TY 2021 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
bullet

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2021

Open to Public Inspection

For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021

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 If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... bullet

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$4,111,445J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	64,130		63,637
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		320,093
b	Gross sales price for all assets on line 6a 867,697
7	Capital gain net income (from Part IV, line 2)...			320,093
8	Net short-term capital gain.........				0
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......
12	Total. Add lines 1 through 11........	384,223		383,730
13	Compensation of officers, directors, trustees, etc.	41,388		20,694		20,694
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).......		1,250	0	0	1,250
c	Other professional fees (attach schedule)....					0
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...		4,439	154		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).......		200			200
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	47,277		20,848	0	22,144
25	Contributions, gifts, grants paid.......	174,000				174,000
26	Total expenses and disbursements. Add lines 24 and 25	221,277		20,848	0	196,144
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	162,946
b	Net investment income (if negative, enter -0-)			362,882
c	Adjusted net income (if negative, enter -0-)...				0

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2021)

Form 990-PF (2021)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	218,399	13,325	13,325
	3	Accounts receivable
		Less: allowance for doubtful accounts		0	0
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts 0
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......	2,017,973	2,522,808	3,793,695
	c	Investments—corporate bonds (attach schedule).......	455,858	306,622	304,425
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........			0
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	2,692,230	2,842,755	4,111,445
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	2,692,230	2,842,755
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds
	29	Total net assets or fund balances (see instructions).....	2,692,230	2,842,755
	30	Total liabilities and net assets/fund balances (see instructions).	2,692,230	2,842,755

Part III

Analysis of Changes in Net Assets or Fund Balances

Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............

2,692,230

Enter amount from Part I, line 27a .....................

162,946

Other increases not included in line 2 (itemize) bullet

Add lines 1, 2, and 3 ..........................

2,855,176

Decreases not included in line 2 (itemize) bullet

12,421

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

2,842,755

Form 990-PF (2021)

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	152. ABBVIE INC		2006-03-29	2021-05-13
b	50. ABBVIE INC		2006-03-29	2021-08-19
c	236. ACTIVISION BLIZZARD INC		2020-04-27	2021-08-19
d	200. ACTIVISION BLIZZARD INC		2020-06-08	2021-10-12
e	5. ALPHABET INCORPORATION		2018-03-13	2021-05-13
	95. ANALOG DEVICES		2018-03-13	2021-08-19
	50. BAXTER INTERNATIONAL INC		2018-03-13	2021-05-13
	421. BAXTER INTERNATIONAL INC		2018-03-13	2021-08-19
	22. CHEVRONTEXACO CORP		2020-02-19	2021-05-13
	50. COSTCO WHOLESALE CORP		2018-08-02	2021-05-13
	75. FACEBOOK INC CL-A		2015-01-20	2021-05-13
	60. FACEBOOK INC CL-A		2015-01-20	2021-08-19
	50. FACEBOOK INC CL-A		2015-01-20	2021-10-12
	50000. FHLB .72% 12/30/2024-2020		2020-06-18	2021-01-15
	300. FREEPORT MCMORAN COPPER & GOLD		2021-05-13	2021-10-12
	50. J P MORGAN CHASE & CO		2008-10-21	2021-05-13
	50. LAM RESEARCH CORP		2020-08-14	2021-08-19
	50. LAM RESEARCH CORP		2020-08-14	2021-10-12
	40. LOCKHEED MARTIN (COMMON STOCK)		2016-03-14	2021-08-19
	34. LULULEMON ATHLETICA INC		2020-08-14	2021-05-13
	83. LULULEMON ATHLETICA INC		2020-04-27	2021-05-13
	59. MICROSOFT CORP		2006-09-27	2021-08-19
	50. MICROSOFT CORP		2006-09-27	2021-10-12
	546.33 NEW WORLD FD INC NEW		2018-04-04	2021-10-12
	50. NEXTERA ENERGY, INC		2018-03-13	2021-05-13
	33. NORTHROP GRUMMAN CORP W/1 RT/SH		2020-04-27	2021-08-19
	244. NVIDIA CORP		2020-02-19	2021-08-19
	75. NVIDIA CORP		2020-02-19	2021-10-12
	100000. NVIDIA CORP		2020-03-17	2021-08-16
	55. O'REILLY AUTOMOTIVE INC		2018-09-10	2021-05-13
	60. O'REILLY AUTOMOTIVE INC		2018-09-10	2021-08-19
	119. PARKER HANNIFIN CORP		2006-09-27	2021-08-19
	100. PROCTER & GAMBLE CO		2020-02-19	2021-05-13
	52. THERMO ELECTRON CORP W/1 RT/SH		2018-03-13	2021-05-13
	20. THERMO ELECTRON CORP W/1 RT/SH		2018-03-13	2021-08-19
	25. UNITEDHEALTH GROUP INC		2015-01-20	2021-05-13
	49. VALERO ENERGY		2018-03-13	2021-05-13
	40. VISA INC		2018-03-13	2021-08-19
	136. WAL-MART STORES, INC.		2018-10-31	2021-05-13
	150. WAL-MART STORES, INC.		2018-10-31	2021-08-19
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	17,757	3,395	14,362
b	5,914	1,117	4,797
c	19,718	15,990	3,728
d	15,088	15,163	-75
e	11,145	5,761	5,384
	15,575	9,053	6,522
	4,171	3,416	755
	31,800	28,763	3,037
	2,348	2,429	-81
	19,046	10,972	8,074
	22,838	5,716	17,122
	21,286	4,573	16,713
	15,909	3,811	12,098
	50,000	50,000
	10,392	12,459	-2,067
	8,077	2,017	6,060
	28,179	18,669	9,510
	27,609	18,669	8,940
	14,380	8,687	5,693
	10,509	11,876	-1,367
	25,653	18,873	6,780
	17,192	1,618	15,574
	14,661	1,371	13,290
	50,000	36,926	13,074
	3,650	1,931	1,719
	12,019	11,435	584
	46,758	19,006	27,752
	15,606	5,762	9,844
	100,000	99,236	764
	30,624	19,199	11,425
	36,072	20,763	15,309
	34,891	5,986	28,905
	13,823	12,624	1,199
	23,740	11,292	12,448
	10,993	4,343	6,650
	10,257	2,638	7,619
	3,870	4,594	-724
	9,234	4,953	4,281
	18,849	13,714	5,135
	22,395	18,804	3,591
			15,669
			15,669
			15,669
			15,669
			15,669
			15,669
			15,669
			15,669
			15,669
			15,669
			15,669
			15,669
			15,669
			15,669
			15,669
			15,669
			15,669
			15,669
			15,669
			15,669
			15,669
			15,669
			15,669
			15,669
			15,669
			15,669
			15,669
			15,669
			15,669
			15,669
			15,669
			15,669
			15,669
			15,669
			15,669
			15,669
			15,669
			15,669
			15,669
			15,669

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			14,362
b			4,797
c			3,728
d			-75
e			5,384
			6,522
			755
			3,037
			-81
			8,074
			17,122
			16,713
			12,098

			-2,067
			6,060
			9,510
			8,940
			5,693
			-1,367
			6,780
			15,574
			13,290
			13,074
			1,719
			584
			27,752
			9,844
			764
			11,425
			15,309
			28,905
			1,199
			12,448
			6,650
			7,619
			-724
			4,281
			5,135
			3,591

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	320,093
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 ...................		3

Form 990-PF (2021)

Page 4

Part V

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2	0
3	Add lines 1 and 2...........................	3	5,044
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	5,044
6	Credits/Payments:

a	2021 estimated tax payments and 2020 overpayment credited to 2021	6a	3,092
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	1,952
d	Backup withholding erroneously withheld ...........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	5,044
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2022 estimated tax0	Refunded	11	0

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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?................

Yes

Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),

and Part XIV..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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

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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

Form 990-PF (2021)

Page 5

Part VI-A

Statements Regarding Activities (continued)

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

The books are in care of bullet

HUNTINGTON NATIONAL BANK Telephone no. bullet

(330) 742-7021

Located at bullet

PO BOX 1558 DEPT EA5W86COLUMBUSOH ZIP+4 bullet

43216

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

16 At any time during calendar year 2021, 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 VI-B

Statements Regarding Activities for Which Form 4720 May Be Required

File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.

Yes

During the year did the foundation (either directly or indirectly):

(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........

1a(1)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

Yes

(5) Transfer any income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person)? ......................

1a(5)

(6) Agree to pay money or property to a government official? (Exception. Check "No"

if the foundation agreed to make a grant to or to employ the official for a period

after termination of government service, if terminating within 90 days.) ...............

1a(6)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here........ bullet

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 2021? .............

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)):

At the end of tax year 2021, did the foundation have any undistributed income (lines 6d

and 6e, Part XII) for tax year(s) beginning before 2021?....................

If "Yes," list the years bullet

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

If "Yes," did it have excess business holdings in 2021 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 2021.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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 2021? ..

Form 990-PF (2021)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive? ....................

5a(2)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals? .............

5a(5)

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 ........

Organizations relying on a current notice regarding disaster assistance check here ......... bullet

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).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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 VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors

1 List all officers, directors, trustees, foundation managers and their compensation. See instructions

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
HUNTINGTON NATIONAL BANK	TRUSTEE 1	41,388
PO BOX 1558 DEPT EA5W86 COLUMBUS,OH43216	TRUSTEE 1	41,388

2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."


(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
NONE









Total number of other employees paid over $50,000...................				0

Form 990-PF (2021)

Page 7

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

Total number of others receiving over $50,000 for professional services............. bullet

Part VIII-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

Part VIII-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1


2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... bullet

Form 990-PF (2021)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

3,749,411

Average of monthly cash balances.......................

140,412

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

3,889,823

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

3,889,823

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

58,347

Net value of noncharitable-use assets. Subtract line 4 from line 3. .......

3,831,476

Minimum investment return. Enter 5% (0.05) of line 5................

191,574

Part X

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow

and do not complete this part.)

Minimum investment return from Part IX, line 6..................

191,574

Tax on investment income for 2021 from Part V, line 5.......

5,044

Income tax for 2021. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

5,044

Distributable amount before adjustments. Subtract line 2c from line 1............

186,530

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

186,530

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

186,530

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.

Form 990-PF (2021)

Page 9

Part XII

Undistributed Income (see instructions)

		(a) Corpus	(b) Years prior to 2020	(c) 2020	(d) 2021
1 Distributable amount for 2021 from Part X, line 7					186,530
2 Undistributed income, if any, as of the end of 2021:
a Enter amount for 2020 only.......				83,549
b Total for prior years:20, 20, 20			0
3 Excess distributions carryover, if any, to 2021:
a From 2016......	0
b From 2017......	0
c From 2018......	0
d From 2019......	0
e From 2020......	0
f Total of lines 3a through e ........		0
4Qualifying distributions for 2021 from Part
XI, line 4: $ 196,144
a Applied to 2020, but not more than line 2a				83,549
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 2021 distributable amount.....					112,595
e Remaining amount distributed out of corpus		0
5 Excess distributions carryover applied to 2021.		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 2019. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2021. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2022 ..........					73,935
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 2016 not applied on line 5 or line 7 (see instructions) ...		0
9 Excess distributions carryover to 2022. Subtract lines 7 and 8 from line 6a ......		0
10 Analysis of line 9:
a Excess from 2017....	0
b Excess from 2018....	0
c Excess from 2019....	0
d Excess from 2020....	0
e Excess from 2021....	0

Form 990-PF (2021)

Page 10

Part XIII

Private Operating Foundations (see instructions and Part VI-A, question 9)

1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet

b Check box to indicate whether the organization is a private operating foundation described in section 4942(j)(3) or4942(j)(5)

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) 2021	(b) 2020	(c) 2019	(d) 2018	(e) Total

b 85% (0.85) of line 2a .........
c Qualifying distributions from Part XI, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, 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 IX, line 6 for each year listed ..
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XIV

Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here bullet

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

aThe name, address, and telephone number or email address of the person to whom applications should be addressed:

bThe form in which applications should be submitted and information and materials they should include:

cAny submission deadlines:

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

Form 990-PF (2021)

Page 11

Part XIV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
UNITED WAY OF YOUNGSTOWN MAHONING VALLEY 255 WATT ST YOUNGSTOWN,OH44505	NONE	PC	SUPPORT PROGRAM	20,000
MAHONING VALLEY HISTORICAL SOCIETY 648 WICK AVE YOUNGSTOWN,OH44502	NONE	PC	GENERAL SUPPORT	11,000
THE SALVATION ARMY 440 W NYACK RD WEST NYACK,NY10994	NONE	PC	GENERAL OPERATING	50,000
JUNIOR LEAGUE OF MAHONING VALLEY 201 E COMMERCE ST STE 20 YOUNGSTOWN,OH44503	NONE	PC	SUPPORT PINK RIBBON TEA	1,000
THE ENGLISH CENTER 1119 ELM ST YOUNGSTOWN,OH44505	NONE	PC	SUPPORT OF CENTER	2,000
COLEMAN PROFESSIONAL SERVICES C/O HUNTINGTON BANK 41 S HIGH STREE COLUMBUS,OH43215	NONE	PC	GENERAL OPERATING	10,000
COMMUNITY FOUNDATION OF WESTERN PA 7 W STATE ST SHARON,PA16146	NONE	PC	GENERAL OPERATING	2,500
OBLATE SISTERS SACRED HEART OF JESUS 50 WARNER ROAD HUBBARD,OH44425	NONE	PC	GENERAL OPERATING	50,000
MAHONING VALLEY COLLEGE 147 W MARKET ST WARREN,OH44481	NONE	PC	GENERAL OPERATING	1,000
WARREN AREA CHAMBER ECONOMIC DEVELOP FDN 100 E FEDERAL ST STE 500 YOUNGSTOWN,OH44503	NONE	PC	GENERAL OPERATING	5,500
YELLOW BRICK PLACE 2959 CANFIELD RD 10 YOUNGSTOWN,OH44511	NONE	PC	GENERAL OPERATING	12,000
YWCA 25 W RAYEN AVE YOUNGSTOWN,OH44503	NONE	PC	GENERAL OPERATING	2,500
THE WAY STATION FOR THE FOOD PANTRY 769 SPRINGFIELD RD COLUMBIANA,OH44408	NONE	PC	GENERAL OPERATING	5,000
TRUMBULL COUNTY COMMUNITY FOUNDATION C/O HNB PO BOX 1558 DEPT EA5W86 COLUMBUS,OH43216	NONE	PC	GENERAL OPERATING	1,500
Total ................................. 3a				174,000

bApproved for future payment

Total ................................. 3b

Form 990-PF (2021)

Page 12

Part XV-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
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 ....
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	320,093
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) ..				384,223

13Total. Add line 12, columns (b), (d), and (e)..................

384,223

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)

Form 990-PF (2021)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

If "Yes," complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship

Sign Here

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2021)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2021 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	1,250			1,250

- TIN:

TY 2021 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.

- TIN:

TY 2021 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
89114QCH9 TORONTO-DOMINION BAN	50,501	49,477
912828S92 UNITED STATES TREAS	103,160	101,000
3130AJQP7 FHLB .72% 12/30/2024
45866FAG9 INTERCONTINENTAL EXC	50,555	51,985
49327M2T0 KEY BANK NA SERIES B	51,229	50,625
78015K7C2 ROYAL BANK OF CANADA	51,177	51,338
67066GAD6 NVIDIA CORP 2.2% 09/

- TIN:

TY 2021 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
464287788 ISHARES TR	58,091	83,916
89155T649 TOUCHSTONE FDS GROUP	60,178	86,856
254687106 DISNEY WALT CO	13,848	20,136
22160K105 COSTCO WHOLESALE COR	16,221	42,578
28176E108 EDWARDS LIFESCIENCES	17,862	49,229
654106103 NIKE INC	21,992	71,668
773903109 ROCKWELL AUTOMATION	28,754	55,816
31428Q739 FEDERATED TOTAL RETU	153,489	154,570
666807102 NORTHROP GRUMMAN COR	17,319	19,354
871829107 SYSCO CORP	25,361	31,263
543916688 LORD ABBETT INVT TR	253,999	250,975
00507V109 ACTIVISION BLIZZARD
02079K305 ALPHABET INCORPORATI	40,329	101,396
594918104 MICROSOFT CORP	19,838	151,344
31420B847 FEDERATED HERMES INS	75,386	75,033
037833100 APPLE INC	22,751	143,477
61756E461 MORGAN STANLEY INSTL	104,706	138,966
649280815 NEW WORLD FD INC NEW	58,667	74,620
025816109 AMERICAN EXPRESS CO	29,908	47,444
023135106 AMAZON COM INC	39,781	83,359
713448108 PEPSICO INC	1,034	34,742
74340W103 PROLOGIS INC	36,924	67,344
65339F101 NEXTERA ENERGY INC	16,298	39,398
742718109 PROCTER GAMBLE CO/T	37,872	49,074
92939U106 WEC ENERGY GROUP INC	24,347	25,724
032654105 ANALOG DEVICES INC	28,589	52,731
071813109 BAXTER INTERNATIONAL
337738108 FISERV INC	31,852	33,213
478160104 JOHNSON JOHNSON	35,133	42,768
67103H107 O'REILLY AUTOMOTIVE
883556102 THERMO FISHER SCIENT	4,343	13,345
38144N841 GOLDMAN SACHS TR	23,744	26,809
31421N683 FEDERATED HERMES EQU	47,287	56,060
22822V101 CROWN CASTLE INTL CO	24,061	45,923
931142103 WAL MART STORES INC
166764100 CHEVRON CORP NEW	19,657	20,888
512807108 LAM RESEARCH CORP
46625H100 JPMORGAN CHASE CO	33,175	76,008
00287Y109 ABBVIE INC	2,233	13,540
30303M102 FACEBOOK INC CL-A
437076102 HOME DEPOT INC	22,721	66,402
452308109 ILLINOIS TOOL WKS IN	36,218	52,322
701094104 PARKER-HANNIFIN CORP	3,237	25,768
91913Y100 VALERO ENERGY CORP N	36,660	29,368
552982720 MFS SER TR XIII	69,488	83,051
46120E602 INTUITIVE SURGICAL I	38,798	65,752
92826C839 VISA INC	37,144	65,013
007903107 ADVANCED MICRO DEVIC	22,676	57,560
09247X101 BLACKROCK INC	22,353	41,200
67066G104 NVIDIA CORP	32,869	95,586
539830109 LOCKHEED MARTIN CORP	8,687	14,216
550021109 LULULEMON ATHLETICA
882508104 TEXAS INSTRS INC	18,306	54,091
91324P102 UNITEDHEALTH GROUP I	13,190	62,768
G1151C101 ACCENTURE PLC-CL A	28,245	70,474
097023105 BOEING CO	11,446	10,066
7591EP100 REGIONS FINL CORP NE	19,870	21,800
40168W483 GUGGENHEIM FDS TR	25,000	24,686
14040H105 CAPITAL ONE FINL COR	17,069	14,509
149123101 CATERPILLAR INC	10,366	10,337
532457108 ELI LILLY CO	20,197	20,717
H1467J104 CHUBB LTD	18,498	19,331
92646A831 VICTORY PORTFOLIOS	50,000	48,984
46138E511 INVESCO EXCHANGE-TRA	25,231	25,215
464287804 ISHARES TR	35,002	36,185
169656105 CHIPOTLE MEXICAN GRI	25,330	26,224
260557103 DOW INC	13,608	11,344
43300A203 HILTON WORLDWIDE HLD	21,485	23,399
88160R101 TESLA INC	15,881	26,420
723787107 PIONEER NAT RES CO	19,165	18,188
744320102 PRUDENTIAL FINL INC	21,002	21,648
824348106 SHERWIN WILLIAMS CO	14,316	17,608
55261F104 MT BANK CORP	13,555	15,358
444859102 HUMANA INC	20,517	23,193
922031737 VANGUARD FIXED INCOM	50,000	49,475
171340102 CHURCH & DWIGHT CO I	21,504	25,625
957663503 WESTERN ASSET FDS IN	100,000	97,946
72201F623 PIMCO FDS	20,000	20,562
060505104 BANK AMER CORP	12,162	13,347
592905749 METROPOLITAN WEST FD	50,000	48,750
09857L108 BOOKING HLDGS INC	22,967	26,392
235851102 DANAHER CORP	23,866	24,676
244199105 DEERE CO	9,150	8,572

- TIN:

TY 2021 OtherDecreasesSchedule

Name:

E M BARR TW CHARITABLE TRUST

EIN:

34-6687006

Description	Amount
MUTUAL FUND TIMING ADJ	12,421

- TIN:

TY 2021 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/TAX PAYMENT	200	0		200

- TIN:

TY 2021 TaxesSchedule

Name:

E M BARR TW CHARITABLE TRUST

EIN:

34-6687006

Category	Amount	Net Investment Income
FOREIGN TAXES	154	154
FEDERAL TAX PAYMENT - PRIOR YE	1,193	0
FEDERAL ESTIMATES - PRINCIPAL	3,092	0