TY 2024 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.
right arrow

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

OMB No. 1545-0047

2024

Open to Public Inspection

For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024

Name of foundation
WILLIAM H BUSH MEMORIAL LIBRARY

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 69
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
MARTINSBURG, NY13404

A Employer identification number

15-0581771

B Telephone number (see instructions)

(315) 376-7490

C If exemption application is pending, check here right arrow

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............. right arrow

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

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

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 ....... right arrow

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

$4,293,160J 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)	52,064
2	Check .............
3	Interest on savings and temporary cash investments	10		10	10
4	Dividends and interest from securities...	107,062		107,062	107,062
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		294,380
b	Gross sales price for all assets on line 6a 2,888,717
7	Capital gain net income (from Part IV, line 2)...			294,380
8	Net short-term capital gain.........				17,949
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).......	List of Attached Documents: // Content	638		638
12	Total. Add lines 1 through 11........	454,154		401,452	125,659
13	Compensation of officers, directors, trustees, etc.
14	Other employee salaries and wages......	68,571				68,571
15	Pension plans, employee benefits.......	4,638				4,638
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	4,510			4,510
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	37,703	37,403		300
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	6,957			6,957
19	Depreciation (attach schedule) and depletion...	List of Attached Documents: // Content	8,170
20	Occupancy..............	43,110				43,110
21	Travel, conferences, and meetings.......	3,946				3,946
22	Printing and publications..........	17,044				17,044
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	20,560			20,560
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	215,209		37,403		169,636
25	Contributions, gifts, grants paid.......	0				0
26	Total expenses and disbursements. Add lines 24 and 25	215,209		37,403		169,636
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	238,945
b	Net investment income (if negative, enter -0-)			364,049
c	Adjusted net income (if negative, enter -0-)...				125,659

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2024)

Form 990-PF (2024)

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.............	970	4,520	4,520
	2	Savings and temporary cash investments.........	65,211	87,445	87,445
	3	Accounts receivable
		Less: allowance for doubtful accounts	1,900
	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
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)	22,625
	b	Investments—corporate stock (attach schedule).......	1,324,903	List of Attached Documents: // Content 1,753,463	2,831,051
	c	Investments—corporate bonds (attach schedule).......	896,296	List of Attached Documents: // Content 994,224	1,016,871
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	626,779	List of Attached Documents: // Content 346,850	353,273
	14	Land, buildings, and equipment: basis 474,193
		Less: accumulated depreciation (attach schedule) 308,059	174,304	List of Attached Documents: // Content 166,134
	15	Other assets (describe )	List of Attached Documents: // Content -615
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	3,112,373	3,352,636	4,293,160
	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 )		List of Attached Documents: // Content 1,318
	23	Total liabilities (add lines 17 through 22).........		1,318
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........	2,938,071	3,185,188
	25	Net assets with donor restrictions............	174,302	166,130
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........
	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).....	3,112,373	3,351,318
	30	Total liabilities and net assets/fund balances (see instructions).	3,112,373	3,352,636

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

3,112,373

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

238,945

Other increases not included in line 2 (itemize) right arrow

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

3,351,318

Decreases not included in line 2 (itemize) right arrow

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

3,351,318

Form 990-PF (2024)

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
1 a	PUBLICLY TRADED SECURITIES	P
b	PUBLICLY TRADED SECURITIES	P
c	PUBLICLY TRADED SECURITIES	P
d	PUBLICLY TRADED SECURITIES	P
e

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	2,090,849	2,072,947	17,902
b	47		47
c	714,519	517,406	197,113
d	82,399	3,984	78,415
e

Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69			(l) Gains (Col. (h) gain minus col. (k), but not less than -0-) or Losses (from col.(h))
(i) F.M.V. as of 12/31/69	(j) Adjusted basis as of 12/31/69	(k) Excess of col. (i) over col. (j), if any
a			17,902
b			47
c			197,113
d			78,415
e

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	294,380
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	17,949

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)	1	5,060
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
3	Add lines 1 and 2...........................	3	5,060
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	5,060
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	5,140
b	Exempt foreign organizations—tax withheld at source......	6b
c	Tax paid with application for extension of time to file (Form 8868)...	6c
d	Backup withholding erroneously withheld ..........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	5,140
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8
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	80
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax80	Refunded	11

Form 990-PF (2024)

Page 4

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. right arrow

$ (2) On foundation managers. right arrow

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

on foundation managers. right arrow

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 .

Yes

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 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.

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

Yes

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

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

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 right arrow

NORTHCOUNTRYLIBRARIES.ORG

The books are in care of right arrow

NELSON SCHWARTZENTRUBER Telephone no. right arrow

(315) 376-2792

Located at right arrow

6979 STATE ROUTE 26LOWVILLENY ZIP+4 right arrow

13367

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

16 At any time during calendar year 2024, 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 (2024)

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

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)

(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 ........ right arrow

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 2024? .............

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 2024, did the foundation have any undistributed income (Part XII, lines 6d

and 6e) for tax year(s) beginning before 2024?....................

If "Yes," list the years right arrow

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 2024 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 2024.) .....................

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 2024? ..

Form 990-PF (2024)

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 ......... right arrow

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
SUSAN MCARDLE	PRESIDENT 1.00	0	0	0
7037 WEST RD LOWVILLE,NY13367	PRESIDENT 1.00	0	0	0
AMY BEYER	VICE PRESIDE 1.00	0	0	0
6311 WEST RD LOWVILLE,NY13367	VICE PRESIDE 1.00	0	0	0
CHERYL KELLY	SECRETARY 1.00	0	0	0
7043 WEST RD LOWVILLE,NY13367	SECRETARY 1.00	0	0	0
NELSON SCHWARTZENTRUBER	TREASURER 2.00	0	0	0
6979 STATE ROUTE 26 LOWVILLE,NY13367	TREASURER 2.00	0	0	0
BENJAMEN MANNING	DIRECTOR 1.00	0	0	0
6719 STATE ROUTE 26 LOWVILLE,NY13367	DIRECTOR 1.00	0	0	0
DANIEL JANTZI	DIRECTOR 1.00	0	0	0
5456 SHADY AVE LOWVILLE,NY13367	DIRECTOR 1.00	0	0	0
GAYLA ORTLIEB	DIRECTOR 1.00	0	0	0
6780 STATE ROUTE 26 LOWVILLE,NY13367	DIRECTOR 1.00	0	0	0

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

Form 990-PF (2024)

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 arrow

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	OPERATION AND MAINTENANCE OF A PUBLIC LIBRARY SERVING THE RESIDENTS OF A RURAL COMMUNITY.	200,085
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	N/A
2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... right arrow

Form 990-PF (2024)

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

4,081,551

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

95,948

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

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

4,177,499

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

4,177,499

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

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

62,662

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

4,114,837

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

205,742

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

Tax on investment income for 2024 from Part V, line 5 .......

Income tax for 2024. (This does not include the tax from Part V.) ...

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

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

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

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

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

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

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 ..........

169,636

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. .......

169,636

Form 990-PF (2024)

Page 9

Part XII

Undistributed Income (see instructions)

		(a) Corpus	(b) Years prior to 2023	(c) 2023	(d) 2024
1 Distributable amount for 2024 from Part X, line 7
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......
b Total for prior years:20 , 20, 20
3 Excess distributions carryover, if any, to 2024:
a From 2019......
b From 2020......
c From 2021......
d From 2022......
e From 2023......
f Total of lines 3a through e ........
4Qualifying distributions for 2024 from Part
XI, line 4: $ 169,636
a Applied to 2023, but not more than line 2a
b Applied to undistributed income of prior years (Election required—see instructions).....
c Treated as distributions out of corpus (Election required—see instructions)........
d Applied to 2024 distributable amount.....
e Remaining amount distributed out of corpus		169,636
5 Excess distributions carryover applied to 2024.
(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		169,636
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........
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......
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........
e Undistributed income for 2023. Subtract line 4a from line 2a. Taxable amount—see instructions .............
f Undistributed income for 2024. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2025 ..........
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) .......
8 Excess distributions carryover from 2019 not applied on line 5 or line 7 (see instructions) ...
9 Excess distributions carryover to 2025. Subtract lines 7 and 8 from line 6a ......
10 Analysis of line 9:
a Excess from 2020....
b Excess from 2021....
c Excess from 2022....
d Excess from 2023....
e Excess from 2024....

Form 990-PF (2024)

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 2024, enter the date of the ruling ...... right arrow

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 IX for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2024	(b) 2023	(c) 2022	(d) 2021	(e) Total
	125,659	104,245	98,376	124,677	452,957
b 85% (0.85) of line 2a .........	106,810	88,608	83,620	105,975	385,013
c Qualifying distributions from Part XI, line 4 for each year listed .....	169,636	132,539	119,750	106,353	528,278
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 ....	169,636	132,539	119,750	106,353	528,278
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......	4,293,160	4,089,765	3,804,123	4,342,539	16,529,587
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)	4,293,160	4,089,765	3,804,123	4,342,539	16,529,587
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

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 (2024)

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

Total ................................. 3a

bApproved for future payment

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

Form 990-PF (2024)

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.)
aOTHER INCOME					638
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........			14	10
4 Dividends and interest from securities ....			14	107,062
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 ............			14	294,380
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) ..				401,452	638

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

402,090

(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.)
1A	LIBRARY PATRON FEES FOR LATE RETURNS, COPIES ETC

Form 990-PF (2024)

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 (2024)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2024 AccountingFeesSchedule

Name:

WILLIAM H BUSH MEMORIAL LIBRARY

EIN:

15-0581771

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ACCOUNTING FEES	4,510			4,510

- TIN:

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2024 DepreciationSchedule

Name:

WILLIAM H BUSH MEMORIAL LIBRARY

EIN:

15-0581771

Description of Property	Date Acquired	Cost or Other Basis	Prior Years' Depreciation	Computation Method	Rate / Life (# of years)	Current Year's Depreciation Expense
BUILDING	1980-05-01	102,026	102,026	S/L	35.0000
BUILDING	1981-11-01	5,575	5,575	S/L	35.0000
BUILDING	1982-08-01	700	700	S/L	35.0000
FURNITURE	1977-07-01	320	320	S/L	1.0000
KITCHEN EQUIPMENT	1980-04-01	726	726	S/L	15.0000
DRAPERIES	1980-05-01	1,120	1,120	S/L	1.0000
FURNITURE	1980-05-01	223	223	S/L	1.0000
SHELVING	1984-06-30	1,273	1,273	S/L	10.0000
CABINET	1985-08-01	250	250	S/L	10.0000
BOOK CART	1985-08-01	253	253	S/L	10.0000
BOOK CASE	1986-06-30	690	690	S/L	10.0000
FILE CABINET	1986-06-30	125	125	S/L	10.0000
CARD FILE	1990-04-10	343	343	S/L	10.0000
FOLDING CHAIRS	1991-01-29	225	225	S/L	10.0000
SAFE	1991-03-30	139	139	S/L	10.0000
CHAIRCART	1992-02-28	175	175	S/L	10.0000
CARDFILE	1992-04-23	370	370	S/L	10.0000
LIGHT FIXTURES	1992-07-31	2,132	2,132	S/L	15.0000
VACUUM CLEANER	1993-07-02	310	310	S/L	10.0000
SHELVING	1993-12-07	640	640	S/L	10.0000
DRAPES	1994-09-01	1,221	1,221	S/L	10.0000
ROOF	1997-07-24	4,379	3,315	S/L	35.0000	125
COPIER	1996-04-08	1,355	1,287	S/L	10.0000
COMPUTER	1996-11-26	972	923	S/L	10.0000
COMPUTER	1998-09-30	1,250	1,250	S/L	7.0000
LAND	2001-02-28	20,568
5 GATEWAY COMPUTERS	2001-07-06	20,222	20,222	S/L	5.0000
GATEWAY 300L COMPUTER	2002-10-24	964	964	S/L	5.0000
TV/VCR/DVD/FAX	2003-05-03	486	486	S/L	10.0000
TV STAND	2003-08-11	251	251	S/L	7.0000
BOOK RACK/BOOKCASE	2003-08-11	359	359	S/L	10.0000
CANON PC940 COPIER	2003-08-13	400	400	S/L	5.0000
VACUUM CLEANER	2003-11-19	356	356	S/L	10.0000
GATEWAY COMPUTER 3-2100-C	2004-10-12	500	500	S/L	5.0000
FURNITURE	2006-05-25	1,748	1,748	S/L	10.0000
PARKING LOT	2007-07-30	16,285	16,285	S/L	15.0000
SECURITY SYSTEM	2007-10-19	960	960	S/L	10.0000
PAVED PARKING LOT	2009-09-30	10,900	10,537	S/L	15.0000	363
NEW ROOF	2011-10-31	13,340	4,764	S/L	35.0000	381
COPIER	2011-11-30	300	300	S/L	10.0000
BUILDING ADDITION	2013-11-30	88,072	23,712	S/L	39.0000	2,258
BUILDING RENOVATION	2014-12-31	127,025	78,237	S/L	39.0000	1,629
BUILDING RENOVATION	2015-12-31	10,782	2,223	S/L	39.0000	277
SIDEWALK	2016-08-05	4,200	2,100	S/L	15.0000	280
CABINETS	2016-05-16	5,309	3,982	S/L	10.0000	531
PROPANE FURNACE	2019-09-18	5,965	688	S/L	39.0000	153
BOOK DROP BOX	2020-08-25	5,795	2,898	S/L	7.0000	827
REPLACEMENT OF CURB	2020-08-11	5,972	1,393	S/L	15.0000	398
BOOKCASE/SHELVING	2022-01-20	3,070	658	S/L	7.0000	438
COPIER/PRINTER	2023-02-25	3,572	255	S/L	7.0000	510

- TIN:

TY 2024 InvestmentsCorpBondsSchedule

Name:

WILLIAM H BUSH MEMORIAL LIBRARY

EIN:

15-0581771

Name of Bond	End of Year Book Value	End of Year Fair Market Value
ALLEGION US HOLDING CO INC	14,859	15,430
ALTRIA GROUP INC	10,380	10,402
ALTRIA GROUP INC	9,777	10,097
AMERICAN TOWER CORP	23,212	23,028
AT&T INC	22,737	22,510
BAT CAPITAL CORP	22,783	24,816
BATH & BODY WORKS INC	24,300	24,772
BERRY GLOBAL	22,424	24,126
BLOCK FINANCIAL LLC	22,488	23,663
BROADCOM CORP	24,149	24,127
CONAGRA BRANDS INC
CARLISLE COS INC	21,805	23,292
CARRIER GLOBAL CORP
CDW LLC/ CDW FINANCE CORP	22,352	24,187
CROWN CASTLE	11,199	10,730
CROWN CASTLE	4,202	4,079
DICKS SPORTING GOODS INC	20,907	21,913
DISCOVERY COMMUNICATIONS	22,190	23,126
EAGLE MATERIALS INC	20,339	20,418
ENCOMPASS HEALTH CORP	24,064	25,615
EXPEDIA INC	22,463	23,185
FISERV INC	19,603	19,342
FLEX LTD	22,216	22,441
FORTUNE BRANDS INNOVATIONS	22,360	22,873
GENUINE PARTS CO	15,429	15,366
GENUINE PARTS CO	6,265	6,300
GLOBAL PAYMENTS INC	22,628	23,921
HCA INC	21,934	22,093
HP INC	23,255	23,973
KRAFT HEINZ FOODS CO
LKQ CORP	4,121	4,133
LKQ CORP	16,245	16,261
LOWES COS INC	17,261	16,919
LOWES COS INC	3,768	3,810
MICROCHIP TECHNOLOGY INC	14,940	14,938
MICROCHIP TECHNOLOGY INC	7,005	6,987
MOLSON COORS BEVERAGE	22,651	23,403
MOTOROLA SOLUTIONS INC	22,322	22,631
NEWELL BRANDS INC
NEWELL BRANDS INC
OLIN CORP	23,055	23,388
ORACLE CORP	21,178	22,270
PHILIP MORRIS INT INC	19,974	20,044
QORVO INC	22,594	23,446
QUANTA SERVICES INC	4,986	4,895
QVC INC
SERVICE CORP INTERNATIONAL/US	24,733	25,271
SERVICE CORP INTERNATIONAL/US	3,963	3,886
SBA COMMUNICATIONS CORP	25,049	26,177
STEEL DYNAMICS INC	21,925	21,946
TEGNA INC
TELEDYNE TECHNOLOGIES INC	7,638	7,837
TRANSDIGM INC	24,863	25,577
TRIMBLE INC	22,523	22,977
UNITED RENTALS NORTH AMERICA INC	24,960	25,317
VERISON COMMUNICATION	23,089	23,274
WESTINGHOUSE AIR BRAKE TECHNOLOGIES	7,410	7,088
WESTINGHOUSE AIR BRAKE TECHNOLOGIES	13,584	13,876
WILLIS NORTH AMERICA INC	22,431	22,944
YUM BRANDS INC	28,834	28,128
ZIMMER BIOMET HOLDINGS INC	22,802	23,623

- TIN:

TY 2024 InvestmentsCorpStockSchedule

Name:

WILLIAM H BUSH MEMORIAL LIBRARY

EIN:

15-0581771

Name of Stock	End of Year Book Value	End of Year Fair Market Value
3I GROUP	2,713	4,062
A G C O CORP
ABB LTD ADR (ABBNY)	2,367	2,452
ABBVIE INC COM	12,613	16,483
ACCENTURE PLC IRELAND CL A
ADOBE INC	7,993	10,191
ADVANCED MICRO DEVCES (AMD)	6,610	8,855
AIR PROD & CHEM INC
AIRBUS SE UNSPONSORED ADR
ALCON INC	5,910	6,702
ALPHABET INC CL C	11,742	21,012
AMADEUS IT GROUP S A ADR
AMAZON COM INC	5,131	37,516
AMGEN	23,522	24,910
ANALOG DEVICES INC (ADI)	21,993	22,946
APOLLO GLOBAL MANAGEMENT INC	3,104	12,975
APPLE INC	5,322	54,341
ARCHER DANIELS MIDLAND
ARES MANAGEMENT CORP CL A (ARES)	15,415	18,411
ARGENX SE ADR (ARGX)	4,215	6,587
ASICS CORP ADR (ASCCY)	2,277	2,256
ASML HOLDING NV NY REG NEW	8,119	8,788
ASTRAZENECA PLC ADR	7,597	7,404
AT&T INC	331	334
ATLAS COPCO AS A ADR A NEW	4,417	4,707
ATLASSIAN CORPORATION CL A	2,339	3,394
ATMOS ENERGY CP (ATO)	4,384	4,754
AUTODESK INC DELAWARE
BALL CORP	3,784	3,900
BANCO BILBAO VIZ ARG SUDS (BBVA)	1,622	1,633
BANK OF AMERICA CORP	81,937	118,136
BANK OF NEW YORK MELLON CORP (BK)	334	336
BJS WHSL CLUB HLDGS INC (BJ)	4,564	4,242
BLACKROCK INC	57,961	76,883
BLOCK INC CL A	6,788	9,958
BLOOM ENERGY CORP COM CL A (BE)	1,094	2,354
BOX INC	3,049	3,666
BRAMBLES LTD SPONSORED ADR	3,754	4,884
BROADCOM INC	19,272	116,458
BROWN & BROWN INC	5,735	9,511
CADENCE DESIGN SYSTEM (CDNS)	7,585	9,343
CAE INC	1,194	1,668
CANADIAN PACIFIC KANSAS CITY	2,947	3,075
CELLNEX TELECOM SA UNS ADR
CENTERPOINT ENERGY INC	7,577	8,370
CHECK POINT SOFTWARE TECH LTD (CHKP)	648	711
CHENIERE ENERGY 1NC NEW (LNG)	9,625	11,766
CHEWY INC CL A (CHWY)	15,340	28,634
CHEVRON CORP
CHUBB LTD (C8)	30,388	34,814
CIENA CORP	2,178	4,391
CME GROUP INC	16,944	19,741
COCA COLA CO
COHERENT CORP
COLGATE PALMOLIVE CO	48,737	56,546
COMPASS GROUP PLC SPD ADR	4,185	5,268
COMPUTERSHARE LTD SPN ADR
CONSTELLATION BRANDS INC CL A	6,556	6,544
CONSTELLATION ENERGY CORP (CEG)	8,697	8,332
CORNING INC (GLWJ	37,339	60,384
CRH PLC	6,178	9,715
CROWN CASTLE INC	54,126	51,007
CORNING INC
DAIICHI SANKYO CO LTD SPON ADR
DANONE SPONSORED AOR (DANOY)	2,028	1,915
DELL TECHNOLOGIES INC CL C (DELL)	9,908	10,246
DEUTSCHE BOERSE AG UNSPON ADR	4,426	5,803
DEUTSCHE TELEKOM AG ADR	5,858	8,197
DEXCOM INC	2,621	2,807
DIAGEO PLC SPON ADR NEW
DOCUSIGN INC	2,288	4,137
DOMINOS PIZZA INC	4,175	4,733
DOORDASH INC CL A(DASH)	2,589	2,770
EDENRED S A ADR
EDP ENERGIAS DE PORTGUAL SA
ELECTRONIC ARTS INC	4,853	5,273
ELI LILLY & CO	11,466	21,128
EQT CORPORATION COM (EQT)	1,296	1,619
ESSILORLUXOTTICA ADR	4,589	5,825
ETSY INC COM
EXXON MOBIL	42,162	80,247
FERRARI NV (RACE)	2,934	3,642
FIVE BELOW
GAMING & LEISURE PPTYS INC COM	5,034	5,057
GE VERNOVA INC (GEV)	1,577	1,743
GIVAUDAN SA ADR	3,492	4,693
GODADDY INC	3,903	9,299
GOLDMAN SACHS GRP INC (GS)	58,924	70,432
HALEON PLC ADR	5,770	6,875
HALLIBURTON CO	5,198	5,139
HOLOGIC
HDFC BANK LTD ADR	1,577	1,759
HERMES INTL SCA UNSPON ADR	922	928
HOME DEPOT INC	41,893	69,629
HONEYWELL INTL INC	77,981	91,711
HOWMET AEROSPACE INC	5,769	13,453
HOYA CORP SPONS ADR	5,027	5,548
IBERDROLA SA SPON ADR
I0EXX LABS (IDXX)	2,568	2,419
ILLUMINA CORP	834	1,004
INDUSTRIA DE DISENO TEXTIL IND	8,677	11,360
INSULET CORP (PODD)	2,889	4,210
INTESA SANPAOLO S.P.A. ADR	4,394	6,312
INTL BUSINESS MACHINES CORP
IQVIA HOLDINGS INC	2,122	6,485
JOHNSON & JOHNSON	1,517	35,432
JPMORGAN CHASE & CO	46,555	125,129
KERING S A ADR NEW
KNIGHT SWIFT TRANSN HLDGS	3,416	3,766
L OREAL CO ADR
L3HARRIS TECHNOLOGIES INC	12,884	13,412
LAM RESEARCH CORP
LEGRAND SA
LENOVO GROUP LTD SPONS ADR (LNVGY)	705	693
LINDE PLC	6,571	7,094
LIVERAMP HOLDINGS INC	2,114	2,754
LLOYDS BANKING GROUP PLC	1,649	1,591
LONDON STK EXCHANGE GROUP ADR	9,480	12,897
LPL FINL HLDGS INC COM (LPLA)	1,660	1,633
LVMH MOET HENNESSY LOUIS VUITT	1,740	1,694
M&T BANK CORP	12,671	14,392
MCDONALDS CORP	13,471	14,315
MEDTRONIC PLC SHS	19,100	21,008
META PLATFORMS INC CL A	6,690	8,185
MICROCHIP TECHNOLOGIY INC
MICROSOFT CORP	9,624	152,583
MITSUBISHI UFJ FINCL GRP ADS	1,627	1,570
MONDAY.COM LTD	657	831
MONGODB INC CL A	1,795	1,826
MONOTARO CO LTD ADR	840	1,241
MSCI INC COM	2,820	3,490
NESTLE SPON ADR
NETFLIX	9,543	22,448
NEXTERA ENERGY INC	22,654	34,196
NICE LTD ADR
NIKE INC B
NNN REIT INC
NOMURA RESH INST LTD ADR	1,732	1,838
NORTHROP GRUMMAN CP (HDLG CO)	25,980	27,427
NOVO NORDISK A/S ADR
NVIDIA	23,502	56,133
OLYMPUS CORP ADR	4,773	5,475
PALO ALTO NETWORKS INC
PERFORMANCE FOOD GROUP	12,883	19,447
PFIZER INC	560	5,306
PINTREST INC	5,470	6,844
PPG INDUSTRIES INC	2,091	4,061
PROCTER & GAMBLE	4,291	40,739
PROLOGIS INC COM	1,808	1,691
PUBLICIS GROUPE SA ADR	3,723	3,626
RELX PLC SPONSORED ADR	5,152	7,040
RENTOKIL INITIAL PLC ADR	1,723	1,594
REPUBLIC SERVICES INC	41,157	60,142
RESMED INC	3,094	3,493
S&P GLOBAL INC COM	6,021	9,065
SAFRAN SA	4,588	6,424
SANDVIK AB SPONS ADR
SAP AG	9,733	16,060
SCHNEIDER ELEC SA UNSP ADR	5,467	6,236
SEA LIMITED ADR	1,423	2,327
SEMPRA (SRE)	28,617	36,141
SENSATA TECHNOLOGIES HLDG
SERVICENOW INC	6,507	14,511
SHISEIDO LTD SPON ADR
SHERWIN WILLIAMS	48,942	66,286
SHOPIFY INC	8,136	16,375
SMC CORP JAPAN SPONSORED ADR	1,109	1,017
SONY GROUP CORPORATION ADR	3,989	4,897
SPORTRADAR GROUP AG CLASS A	2,992	5,115
SPOTIFY TECHNOLOGY SA	8,461	19,838
STARBUCKS CORP WASHINGTON	24,801	30,660
STRAUMANN HLDG AG ADR	1,300	1,324
T MOBILE	40,953	61,705
TAIWAN SMCNDCTR MFG CO LTD ADR	4,174	6,693
TERADYNE INC	4,406	4,738
TERUMO CORP ADR UNSPONS ADR	1,014	1,041
TESLA INC	4,501	12,173
THE CIGNA GROUP	29,165	30,375
THOMSON REUTERS CORP	4,716	5,793
TOKI MARINE HOLDING INS ADR	1,508	1,500
TOKYO ELECTRON LTD UNSPON ADR	6,742	6,617
TRADE DESK INC CLASS A	5,329	9,098
TRANSDIGM GROUP INC	2,049	1,969
TRANSUNION TRU	3,961	5,967
TWILIO INC CL A	6,087	9,101
UBER TECHNOLOGIES INC	10,706	15,020
UCB SA UNSPON ADR	645	662
ULTA BEAUTY INC	3,918	4,349
UNILEVER PLC (NEW) ADS	2,346	2,323
UNITEDHEALTH GP INC	33,077	52,104
UNITY SOFTWARE INC	1,009	840
URBAN OUTFITTERS INC
VALERO ENERGY CP DELA NEW	5,338	5,425
VERISK ANALYTICS CL A	6,741	10,191
VERIZON COMMUNICATIONS	41,994	45,629
VIKING HOLDINGS LTD	6,235	6,036
VISA INC	53,198	82,170
WALMART INC	18,165	36,321
WEBSTER FINCL CORP	4,315	6,019
WELLTOWER INC	4,487	5,017
WEX INC COM	4,048	4,458
WORKDAY INC	2,582	3,920
YETI HOLDINGS INC
ZAI LAB LTD-ADR	277	265
ZILLOW GROUP INC CL C CAP STK
ZOOM VIDEO COMMUNICATIONS-A	1,973	2,472

- TIN:

TY 2024 InvestmentsOtherSchedule2

Name:

WILLIAM H BUSH MEMORIAL LIBRARY

EIN:

15-0581771

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
AMER BEACON AHL MNGD FUT STR Y	AT COST	11,847	11,863
AMER BEACON AHL TARGETRISK Y	AT COST	4,861	4,703
BLACKROCK EVENT DRIVEN EQ INST	AT COST	11,293	11,450
BLACKROCK GLB EQ MKT NEUTRAL	AT COST	11,666	12,621
BLACKROCK SYSTMC MULTI STRAT I	AT COST	19,249	19,784
BNY MELLON GLB REAL RETURN I	AT COST	15,029	15,944
CALAMOS MARKET NEUTRAL INC	AT COST	8,217	8,458
DIAMOND HILL LONG-SHORT I	AT COST	9,907	10,139
DRIEHAUS EVENT DRIVEN INSTL	AT COST	8,049	8,317
INVESCO S&P 500 BETA ETF	AT COST	4,668	6,117
IQ HEDGE MULTI-STRAT TRACKER	AT COST
ISHARES MSCI EAFE ETF	AT COST	31,203	30,591
ISHARES RUSSELL 1000 GRW EFT	AT COST	19,177	20,643
ISHARES RUSSELL 1000 VALUE ETF	AT COST	79,292	77,150
I SHARES RUSSELL MIDCAP ETF	AT COST
I SHARES RUSSELL MIDCAP G ETF	AT COST
ISHARES RUSSELL MIDCAP V ETF	AT COST
JOHN HANCOCK DVRSFD MARCO I	AT COST	11,949	11,703
JP MORGAN HEDGED EQUITY I	AT COST	10,012	11,828
LOCORR MARKET TREND I	AT COST	8,357	8,357
NEUGERGER BERMAN LG SH INST	AT COST	11,883	12,999
PIMCO CREDIT OPP BD I2	AT COST	9,318	9,632
PIMCO MORTGAGE OPP & BD I2	AT COST	19,265	19,046
SPRD BLOOMBERG1-3 MONTH T-B	AT COST	16,930	16,915
THORNBURG STRATEGIC INC I	AT COST	8,452	8,635
VANGUARD FTSE DEVELOPED MKTS E	AT COST
VANGUARD VALUE ETF INDEX	AT COST
VANGUARD MID-CAP ETF INDEX	AT COST	16,226	16,378

- TIN:

TY 2024 LandEtcSchedule2

Name:

WILLIAM H BUSH MEMORIAL LIBRARY

EIN:

15-0581771

Category / Item	Cost / Other Basis	Accumulated Depreciation	Book Value
BUILDINGS	453,625	308,059	145,566
LAND IMPROVEMENTS
FURNITURE AND EQUIPMENT
LAND	20,568		20,568

- TIN:

TY 2024 OtherAssetsSchedule

Name:

WILLIAM H BUSH MEMORIAL LIBRARY

EIN:

15-0581771

Description	Beginning of Year - Book Value	End of Year - Book Value	End of Year - Fair Market Value
NET UNSETTLED PURC/SALES	-615

- TIN:

TY 2024 OtherExpensesSchedule

Name:

WILLIAM H BUSH MEMORIAL LIBRARY

EIN:

15-0581771

Description	Revenue and Expenses per Books	Disbursements for Charitable Purposes
EXPENSES
ADVERTISING & PROMOTION	490	490
INSURANCE	9,546	9,546
LIBRARY SUPPLIES	1,195	1,195
MEMBERSHIP DUES & SUBSCRIPTIO	585	585
MISCELLANEOUS EXPENSE	-236	-236
OFFICE EXPENSE	8,982	8,982
ROUNDING ADJUSTMENT	-2	-2

- TIN:

TY 2024 OtherIncomeSchedule2

Name:

WILLIAM H BUSH MEMORIAL LIBRARY

EIN:

15-0581771

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
OTHER INCOME	638		638

- TIN:

TY 2024 OtherLiabilitiesSchedule

Name:

WILLIAM H BUSH MEMORIAL LIBRARY

EIN:

15-0581771

Description	Beginning of Year - Book Value	End of Year - Book Value
PAYROLL LIABILITIES		1,318

- TIN:

TY 2024 OtherProfessionalFeesSchedule

Name:

WILLIAM H BUSH MEMORIAL LIBRARY

EIN:

15-0581771

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INVESTMENT FEES	37,403	37,403
CONTRACTED SERVICES	300			300

- TIN:

TY 2024 TaxesSchedule

Name:

WILLIAM H BUSH MEMORIAL LIBRARY

EIN:

15-0581771

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FOREIGN TAX PAID	933			933
EXCISE TAXES	6,024			6,024