... 671,005 Click to see attachment
List of Attached Documents:
// Content
717,602 		813,568
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,212,995 1,289,153 1,733,643
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........ 1,212,995 1,289,153
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)..... 1,212,995 1,289,153
30 Total liabilities and net assets/fund balances (see instructions). 1,212,995 1,289,153
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
1,212,995
2
Enter amount from Part I, line 27a .....................
2
76,355
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
1,015
4
Add lines 1, 2, and 3 ..........................
4
1,290,365
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
1,212
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
1,289,153
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 2. ABBOTT LABORATORIES   2024-05-29 2025-03-18
b 16. ABBOTT LABORATORIES   2018-06-27 2025-03-18
c 10. ABBVIE INC   2023-02-17 2025-03-18
d 24. ALPHABET INC CLASS A     2025-03-18
e 7. CENCORA INC   2024-05-28 2025-03-18
3. ANALOG DEVICES INC (ADI)   2021-03-05 2025-03-18
11. APPLE INC   2018-06-27 2025-03-18
41. ARISTA NETWORKS INC   2024-01-18 2025-03-18
5. ASTRAZENECA PLC SPONS ADR   2022-10-25 2025-03-18
1. BECTON-DICKINSON   2024-05-28 2025-03-18
1. BECTON-DICKINSON   2023-08-18 2025-03-18
5. BERKSHIRE HATHAWAY INC CLASS B   2024-07-22 2025-03-18
2. BLACKROCK INC   2019-05-15 2025-03-18
18. CVS CORP   2024-05-28 2025-03-18
7. CVS CORP   2023-04-12 2025-03-18
2. CADENCE DESIGN SYSTEMS INC   2024-07-22 2025-03-18
1. CADENCE DESIGN SYSTEMS INC   2023-04-12 2025-03-18
24. CARDINAL HEALTH, INC.   2024-05-28 2025-03-18
4. CHEVRONTEXACO CORP     2025-03-18
29. CISCO SYSTEMS   2024-05-28 2025-03-18
160. CISCO SYSTEMS   2022-04-22 2025-03-18
10. COCA COLA COMPANY   2024-05-28 2025-03-18
1. COSTCO WHOLESALE CORPORATION   2019-05-23 2025-03-18
5. DEERE & COMPANY   2024-05-28 2025-03-18
7. DEERE & COMPANY   2023-02-17 2025-03-18
36. ECOLAB INC     2025-03-18
3. EXXON MOBIL CORP   2022-04-22 2025-03-18
13. FIRST TRUST LOW DURATION OPPORTUNITIES ETF   2024-07-22 2025-03-18
2. HCA HEALTHCARE INC   2021-07-27 2025-03-18
11. INTERCONTINENTAL EXCHANGE INC     2025-03-18
6. J.P. MORGAN CHASE & CO     2025-03-18
46. LOCKHEED MARTIN CORPORATION     2025-03-18
6. MCDONALD'S CORP   2024-05-28 2025-03-18
3. MCKESSON HBOC INC   2021-07-27 2025-03-18
66. MONSTER BEVERAGE CORPORATION   2024-05-28 2025-03-18
171. MONSTER BEVERAGE CORPORATION   2023-04-12 2025-03-18
19. NVIDIA CORP   2019-11-21 2025-03-18
35. PALO ALTO NETWORKS INC   2024-05-28 2025-03-18
24. SALESFORCE INC   2024-07-22 2025-03-18
34. SCHWAB CHARLES CORP NEW COM   2022-04-22 2025-03-18
4. STRYKER CORP   2020-05-18 2025-03-18
25. TAKE-TWO INTERACTIVE SOFTWARE INC     2025-03-18
75. TAKE-TWO INTERACTIVE SOFTWARE INC     2025-03-18
68.85 VANGUARD INTERMEDIATE-TERM BOND INDEX ADM   2024-07-25 2025-03-18
499.936 VANGUARD DEVELOPED MARKETS INDEX FUND ADMIRAL   2024-07-25 2025-03-18
25.573 VANGUARD HIGH-YIELD CORP FUND ADMIRAL SHARES     2025-03-18
1817.837 VANGUARD SHORT-TERM INVESTMENT-GRADE FUND ADM   2017-12-20 2025-03-18
54.999 VANGUARD EMERGING MARKETS STOCK INDEX FD ADM   2024-07-25 2025-03-18
34. VANGUARD COMMUNICATION SERVICES ETF     2025-03-18
27. VANGUARD COMMUNICATION SERVICES ETF   2024-01-18 2025-03-18
52. VANGUARD REAL ESTATE ETF     2025-03-18
14.097 VANGUARD INSTITUTIONAL EXT. MARKET   2019-05-23 2025-03-18
10. VISA INC CLASS A     2025-03-18
1. ACCENTURE PLC CLASS A [QDI]   2024-05-28 2025-03-18
8. ACCENTURE PLC CLASS A [QDI]     2025-03-18
2. LINDE PLC   2022-04-22 2025-03-18
19. MEDTRONIC PLC   2024-07-23 2025-03-18
12. ALPHABET INC CLASS A   2019-05-17 2025-05-29
1. CENCORA INC   2024-05-28 2025-05-29
2. ANALOG DEVICES INC (ADI)   2021-03-05 2025-05-29
6. ARISTA NETWORKS INC   2024-01-18 2025-05-29
11. CADENCE DESIGN SYSTEMS INC   2023-04-12 2025-05-29
9. CAPITAL ONE FINANCIAL CORP   2025-03-18 2025-05-29
6. CARDINAL HEALTH, INC.   2024-05-28 2025-05-29
3. CHEVRONTEXACO CORP   2018-06-27 2025-05-29
106. CHIPOTLE MEXICAN GRILL INC     2025-05-29
250. CHIPOTLE MEXICAN GRILL INC     2025-05-29
8. CISCO SYSTEMS   2022-04-22 2025-05-29
2. CONOCOPHILLIPS   2025-03-18 2025-05-29
3. CONOCOPHILLIPS   2019-11-21 2025-05-29
5. DIAMONDBACK ENERGY INC   2024-07-23 2025-05-29
7. EXXON MOBIL CORP   2022-04-22 2025-05-29
4. META PLATFORMS INC CLASS A   2025-03-18 2025-05-29
325. FIRST TRUST LOW DURATION OPPORTUNITIES ETF   2024-07-22 2025-05-29
19. GE VERNOVA INC   2025-03-18 2025-05-29
3. HCA HEALTHCARE INC   2021-07-27 2025-05-29
5. HALLIBURTON CO   2025-03-18 2025-05-29
5. J.P. MORGAN CHASE & CO   2018-05-31 2025-05-29
147. MCCORMICK & COMPANY INC   2025-03-18 2025-05-29
10. MICROSOFT CORP   2018-06-27 2025-05-29
3. MONOLITHIC POWER SYSTEMS INC   2025-03-18 2025-05-29
34. NVIDIA CORP   2019-11-21 2025-05-29
8. SCHLUMBERGER LTD   2025-03-18 2025-05-29
16. SCHWAB CHARLES CORP NEW COM   2022-04-22 2025-05-29
10. TAKE-TWO INTERACTIVE SOFTWARE INC   2022-10-25 2025-05-29
2026.495 VANGUARD DEVELOPED MARKETS INDEX FUND ADMIRAL   2024-07-25 2025-05-29
3512.12 VANGUARD DEVELOPED MARKETS INDEX FUND ADMIRAL   2020-05-19 2025-05-29
6676.216 VANGUARD HIGH-YIELD CORP FUND ADMIRAL SHARES     2025-05-29
2221.315 VANGUARD LONG-TERM TREASURY FUND ADMIRAL SHS   2025-03-18 2025-05-29
5248.822 VANGUARD SHORT-TERM INVESTMENT-GRADE FUND ADM     2025-05-29
51.502 VANGUARD TOTAL INTERNATIONAL BOND INDX FD ADM     2025-05-29
1815.205 VANGUARD TOTAL INTERNATIONAL BOND INDX FD ADM     2025-05-29
523.082 VANGUARD EMERGING MARKETS STOCK INDEX FD ADM   2024-07-25 2025-05-29
375.181 VANGUARD EMERGING MARKETS STOCK INDEX FD ADM     2025-05-29
257.115 VANGUARD INSTITUTIONAL EXT. MARKET   2019-05-23 2025-05-29
2. VISA INC CLASS A   2018-06-27 2025-05-29
1. ABBOTT LABORATORIES   2025-05-29 2025-08-29
2. ABBOTT LABORATORIES   2018-06-27 2025-08-29
6. ABBVIE INC   2025-05-29 2025-08-29
1. ALPHABET INC CLASS A   2019-05-17 2025-08-29
18. AMAZON COM INC (AMZN)     2025-08-29
7. AMAZON COM INC (AMZN)   2020-05-18 2025-08-29
1. AMERICAN TOWER CORPORATION   2025-05-29 2025-08-29
2. CENCORA INC   2024-05-28 2025-08-29
3. ANALOG DEVICES INC (ADI)   2021-03-05 2025-08-29
2. APPLE INC   2025-05-29 2025-08-29
70. ARISTA NETWORKS INC   2024-01-18 2025-08-29
13. ASTRAZENECA PLC SPONS ADR   2025-05-29 2025-08-29
4. ASTRAZENECA PLC SPONS ADR   2022-10-25 2025-08-29
6. BECTON-DICKINSON   2025-05-29 2025-08-29
2. BERKSHIRE HATHAWAY INC CLASS B   2025-05-29 2025-08-29
1. BLACKROCK INC   2025-05-29 2025-08-29
3. BLACKROCK INC   2019-05-15 2025-08-29
13. CVS CORP   2025-05-29 2025-08-29
8. CVS CORP   2023-04-12 2025-08-29
3. CADENCE DESIGN SYSTEMS INC   2023-04-12 2025-08-29
18. CAPITAL ONE FINANCIAL CORP   2025-03-18 2025-08-29
1. CARDINAL HEALTH, INC.   2024-05-28 2025-08-29
3. COCA COLA COMPANY   2025-05-29 2025-08-29
75. DR HORTON INC     2025-08-29
4. DANAHER CORPORATION     2025-08-29
7. DIAMONDBACK ENERGY INC   2025-03-18 2025-08-29
26. DIAMONDBACK ENERGY INC   2024-07-23 2025-08-29
76. FIRST TRUST SMID CAP RISING DIVACHIEVERS ETF     2025-08-29
10. GE VERNOVA INC   2025-03-18 2025-08-29
2. HCA HEALTHCARE INC   2021-07-27 2025-08-29
6. INTERCONTINENTAL EXCHANGE INC   2018-06-27 2025-08-29
11. J.P. MORGAN CHASE & CO   2018-05-31 2025-08-29
10. MCDONALD'S CORP   2025-05-29 2025-08-29
3. MONOLITHIC POWER SYSTEMS INC   2025-03-18 2025-08-29
18. NEXTERA ENERGY INC   2025-03-18 2025-08-29
12. NVIDIA CORP   2019-11-21 2025-08-29
12. REALTY INCOME CORP (REIT)   2025-03-18 2025-08-29
4. S&P GLOBAL INC   2019-05-17 2025-08-29
28. SCHWAB CHARLES CORP NEW COM   2022-04-22 2025-08-29
1. STRYKER CORP   2025-05-29 2025-08-29
1. STRYKER CORP   2020-05-18 2025-08-29
29. TJX COMPANIES INC     2025-08-29
6. TJX COMPANIES INC   2019-05-15 2025-08-29
116. TAKE-TWO INTERACTIVE SOFTWARE INC     2025-08-29
53.94 VANGUARD DEVELOPED MARKETS INDEX FUND ADMIRAL   2020-05-19 2025-08-29
34.181 VANGUARD INTERNATIONAL CORE STOCK FUND ADM   2025-05-29 2025-08-29
25. VANGUARD MATERIALS ETF   2025-03-18 2025-08-29
26.626 VANGUARD INSTITUTIONAL EXT. MARKET   2019-05-23 2025-08-29
2. VISA INC CLASS A   2018-06-27 2025-08-29
9. LINDE PLC   2022-04-22 2025-08-29
14. MEDTRONIC PLC   2025-05-29 2025-08-29
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(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 253   203 50
b 2,020   969 1,051
c 2,140   1,498 642
d 3,843   2,767 1,076
e 1,851   1,514 337
627   446 181
2,341   508 1,833
3,430   2,638 792
381   280 101
230   227 3
230   273 -43
2,610   2,181 429
1,914   891 1,023
1,219   970 249
474   529 -55
509   574 -65
254   214 40
3,153   2,270 883
640   548 92
1,749   1,337 412
9,651   8,266 1,385
694   616 78
899   248 651
2,413   1,841 572
3,378   2,974 404
9,112   6,859 2,253
337   256 81
638   632 6
657   494 163
1,896   832 1,064
1,407   653 754
21,662   21,620 42
1,823   1,518 305
1,982   611 1,371
3,747   3,417 330
9,708   9,021 687
2,192   100 2,092
6,404   5,408 996
6,681   6,127 554
2,636   2,408 228
1,503   774 729
5,120   3,867 1,253
15,361   10,829 4,532
709   704 5
8,474   7,974 500
139   153 -14
18,833   19,324 -491
2,125   1,991 134
5,055   4,553 502
4,014   3,212 802
4,738   4,171 567
1,877   1,215 662
3,342   1,403 1,939
323   297 26
2,587   1,721 866
917   620 297
1,748   1,509 239
2,059   702 1,357
290   216 74
430   297 133
520   386 134
3,126   2,355 771
1,715   1,522 193
923   568 355
413   376 37
5,278   5,364 -86
12,449   4,743 7,706
504   413 91
171   201 -30
256   179 77
688   994 -306
718   597 121
2,577   2,321 256
15,870   15,803 67
9,000   6,059 2,941
1,135   741 394
100   125 -25
1,320   539 781
10,641   11,979 -1,338
4,585   977 3,608
2,036   1,872 164
4,718   179 4,539
269   331 -62
1,402   1,133 269
2,253   1,241 1,012
36,112   32,323 3,789
62,586   40,460 22,126
36,452   38,590 -2,138
17,304   18,126 -822
54,535   55,448 -913
1,017   1,006 11
35,832   39,943 -4,111
20,630   18,936 1,694
14,797   11,666 3,131
35,832   22,166 13,666
724   263 461
133   133  
265   121 144
1,264   1,114 150
213   59 154
4,121   3,676 445
1,603   849 754
204   214 -10
582   433 149
754   446 308
466   399 67
9,525   4,503 5,022
1,039   921 118
320   224 96
1,156   1,043 113
1,005   1,012 -7
1,126   976 150
3,378   1,337 2,041
948   815 133
583   605 -22
1,044   642 402
4,088   3,044 1,044
148   95 53
207   215 -8
12,667   9,255 3,412
823   807 16
1,040   1,086 -46
3,862   5,169 -1,307
2,876   2,560 316
6,153   3,189 2,964
805   494 311
1,059   442 617
3,316   1,186 2,130
3,131   3,118 13
2,503   1,872 631
1,295   1,273 22
2,092   63 2,029
703   678 25
2,197   852 1,345
2,681   1,983 698
391   382 9
391   194 197
3,966   3,616 350
821   314 507
27,040   14,112 12,928
1,017   621 396
1,086   1,015 71
5,200   4,801 399
4,156   2,295 1,861
704   263 441
4,312   2,788 1,524
1,297   1,152 145
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
      2,233
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       50
b       1,051
c       642
d       1,076
e       337
      181
      1,833
      792
      101
      3
      -43
      429
      1,023
      249
      -55
      -65
      40
      883
      92
      412
      1,385
      78
      651
      572
      404
      2,253
      81
      6
      163
      1,064
      754
      42
      305
      1,371
      330
      687
      2,092
      996
      554
      228
      729
      1,253
      4,532
      5
      500
      -14
      -491
      134
      502
      802
      567
      662
      1,939
      26
      866
      297
      239
      1,357
      74
      133
      134
      771
      193
      355
      37
      -86
      7,706
      91
      -30
      77
      -306
      121
      256
      67
      2,941
      394
      -25
      781
      -1,338
      3,608
      164
      4,539
      -62
      269
      1,012
      3,789
      22,126
      -2,138
      -822
      -913
      11
      -4,111
      1,694
      3,131
      13,666
      461
       
      144
      150
      154
      445
      754
      -10
      149
      308
      67
      5,022
      118
      96
      113
      -7
      150
      2,041
      133
      -22
      402
      1,044
      53
      -8
      3,412
      16
      -46
      -1,307
      316
      2,964
      311
      617
      2,130
      13
      631
      22
      2,029
      25
      1,345
      698
      9
      197
      350
      507
      12,928
      396
      71
      399
      1,861
      441
      1,524
      145
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 141,255
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 2,321
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 2,321
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 2,321
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 1,772
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 1,772
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 549
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax0 Refunded 11 0
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)
OH
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 ofPark National Bank Telephone no. (740) 349-3968

Located atP O BOX 3500NEWARKOH ZIP+443058
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
PARK NATIONAL BANK TRUSTEE
2 		15,580    
50 N THIRD ST
NEWARK,OH43055
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
1,620,362
b
Average of monthly cash balances.......................
1b
33,793
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
1,654,155
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
1,654,155
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
24,812
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,629,343
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
81,467
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
81,467
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
2,321
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,321
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
79,146
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
79,146
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
79,146
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
88,087
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
88,087
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 79,146
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 10,400
b From 2021...... 5,375
c From 2022...... 5,445
d From 2023...... 5,423
e From 2024...... 7,069
f Total of lines 3a through e ........ 33,712
4Qualifying distributions for 2025 from Part
XI, line 4: $ 88,087
a Applied to 2024, but not more than line 2a 0
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..... 79,146
e Remaining amount distributed out of corpus 8,941
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 42,653
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 .......... 		0
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) ... 		10,400
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		32,253
10 Analysis of line 9:
a Excess from 2021 .... 5,375
b Excess from 2022 .... 5,445
c Excess from 2023 .... 5,423
d Excess from 2024 .... 7,069
e Excess from 2025 .... 8,941
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 email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2025)
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

LICKING COUNTY FOUNDATION

30 N 2ND ST
NEWARK,OH43055 		NONE   GENERAL 32,245

TOGETHER WE GROW INC

434 EASTERN AVE
NEWARK,OH43055 		NONE   GENERAL 7,500

HARTFORD LIBRARY ASSOC

11 S PARK ST
HARTFORD,OH43013 		NONE   SUPPORT OF ORGANIZATIONS 10,000

LICKING COUNTY COALITION OF CARE

PO BOX 8663
NEWARK,OH43058 		NONE   SUPPORT OF ORGANIZATIONS 15,000

LICKING COUNTY HUMANE SOCIETY

825 THORN WOOD DR
HEATH,OH43056 		NONE   SUPPORT OF ORGANIZATIONS 5,000

FURNITURE BANK OF CENTRAL OHIO

PO BOX 164206
COLUMBUS,OH43216 		NONE   SUPPORT OF ORGANIZATIONS 5,000

JOHN & CHRISTINE WARNER FD FOR
BOYS & GIRLS CLUB OF NEWARK
30 N 2ND ST
NEWARK,OH430555610 		NONE   SUPPORT OF ORGANIZATIONS 5,000
Total ................................. 3a 79,745
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 38,611  
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 ............ 		    18 141,255  
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) ..   179,866  
13Total. Add line 12, columns (b), (d), and (e)..................
13
179,866
(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:
CECIL MAUGER CHARITABLE TRUST
EIN:
31-6313464
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER ALLOCABLE EXPENSE-PRINCI 200 100   100
TAX PREPARATION FEE (NON-ALLOC 872 436   436

TY 2025 InvestmentsCorpStockSchedule
Name:
CECIL MAUGER CHARITABLE TRUST
EIN:
31-6313464
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABORATORIES 2,934 6,390
APPLE INC 6,435 32,079
CHEVRON CORP 3,614 5,030
COCA COLA COMPANY 13,569 16,848
DANAHER CORPORATION 3,230 7,554
INTERCONTINENTAL EXCHANGE INC 5,687 12,957
JP MORGAN CHASE & COMPANY 4,953 15,144
MICROSOFT CORPORATION 6,032 26,599
PROCTER & GAMBLE COMPANY 13,458 15,191
D R HORTON INC 6,001 15,843
NEXTERA ENERGY INC 9,077 14,049
S&P GLOBAL INC 5,438 13,587
VISA INC CLASS A 5,231 14,028
ALPHABET INC CLASS A 8,838 47,263
BLACKROCK INC 5,348 12,844
CONOCOPHILLIPS 2,761 5,055
COSTCO WHOLESALE CORPORATION 8,203 15,522
CVS HEALTH CORPORATION 4,890 7,301
NVIDIA CORPORATION 834 29,467
TJX COMPANIES INC 7,162 21,045
WASTE MANAGEMENT INC 16,134 25,267
ZOETIS INC 4,518 5,410
SCHLUMBERGER LIMITED    
AMAZON.COM INC 9,508 18,696
CHIPOTLE MEXICAN GRILL INC    
ECOLAB INC    
STRYKER CORPORATION 3,240 5,975
ACCENTURE PLC IRELAND SHARES C 23,294 28,976
ANALOG DEVICES INC 16,064 29,290
DEERE & COMPANY 19,916 24,675
HCA HEALTHCARE INC 3,952 7,470
MCDONALD'S CORPORATION 13,622 18,338
MCKESSON CORPORATION 2,037 8,203
CISCO SYSTEMS INC 20,253 30,735
EXXON MOBIL CORP 4,095 5,656
HALLIBURTON CO 8,225 6,669
LOCKHEED MARTIN CORP    
SCHWAB CHARLES CORP 9,433 14,687
TAKE TWO INTERACTIVE SFTWARE I    
ASTRAZENECA PLC SPONSORED 4,703 7,722
LINDE PLC 2,788 3,838
ABBVIE INC 4,792 7,312
BECTON DICKINSON & CO 8,831 6,792
CADENCE DESIGN SYSTEMS INC 16,912 24,694
CENCORA INC 4,974 7,768
MONSTER BEVERAGE CORP    
MEDTRONIC PLC 5,799 7,012
ARISTA NETWORKS INC 13,059 26,599
BERKSHIRE HATHAWAY INC CLASS B 12,215 14,074
CARDINAL HEALTH INC 4,257 9,248
DIAMONDBACK ENERGY INC    
PALO ALTO NETWORKS 22,785 26,525
SALESFORCE INC 27,698 28,610
SLB LIMITED 3,120 5,642
BAXTER INTL INC 8,191 5,255
CAPITAL ONE FINANCIAL CORP 10,485 15,026
GE VERNOVA INC 13,393 27,450
META PLATFORM INC CL A 25,259 28,384
MONOLITHIC POWER SYSTEMS INC 19,972 29,004
NETFLIX INC 31,407 24,378
NIKE INC CL B 18,554 15,290
ROBINHOOD MARKETS INC CL A 14,144 15,382

TY 2025 InvestmentsOtherSchedule2
Name:
CECIL MAUGER CHARITABLE TRUST
EIN:
31-6313464
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
VANGUARD HIGH-YIELD CORP FUND      
VANGUARD INTERMEDIATE-TERM BON AT COST 159,141 160,147
VANGUARD SHORT-TERM INVESTMENT      
VANGUARD TOTAL INTERNATIONAL B      
VANGUARD REAL ESTATE ETF      
VANGUARD INSTITUTIONAL EXTENDE AT COST 35,175 64,716
VANGUARD DEVELOPED MARKETS IND AT COST 46,544 81,451
VANGUARD EMERGING MARKETS STOC      
FIRST TRUST SMID CAP RISING DI AT COST 59,844 64,493
FIRST TRUST LOW DURATION OPPOR AT COST 58,646 60,238
VANGUARD COMMUNICATION SERVICE      
AMERICAN TOWER CORPORATION REI AT COST 3,777 4,214
WISDOM TREE DYNAMIC CURRENCY H AT COST 85,758 94,743
VANGUARD MATERIALS AT COST 3,837 4,151
VANGUARD INTL CORE STOCK FD AT COST 83,466 95,189
BRANDYWINE GLOBAL HIGH YIELD F AT COST 39,326 39,535
DODGE & COX INCOME FD AT COST 97,689 100,105
PIMCO INTL BOND FD AT COST 39,732 39,964
REALTY INCOME CORP AT COST 4,667 4,622

TY 2025 OtherDecreasesSchedule
Name:
CECIL MAUGER CHARITABLE TRUST
EIN:
31-6313464
Description Amount
2025 TAXABLE INCOME POSTED IN 2026 1,201
ROUNDING 11


TY 2025 OtherExpensesSchedule
Name:
CECIL MAUGER CHARITABLE TRUST
EIN:
31-6313464
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER NON-ALLOCABLE EXPENSE - 16 0   8
OTHER NON-ALLOCABLE EXPENSE - 16 0   8


TY 2025 OtherIncreasesSchedule
Name:
CECIL MAUGER CHARITABLE TRUST
EIN:
31-6313464
Description Amount
2024 INCOME POSTED TO 2025 988
2025 RETURN OF CAPITAL ADJUSTMENT 5
MUTUAL FUND TIMING 22


TY 2025 OtherProfessionalFeesSchedule
Name:
CECIL MAUGER CHARITABLE TRUST
EIN:
31-6313464
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 3,895 3,895    


TY 2025 TaxesSchedule
Name:
CECIL MAUGER CHARITABLE TRUST
EIN:
31-6313464
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 190 190   0
FEDERAL TAX PAYMENT - PRIOR YE 721 0   0
FEDERAL ESTIMATES - PRINCIPAL 1,772 0   0
FOREIGN TAXES ON QUALIFIED FOR 449 449   0
FOREIGN TAXES ON NONQUALIFIED 55 55   0