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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
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 EA5W86
  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)

(330) 742-7021
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... 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$2,834,955J 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.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 73,351 72,497  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 419,614
b Gross sales price for all assets on line 6a 2,302,480
7 Capital gain net income (from Part IV, line 2)... 419,614
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 521 521  
12 Total. Add lines 1 through 11........ 493,486 492,632  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 35,880 17,940   17,940
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 33 33   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 6,104 630   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.......... 43,097 19,043 0 18,580
25 Contributions, gifts, grants paid....... 115,500 115,500
26 Total expenses and disbursements. Add lines 24 and 25 158,597 19,043 0 134,080
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 334,889
b Net investment income (if negative, enter -0-) 473,589
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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............. 891    
2 Savings and temporary cash investments......... 183,099 69,298 69,298
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)....... 1,284,212 Click to see attachment1,701,072 1,921,545
c Investments—corporate bonds (attach schedule)....... 822,302 Click to see attachment854,602 844,112
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) 2,290,504 2,624,972 2,834,955
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 Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 2,290,504 2,624,972
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)..... 2,290,504 2,624,972
31 Total liabilities and net assets/fund balances (see instructions). 2,290,504 2,624,972
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
2,290,504
2
Enter amount from Part I, line 27a .....................
2
334,889
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1,853
4
Add lines 1, 2, and 3 ..........................
4
2,627,246
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
2,274
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
2,624,972
Form 990-PF (2018)
Form 990-PF (2018)
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 330. AT&T INC   1985-10-30 2018-03-13
b 107. ABBVIE INC   2006-03-29 2018-03-13
c 700. ALTRIA GROUP INC   1985-10-30 2018-03-13
d 300. AMERICAN EXPRESS COMPANY   2006-09-27 2018-03-13
e 50. AMGEN INC.   2009-02-11 2018-10-31
400. APPLE COMPUTER   2010-06-10 2018-03-13
100. BECTON DICKINSON AND CO.   2006-03-29 2018-03-13
725. CHURCH & DWIGHT CO INC   2017-05-03 2018-03-13
400. COLGATE PALMOLIVE CO   2006-09-27 2018-03-13
904. COMCAST CORP CL A   2009-03-19 2018-03-13
150. DISNEY (WALT) CO   2016-03-14 2018-03-13
370. DOMINION RES INC VA NEW COM     2018-03-13
641. DOWDUPONT INC   1984-08-28 2018-10-31
160. EASTMAN CHEMICAL CO   2018-03-13 2018-10-31
450. EXXON MOBIL CORP COM     2018-08-02
120. FACEBOOK INC-A   2015-01-20 2018-09-10
1.09 FNMA 5.5% 01/01/2029   2002-10-30 2018-01-25
1.02 FNMA 5.5% 01/01/2029   2002-10-30 2018-02-26
1.02 FNMA 5.5% 01/01/2029   2002-10-30 2018-03-26
1.03 FNMA 5.5% 01/01/2029   2002-10-30 2018-04-25
1.17 FNMA 5.5% 01/01/2029   2002-10-30 2018-05-25
1.04 FNMA 5.5% 01/01/2029   2002-10-30 2018-06-25
1.05 FNMA 5.5% 01/01/2029   2002-10-30 2018-07-25
159.47 FNMA 5.5% 01/01/2029   2002-10-30 2018-08-02
.07 FNMA 5.5% 01/01/2029   2002-10-30 2018-08-27
1452.683 FEDERATED INSTITUTIONAL HIGH YIELD BOND   2017-05-03 2018-03-13
12333.966 FEDERATED TOTAL RETURN BOND FUND-R6   2008-07-28 2018-08-02
.5 GARRETT MOTION INC   2016-03-14 2018-10-04
27. GARRETT MOTION INC   2016-03-14 2018-10-31
342.583 GATEWAY FUND - CLASS Y   2016-03-03 2018-03-13
240. GILEAD SCIENCES INC   2015-01-20 2018-10-31
380. HALLIBURTON CO   2018-03-13 2018-09-10
2459.468 HARTFORD MIDCAP FUND - Y   2018-04-04 2018-12-13
275. HONEYWELL INTL INC COM   2016-03-14 2018-10-31
600. INTERNATIONAL BUSINESS MACHINES CORP   1976-01-26 2018-03-13
463. ISHARES S & P MIDCAP 400   2017-05-03 2018-03-13
100. JOHNSON & JOHNSON CO   2016-03-14 2018-03-13
400. THE KRAFT HEINZ CO   2017-05-03 2018-08-02
200. MARRIOTT INTL INC NEW   2016-03-14 2018-10-31
120. MCCORMICK & CO INC COM NON VTG   2017-05-03 2018-03-13
654.022 MERGER FUND - L   2016-03-03 2018-03-13
521.015 AMERICAN FUNDS - NEW WORLD FUND - R6   2016-03-03 2018-03-13
300. NIKE INC CL B   2015-01-20 2018-09-10
265. NUCOR CORP   2018-03-13 2018-09-10
550. ORACLE CORP   2015-01-20 2018-08-02
13275.242 PIMCO TOTAL RETURN FUND INSTL CLASS   2013-04-05 2018-03-13
6761.671 PIMCO INCOME FUND - INSTITUTIONAL CLASS   2018-03-13 2018-08-02
4071.662 PIMCO INCOME FUND - INSTITUTIONAL CLASS   2017-05-03 2018-08-02
4582.002 PIMCO LONG DURATION TOTAL RETURN FUND -I   2018-03-13 2018-08-02
4646.84 PIMCO LONG DURATION TOTAL RETURN FUND -I   2017-05-03 2018-08-02
300. PRUDENTIAL FINL INC   2015-01-20 2018-09-10
.833 RESIDEO TECHNOLOGIES INC   2016-03-14 2018-11-15
549.048 T. ROWE PRICE REAL ESTATE FUND   2016-03-03 2018-03-13
100. SPDR GOLD TRUST   2014-02-28 2018-03-13
350. SEMPRA ENERGY CORP   2008-10-21 2018-03-13
500. T-MOBILE US INC   2017-05-03 2018-03-13
11111.754 FRANKLIN TEMPLETON GLOBAL BOND FUND - AD   2011-03-01 2018-03-13
80. 3M CO COM     2018-03-13
215. UNION PACIFIC CORP   2015-01-20 2018-03-13
80. UNITEDHEALTH GROUP INC   2015-01-20 2018-10-31
14340.344 VANGUARD SHORT-TERM BOND INDEX FUND - A   2017-05-03 2018-03-13
6168.08 VANGUARD DEVELOPED MARKETS INDEX FUND -   2017-05-03 2018-03-13
96.974 VANGUARD INFLATION PROTECTED SECURITIES FUND - ADMIRAL SHARES   2017-05-03 2018-03-13
1531.393 VANGUARD INFLATION PROTECTED SECURITIES FUND - ADMIRAL SHARES   2014-02-28 2018-03-13
808.407 VANGUARD MARKET NEUTRAL INV   2016-03-18 2018-03-13
737.191 VANGUARD SMALL CAP INDEX - ADMIRAL SHARE   2014-02-28 2018-03-13
436.681 VANGUARD SMALL CAP INDEX - ADMIRAL SHARE   2017-05-03 2018-03-13
569. WELLS FARGO & CO NEW     2018-03-13
405. MEDTRONIC PLC   2015-01-28 2018-03-13
90. CHUBB LIMITED   2013-08-30 2018-03-13
185. CHUBB LIMITED   2013-08-30 2018-08-02
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 12,323   1,745 10,578
b 12,944   2,390 10,554
c 46,059   491 45,568
d 28,745   16,779 11,966
e 9,686   2,882 6,804
72,626   14,152 58,474
22,554   6,386 16,168
36,619   35,350 1,269
28,219   12,464 15,755
32,887   6,161 26,726
15,627   14,862 765
26,958   25,767 1,191
34,203   3,994 30,209
12,630   17,609 -4,979
35,946   31,942 4,004
19,503   9,146 10,357
1   1  
1   1  
1   1  
1   1  
1   1  
1   1  
1   1  
158   162 -4
       
14,265   14,614 -349
130,000   128,279 1,721
8   6 2
399   308 91
11,432   10,000 1,432
16,442   24,762 -8,320
13,972   17,605 -3,633
85,909   90,164 -4,255
39,896   28,520 11,376
95,899   11,147 84,752
90,061   79,705 10,356
13,457   10,788 2,669
23,504   35,723 -12,219
23,400   14,226 9,174
13,298   11,923 1,375
10,719   10,000 719
36,278   25,000 11,278
24,460   14,026 10,434
16,797   18,043 -1,246
26,075   24,068 2,007
133,682   149,729 -16,047
81,140   82,357 -1,217
48,860   50,000 -1,140
47,149   47,836 -687
47,816   50,000 -2,184
29,631   24,099 5,532
19   16 3
14,643   15,000 -357
12,575   12,786 -211
38,452   14,525 23,927
32,589   32,665 -76
131,563   150,564 -19,001
19,076   8,388 10,688
29,726   24,446 5,280
21,049   8,442 12,607
147,275   150,000 -2,725
88,944   80,000 8,944
2,443   2,500 -57
38,576   40,000 -1,424
9,394   10,000 -606
53,793   40,000 13,793
31,865   28,000 3,865
32,809   35,756 -2,947
33,843   30,422 3,421
12,846   7,900 4,946
25,498   16,239 9,259
      3,259
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       10,578
b       10,554
c       45,568
d       11,966
e       6,804
      58,474
      16,168
      1,269
      15,755
      26,726
      765
      1,191
      30,209
      -4,979
      4,004
      10,357
       
       
       
       
       
       
       
      -4
       
      -349
      1,721
      2
      91
      1,432
      -8,320
      -3,633
      -4,255
      11,376
      84,752
      10,356
      2,669
      -12,219
      9,174
      1,375
      719
      11,278
      10,434
      -1,246
      2,007
      -16,047
      -1,217
      -1,140
      -687
      -2,184
      5,532
      3
      -357
      -211
      23,927
      -76
      -19,001
      10,688
      5,280
      12,607
      -2,725
      8,944
      -57
      -1,424
      -606
      13,793
      3,865
      -2,947
      3,421
      4,946
      9,259
       
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 2 419,614
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))
2017 146,609 2,997,794 0.048906
2016 143,197 2,819,844 0.050782
2015 134,088 2,884,702 0.046482
2014 130,234 2,982,678 0.043663
2013 138,835 2,858,041 0.048577
2
Total of line 1, column (d) .....................
2
0.23841
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.047682
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
3,058,557
5
Multiply line 4 by line 3......................
5
145,838
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
4,736
7
Add lines 5 and 6........................
7
150,574
8
Enter qualifying distributions from Part XII, line 4,.............
8
134,080
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 (2018)
Form 990-PF (2018)
Page 4
Part VI
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 Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 9,472
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 9,472
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 9,472
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 1,204
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 1,204
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.......Bullet 9 8,268
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet0 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 .Click to see attachment
    8b
     
    No
    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 2018 or the taxable year beginning in 2018? See the 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 (2018)
    Form 990-PF (2018)
    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 (330) 742-7021

    Located atbulletPO BOX 1558 DEPT EA5W86COLUMBUSOH ZIP+4bullet43216
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, 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 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 2018?.............
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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
     
     
    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 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    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:
    Yes
    No
    (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
     
     
    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? .................
    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     		35,880    
    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
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    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.............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 (2018)
    Form 990-PF (2018)
    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
    2,984,266
    b
    Average of monthly cash balances.......................
    1b
    120,868
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,105,134
    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
    3,105,134
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    46,577
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,058,557
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    152,928
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    152,928
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    9,472
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    9,472
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    143,456
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    143,456
    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
    143,456
    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
    134,080
    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
    134,080
    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
    134,080
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 143,456
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 0
    b From 2014...... 0
    c From 2015...... 0
    d From 2016...... 93
    e From 2017...... 0
    fTotal of lines 3a through e........ 93
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 134,080
    a Applied to 2017, 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 2018 distributable amount..... 134,080
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 93 93
    (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 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		9,283
    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 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2014.... 0
    b Excess from 2015.... 0
    c Excess from 2016.... 0
    d Excess from 2017.... 0
    e Excess from 2018.... 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    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 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 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 (2018)
    Form 990-PF (2018)
    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 5,000
    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 MATCHING FIT FOR DESIGN 20,000
    THE SALVATION ARMY
    133 S ASHLAND AVE
    CHICAGO,IL60601     		NONE PC GENERAL SUPPORT 50,000
    RESCUE MISSION OF MAHONING VALLEY
    962 MARTIN LUTHER KING JR BLVD
    YOUNGSTOWN,OH44501     		NONE PC GENERAL SUPPORT 2,000
    BOY SCOUTS OF AMERICA
    1325 W WALNUT HILL LANE
    IRVING,TX75038     		NONE PC GOLF LINKS CLASSIC 1,000
    MILLCREEK CHILDREN'S CENTER
    44 ESSEX STREET
    YOUNGSTOWN,OH44502     		NONE PC REPLACE HVAC EQUIPMENT 5,000
    BALLET WESTERN RESERVE
    218 W BOARDMAN ST
    YOUNGSTOWN,OH44503     		NONE PC GENERAL SUPPORT 2,500
    MEN'S GARDEN CLUB OF YOUNGSTOWN
    123 MCKINLEY AVE
    YOUNGSTOWN,OH44509     		NONE PC GENERAL SUPPORT 500
    LIVE WELL GO FISH
    2400 S 22ND ST
    LINCOLN,NE68502     		NONE PC GENERAL SUPPORT 2,000
    ST VINCENT DE PAUL
    208 W FRONT ST
    YOUNGSTOWN,OH44503     		NONE PC FOOD PANTRY 2,500
    Total .................................bullet 3a 115,500
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 73,351  
    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 ............     		    18 419,614  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOTHER INCOME     		    14 521  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   493,486  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    493,486
    (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 (2018)
    Form 990-PF (2018)
    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) (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.
    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 (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 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 2018 ExplnOfNonFilingWithAGStmt
    Name:
    E M BARR TW CHARITABLE TRUST
    EIN:
    34-6687006
    Statement:
    The Ohio Attorney General requires that charitable organizations operating or organized within the State submit an annual registration through an online portal that highlights key information from the Form 990-PF for public disclosure purposes. The Trust completes this registration as required in lieu of furnishing a copy of its Form 990-PF to comply with the specific reporting instructions of the State of Ohio.

    TY 2018 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    
    EATON VANCE FLOATING-RATE FUND    
    FNMA FEDERAL NATIONAL MTGE ASS    
    FEDERATED TOTAL RETURN BOND FU    
    GENERAL ELEC CAP CORP 2.95% 05    
    PIMCO LOW DURATION FUND-INSTIT    
    PIMCO TOTAL RETURN FUND-INSTIT    
    FRANKLIN TEMPLATION GLOBAL BON    
    VANGUARD INFLATION PROTECTED S    
    VANGUARD HIGH YIELD CORPORATE    
    ISHARES 20+ YEAR TREASURY BOND    
    FEDERATED INSTITUTIONAL HIGH 25,386 23,140
    PIMCO INCOME FUND - 103,463 100,320
    PIMCO LONG DURATION TOTAL    
    VANGUARD SHORT-TERM BOND INDEX    
    CITIBANK NA SERIES BKNT 2.125% 97,698 97,885
    FREDDIE MAC 2.9% 07/30/2021-20 100,000 99,950
    FEDERATED TOTAL RETURN BOND 102,780 102,222
    GOLDMAN SACHS INFLATION 72,600 71,131
    LORD ABBETT SHORT DURATION 253,999 250,370
    US TREASURY N/B 1.25% 08/31/20 98,676 99,094

    TY 2018 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 3,811 20,492
    ABBOTT LABORATORIES    
    ABBVIE INC 6,767 27,934
    ALTRIA GROUP INC    
    AMERICAN EXPRESS 29,908 27,643
    AMGEN INC 8,646 29,201
    APPLE INC 10,614 47,322
    BAXALTA INC    
    BAXTER INTERNATIONAL INC W/ 1R 32,178 31,001
    BECTON DICKISON 9,579 33,798
    BERKSHIRE HATHAWAY INC CL B 29,040 37,773
    BLACKROCK INC 28,813 30,640
    CVS HEALTH CORPORATION    
    THE CHEMOURS COMPANY    
    COLGATE PALMOLIVE    
    COMCAST CORP CL A    
    CONOCOPHILLIPS    
    DOMINION RESOURCES INC/ VA    
    DU PONT E I DE NUMOURS & CO    
    EMERSON ELECTRIC CO 33,983 31,668
    EXXON MOBIL CORP    
    FACEBOOK INC-A 15,243 26,218
    FIDELITY ADVISOR INTERNATIONAL    
    GENERAL ELECTRIC CO    
    GILEAD SCIENCES INC    
    HALLIBURTON CO    
    IBM CORP    
    JP MORGAN CHASE & CO 35,192 51,739
    THE KROGER CO    
    MICROSOFT CORP 24,253 62,059
    NIKE INC CL B 23,395 34,104
    NUCOR CORP W/ 1 RT/SH    
    ORACLE CORPORATION    
    OPPENHEIMER DEVELOPING MARKETS    
    PARKER HANNIFIN CORP 9,223 29,828
    PEPSICO INC 1,292 27,620
    PRUDENTIAL FINANCIAL INC    
    PRUDENTIAL JENNISON MID CAP GR    
    QUALCOMM INC    
    ROYAL DUTCH SHELL PLC-ADR    
    SPDR GOLD TRUST    
    SCHLUMBERGER LTD    
    SEMPRA ENERGY    
    SMUCKER (J.M.) CO THE NEW COM    
    TJX COMPANIES INC 36,890 46,977
    TEXAS INSTRUMENTS INC 29,744 47,250
    3M COMPANY 24,259 28,581
    UNION PACIFIC CORP    
    UNITED TECHNOLOGIES CORP    
    UNITEDHEALTH GROUP INC 15,828 37,368
    V F CORP    
    VANGUARD SMALL CAP INDEX-ADMIR    
    WELLS FARGO & CO    
    MEDTRONIC PLC    
    ACE LIMITED    
    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    
    VALERO ENERGY CORP 54,381 43,483
    ADVANSIX INC    
    AMERICAN FUNDS-NEW WORLD FUND-    
    CHUBB LIMITED    
    GATEWAY FUND - CLASS Y    
    HOME DEPOT INC    
    HONEYWELL INTERNATIONAL INC    
    LOCKHEED MARTIN CORPORATION    
    MARRIOTT INTERNATIONAL INC NEW    
    MERGER FUND - L    
    SIMON PROPERTY GROUP INC    
    T. ROWE PRICE REAL ESTATE FUND    
    VANGUARD MARKET NEUTRAL INV    
    WALT DISNEY CO 17,143 15,836
    CHURCH & DWIGHT CO INC W/1 RT/    
    CROWN CASTLE INTL CORP    
    DOWDUPONT INC    
    ISHARES CORE S&P MID-CAP ETF    
    THE KRAFT HEINZ CO    
    MCCORMICK & CO INC COM NON VTG    
    ROCKWELL AUTOMATION, INC    
    T-MOBILE US INC    
    VANGUARD DEVELOPED MARKETS 103,183 86,962
    ALPHABET INC - CL A 46,090 41,798
    AMAZON.COM INC 39,781 37,549
    ANALOG DEVICES INC 44,790 40,340
    AUTOMATIC DATA PROCESSING 27,680 27,273
    CONOCOPHILLIPS 36,766 32,110
    CONSOLIDATED EDISON LNC 37,096 35,172
    CONSTELLATION BRANDS INC CL A 47,913 33,772
    COSTCO WHOLESALE CORP 37,305 34,631
    CROWN CASTLE INTL CORP 40,070 42,366
    EOG RESOURCES INC 34,714 28,256
    ECOLAB INC W/1 RT PER SHARE 26,288 25,639
    EDWARDS LIFESCIENCES CORP 36,101 39,212
    HOME DEPOT INC 22,721 27,491
    ILLNOIS TOOL WORKS 36,218 26,858
    ISHARES CORE S&P MID-CAP ETF 43,419 40,685
    ISHARES U.S. FINANCIALS ETF 28,078 24,040
    JOHNSON & JOHNSON 35,133 32,263
    LOCKHEED MARTIN CORPORATION 28,231 34,039
    MFS NEW DISCOVERY VALUE FUND-R 60,000 51,445
    MFS GLOBAL REAL ESTATE FUND-R6 17,413 16,179
    MCCORMICK & CO INC COM NON VTG 32,293 45,253
    MCDONALDS CORP 29,301 29,299
    AMERICAN FUNDS- NEW WORLD FUND 102,186 86,599
    NUVEEN EQUITY MARKET NEUTRAL F 48,663 54,753
    NUVEEN EQUITY MARKET NEUTRAL F 17,413 17,352
    O'REILLY AUTOMOTIVE INC 22,690 22,381
    RESIDEO TECHNOLOGIES INC 870 925
    ROCKWELL AUTOMATION INC 15,483 15,048
    THERMO FISHER SCIENTIFIC INC 1 46,469 47,891
    VISA INC CLASS A SHARES 48,287 51,457
    ACCENTURE PLC CL A 28,245 23,972

    TY 2018 OtherDecreasesSchedule
    Name:
    E M BARR TW CHARITABLE TRUST
    EIN:
    34-6687006
    Description Amount
    2018 INCOME POSTED IN 2019 1,965
    CORP ACTION ADJ 309


    TY 2018 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
    STATE FILING FEES 200 0   200


    TY 2018 OtherIncomeSchedule2
    Name:
    E M BARR TW CHARITABLE TRUST
    EIN:
    34-6687006
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME 521 521  


    TY 2018 OtherIncreasesSchedule
    Name:
    E M BARR TW CHARITABLE TRUST
    EIN:
    34-6687006
    Description Amount
    2017 INCOME POSTED IN 2018 1,853


    TY 2018 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 33 33    


    TY 2018 TaxesSchedule
    Name:
    E M BARR TW CHARITABLE TRUST
    EIN:
    34-6687006
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAX PAYMENT - PRIOR YE 4,270 0   0
    FEDERAL ESTIMATES - PRINCIPAL 1,204 0   0
    FOREIGN TAXES ON QUALIFIED FOR 277 277   0
    FOREIGN TAXES ON NONQUALIFIED 353 353   0