Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 01-01-2015 , and ending 12-31-2015
Name of foundation
E M BARR TW CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1558 DEPT EA4E86
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
COLUMBUS, OH43216
A Employer identification number

34-6687006
B Telephone number (see instructions)

(614) 331-9046
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$2,821,593J 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 bullet Sch. B .............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 75,060 75,060  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 186,180
b Gross sales price for all assets on line 6a 513,378
7 Capital gain net income (from Part IV, line 2)... 186,180
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)....... Click to see attachment 7,258    
12 Total. Add lines 1 through 11........ 268,498 261,240  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 27,896 13,948   13,948
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 880 440 0 440
c Other professional fees (attach schedule).... Click to see attachment 72 72   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 16,718 449   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 200     200
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 45,766 14,909 0 14,588
25 Contributions, gifts, grants paid....... 119,500 119,500
26 Total expenses and disbursements. Add lines 24 and 25 165,266 14,909 0 134,088
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 103,232
b Net investment income (if negative, enter -0-) 246,331
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
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............. 108    
2 Savings and temporary cash investments......... 328,462 277,502 277,502
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
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) bullet  
Less: allowance for doubtful accounts bullet0      
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)....... 1,017,493 Click to see attachment1,219,989 1,755,871
c Investments—corporate bonds (attach schedule)....... 888,614 Click to see attachment838,094 788,220
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,234,677 2,335,585 2,821,593
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 bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 2,234,677 2,335,585
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 2,234,677 2,335,585
31 Total liabilities and net assets/fund balances (see instructions). 2,234,677 2,335,585
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 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
2,234,677
2
Enter amount from Part I, line 27a .....................
2
103,232
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
445
4
Add lines 1, 2, and 3 ..........................
4
2,338,354
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
2,769
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
2,335,585
Form 990-PF (2015)
Form 990-PF (2015)
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 680. BP AMOCO P L C ADR SPONSORED   2014-03-03 2015-01-20
b 420. CENTURYTEL INC   2009-06-29 2015-01-20
c 360. DOVER CORP.   2014-03-03 2015-01-20
d 500. DUPONT DE NEMOURS CO   1984-08-28 2015-01-20
e 150. EXXON MOBIL CORP COM   2006-03-29 2015-01-20
.84 FNMA FEDERAL NATIONAL MTGE ASSOC 5.5% 01   2002-10-30 2015-01-26
.84 FNMA FEDERAL NATIONAL MTGE ASSOC 5.5% 01   2002-10-30 2015-02-25
.84 FNMA FEDERAL NATIONAL MTGE ASSOC 5.5% 01   2002-10-30 2015-03-25
.85 FNMA FEDERAL NATIONAL MTGE ASSOC 5.5% 01   2002-10-30 2015-04-27
.85 FNMA FEDERAL NATIONAL MTGE ASSOC 5.5% 01   2002-10-30 2015-05-26
.84 FNMA FEDERAL NATIONAL MTGE ASSOC 5.5% 01   2002-10-30 2015-06-25
.87 FNMA FEDERAL NATIONAL MTGE ASSOC 5.5% 01   2002-10-30 2015-07-27
.86 FNMA FEDERAL NATIONAL MTGE ASSOC 5.5% 01   2002-10-30 2015-08-25
.88 FNMA FEDERAL NATIONAL MTGE ASSOC 5.5% 01   2002-10-30 2015-09-25
.87 FNMA FEDERAL NATIONAL MTGE ASSOC 5.5% 01   2002-10-30 2015-10-26
.89 FNMA FEDERAL NATIONAL MTGE ASSOC 5.5% 01   2002-10-30 2015-11-25
.9 FNMA FEDERAL NATIONAL MTGE ASSOC 5.5% 01   2002-10-30 2015-12-28
400. GOLDMAN SACHS GROUP INC   2008-10-21 2015-01-20
150. INTERNATIONAL BUSINESS MACHINES CORP   1976-01-26 2015-01-20
1000. JOHNSON CONTROLS INC   2008-10-21 2015-01-20
550. MEDTRONIC INC.     2015-01-29
148. MERCK & CO INC   2009-03-19 2015-01-20
50000. MET LIFE GLOB FUNDING I SERIES 144A PRIV PLACEMENT 2% 01/09/201   2012-01-19 2015-01-09
730. MONDELEZ INTERNATIONAL INC W/I   1985-10-30 2015-01-20
125. PARKER HANNIFIN CORP   2006-09-27 2015-01-20
200. PEPSICO INC   1986-07-28 2015-01-20
400. TARGET CORP   2006-03-29 2015-01-20
131. TEVA PHARMACEUTICAL INDS ADR   2009-03-19 2015-01-20
350. VALERO ENERGY   2014-03-03 2015-01-20
400. VALERO ENERGY   2006-03-29 2015-01-20
1600. WINDSTREAM HOLDINGS INC   2009-06-29 2015-01-20
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 25,500   33,605 -8,105
b 16,174   13,308 2,866
c 25,178   28,267 -3,089
d 36,944   4,197 32,747
e 13,585   9,192 4,393
1   1  
1   1  
1   1  
1   1  
1   1  
1   1  
1   1  
1   1  
1   1  
1   1  
1   1  
1   1  
69,938   48,540 21,398
23,320   2,787 20,533
44,902   19,022 25,880
41,313   27,677 13,636
9,246   3,403 5,843
50,000   50,510 -510
26,915   528 26,387
15,081   6,533 8,548
19,452   1,034 18,418
29,343   21,391 7,952
7,636   5,826 1,810
16,103   16,879 -776
18,404   22,145 -3,741
13,136   12,342 794
      11,196
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       -8,105
b       2,866
c       -3,089
d       32,747
e       4,393
       
       
       
       
       
       
       
       
       
       
       
       
      21,398
      20,533
      25,880
      13,636
      5,843
      -510
      26,387
      8,548
      18,418
      7,952
      1,810
      -776
      -3,741
      794
       
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 2 186,180
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
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2014 130,234 2,982,678 0.043663
2013 138,835 2,858,041 0.048577
2012 132,702 2,700,748 0.049135
2011 113,539 2,631,973 0.043138
2010 129,129 2,433,525 0.053063
2
Total of line 1, column (d) .....................
20.237576
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years . . .
3
0.047515
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
2,884,702
5
Multiply line 4 by line 3......................
5
137,067
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
2,463
7
Add lines 5 and 6........................
7
139,530
8
Enter qualifying distributions from Part XII, line 4.............
8
134,088
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2015)
Form 990-PF (2015)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 4,927
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% 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 4,927
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 4,927
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 9,816
b Exempt foreign organizations—tax withheld at source...... 6b
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 9,816
8 Enter any penalty for underpayment of estimated tax. 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.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 4,889
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet4,889 RefundedBullet 11 0
Part VII-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 Instructions
for 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. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    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 XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletOH
    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 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    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
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 addressbullet  
    14
    The books are in care ofbulletHUNTINGTON NATIONAL BANK Telephone no.bullet (614) 331-9547

    Located atbulletPO BOX 1558 DEPT EA4E86COLUMBUSOH ZIP+4bullet43216
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.......bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2015, 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 instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Part VII-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?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (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)?...............
    (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.).......
    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
    ........bullet
    c
    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 2015?.............
    1c
     
    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 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    If "Yes," list the years bullet20, 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
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 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?......................
    b
    If "Yes," did it have excess business holdings in 2015 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 Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2015.)..................
    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 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-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:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    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
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    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?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 7
    Part VIII
    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
    HUNTINGTON NATIONAL BANK TRUSTEE
    40     		27,896    
    PO BOX 1558 DEPT EA4E86
    COLUMBUS,OH43216
    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...................bullet 0
    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.............bullet0
    Part IX-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 IX-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.........................bullet  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    Part X
    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
    2,624,667
    b
    Average of monthly cash balances.......................
    1b
    303,964
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,928,631
    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
    2,928,631
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    43,929
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,884,702
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    144,235
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    144,235
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    4,927
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,927
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    139,308
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    139,308
    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 XIII, line 1 ...
    7
    139,308
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    134,088
    b
    Program-related investments—total from Part IX-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 V, line 8, and Part XIII, line 4
    4
    134,088
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    134,088
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2014     		(c)
    2014     		(d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7 139,308
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 0
    b Total for prior years:2013, 20, 20 0
    3 Excess distributions carryover, if any, to 2015:
    a From 2010...... 1,549
    b From 2011...... 0
    c From 2012...... 0
    d From 2013...... 0
    e From 2014...... 0
    fTotal of lines 3a through e........ 1,549
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 134,088
    a Applied to 2014, 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 2015 distributable amount..... 134,088
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2015. 1,549 1,549
    (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 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		3,671
    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
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2011.... 0
    b Excess from 2012.... 0
    c Excess from 2013.... 0
    d Excess from 2014.... 0
    e Excess from 2015.... 0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-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 2015, enter the date of the ruling.......bullet
     
    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 X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2015 (b) 2014 (c) 2013 (d) 2012
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    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, b, or c 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 X, 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 XV
    Supplementary Information (Complete this part only if the organization 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 bullet
    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 (2015)
    Form 990-PF (2015)
    Page 11
    Part XV
    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
    UNITED WAY OF YOUNGSTOWN
    MAHONING VALLEY
    255 WATT ST
    YOUNGSTOWN,OH44505     		NONE PC SUPPORT PROGRAM 15,000
    YOUNGSTOWN SYMPHONY SOCIETY
    260 W FEDERAL STREET
    YOUNGSTOWN,OH44503     		NONE PC GENERAL SUPPORT 3,000
    MAHONING VALLEY HISTORICAL SOCIETY
    648 WICK AVE
    YOUNGSTOWN,OH44502     		NONE PC GENERAL SUPPORT 10,000
    HENRY STAMBAUGH AUDITORIUM
    ASSOCIATION
    1000 5TH AVE
    YOUNGSTOWN,OH44504     		NONE PC GENERAL SUPPORT 10,000
    YOUNGSTOWN BUSINESS INCUBATOR
    241 W FEDERAL STREET
    YOUNGSTOWN,OH44503     		NONE PC GENERAL SUPPORT 5,000
    THE SALVATION ARMY
    133 S ASHLAND AVE
    CHICAGO,IL60601     		NONE PC GENERAL SUPPORT 50,000
    YMCA-YOUTH FUND
    PO BOX 1287
    YOUNGSTOWN,OH44501     		NONE PC GENERAL SUPPORT 5,000
    RESCUE MISSION OF MAHONING VALLEY
    962 MARTIN LUTHER KING JR BLVD
    YOUNGSTOWN,OH44501     		NONE PC GENERAL SUPPORT 5,000
    NEIL KENNEDY RECOVERY CLI
    2151 RUSH BLVD
    YOUNGSTOWN,OH44507     		NONE PC GENERAL SUPPORT 3,500
    BEATITUDE HOUSE
    238 TOD LANE
    YOUNGSTOWN,OH44504     		NONE PC GENERAL SUPPORT 3,000
    OCCHA
    3660 SHIRLEY ROAD
    YOUNGSTOWN,OH44502     		NONE PC GENERAL SUPPORT 1,000
    EASTER SEALS
    233 SOUTH WACKER DR SUITE 2400
    CHICAGO,IL60606     		NONE PC GENERAL SUPPORT 1,000
    YOUNGSTOWNWARREN CHAMBER
    FOUNDATION
    11 FEDERAL PLAZA CENTRAL 1600
    YOUNGSTOWN,OH44503     		NONE PC GENERAL SUPPORT 3,000
    COMMUNITY FDN WESTERN PA
    ANIMAL WELFARE
    7 W STATE ST STE 301
    SHARON,PA16146     		NONE PC SUPPORT ANIMAL WELFARE 5,000
    Total .................................bullet 3a 119,500
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 12
    Part XVI-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 75,060  
    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 ............     		    18 186,180  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue:
    aFEDERAL TAX REFUND     		    1 287  
    bFEDERAL TAX REFUND     1 6,971  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   268,498  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13268,498
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-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 XVI-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 (2015)
    Form 990-PF (2015)
    Page 13
    Part XVII
    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) of the Code (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) of the Code (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.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2015)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2015 AccountingFeesSchedule
    Name:
    E M BARR TW CHARITABLE TRUST
    EIN:
    34-6687006
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 880 440   440

    TY 2015 InvestmentsCorpBondsSchedule
    Name:
    E M BARR TW CHARITABLE TRUST
    EIN:
    34-6687006
    Name of Bond End of Year Book Value End of Year Fair Market Value
    JOHN DEERE CAPITAL CORP2.8% 09 50,921 51,107
    EATON VANCE FLOATING-RATE FUND 25,000 22,903
    FNMA FEDERAL NATIONAL MTGE ASS 193 206
    FEDERATED TOTAL RETURN BOND FU 189,058 193,417
    GENERAL ELEC CAP CORP 2.95% 05 50,334 50,329
    PIMCO LOW DURATION FUND-INSTIT 141,010 132,794
    PIMCO TOTAL RETURN FUND-INSTIT 150,010 133,682
    FRANKLIN TEMPLATION GLOBAL BON 150,564 128,119
    VANGUARD INFLATION PROTECTED S 40,000 38,606
    VANGUARD HIGH YIELD CORPORATE 41,004 37,057
    MET LIFE GLOB FUNDING I SERIES    

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    E M BARR TW CHARITABLE TRUST
    EIN:
    34-6687006
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AT&T INC 10,845 70,472
    ABBOTT LABORATORIES 10,298 22,455
    ABBVIE INC 11,167 29,620
    ALTRIA GROUP INC 491 40,747
    AMERICAN EXPRESS 16,779 20,865
    AMGEN INC 11,528 32,466
    APPLE INC 24,766 73,682
    BAXALTA INC 5,349 11,709
    BAXTER INTERNATIONAL INC W/ 1R 6,276 11,445
    BECTON DICKISON 15,965 38,523
    BERKSHIRE HATHAWAY INC CL B 23,770 21,126
    BLACKROCK INC 24,266 23,836
    CVS HEALTH CORPORATION 34,094 45,952
    THE CHEMOURS COMPANY 203 536
    COLGATE PALMOLIVE 12,464 26,648
    COMCAST CORP CL A 6,161 25,506
    CONOCOPHILLIPS 23,898 17,742
    DOMINION RESOURCES INC/ VA 18,518 18,263
    DU PONT E I DE NUMOURS & CO 3,994 33,300
    EMERSON ELECTRIC CO 33,983 25,350
    EXXON MOBIL CORP 15,320 19,488
    FACEBOOK INC-A 24,389 33,491
    FIDELITY ADVISOR INTERNATIONAL 80,000 77,707
    GENERAL ELECTRIC CO 37,446 42,053
    GILEAD SCIENCES INC 24,762 24,286
    HALLIBURTON CO 33,786 20,424
    IBM CORP 15,792 116,977
    JP MORGAN CHASE & CO 14,119 23,111
    THE KROGER CO 23,972 30,118
    MICROSOFT CORP 13,710 27,740
    NIKE INC CL B 24,313 32,500
    NUCOR CORP W/ 1 RT/SH 19,836 18,135
    ORACLE CORPORATION 24,068 20,092
    OPPENHEIMER DEVELOPING MARKETS 20,000 16,560
    PARKER HANNIFIN CORP 9,223 19,396
    PEPSICO INC 1,292 24,980
    PRUDENTIAL FINANCIAL INC 24,099 24,423
    PRUDENTIAL JENNISON MID CAP GR 80,000 68,977
    QUALCOMM INC 24,524 18,494
    ROYAL DUTCH SHELL PLC-ADR 24,236 17,171
    SPDR GOLD TRUST 12,786 10,146
    SCHLUMBERGER LTD 6,559 34,875
    SEMPRA ENERGY 14,525 32,904
    SMUCKER (J.M.) CO THE NEW COM 33,776 41,936
    TJX COMPANIES INC 23,828 25,528
    TEXAS INSTRUMENTS INC 24,165 24,665
    3M COMPANY 36,368 90,384
    UNION PACIFIC CORP 24,446 16,813
    UNITED TECHNOLOGIES CORP 24,587 20,175
    UNITEDHEALTH GROUP INC 24,270 27,057
    V F CORP 23,770 20,543
    VANGUARD SMALL CAP INDEX-ADMIR 40,000 39,108
    WELLS FARGO & CO 35,756 30,931
    MEDTRONIC PLC 41,313 42,306
    ACE LIMITED 24,138 32,134
    CENTUTYLINK INC    
    BP PLC SPONS ADR    
    DOVER CORP    
    GOLDMAN SACHS GROUP INC    
    JOHNSON CTLS INC    
    MEDTRONIC INC    
    MERCK & CO INC    
    MONDELEZ INTERNATIONAL INC W/I    
    TARGET CORP    
    TEVA PHARMACEUTICAL -SP ADR    
    VALERO ENERGY CORP    
    WINDSTEAM HOLDINGS    

    TY 2015 OtherDecreasesSchedule
    Name:
    E M BARR TW CHARITABLE TRUST
    EIN:
    34-6687006
    Description Amount
    ROUNDING 1
    2015 INCOME POSTED IN 2016 1,606
    BASIS ADJUST FOR 2014 RETURN OF CAPITAL 1,162


    TY 2015 OtherExpensesSchedule
    Name:
    E M BARR TW CHARITABLE TRUST
    EIN:
    34-6687006
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER ALLOCABLE EXPENSE-PRINCI 200 0   200


    TY 2015 OtherIncomeSchedule2
    Name:
    E M BARR TW CHARITABLE TRUST
    EIN:
    34-6687006
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FEDERAL TAX REFUND 2013 287 0  
    FEDERAL TAX REFUND 2014 6,971 0  


    TY 2015 OtherIncreasesSchedule
    Name:
    E M BARR TW CHARITABLE TRUST
    EIN:
    34-6687006
    Description Amount
    RETURN OF CAPITAL ADJUSTMENT 445


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    E M BARR TW CHARITABLE TRUST
    EIN:
    34-6687006
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    AUDIT & ACCOUNTING FEES (ALLOC 72 72    


    TY 2015 TaxesSchedule
    Name:
    E M BARR TW CHARITABLE TRUST
    EIN:
    34-6687006
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 212 212   0
    FEDERAL TAX PAYMENT - PRIOR YE 6,453 0   0
    FEDERAL ESTIMATES - PRINCIPAL 9,816 0   0
    FOREIGN TAXES ON QUALIFIED FOR 124 124   0
    FOREIGN TAXES ON NONQUALIFIED 113 113   0