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 06-01-2018 , and ending 05-31-2019
Name of foundation
THE BARR FAMILY FOUNDATION
C/O GLENN DUCKWORTH
Number and street (or P.O. box number if mail is not delivered to street address)3455 W 1ST AVE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
EUGENE, OR97402
A Employer identification number

04-3793590
B Telephone number (see instructions)

(541) 485-1503
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$1,327,491
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 31,207 28,919  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 15,617
b Gross sales price for all assets on line 6a 598,406
7 Capital gain net income (from Part IV, line 2)... 15,617
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 46,824 44,536  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 232 46   186
b Accounting fees (attach schedule)....... 4,692 939   3,754
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 771 543   228
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 13,168 13,118   50
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 18,863 14,646   4,218
25 Contributions, gifts, grants paid....... 62,000 62,000
26 Total expenses and disbursements. Add lines 24 and 25 80,863 14,646   66,218
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -34,039
b Net investment income (if negative, enter -0-) 29,890
c Adjusted net income (if negative, enter -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............. 66,741 132,346 132,346
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
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 bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 74,435 0 0
b Investments—corporate stock (attach schedule)....... 944,431 Click to see attachment867,438 867,438
c Investments—corporate bonds (attach schedule)....... 27,390 0 0
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 271,267 Click to see attachment327,707 327,707
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) 1,384,264 1,327,491 1,327,491
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 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........ 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 1,384,264 1,327,491
30 Total net assets or fund balances (see instructions)..... 1,384,264 1,327,491
31 Total liabilities and net assets/fund balances (see instructions). 1,384,264 1,327,491
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
1,384,264
2
Enter amount from Part I, line 27a .....................
2
-34,039
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,350,225
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
22,734
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
1,327,491
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 PUBLICLY TRADED SECURITIES P    
b CAPITAL GAIN DIVIDENDS P    
c
d
e
(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 590,947   582,789 8,158
b 7,459     7,459
c
d
e
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       8,158
b       7,459
c
d
e
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 15,617
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 54,781 1,293,494 0.042351
2016 58,912 1,180,145 0.049919
2015 57,523 1,119,184 0.051397
2014 53,295 1,128,414 0.047230
2013 38,246 1,017,810 0.037577
2
Total of line 1, column (d) .....................
2
0.228474
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
0.045695
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
1,376,012
5
Multiply line 4 by line 3......................
5
62,877
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
299
7
Add lines 5 and 6........................
7
63,176
8
Enter qualifying distributions from Part XII, line 4,.............
8
66,218
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 1 299
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........................... 3 299
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- ..... 5 299
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 680
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 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 680
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 381
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet381 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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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)
    bulletOR
    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 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 addressbulletN/A
    14
    The books are in care ofbulletHUONG LINDSKOG Telephone no.bullet (541) 284-2255

    Located atbullet3455 W 1ST AVEEUGENEOR ZIP+4bullet97402
    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
     
     
    ........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
    STUART BARR EXECUTIVE DIRECTOR
    1.00
    0 0 0
    3455 W 1ST AVE
    EUGENE,OR97402
    GLENN DUCKWORTH PRESIDENT
    1.00
    0 0 0
    3455 W 1ST AVE
    EUGENE,OR97402
    KATHLEEN BROWN SECRETARY / TREASURER
    1.00
    0 0 0
    3455 W 1ST AVE
    EUGENE,OR97402
    JUDITH BARR DIRECTOR
    1.00
    0 0 0
    3455 W 1ST AVE
    EUGENE,OR97402
    MELISSA HYERSTAY DIRECTOR
    1.00
    0 0 0
    3455 W 1ST AVE
    EUGENE,OR97402
    JENNIFER PFAFF DIRECTOR
    1.00
    0 0 0
    3455 W 1ST AVE
    EUGENE,OR97402
    SUSAN ELSE DIRECTOR
    1.00
    0 0 0
    3455 W 1ST AVE
    EUGENE,OR97402
    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.........................bullet0
    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
    1,357,025
    b
    Average of monthly cash balances.......................
    1b
    39,941
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,396,966
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    1,396,966
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    20,954
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,376,012
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    68,801
    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
    68,801
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    299
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    299
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    68,502
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    68,502
    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
    68,502
    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
    66,218
    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
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    66,218
    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
    299
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    65,919
    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 68,502
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 60,523
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 66,218
    a Applied to 2017, but not more than line 2a 60,523
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    Click to see attachment0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2018 distributable amount..... 5,695
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 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 ..........
    62,807
    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....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    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).)
    STUART BARR
    GLENN DUCKWORTH
    KATHLEEN BROWN
    JUDITH BARR
    MELISSA HYERSTAY
    JENNIFER PFAFF
    SUSAN ELSE
    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
    CHILD EVANGELISM
    3690 COBURG RD
    EUGENE,OR97408
      PC TO SUPPORT CHURCH MINISTRIES 3,000
    CHRISTIANS AS FAMILY ADVOCATES
    921 COUNTRY CLUB ROAD NO 222
    EUGENE,OR97401
      PC TO SUPPORT CHURCH MINISTRIES 2,000
    DOVE MEDICAL
    874 E 11TH ST
    EUGENE,OR97401
      PC TO SUPPORT EDUCATION OF LIFE TO WOMEN 12,000
    EUGENE MISSION
    1542 W 1ST AVE
    EUGENE,OR97402
      PC TO SUPPORT CHURCH MINISTRIES 5,000
    HOPE RANCH MINISTRIES
    3305 GOOSE CROSS LN
    EUGENE,OR97404
      PC TO SUPPORT CRISIS INTERVENTION SERVICES 1,000
    HOSEA YOUTH SERVICES
    PO BOX 1401
    SPRINGFIELD,OR97477
      PC TO SUPPORT EMERGENCY YOUTH SHELTER 4,000
    STAND UP GIRL FOUNDATION
    4335 RIVER ROAD N
    SALEM,OR97303
      PC TO SUPPORT EDUCATION OF LIFE TO WOMEN 11,000
    TEEN CHALLENGE
    85989 BAILEY HILL ROAD
    EUGENE,OR97405
      PC TO SUPPORT CHURCH MINISTRIES 3,000
    YOUTH FOR CHRIST
    1190 W 7TH AVE
    EUGENE,OR97402
      PC TO SUPPORT CHURCH MINISTRIES 17,000
    OPTIONS PREGNANCY RESOURCE CENTER
    1800 16TH AVE SE
    ALBANY,OR97322
      PC TO SUPPORT EDUCATION OF LIFE TO WOMEN 4,000
    Total .................................bullet 3a 62,000
    bApproved for future payment
    Total .................................bullet 3b 0
    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 31,207  
    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 15,617  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 46,824 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    46,824
    (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:
    THE BARR FAMILY FOUNDATION
     
    C/O GLENN DUCKWORTH
    EIN:
    04-3793590
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 4,692 939   3,754

    TY 2018 AppliedToPriorYearElection
    Name:
    THE BARR FAMILY FOUNDATION
     
    C/O GLENN DUCKWORTH
    EIN:
    04-3793590
    Election:
    ON BEHALF OF BARR FAMILY FOUNDATION, GLENN DUCKWORTH, PRESIDENT, IS MAKING AN ELECTION UNDER REG. 53.4942(A)-3(D)(2) TO APPLY A DISTRIBUTION TO UNDISTRIBUTED INCOME FROM THE 2012 TAXABLE YEAR.

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    THE BARR FAMILY FOUNDATION
     
    C/O GLENN DUCKWORTH
    EIN:
    04-3793590
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ALCON INC (ALC) 1,222 1,222
    3M COMPANY (MMM) 3,994 3,994
    ABBVIE INC COM USD0.01(ABBV) 3,989 3,989
    ACADIA REALTY TRUST (AKR) 1,203 1,203
    AERCAP HOLDINGS N.V. EUR0.01(AER) 1,345 1,345
    AES CORP COM USD0.01 (AES) 2,275 2,275
    AGNC INVT CORP COM (AGNC) 1,378 1,378
    AGREE RLTY CORP (ADC) 536 536
    ALEXANDRIA REAL ESTATE EQUITIES COM 2,050 2,050
    ALLEGHENY TECHNOLOGIES INC COM 814 814
    ALLSTATE CORP COM USD0.01(ALL) 1,719 1,719
    ALLY FINANCIAL INC COM USD0.01(ALLY) 2,050 2,050
    ALPHABET INC CAP STK CL A (GOOGL) 5,533 5,533
    ALPHABET INC CAP STK CL C (GOOG) 5,518 5,518
    ALTRIA GROUP INC (MO) 9,272 9,272
    AMBARELLA INC COM USD0.00045(AMBA) 531 531
    AMCOR LIMITED ADR-EACH CNV INTO 4 6,075 6,075
    AMERICAN CAMPUS CMNTYS INC (ACC) 1,482 1,482
    AMERICAN CAMPUS CMNTYS INC (ACC) 1,714 1,714
    AMERICAN EUROPACIFIC GROWTH FUND F3 36,930 36,930
    AMERICAN WOODMARK CORPORATION 797 797
    AMERIPRISE FINANCIAL INC COM USD0.01 1,797 1,797
    AMERISOURCEBERGEN CORPORATION 623 623
    AMN HEALTHCARE SERVICES INC COM 1,066 1,066
    ANADARKO PETROLEUM CORP COM 985 985
    ANGIODYNAMICS INC COM (ANGO) 395 395
    ANIXTER INTERNATIONAL INC 640 640
    ANSELL UNSPONSORED ADR REPR 4 ORD 2,168 2,168
    ANTA SPORTS PRODS LTD UNSPONSOD 1,837 1,837
    APARTMENT INVT &MGMT CO CL A (AIV) 1,841 1,841
    ARAMARK COM (ARMK) 591 591
    ARGO GROUP INTL HLDGS LTD COM 775 775
    ASTRAZENECA ADR EACH REP 1 ORD 2,804 2,804
    ATLANTIC UN BANKSHARES CORP COM 904 904
    AVALONBAY COMMUNITIES INC COM 3,045 3,045
    BAE SYSTEMS SPON ADR EA REP 4 ORD 3,832 3,832
    BALCHEM CORP COM (BCPC) 816 816
    BARNES GROUP INC (B) 776 776
    BAXTER INTERNATIONAL INC COM USD1.00 2,497 2,497
    BENCHMARK ELECTRS INC COM (BHE) 442 442
    BERRY GLOBAL GROUP INC (BERY) 1,599 1,599
    BIG LOTS INC COM USD0.01 (BIG) 607 607
    BIOGEN INC COM USD0.0005(BIIB) 3,070 3,070
    BORG WARNER INC COM USD0.01(BWA) 993 993
    BOSTON PROPERTIES INC COM USD0.01 1,701 1,701
    BP PLC SPONSORED ADR(BP) 3,665 3,665
    BRITISH AMERICAN TOBACCO LVL II ADR 5,096 5,096
    BRIXMOR PPTY GROUP INC COM (BRX) 1,201 1,201
    C T S CORPORATION (CTS) 450 450
    CACI INTL INC CL A (CACI) 1,425 1,425
    CALAMP CORP (CAMP) 417 417
    CALLON PETROLEUM CO COM USD0.01 606 606
    CAMBREX CORP COM USD0.10 (CBM) 677 677
    CAMDEN PROPERTY TRUST SBI USD0.01 2,067 2,067
    CARETRUST REIT INC COM (CTRE) 632 632
    CARNIVAL CORP PAIRED CTF(CCL) 2,918 2,918
    CAROLINA FINL CORP NEW COM (CARO) 764 764
    CARPENTER TECHNOLOGY CORP (CRS) 527 527
    CARRIZO OIL &GAS INC COM USD0.01 417 417
    CARTERS INC COM (CRI) 1,178 1,178
    CDK GLOBAL INC COM USD0.01(CDK) 1,646 1,646
    CDW CORP COM USD0.01 (CDW) 2,953 2,953
    CENTENE CORP DEL (CNC) 1,502 1,502
    CHARLES RIV LABORATORIES INTL 1,129 1,129
    CHEVRON CORP NEW COM (CVX) 4,326 4,326
    CIMAREX ENERGY CO (XEC) 1,087 1,087
    CISCO SYS INC COM (CSCO) 12,331 12,331
    CITIGROUP INC COM NEW (C) 1,243 1,243
    CITIZENS FINL GROUP INC COM (CFG) 1,336 1,336
    CLEAN HBRS INC (CLH) 1,539 1,539
    COCA COLA CO (KO) 5,552 5,552
    COGNIZANT TECHNOLOGY SOLUTIONS 3,282 3,282
    COLUMBIA BKG SYS INC (COLB) 500 500
    COMCAST CORP NEW CL A (CMCSA) 6,519 6,519
    COMPAGNIE FINANCIERE RICHEMONT SA 1,840 1,840
    CONDUENT INC COM (CNDT) 694 694
    CONSTELLATION BRANDS INC COM USD0.01 1,059 1,059
    COUSINS PPTYS INC (CUZ) 1,403 1,403
    CYRUSONE INC COM USD0.01 (CONE) 1,181 1,181
    DARLING INGREDIENTS INC (DAR) 1,625 1,625
    DAVE &BUSTERS ENTMT INC COM (PLAY) 696 696
    DBS GROUP HLDGS LTD SPONSORED ADR 2,471 2,471
    DELTA AIR LINES INC DEL COM NEW (DAL) 3,451 3,451
    DENTSPLY SIRONA INC COM (XRAY) 1,724 1,724
    DEUTSCHE POST AG SPONS ADR EA REPR 1 4,762 4,762
    DIAGEO ADR EACH REPR 4 ORD 4,202 4,202
    DIAMONDBACK ENERGY INC COM USD0.01 1,373 1,373
    DISH NETWORK CORP CL A (DISH) 3,214 3,214
    DOLLAR GEN CORP NEW COM (DG) 1,146 1,146
    DOLLAR GEN CORP NEW COM (DG) 4,709 4,709
    DOLLAR TREE INC COM (DLTR) 2,946 2,946
    DOLLAR TREE INC COM (DLTR) 1,219 1,219
    DORMAN PRODS INC COM (DORM) 980 980
    DOVER CORP COM USD1.00(DOV) 894 894
    DOW INC COM (DOW) 982 982
    DOWDUPONT INC COM (DWDP) 2,472 2,472
    DR HORTON INC COM STK USD0.01(DHI) 3,977 3,977
    DTE ENERGY HOLDING CO (DTE) 2,008 2,008
    DUKE REALTY CORP COM NEW (DRE) 1,474 1,474
    E TRADE FINL CORP COM NEW (ETFC) 2,912 2,912
    EASTERLY GOVT PPTYS INC COM (DEA) 1,086 1,086
    EDISON INTL (EIX) 1,009 1,009
    EMERSON ELECTRIC CO (EMR) 2,470 2,470
    EMPIRE ST RLTY TR INC CL A (ESRT) 1,198 1,198
    ENCOMPASS HEALTH CORP COM (EHC) 1,473 1,473
    ENTERGY CORP NEW (ETR) 1,553 1,553
    EQT CORPORATION COM NPV (EQT) 659 659
    EQUINIX INC COM (EQIX) 1,457 1,457
    EQUINIX INC COM (EQIX) 3,886 3,886
    EQUITRANS MIDSTREAM CORPORATIO COM 437 437
    EQUITY RESIDENTIAL SBI USD0.01(EQR) 766 766
    EVERGY INC COM (EVRG) 2,209 2,209
    EXLSERVICE HOLDINGS INC COM (EXLS) 948 948
    EXTRA SPACE STORAGE INC (EXR) 1,500 1,500
    FIDELITY NATL INFORMATION SERVICES 1,805 1,805
    FMC CORP COM USD0.10 (FMC) 1,542 1,542
    FORTIVE CORP COM (FTV) 2,285 2,285
    FORWARD AIR CORP (FWRD) 1,005 1,005
    FRANKLIN ELEC INC (FELE) 789 789
    FREEPORT-MCMORAN INC COM USD0.10 1,097 1,097
    GENUINE PARTS CO COM USD1.00(GPC) 6,626 6,626
    G-III APPAREL GROUP LTD COM (GIII) 309 309
    GLAXOSMITHKLINE ADR EACH CNV INTO 2 5,796 5,796
    GRANITE CONSTR INC (GVA) 924 924
    GREAT WESTN BANCORP INC COM (GWB) 746 746
    HAIN CELESTIAL GROUP INC (HAIN) 958 958
    HARTFORD FINANCIAL SERVICES GRP INC 1,422 1,422
    HASBRO INC COM USD0.50(HAS) 2,379 2,379
    HCP INC COM USD1.00 (HCP) 1,934 1,934
    HEINEKEN N V SPONSORED ADR L1(HEINY) 2,567 2,567
    HIGHWOODS PPTYS INC (HIW) 789 789
    HOST HOTELS & RESORTS INC COM (HST) 1,177 1,177
    HOST HOTELS & RESORTS INC COM (HST) 1,883 1,883
    HUBBELL INC COM (HUBB) 2,176 2,176
    HUDSON PAC PPTYS INC COM USD0.01 1,303 1,303
    HUMANA INC (HUM) 3,428 3,428
    IDACORP INC (IDA) 1,203 1,203
    IMPERIAL BRANDS PLC SPON ADR(IMBBY) 4,803 4,803
    INGREDION INC COM USD0.01(INGR) 762 762
    INTEGRA LIFESCIENCES HOLDINGS CORP 885 885
    INTERNATIONAL PAPER CO COM USD1.00 5,806 5,806
    INVITATION HOMES INC COM (INVH) 2,025 2,025
    JOHNSON &JOHNSON COM USD1.00(JNJ) 6,164 6,164
    JPMORGAN CHASE &CO. COM USD1.00 7,099 7,099
    KAR AUCTION SERVICES INC COM USD0.01 3,767 3,767
    KFORCE INC COM (KFRC) 730 730
    KILROY REALTY CORP (KRC) 737 737
    KONE OYJ UNSP ADR EACH REPR 0.5 ORD 3,318 3,318
    KONINKLIJKE PHILIPS N V NY REG SH NEW 3,724 3,724
    KROGER CO COM USD1.00 (KR) 1,118 1,118
    LA Z BOY INC COM (LZB) 612 612
    LABORATORY CORP AMER HLDGS COM 4,553 4,553
    LEIDOS HLDGS INC COM (LDOS) 1,959 1,959
    LENNAR CORP COM USD0.10 CLASS A(LEN) 1,142 1,142
    LHC GROUP INC COM (LHCG) 1,586 1,586
    LIBERTY PROPERTY TRUST COM USD0.001 1,234 1,234
    LITTELFUSE INC (LFUS) 653 653
    LIVENT CORP COM (LTHM) 518 518
    LKQ CORP COM (LKQ) 2,232 2,232
    LOWES COMPANIES INC COM USD0.50 3,451 3,451
    LTC PPTYS INC (LTC) 716 716
    LYDALL INC DEL (LDL) 362 362
    M &T BANK CORP COM USD0.50 (MTB) 958 958
    M &T BANK CORP COM USD0.50 (MTB) 2,873 2,873
    MACOM TECH SOLUTIONS HLDGS INC COM 1,755 1,755
    MARATHON OIL CORPORATION COM 1,920 1,920
    MARCUS &MILLICHAP INC COM (MMI) 764 764
    MATADOR RESOURCES COMPANY COM 723 723
    MEDTRONIC PLC USD0.0001(MDT) 4,907 4,907
    MERCANTILE BANK CORP COM (MBWM) 432 432
    METHODE ELECTRS INC COM (MEI) 419 419
    MICHAELS COS INC COM (MIK) 456 456
    MICROSOFT CORP (MSFT) 13,852 13,852
    MID AMER APT CMNTYS INC COM (MAA) 1,484 1,484
    MOLSON COORS BREWING COMPANY COM 2,309 2,309
    MOVADO GROUP INC COM (MOV) 489 489
    MSG NETWORK INC CL A (MSGN) 591 591
    MTS SYS CORP COM (MTSC) 1,085 1,085
    NAVIGANT CONSULTING INC (NCI) 814 814
    NESTLE S A SPONSORED ADR(NSRGY) 5,740 5,740
    NEW SR INVT GROUP INC COM (SNR) 165 165
    NEWELL BRANDS INC COM (NWL) 939 939
    NEXSTAR MEDIA GROUP INC CL A (NXST) 1,002 1,002
    NISOURCE INC COM USD0.01(NI) 2,144 2,144
    NORFOLK SOUTHERN CORP COM USD1 2,732 2,732
    NOVARTIS A G SPONSORED ADR(NVS) 4,625 4,625
    NOVARTIS A G SPONSORED ADR(NVS) 3,083 3,083
    NOVO NORDISK A/S ADR-EACH CNV INTO 1 7,221 7,221
    OLD NATL BANCORP IND(ONB) 765 765
    OLIN CORP NEW (OLN) 902 902
    OMNICELL INC COM USD0.001 (OMCL) 953 953
    OREILLY AUTOMOTIVE INC NEW USD0.01 3,342 3,342
    PACKAGING CORP OF AMERICA COM 2,405 2,405
    PACWEST BANCORP DEL COM (PACW) 1,163 1,163
    PARKER-HANNIFIN CORP COM USD0.50(PH) 914 914
    PATTERSON COMPANIES INC COM USD0.01 757 757
    PAYCHEX INC COM USD0.01(PAYX) 3,174 3,174
    PC CONNECTION INC COM (CNXN) 444 444
    PEBBLEBROOK HOTEL TRUST COM 1,531 1,531
    PEPSICO INC (PEP) 5,376 5,376
    PFIZER INC (PFE) 11,127 11,127
    PHILIP MORRIS INTERNATIONAL INC 6,093 6,093
    PHYSICIANS REALTY TRUST COM USD0.01 824 824
    PINNACLE FINANCIAL PARTNERS COM 1,430 1,430
    PINNACLE WEST CAPITAL CORP COM NPV 1,972 1,972
    PROCTER AND GAMBLE CO COM (PG) 3,808 3,808
    PROLOGIS INC COM (PLD) 3,684 3,684
    PTC INC COM (PTC) 1,345 1,345
    PUBLIC STORAGE COM USD0.10(PSA) 3,092 3,092
    QORVO INC COM (QRVO) 1,040 1,040
    QTS REALTY TRUST INC COM USD0.01 CL A 739 739
    QUEST DIAGNOSTICS INC COM USD0.01 1,343 1,343
    REGAL BELOIT CORP COM STK USD0.01 1,527 1,527
    REGENCY CENTERS CORP COM USD0.01 2,111 2,111
    REGIONS FINL CORP (RF) 1,950 1,950
    REINSURANCE GRP OF AMERICA INC COM 1,629 1,629
    RELX PLC SPON ADS EACH REPR 1 ORD 1,916 1,916
    ROGERS COMMUNICATIONS INC 6,732 6,732
    RPM INTL INC FORMERLY RPM INC 1,392 1,392
    SABRA HEALTH CARE REIT INC COM 868 868
    SANOFI SPONSORED ADR(SNY) 2,022 2,022
    SCHNEIDER ELECTRIC SE UNSPONSORD 3,408 3,408
    SCOTTS MIRACLE-GRO CO (SMG) 1,612 1,612
    SELECTIVE INS GROUP INC COM (SIGI) 1,505 1,505
    SENSIENT TECHNOLOGIES CORP 1,016 1,016
    SGS SA UNSPONSORED ADR(SGSOY) 2,218 2,218
    SIGNATURE BK NEW YORK N Y COM (SBNY) 1,604 1,604
    SILICON MOTION TECHNOLOGY CORP 457 457
    SIMON PPTY GRP INC (SPG) 3,890 3,890
    SITE CENTERS CORP COM (SITC) 919 919
    SMUCKER J M CO COM NEW (SJM) 1,823 1,823
    SNAP ON INC (SNA) 1,403 1,403
    SONIC HEALTHCARE SPON ADR EACH REP 1 3,605 3,605
    SOUTH ST CORP COM (SSB) 791 791
    STANDARD MTR PRODS INC COMMON 636 636
    STERICYCLE INC COM ISIN #US8589121081 974 974
    STERLING BANCORP DEL COM (STL) 1,583 1,583
    STIFEL FINL CORP (SF) 1,019 1,019
    STURM RUGER &CO INC COM (RGR) 497 497
    SUNCOR ENERGY COM NPV NEW 2,341 2,341
    SUNTRUST BANKS INC (STI) 3,241 3,241
    SVENSKA HANDELSBANKEN AB ADR 1,975 1,975
    SYKES ENTERPRISES INC (SYKE) 693 693
    SYNOPSYS INC COM (SNPS) 1,281 1,281
    TAIWAN SEMICONDUCTOR 4,065 4,065
    TAIWAN SEMICONDUCTOR 3,720 3,720
    TELUS CORP COM ISIN #CA87971M1032 7,267 7,267
    TETRA TECH INC NEW COM (TTEK) 1,148 1,148
    TEXAS INSTRUMENTS INC COM USD1.00 3,129 3,129
    TREEHOUSE FOODS INC (THS) 1,512 1,512
    TYSON FOODS INC CL A (TSN) 2,428 2,428
    UMB FINL CORP (UMBF) 617 617
    UNILEVER PLC SPON ADR NEW (UL) 5,056 5,056
    UNITED BANKSHARES INC WEST VA COM 1,288 1,288
    UNITED OVERSEAS BK LTD SPONSORED 2,254 2,254
    UNITED TECHNOLOGIES CORP COM USD1 3,663 3,663
    UNITEDHEALTH GROUP (UNH) 5,320 5,320
    UNITIL CORP (UTL) 569 569
    US BANCORP DEL COM NEW (USB) 3,815 3,815
    US BANCORP DEL COM NEW (USB) 3,012 3,012
    VALVOLINE INC COM (VVV) 1,396 1,396
    VAREX IMAGING CORP COM (VREX) 480 480
    VENTAS INC (VTR) 643 643
    VERIZON COMMUNICATIONS (VZ) 4,185 4,185
    WALMART INC COM (WMT) 5,478 5,478
    WELLS FARGO BANK NATL ASSN CD 246,929 246,929
    WELLS FARGO CO NEW COM (WFC) 2,573 2,573
    WELLTOWER INC COM (WELL) 3,168 3,168

    TY 2018 InvestmentsOtherSchedule2
    Name:
    THE BARR FAMILY FOUNDATION
     
    C/O GLENN DUCKWORTH
    EIN:
    04-3793590
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ISHARES CORE S&P 500 ETF (IVV) FMV 207,975 207,975
    ISHARES CORE S&P MID-CAP ETF (IJH) FMV 36,228 36,228
    ISHARES INC CORE MSCI EMERGING MKTS FMV 83,504 83,504

    TY 2018 LegalFeesSchedule
    Name:
    THE BARR FAMILY FOUNDATION
     
    C/O GLENN DUCKWORTH
    EIN:
    04-3793590
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 232 46   186


    TY 2018 OtherDecreasesSchedule
    Name:
    THE BARR FAMILY FOUNDATION
     
    C/O GLENN DUCKWORTH
    EIN:
    04-3793590
    Description Amount
    UNREALIZED GAIN/(LOSS) 22,734


    TY 2018 OtherExpensesSchedule
    Name:
    THE BARR FAMILY FOUNDATION
     
    C/O GLENN DUCKWORTH
    EIN:
    04-3793590
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LICENSES & PERMITS 50 0   50
    INVESTMENT FEES 13,118 13,118   0


    TY 2018 TaxesSchedule
    Name:
    THE BARR FAMILY FOUNDATION
     
    C/O GLENN DUCKWORTH
    EIN:
    04-3793590
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STATE TAXES 228 0   228
    FOREIGN TAXES 543 543   0