Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$3,442,356J 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 right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 71,375 71,289  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 226,297
b Gross sales price for all assets on line 6a 2,450,731
7 Capital gain net income (from Part IV, line 2)... 226,297
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........ 297,672 297,586  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 37,598 18,799   18,799
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,250 0 0 1,250
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,687 607   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
494     494
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 41,029 19,406 0 20,543
25 Contributions, gifts, grants paid....... 165,500 165,500
26 Total expenses and disbursements. Add lines 24 and 25 206,529 19,406 0 186,043
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 91,143
b Net investment income (if negative, enter -0-) 278,180
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 84,920 25,897 25,897
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow0      
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)....... 2,528,657 Click to see attachment
List of Attached Documents:
// Content
1,447,247 		1,967,895
c Investments—corporate bonds (attach schedule)....... 204,838 Click to see attachment
List of Attached Documents:
// Content
1,437,285 		1,448,564
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,818,415 2,910,429 3,442,356
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 right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 2,818,415 2,910,429
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)..... 2,818,415 2,910,429
30 Total liabilities and net assets/fund balances (see instructions). 2,818,415 2,910,429
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
2,818,415
2
Enter amount from Part I, line 27a .....................
2
91,143
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,335
4
Add lines 1, 2, and 3 ..........................
4
2,910,893
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
464
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,910,429
Form 990-PF (2023)
Form 990-PF (2023)
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 750. AT&T INC   2022-05-23 2023-02-17
b 125. ABBVIE INC   2022-05-23 2023-02-17
c 50. APPLE COMPUTER   2010-06-10 2023-02-17
d 75. AVALONBAY COMMUNITIES INC (REIT)   2022-01-24 2023-02-17
e 148. ELECTRONIC ARTS INC   2022-07-01 2023-02-17
50. HUMANA INC W/1 RT/SH   2021-08-19 2023-02-17
100. MCCORMICK & CO INC COM NON VTG   2022-05-23 2023-02-17
200. MCCORMICK & CO INC COM NON VTG   2022-01-24 2023-02-17
21. O'REILLY AUTOMOTIVE INC   2022-10-03 2023-02-17
265. WEC ENERGY GROUP INC   2020-04-27 2023-02-17
12919.9 LORD ABBETT INVT TR   2018-03-13 2023-05-04
132. ALPHABET INC   2018-03-13 2023-06-01
296. AMAZON.COM INC   2018-03-13 2023-06-01
65. ANALOG DEVICES   2018-03-13 2023-06-01
162. APPLE COMPUTER   2010-06-10 2023-06-01
129. AUTOMATIC DATA PROCESSING     2023-06-01
300. BANK AMER CORP COM   2021-08-19 2023-06-01
21. CATERPILLAR INC.   2022-07-01 2023-06-01
87. CATERPILLAR INC.     2023-06-01
178. CHEVRONTEXACO CORP   2020-02-19 2023-06-01
2. CONSTELLATION BRANDS INC CL A   2022-05-23 2023-06-01
18. COSTCO WHOLESALE CORP   2018-08-02 2023-06-01
161. CROWN CASTLE INC   2018-03-13 2023-06-01
91. DANAHER CORP     2023-06-01
28. DEERE & COMPANY   2022-07-01 2023-06-01
44. DEERE & COMPANY     2023-06-01
677. FIDELITY MERRIMACK STR TR   2022-10-03 2023-06-01
185. FISERV INC   2020-08-14 2023-06-01
981.93 GUGGENHEIM FDS TR   2021-08-19 2023-06-01
609. INVESCO ULTRA SHORT DURATION ETF   2022-10-03 2023-06-01
516. ISHARES TR   2022-10-03 2023-06-01
1528. ISHARES GOLDMAN SACHS CORPORATE BOND FD     2023-06-01
250. ISHARES TR   2019-01-30 2023-06-01
207. ISHARES S & P SMALLCAP 600   2021-10-12 2023-06-01
801. ISHARES TR   2022-10-03 2023-06-01
1417. ISHARES TR     2023-06-01
1413. ISHARES TR   2022-10-03 2023-06-01
142. J P MORGAN CHASE & CO   2008-10-21 2023-06-01
57. JOHNSON & JOHNSON CO   2018-10-31 2023-06-01
11. LOCKHEED MARTIN (COMMON STOCK)   2022-05-23 2023-06-01
42505.44 LORD ABBETT INVT TR   2018-03-13 2023-06-01
31. MCDONALDS CORP   2022-01-24 2023-06-01
73. MICROSOFT CORP   2006-09-27 2023-06-01
183. NEXTERA ENERGY, INC   2018-03-13 2023-06-01
7. NORTHROP GRUMMAN CORP W/1 RT/SH   2022-05-23 2023-06-01
61. NVIDIA CORP   2020-08-14 2023-06-01
300. OCCIDENTAL PETROLEUM CORP   2022-07-01 2023-06-01
52. PEPSICO INC   1986-07-28 2023-06-01
13. PIONEER NAT RES CO COM   2021-10-12 2023-06-01
193. PROCTER & GAMBLE CO   2020-02-19 2023-06-01
200. PRUDENTIAL FINL INC   2021-08-19 2023-06-01
1000. REGIONS FINL CORP NEW   2021-08-19 2023-06-01
439. SPDR INDEX SHS FDS   2022-10-03 2023-06-01
3422. SPDR SER TR   2022-10-03 2023-06-01
9. SALESFORCE.COM INC   2023-02-17 2023-06-01
2. SERVICENOW INC   2022-07-01 2023-06-01
55. SHERWIN WILLIAMS CO   2022-07-01 2023-06-01
50. SHERWIN WILLIAMS CO   2021-05-13 2023-06-01
200. TEXAS INSTRUMENTS INC.     2023-06-01
25. UNITEDHEALTH GROUP INC   2015-01-20 2023-06-01
163. VALERO ENERGY   2018-03-13 2023-06-01
2695.87 VICTORY PORTFOLIOS     2023-06-01
12. VISA INC   2018-03-13 2023-06-01
35. ACCENTURE PLC-CL A   2018-03-13 2023-06-01
26. ACTIVISION BLIZZARD INC   2023-06-01 2023-07-12
8. ADOBE SYS INC W/1 RT/SH   2023-02-17 2023-07-12
35. ALPHABET INC   2018-03-13 2023-07-12
20. AMAZON.COM INC   2018-03-13 2023-07-12
39. AMERICAN ELECTRIC POWER CO INC   2022-05-23 2023-07-12
14. AMERICAN EXPRESS COMPANY   2018-10-31 2023-07-12
13. ANALOG DEVICES   2018-03-13 2023-07-12
5. ANTHEM INC   2022-10-03 2023-07-12
37. APPLE COMPUTER   2010-06-10 2023-07-12
15. ATMOS ENERGY CORP   2023-06-01 2023-07-12
1. BOOKING HLDGS INC   2021-08-19 2023-07-12
56. BOSTON SCIENTIFIC CORP   2023-06-01 2023-07-12
2. CHIPOTLE MEXICAN GRILL INC CLASS A   2021-05-13 2023-07-12
36. COMCAST CORP NEW   2023-06-01 2023-07-12
12. CONSTELLATION BRANDS INC CL A   2022-05-23 2023-07-12
4. COSTCO WHOLESALE CORP   2018-08-02 2023-07-12
11. DIAGEO PLC SPONSORED ADR   2022-10-03 2023-07-12
10. DOLLAR GEN CORP NEW   2022-07-01 2023-07-12
15. EOG RESOURCES INC   2022-05-23 2023-07-12
25. EMERSON ELECTRIC CO   2023-02-17 2023-07-12
14. EXXON MOBIL CORP COM   2023-06-01 2023-07-12
11. FACEBOOK INC CL-A   2023-06-01 2023-07-12
13. FISERV INC   2020-08-14 2023-07-12
21. GENERAL ELEC CO   2023-06-01 2023-07-12
9. INTUITIVE SURGICAL INC   2023-06-01 2023-07-12
47. ISHARES S & P MIDCAP 400   2023-06-01 2023-07-12
59. ISHARES S & P SMALLCAP 600   2021-10-12 2023-07-12
20. J P MORGAN CHASE & CO   2008-10-21 2023-07-12
14. JOHNSON & JOHNSON CO   2018-10-31 2023-07-12
12. ELI LILLY & CO   2021-08-19 2023-07-12
3. LOCKHEED MARTIN (COMMON STOCK)   2022-05-23 2023-07-12
10. M & T BANK CORP   2021-08-19 2023-07-12
11. MCDONALDS CORP   2022-01-24 2023-07-12
27. MICROSOFT CORP   2006-09-27 2023-07-12
5. NETFLIX INC   2023-02-17 2023-07-12
23. NEXTERA ENERGY, INC   2018-03-13 2023-07-12
3. NORTHROP GRUMMAN CORP W/1 RT/SH   2022-05-23 2023-07-12
11. NVIDIA CORP   2020-08-14 2023-07-12
6. PARKER HANNIFIN CORP   2023-02-17 2023-07-12
13. PEPSICO INC   1986-07-28 2023-07-12
8. PIONEER NAT RES CO COM   2021-10-12 2023-07-12
10. PROCTER & GAMBLE CO   2020-02-19 2023-07-12
8. ROCKWELL INTL CORP NEW   2023-02-17 2023-07-12
183. SPDR INDEX SHS FDS   2022-10-03 2023-07-12
8. SALESFORCE.COM INC   2023-02-17 2023-07-12
3. SERVICENOW INC   2022-07-01 2023-07-12
16. STARBUCKS CORP   2023-02-17 2023-07-12
4. SYNOPSYS INC W/1 RT/SH   2023-06-01 2023-07-12
13. T-MOBILE US INC   2023-02-17 2023-07-12
13. TESLA INC   2021-05-13 2023-07-12
7. UNITEDHEALTH GROUP INC   2015-01-20 2023-07-12
22. VALERO ENERGY   2018-03-13 2023-07-12
497. VANGUARD TAX-MANAGED INTL FD   2022-10-03 2023-07-12
138. VANGUARD INTL EQUITY INDEX FDS   2022-10-03 2023-07-12
6. VERTEX PHARMACEUTICAL INC   2023-06-01 2023-07-12
17. VISA INC   2018-03-13 2023-07-12
11. WAL-MART STORES, INC.   2023-02-17 2023-07-12
10. ACCENTURE PLC-CL A   2018-03-13 2023-07-12
11. CHUBB LTD   2021-08-19 2023-07-12
244. ACTIVISION BLIZZARD INC   2023-06-01 2023-07-17
100000. UNITED STATES TREAS NTS   2020-05-01 2023-07-31
50000. E TRADE FINL CORP   2023-06-05 2023-08-04
2. ADVANCED MICRO DEVICES INC W/1   2023-07-17 2023-09-28
91. AMERICAN EXPRESS COMPANY   2023-06-01 2023-09-28
36. AMERICAN EXPRESS COMPANY   2018-10-31 2023-09-28
97. DIAGEO PLC SPONSORED ADR     2023-09-28
31. DOLLAR GEN CORP NEW   2023-06-01 2023-09-28
64. DOLLAR GEN CORP NEW   2022-07-01 2023-09-28
62. FISERV INC   2020-08-14 2023-09-28
153. STARBUCKS CORP     2023-09-28
50000. ROYAL BANK OF CANADA SERIES GMTN 2.25% 1   2020-05-01 2023-10-04
2. ADOBE SYS INC W/1 RT/SH   2023-02-17 2023-10-10
4. ADVANCED MICRO DEVICES INC W/1   2023-07-17 2023-10-10
7. ALPHABET INC   2018-03-13 2023-10-10
3. AMAZON.COM INC   2018-03-13 2023-10-10
7. AMERICAN ELECTRIC POWER CO INC   2022-05-23 2023-10-10
3. ANALOG DEVICES   2018-03-13 2023-10-10
1. ANTHEM INC   2022-10-03 2023-10-10
7. APPLE COMPUTER   2010-06-10 2023-10-10
3. ATMOS ENERGY CORP   2023-06-01 2023-10-10
1. BERKSHIRE HATHAWAY CL-B   2023-09-28 2023-10-10
11. BOSTON SCIENTIFIC CORP   2023-06-01 2023-10-10
6. COMCAST CORP NEW   2023-06-01 2023-10-10
2. CONSTELLATION BRANDS INC CL A   2022-05-23 2023-10-10
2. EOG RESOURCES INC   2022-05-23 2023-10-10
5. EMERSON ELECTRIC CO   2023-02-17 2023-10-10
5. EXXON MOBIL CORP COM   2023-06-01 2023-10-10
2. FACEBOOK INC CL-A   2023-06-01 2023-10-10
2. FISERV INC   2020-08-14 2023-10-10
4. GENERAL ELEC CO   2023-06-01 2023-10-10
2. INTUITIVE SURGICAL INC   2023-06-01 2023-10-10
8. ISHARES S & P MIDCAP 400   2023-06-01 2023-10-10
10.00011 ISHARES S & P SMALLCAP 600   2021-10-12 2023-10-10
.99989 ISHARES S & P SMALLCAP 600   2021-10-12 2023-10-10
4. J P MORGAN CHASE & CO   2008-10-21 2023-10-10
3. JOHNSON & JOHNSON CO   2018-10-31 2023-10-10
2. ELI LILLY & CO   2021-08-19 2023-10-10
1. LOCKHEED MARTIN (COMMON STOCK)   2022-05-23 2023-10-10
2. M & T BANK CORP   2021-08-19 2023-10-10
2. MCDONALDS CORP   2022-01-24 2023-10-10
5. MICROSOFT CORP   2006-09-27 2023-10-10
1. NETFLIX INC   2023-02-17 2023-10-10
7. NEXTERA ENERGY, INC   2018-03-13 2023-10-10
2. NVIDIA CORP   2020-08-14 2023-10-10
1. PARKER HANNIFIN CORP   2023-02-17 2023-10-10
3. PEPSICO INC   1986-07-28 2023-10-10
2. PIONEER NAT RES CO COM   2021-10-12 2023-10-10
2. PROCTER & GAMBLE CO   2020-02-19 2023-10-10
1. ROCKWELL INTL CORP NEW   2023-02-17 2023-10-10
32. SPDR INDEX SHS FDS   2022-10-03 2023-10-10
2. SALESFORCE.COM INC   2023-02-17 2023-10-10
1. SERVICENOW INC   2022-07-01 2023-10-10
1. SYNOPSYS INC W/1 RT/SH   2023-06-01 2023-10-10
3. TJX COMPANIES INC W/1 RT/SH   2023-09-28 2023-10-10
3. T-MOBILE US INC   2023-02-17 2023-10-10
3. TESLA INC   2021-05-13 2023-10-10
2. UNITEDHEALTH GROUP INC   2015-01-20 2023-10-10
4. VALERO ENERGY   2018-03-13 2023-10-10
89. VANGUARD TAX-MANAGED INTL FD   2022-10-03 2023-10-10
25. VANGUARD INTL EQUITY INDEX FDS   2022-10-03 2023-10-10
2. VERTEX PHARMACEUTICAL INC   2023-06-01 2023-10-10
3. VISA INC   2018-03-13 2023-10-10
2. WAL-MART STORES, INC.   2023-02-17 2023-10-10
1. ACCENTURE PLC-CL A   2018-03-13 2023-10-10
2. CHUBB LTD   2021-08-19 2023-10-10
4. BOOKING HLDGS INC   2021-08-19 2023-11-17
1. COMCAST CORP NEW   2023-06-01 2023-11-17
1. GENERAL ELEC CO   2023-06-01 2023-11-17
1. ISHARES S & P MIDCAP 400   2023-06-01 2023-11-17
132. JOHNSON & JOHNSON CO   2018-10-31 2023-11-17
25. ELI LILLY & CO   2021-08-19 2023-11-17
1. NEXTERA ENERGY, INC   2018-03-13 2023-11-17
77. PIONEER NAT RES CO COM   2021-10-12 2023-11-17
1. ROCKWELL INTL CORP NEW   2023-02-17 2023-11-17
2. SPDR INDEX SHS FDS   2022-10-03 2023-11-17
4. VANGUARD TAX-MANAGED INTL FD   2022-10-03 2023-11-17
1. VANGUARD INTL EQUITY INDEX FDS   2022-10-03 2023-11-17
58. VERTEX PHARMACEUTICAL INC   2023-06-01 2023-11-17
1. VISA INC   2018-03-13 2023-11-17
1. ACCENTURE PLC-CL A   2018-03-13 2023-11-17
25. ANTHEM INC   2023-06-01 2023-12-21
23. ANTHEM INC   2022-10-03 2023-12-21
29. MICROSOFT CORP   2006-09-27 2023-12-21
25. NORTHROP GRUMMAN CORP W/1 RT/SH   2022-05-23 2023-12-21
22. NVIDIA CORP   2020-08-14 2023-12-21
(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 14,527   15,675 -1,148
b 18,858   18,850 8
c 7,579   442 7,137
d 13,361   17,530 -4,169
e 16,624   18,011 -1,387
25,445   20,517 4,928
7,554   9,197 -1,643
15,108   18,824 -3,716
18,286   15,081 3,205
24,583   24,347 236
50,000   54,264 -4,264
16,290   7,605 8,685
36,477   23,550 12,927
11,823   6,194 5,629
29,129   1,433 27,696
27,334   29,095 -1,761
8,346   12,162 -3,816
4,406   3,716 690
18,252   17,325 927
27,200   19,657 7,543
485   480 5
9,237   3,950 5,287
18,183   17,909 274
21,207   28,285 -7,078
9,909   8,346 1,563
15,572   16,262 -690
30,837   30,391 446
20,897   18,415 2,482
23,301   25,000 -1,699
30,206   30,127 79
55,738   54,882 856
164,366   159,227 5,139
17,740   14,541 3,199
19,330   22,928 -3,598
59,426   57,792 1,634
165,638   162,985 2,653
30,888   30,521 367
19,539   5,728 13,811
8,797   8,010 787
4,950   4,766 184
163,221   178,523 -15,302
8,917   7,780 1,137
24,315   2,002 22,313
13,335   7,068 6,267
3,072   3,195 -123
24,243   7,011 17,232
17,517   17,487 30
9,483   269 9,214
2,625   2,491 134
27,703   24,364 3,339
16,050   21,002 -4,952
17,270   19,870 -2,600
17,600   17,297 303
100,674   100,333 341
1,930   1,473 457
1,099   955 144
12,883   12,717 166
11,712   14,316 -2,604
35,246   13,634 21,612
12,368   2,638 9,730
17,345   15,283 2,062
117,001   131,787 -14,786
2,716   1,486 1,230
10,695   5,707 4,988
2,349   2,096 253
4,055   2,843 1,212
4,158   2,016 2,142
2,608   1,591 1,017
3,401   3,948 -547
2,447   1,444 1,003
2,530   1,239 1,291
2,066   2,347 -281
7,028   327 6,701
1,807   1,692 115
2,789   2,088 701
2,933   2,906 27
4,159   2,674 1,485
1,526   1,413 113
3,007   2,881 126
2,157   878 1,279
1,908   1,875 33
1,684   2,462 -778
1,818   1,898 -80
2,299   2,142 157
1,492   1,456 36
3,376   3,007 369
1,657   1,294 363
2,333   2,206 127
3,128   2,800 328
12,612   11,406 1,206
6,016   6,535 -519
2,970   807 2,163
2,211   1,967 244
5,281   3,231 2,050
1,391   1,300 91
1,317   1,356 -39
3,253   2,761 492
9,105   740 8,365
2,215   1,732 483
1,680   888 792
1,367   1,369 -2
4,812   1,264 3,548
2,388   2,117 271
2,387   67 2,320
1,726   1,533 193
1,488   1,262 226
2,710   2,362 348
7,770   7,210 560
1,809   1,309 500
1,683   1,433 250
1,622   1,715 -93
1,764   1,836 -72
1,828   1,935 -107
3,552   2,476 1,076
3,165   739 2,426
2,526   2,063 463
23,195   18,523 4,672
5,749   5,129 620
2,078   1,946 132
4,121   2,105 2,016
1,705   1,602 103
3,136   1,631 1,505
2,087   2,035 52
22,649   19,666 2,983
100,000   103,160 -3,160
50,338   49,111 1,227
197   229 -32
13,621   14,915 -1,294
5,389   3,713 1,676
14,553   16,531 -1,978
3,223   5,076 -1,853
6,654   15,755 -9,101
7,032   6,171 861
13,857   16,252 -2,395
48,015   51,177 -3,162
1,067   711 356
436   458 -22
970   403 567
389   239 150
518   709 -191
527   286 241
455   469 -14
1,250   62 1,188
332   338 -6
348   358 -10
591   571 20
267   235 32
474   480 -6
254   253 1
482   428 54
554   520 34
646   547 99
229   199 30
446   420 26
597   622 -25
1,993   1,941 52
940   1,108 -168
94   111 -17
583   161 422
475   422 53
1,159   539 620
435   433 2
253   271 -18
502   502  
1,644   137 1,507
377   346 31
358   270 88
918   230 688
397   353 44
493   16 477
477   383 94
289   252 37
292   295 -3
1,216   1,261 -45
415   327 88
557   478 79
490   459 31
265   267 -2
426   446 -20
791   571 220
1,049   211 838
520   375 145
3,898   3,317 581
985   929 56
719   649 70
710   371 339
315   291 24
312   163 149
419   370 49
12,475   8,351 4,124
43   39 4
119   105 14
253   243 10
19,764   18,550 1,214
14,704   6,732 7,972
57   39 18
18,013   14,757 3,256
274   295 -21
79   79  
181   149 32
40   37 3
19,957   18,815 1,142
250   124 126
327   163 164
11,588   11,601 -13
10,661   10,798 -137
10,809   795 10,014
11,495   11,410 85
10,728   2,529 8,199
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       -1,148
b       8
c       7,137
d       -4,169
e       -1,387
      4,928
      -1,643
      -3,716
      3,205
      236
      -4,264
      8,685
      12,927
      5,629
      27,696
      -1,761
      -3,816
      690
      927
      7,543
      5
      5,287
      274
      -7,078
      1,563
      -690
      446
      2,482
      -1,699
      79
      856
      5,139
      3,199
      -3,598
      1,634
      2,653
      367
      13,811
      787
      184
      -15,302
      1,137
      22,313
      6,267
      -123
      17,232
      30
      9,214
      134
      3,339
      -4,952
      -2,600
      303
      341
      457
      144
      166
      -2,604
      21,612
      9,730
      2,062
      -14,786
      1,230
      4,988
      253
      1,212
      2,142
      1,017
      -547
      1,003
      1,291
      -281
      6,701
      115
      701
      27
      1,485
      113
      126
      1,279
      33
      -778
      -80
      157
      36
      369
      363
      127
      328
      1,206
      -519
      2,163
      244
      2,050
      91
      -39
      492
      8,365
      483
      792
      -2
      3,548
      271
      2,320
      193
      226
      348
      560
      500
      250
      -93
      -72
      -107
      1,076
      2,426
      463
      4,672
      620
      132
      2,016
      103
      1,505
      52
      2,983
      -3,160
      1,227
      -32
      -1,294
      1,676
      -1,978
      -1,853
      -9,101
      861
      -2,395
      -3,162
      356
      -22
      567
      150
      -191
      241
      -14
      1,188
      -6
      -10
      20
      32
      -6
      1
      54
      34
      99
      30
      26
      -25
      52
      -168
      -17
      422
      53
      620
      2
      -18
       
      1,507
      31
      88
      688
      44
      477
      94
      37
      -3
      -45
      88
      79
      31
      -2
      -20
      220
      838
      145
      581
      56
      70
      339
      24
      149
      49
      4,124
      4
      14
      10
      1,214
      7,972
      18
      3,256
      -21
       
      32
      3
      1,142
      126
      164
      -13
      -137
      10,014
      85
      8,199
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 2 226,297
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 3,867
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 3,867
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 3,867
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 3,062
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,062
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.......right arrow 9 805
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowOH
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .Click to see attachment
List of Attached Documents:
// Content
8b
 
No
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowHUNTINGTON NATIONAL BANK Telephone no.right arrow (330) 742-7021

Located atright arrowPO BOX 1558 DEPT EA5W86COLUMBUSOH ZIP+4right arrow43216
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
HUNTINGTON NATIONAL BANK TRUSTEE
1 		37,598    
PO BOX 1558 DEPT EA5W86
COLUMBUS,OH43216
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
3,243,144
b
Average of monthly cash balances.......................
1b
60,195
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
3,303,339
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
3,303,339
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
49,550
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,253,789
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
162,689
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.)
1
Minimum investment return from Part IX, line 6..................
1
162,689
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
3,867
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,867
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
158,822
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
158,822
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
158,822
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
186,043
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
186,043
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 158,822
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 0
b From 2019...... 0
c From 2020...... 0
d From 2021...... 0
e From 2022...... 10,104
f Total of lines 3a through e ........ 10,104
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 186,043
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 158,822
e Remaining amount distributed out of corpus 27,221
5 Excess distributions carryover applied to 2023. 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 37,325
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		37,325
10 Analysis of line 9:
a Excess from 2019.... 0
b Excess from 2020.... 0
c Excess from 2021.... 0
d Excess from 2022.... 10,104
e Excess from 2023.... 27,221
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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 right arrow
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 (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

UNITED WAY WORLDWIDE

701 N FAIRFAX ST
ALEXANDRIA,VA22314 		NONE PC GENERAL OPERATING 20,000

MERCY HEALTH FOUNDATION

14528 SOUTH OUTER 40 RD STE 100
CHESTERFIELD,MO630175743 		NONE PC GENERAL OPERATING 15,000

BOY SCOUTS OF AMERICA

PO BOX 152079
IRVING,TX75015 		NONE PC GENERAL OPERATING 20,000

THE SALVATION ARMY

615 SLATERS LN
ALEXANDRIA,VA22314 		NONE PC GENERAL OPERATING 50,000

BUTLER INSTITUTE OF AMERICAN ART

524 WICK AVE
YOUNGSTOWN,OH445021213 		NONE PC GENERAL OPERATING 5,000

YWCA

1020 19TH ST NW
WASHINGTON,DC20036 		NONE PC GENERAL OPERATING 30,000

AMERICAN JUNIOR GOLF ASSOCIATION

C/O HUNTINGTON NATIONAL BANK
COLUMBUS,OH43216 		NONE PC GENERAL OPERATING 5,000

OH WOW

C/O HUNTINGTON NATIONAL BANK
COLUMBUS,OH43216 		NONE PC GENERAL OPERATING 7,500

WYSU

1 UNIVERSITY PLAZA
YOUNGSTOWN,OH44555 		NONE PC GENERAL OPERATING 3,000

YOUNGSTOWN PRESS CLUB

C/O HUNTINGTON NATIONAL BANK
COLUMBUS,OH43216 		NONE PC GENERAL OPERATING 10,000
Total .................................right arrow 3a 165,500
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 71,375  
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 ............ 		    18 226,297  
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) ..   297,672  
13Total. Add line 12, columns (b), (d), and (e)..................
13
297,672
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 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

TY 2023 ExplnOfNonFilingWithAGStmt
Name:
E M BARR TW CHARITABLE TRUST
EIN:
34-6687006
Statement:
The Ohio Attorney General requires that charitable organizations operating or organized within the State submit an annual registration through an online portal that highlights key information from the Form 990-PF for public disclosure purposes. The Trust completes this registration as required in lieu of furnishing a copy of its Form 990-PF to comply with the specific reporting instructions of the State of Ohio.

TY 2023 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 47,341
912828S92 UNITED STATES TREAS    
3130AJQP7 FHLB .72% 12/30/2024    
45866FAG9 INTERCONTINENTAL EXC    
49327M2T0 KEY BANK NA SERIES B    
78015K7C2 ROYAL BANK OF CANADA    
67066GAD6 NVIDIA CORP 2.2% 09/    
03076CAM8 AMERIPRISE FINANCIAL 49,713 51,477
053332AY8 AUTOZONE INC 48,617 49,071
06368LAQ9 BANK MONTREAL QUE 49,339 50,111
115637AU4 BROWN-FORMAN CORP 4. 50,127 50,948
24422EXB0 JOHN DEERE CAPITAL C 50,331 51,269
30303M8M7 META PLATFORMS INC 4 50,452 51,150
438516CJ3 HONEYWELL INTL INC 51,252 51,442
482480AG5 KLA CORP 48,861 49,793
78016FZT4 ROYAL BANK OF CANADA 49,841 50,111
883556CU4 THERMO FISHER SCIENT 51,024 51,550
9128283Z1 US TREASURY N/B 2.75 72,328 73,383
9128284N7 US TREASURY N/B 2.87 142,596 143,906
912828YQ7 US TREASURY N/B 1.62 138,445 140,438
91282CEP2 US TREASURY N/B 2.87 46,658 46,406
91282CFP1 US TREASURY N/B 4.25 149,559 149,742
91282CGM7 US TREASURY N/B 3.5% 24,354 24,277
91282CGQ8 US TREASURY N/B 4% 0 189,191 191,128
91282CHH7 US TREASURY N/B 4.12 49,764 50,000
91282CHR5 US TREASURY N/B 4% 0 24,483 25,160
92939UAH9 WEC ENERGY GROUP INC 49,849 49,861

TY 2023 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    
89155T649 TOUCHSTONE FDS GROUP    
254687106 DISNEY WALT CO 13,699 13,002
22160K105 COSTCO WHOLESALE COR 6,565 20,462
28176E108 EDWARDS LIFESCIENCES    
654106103 NIKE INC    
773903109 ROCKWELL AUTOMATION 21,225 22,665
31428Q739 FEDERATED TOTAL RETU    
666807102 NORTHROP GRUMMAN COR    
871829107 SYSCO CORP    
543916688 LORD ABBETT INVT TR    
02079K305 ALPHABET INC 18,782 45,539
594918104 MICROSOFT CORP 13,422 81,225
31420B847 FEDERATED HERMES INS    
037833100 APPLE INC 18,647 66,230
61756E461 MORGAN STANLEY INSTL    
649280815 NEW WORLD FD INC NEW    
025816109 AMERICAN EXPRESS CO    
023135106 AMAZON COM INC 14,401 27,501
713448108 PEPSICO INC 615 20,211
74340W103 PROLOGIS INC    
65339F101 NEXTERA ENERGY INC 17,308 22,049
742718109 PROCTER & GAMBLE CO 11,993 13,921
92939U106 WEC ENERGY GROUP INC    
032654105 ANALOG DEVICES INC 11,340 23,629
337738108 FISERV INC 5,773 7,705
478160104 JOHNSON & JOHNSON    
883556102 THERMO FISHER SCIENT    
38144N841 GOLDMAN SACHS TR    
31421N683 FEDERATED HERMES EQU    
22822V101 CROWN CASTLE INC    
166764100 CHEVRON CORP NEW    
46625H100 JPMORGAN CHASE & CO 21,395 31,979
00287Y109 ABBVIE INC    
437076102 HOME DEPOT INC    
452308109 ILLINOIS TOOL WKS IN    
701094104 PARKER-HANNIFIN CORP 18,333 24,417
91913Y100 VALERO ENERGY CORP N 18,940 26,260
552982720 MFS SER TR XIII    
46120E602 INTUITIVE SURGICAL I 25,199 27,326
92826C839 VISA INC 20,182 42,437
007903107 ADVANCED MICRO DEVIC 21,046 27,123
09247X101 BLACKROCK INC    
67066G104 NVIDIA CORP 9,655 41,598
539830109 LOCKHEED MARTIN CORP 14,255 14,957
882508104 TEXAS INSTRS INC    
91324P102 UNITEDHEALTH GROUP I 6,964 34,747
G1151C101 ACCENTURE PLC-CL A 15,217 31,231
097023105 BOEING CO    
7591EP100 REGIONS FINL CORP NE    
40168W483 GUGGENHEIM FDS TR    
14040H105 CAPITAL ONE FINL COR    
149123101 CATERPILLAR INS    
532457108 LILLY ELI & CO 26,838 47,217
H1467J104 CHUBB LTD 17,967 21,922
92646A831 VICTORY PORTFOLIOS    
46138E511 INVESCO EXCHANGE-TRA    
464287804 ISHARES TR 55,874 58,563
169656105 CHIPOTLE MEXICAN GRI 22,656 29,730
260557103 DOW INC    
43300A203 HILTON WORLDWIDE HLD    
88160R101 TESLA INC 26,568 29,569
723787107 PIONEER NAT RES CO    
744320102 PRUDENTIAL FINL INC    
824348106 SHERWIN WILLIAMS CO    
55261F104 M & T BK CORP 12,534 12,748
444859102 HUMANA INC    
922031737 VANGUARD FIXED INCOM    
171340102 CHURCH & DWIGHT CO I    
957663503 WESTERN ASSET FDS IN    
72201F623 PIMCO FDS    
060505104 BANK AMER CORP    
592905749 METROPOLITAN WEST FD    
09857L108 BOOKING HLDGS INC 15,087 24,831
235851102 DANAHER CORP    
244199105 DEERE & CO    
78464A474 SPDR SER TR    
464287176 ISHARES TR    
921943858 VANGUARD TAX-MANAGED 181,555 218,424
25243Q205 DIAGEO PLC    
46090A887 INVESCO ULTRA SHORT    
674599105 OCCIDENTAL PETE CORP    
464288661 ISHARES TR    
81762P102 SERVICENOW INC 14,037 23,314
00206R102 AT&T INC    
21036P108 CONSTELLATION BRANDS 26,355 26,834
464287242 ISHARES TR    
579780206 MCCORMICK & CO INC    
580135101 MCDONALDS CORP 26,530 31,430
26875P101 EOG RES INC 17,047 16,328
036752103 ANTHEM INC    
256677105 DOLLAR GEN CORP NEW    
922042858 VANGUARD INTL EQUITY 49,007 52,403
025537101 AMERICAN ELEC PWR CO 31,690 28,996
46434V787 ISHARES TR    
464288513 ISHARES TR    
78463X749 SPDR INDEX SHS FDS 66,156 73,389
316188309 FIDELITY MERRIMACK S    
053015103 AUTOMATIC DATA PROCE    
053484101 AVALONBAY CMNTYS INC    
67103H107 O'REILLY AUTOMOTIVE    
285512109 ELECTRONIC ARTS INC    
00724F101 ADOBE SYS INC 30,880 46,535
03027X100 AMERICAN TOWER CORP 18,377 19,861
049560105 ATMOS ENERGY CORP 15,792 16,226
084670702 BERKSHIRE HATHAWAY C 25,800 25,680
101137107 BOSTON SCIENTIFIC CO 26,936 30,003
11135F101 BROADCOM INC 22,491 22,325
20030N101 COMCAST CORP NEW 12,910 14,427
291011104 EMERSON ELEC CO 19,150 22,191
30231G102 EXXON MOBIL CORP 28,510 25,495
30303M102 FACEBOOK INC CL-A 26,514 34,334
369604301 GENERAL ELEC CO 21,240 25,781
464287507 ISHARES TR 104,595 119,452
64110L106 NETFLIX INC 16,221 22,396
693475105 PNC FINL SVCS GROUP 14,440 17,188
697435105 PALO ALTO NETWORKS I 21,350 20,936
79466L302 SALESFORCE.COM INC 12,931 20,788
871607107 SYNOPSYS INC 15,605 17,507
872540109 TJX COS INC NEW 13,993 14,728
872590104 T-MOBILE US INC 17,487 19,079
902973304 US BANCORP DEL 11,097 11,123
931142103 WAL MART STORES INC 15,445 16,711
98978V103 ZOETIS INC 20,584 23,092
G54950103 LINDE PLC 20,042 20,125

TY 2023 OtherDecreasesSchedule
Name:
E M BARR TW CHARITABLE TRUST
EIN:
34-6687006
Description Amount
CY PURCHASE OF ACCRUED INTEREST 361
ROC ON CY SALES 103


TY 2023 OtherExpensesSchedule
Name:
E M BARR TW CHARITABLE TRUST
EIN:
34-6687006
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER CHARITABLE EXPENSES 294 0   294
STATE FILING/TAX PAYMENT 200 0   200


TY 2023 OtherIncreasesSchedule
Name:
E M BARR TW CHARITABLE TRUST
EIN:
34-6687006
Description Amount
MUTUAL FUND TIMING ADJ 1,333
ROUNDING 2


TY 2023 TaxesSchedule
Name:
E M BARR TW CHARITABLE TRUST
EIN:
34-6687006
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 349 349   0
FEDERAL ESTIMATES - PRINCIPAL 1,080 0   0
FOREIGN TAXES ON NONQUALIFIED 258 258   0