TY 2025 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.
Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2025

Open to Public Inspection

For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25

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
MARTINSBURG

State or province
NY

Country

ZIP or foreign postal code
13404

A Employer identification number

15-0581771

B Telephone number (see instructions)

3153767490

C If exemption application is pending, check here

G Check all that apply: Initial returnInitial return of a former public charity

Address change Name change

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

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

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

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 .......

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$4,678,706J 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)	53,121
2	Check .................
3	Interest on savings and temporary cash investments	9		9	9
4	Dividends and interest from securities...	108,588		108,588	108,588
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		286,892
b	Gross sales price for all assets on line 6a 3,052,587
7	Capital gain net income (from Part IV, line 2)...			286,892
8	Net short-term capital gain.........
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......	List of Attached Documents: // Content	11,019		11,019
12	Total. Add lines 1 through 11........	459,629		395,489	119,616
13	Compensation of officers, directors, trustees, etc.	51,254				51,254
14	Other employee salaries and wages......	20,347				71,601
15	Pension plans, employee benefits.......	5,202				5,202
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	3,325			3,325
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	41,084	40,611		473
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	6,049			6,049
19	Depreciation (attach schedule) and depletion...	List of Attached Documents: // Content	7,907
20	Occupancy..............	28,958				28,958
21	Travel, conferences, and meetings.......	4,561				4,491
22	Printing and publications..........	18,695				18,695
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	19,806			19,806
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	207,188		40,611		209,854
25	Contributions, gifts, grants paid.......	0				0
26	Total expenses and disbursements. Add lines 24 and 25 ................	207,188		40,611		209,854
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	252,441
b	Net investment income (if negative, enter -0-)			354,878
c	Adjusted net income (if negative, enter -0-)...				119,616

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2025)

Form 990-PF (2025)

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.............	4,520	2,369	2,368
	2	Savings and temporary cash investments.........	87,445	83,165	83,165
	3	Accounts receivable
		Less: allowance for doubtful accounts
	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)		List of Attached Documents: // Content 59,147	59,379
	b	Investments—corporate stock (attach schedule).......	1,753,463	List of Attached Documents: // Content 1,751,861	2,867,035
	c	Investments—corporate bonds (attach schedule).......	994,224	List of Attached Documents: // Content 1,010,774	1,057,680
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	346,850	List of Attached Documents: // Content 534,861	609,079
	14	Land, buildings, and equipment: basis 479,080
		Less: accumulated depreciation (attach schedule) 315,966	166,134	List of Attached Documents: // Content 163,114
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	3,352,636	3,605,291	4,678,706
	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	List of Attached Documents: // Content 1,532
	23	Total liabilities (add lines 17 through 22).........	1,318	1,532
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........	3,185,188	3,440,647
	25	Net assets with donor restrictions............	166,130	163,112
		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).....	3,351,318	3,603,759
	30	Total liabilities and net assets/fund balances (see instructions).	3,352,636	3,605,291

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

3,351,318

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

252,441

Other increases not included in line 2 (itemize)

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

3,603,759

Decreases not included in line 2 (itemize)

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

3,603,759

Form 990-PF (2025)

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
e

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	1,794,371	1,860,566	-66,195
b	1,144,031	897,710	246,321
c	112,502	7,419	105,083
d
e

Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69			(l) Gains (Col. (h) gain minus col. (k), but not less than -0-) or Losses (from col.(h))
(i) F.M.V. as of 12/31/69	(j) Adjusted basis as of 12/31/69	(k) Excess of col. (i) over col. (j), if any
a			-66,195
b			246,321
c			105,083
d
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	286,892
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

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	4,933
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	4,933
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	4,933
6	Credits/Payments:

a	2025 estimated tax payments and 2024 overpayment credited to 2025	6a	5,060
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	5,060
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	127
11	Enter the amount of line 10 to be: Credited to 2026 estimated tax127	Refunded	11
	For Refunded amount, also complete and attach Form 8050. See instructions.

Form 990-PF (2025)

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. $ (2) On foundation managers.$

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

on foundation managers.$

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 2025 or the taxable year beginning in 2025? 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 addressNORTHCOUNTRYLIBRARIES.ORG

The books are in care ofNELSON SCHWARTZENTRUBER Telephone no. (315) 376-7490

Located atPO BOX 69MARTINSBURGNY ZIP+413404

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........

and enter the amount of tax-exempt interest received or accrued during the year ........

16 At any time during calendar year 2025, 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

Form 990-PF (2025)

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 ........

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 2025? .............

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 2025, did the foundation have any undistributed income (Part XII, lines 6d

and 6e) for tax year(s) beginning before 2025?....................

If "Yes," list the years 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 2025 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 Form 4720, Schedule C, to determine

if the foundation had excess business holdings in 2025.).....................

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 2025? ..

Form 990-PF (2025)

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 .........

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-)
AMY BEYER	PRESIDENT 1.00	0
PO BOX 69 MARTINSBURG,NY13404	PRESIDENT 1.00	0
SUSAN MCARDLE	VICE PRESIDE 1.00	0
PO BOX 69 MARTINSBURG,NY13404	VICE PRESIDE 1.00	0
KELLI LAWRENCE	SECRETARY 1.00	0
PO BOX 69 MARTINSBURG,NY13404	SECRETARY 1.00	0
NELSON SCHWARTZENTRUBER	TREASURER 2.00	0
PO BOX 69 MARTINSBURG,NY13404	TREASURER 2.00	0
DANIEL JANTZI	TRUSTEE 1.00	0
PO BOX 69 MARTINSBURG,NY13404	TRUSTEE 1.00	0
WILLIAM ROGGIE	TRUSTEE 1.00	0
PO BOX 69 MARTINSBURG,NY13404	TRUSTEE 1.00	0
BRANDIE ROGERS	DIRECTOR 40.00	51,254
PO BOX 69 MARTINSBURG,NY13404	DIRECTOR 40.00	51,254

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 (2025)

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.	183,212
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.........................

Form 990-PF (2025)

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

4,430,605

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

70,310

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

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

4,500,915

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

4,500,915

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

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

67,514

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

4,433,401

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

221,670

Part X

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)

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

Tax on investment income for 2025 from Part V, line 5 .......

Income tax for 2025. (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, line 26, column (d) ..........

209,854

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. .......

209,854

Form 990-PF (2025)

Page 9

Part XII

Undistributed Income (see instructions)

		(a) Corpus	(b) Years prior to 2024	(c) 2024	(d) 2025
1 Distributable amount for 2025 from Part X, line 7
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only.......
b Total for prior years:20 , 20, 20
3 Excess distributions carryover, if any, to 2025:
a From 2020......
b From 2021......
c From 2022......
d From 2023......
e From 2024......
f Total of lines 3a through e ........
4Qualifying distributions for 2025 from Part
XI, line 4: $ 209,854
a Applied to 2024, 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 2025 distributable amount.....
e Remaining amount distributed out of corpus		209,854
5 Excess distributions carryover applied to 2025.
(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		209,854
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 2024. Subtract line 4a from line 2a. Taxable amount—see instructions .............
f Undistributed income for 2025. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2026 ..........
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 2020 not applied on line 5 or line 7 (see instructions) ...
9 Excess distributions carryover to 2026. Subtract lines 7 and 8 from line 6a ......
10 Analysis of line 9:
a Excess from 2021 ....
b Excess from 2022 ....
c Excess from 2023 ....
d Excess from 2024 ....
e Excess from 2025 ....

Form 990-PF (2025)

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 2025, enter the date of the ruling ......

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) 2025	(b) 2024	(c) 2023	(d) 2022	(e) Total
	119,616	125,659	104,245	98,376	447,896
b 85% (0.85) of line 2a .......	101,674	106,810	88,608	83,620	380,712
c Qualifying distributions from Part XI, line 4 for each year listed .....	209,854	169,636	132,539	119,750	631,779
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 ....	209,854	169,636	132,539	119,750	631,779
3 Complete 3a, 3b, or 3c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......	4,678,701	4,293,160	4,089,765	3,804,123	16,865,749
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)	4,678,701	4,293,160	4,089,765	3,804,123	16,865,749
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 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, 2b, 2c, and 2d. 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 (2025)

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 (2025)

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					11,019
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	9
4 Dividends and interest from securities ....			14	108,588
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	286,892
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) ..				395,489	11,019

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

406,508

(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 (2025)

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	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 (2025)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2025 AccountingFeesSchedule

Name:

WILLIAM H BUSH MEMORIAL LIBRARY

EIN:

15-0581771

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ACCOUNTING FEES	3,325			3,325

- TIN:

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

TY 2025 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	3,440	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	10,900	S/L	15.0000
NEW ROOF	2011-10-31	13,340	5,145	S/L	35.0000	382
COPIER	2011-11-30	300	300	S/L	10.0000
BUILDING ADDITION	2013-11-30	88,072	25,970	S/L	39.0000	2,258
BUILDING RENOVATION	2014-12-31	127,025	79,866	S/L	39.0000	1,628
BUILDING RENOVATION	2015-12-31	10,782	2,500	S/L	39.0000	276
SIDEWALK	2016-08-05	4,200	2,380	S/L	15.0000	280
CABINETS	2016-05-16	5,309	4,513	S/L	10.0000	531
PROPANE FURNACE	2019-09-18	5,965	841	S/L	39.0000	153
BOOK DROP BOX	2020-08-25	5,795	3,725	S/L	7.0000	828
REPLACEMENT OF CURB	2020-08-11	5,972	1,791	S/L	15.0000	399
BOOKCASE/SHELVING	2022-01-20	3,070	1,096	S/L	7.0000	439
COPIER/PRINTER	2023-02-25	3,572	765	S/L	7.0000	511
KITCHENETTE REMODEL	2025-03-05	4,887		S/L	39.0000	97

- TIN:

TY 2025 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	15,862
ALLEGION US HOLDING CO INC	7,070	7,296
ALTRIA GROUP INC	10,288	10,557
ALTRIA GROUP INC	9,777	10,600
AMERICAN TOWER CORP	23,193	23,892
AT&T INC	22,737	23,129
BAT CAPITAL CORP	22,783	25,983
BATH & BODY WORKS INC	24,300	24,600
BATH & BODY WORKS INC	7,162	7,072
BERRY GLOBAL
BLOCK FINANCIAL LLC	22,488	24,810
BROADCOM CORP	24,149	25,096
BROWN & BROWN INC	24,654	24,642
CCO HOLDINGS LLC / CCO HOLDINGS CAPI	30,955	30,516
CONAGRA BRANDS INC	9,042	9,105
CONAGRA BRANDS INC	12,097	12,267
CARLISLE COS INC	21,805	24,540
CDW LLC/ CDW FINANCE CORP	22,352	25,267
CROWN CASTLE	11,315	11,550
CROWN CASTLE	11,182	11,120
DICKS SPORTING GOODS INC	20,907	22,996
DISCOVERY COMMUNICATIONS
EAGLE MATERIALS INC	20,339	21,816
ENCOMPASS HEALTH CORP	29,026	31,920
EXPEDIA INC	22,463	23,873
FISERV INC	23,667	23,752
FLEX LTD	22,149	22,715
FORTUNE BRANDS INNOVATIONS	3,129	3,173
GENUINE PARTS CO	15,299	15,554
GENUINE PARTS CO	6,201	6,348
GLOBAL PAYMENTS INC	23,161	23,413
HCA INC	21,934	22,050
HP INC	23,255	24,737
LKQ CORP	4,109	4,289
LKQ CORP	16,178	16,531
LOWES COS INC	17,233	17,556
LOWES COS INC	3,768	3,948
MICROCHIP TECHNOLOGY INC
MICROCHIP TECHNOLOGY INC
MOLSON COORS BEVERAGE	22,651	23,877
MOTOROLA SOLUTIONS INC	22,322	23,267
NETAPP INC	22,207	23,074
OLIN CORP	23,055	24,125
ORACLE CORP	21,159	21,944
PHILIP MORRIS INT INC	19,972	20,909
QORVO INC	22,594	24,635
QUANTA SERVICES INC	7,963	8,228
QUANTA SERVICES INC	13,285	14,048
SERVICE CORP INTERNATIONAL/US	24,733	26,186
SERVICE CORP INTERNATIONAL/US	3,963	4,076
SBA COMMUNICATIONS CORP	25,049	27,743
STEEL DYNAMICS INC
TELEDYNE TECHNOLOGIES INC	12,861	13,873
TENET HEALTHCARE CORP	11,231	11,256
TRANSDIGM INC	30,089	30,948
TRIMBLE INC	22,523	23,339
UNITED RENTALS NORTH AMERICA INC
VERISON COMMUNICATION	23,089	24,654
WESTINGHOUSE AIR BRAKE TECHNOLOGIES	7,373	7,360
WESTINGHOUSE AIR BRAKE TECHNOLOGIES	13,584	14,175
WILLIS NORTH AMERICA INC	22,431	23,183
WORKDAY INC	4,780	4,792
YUM BRANDS INC	28,834	29,413
ZIMMER BIOMET HOLDINGS INC

- TIN:

TY 2025 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	2,712	3,994
ABB LTD ADR (ABBNY)
ABBOT LABORATORIES (ABT)	3,593	3,406
ABBVIE INC COM	23,583	35,644
ADOBE INC	4,520	5,406
ADVANCED MICRO DEVCES (AMD)	5,470	13,278
ADYEN N V UNSPONSORED ADR (ADYEY)	1,938	2,035
AGNICO EAGLE MINES LTD (AEM)	3,801	4,270
AIRBUS SE UNSPONSORED ADR	5,237	6,816
ALCON INC	695	706
ALPHABET INC CL C	36,516	81,693
AMAZON COM INC	5,131	39,470
AMGEN	24,675	32,731
ANALOG DEVICES INC (ADI)	27,790	37,697
AON PLC CL A (AON)	1,048	1,037
APOLLO GLOBAL MANAGEMENT INC
APPLE INC	23,256	83,189
APPLIED MATERIALS INC (AMAT)	5,184	6,475
ARES MANAGEMENT CORP CL A (ARES)	7,516	7,507
ARGENX SE ADR (ARGX)	4,671	9,667
ASICS CORP ADR (ASCCY)
ASML HOLDING NV NY REG NEW	5,531	9,323
ASTRAZENECA PLC ADR	6,634	9,101
AT&T INC	25,112	27,175
ATLAS COPCO AS A ADR A NEW
ATLASSIAN CORPORATION CL A	1,463	1,434
ATMOS ENERGY CP (ATO)	6,620	8,425
AVALONBAY COMM INC (AVB)	580	599
AXA ADS (AXAHY)	3,487	3,581
BAE SYS PLC SPON ADR (BAESY)	1,340	1,316
BALL CORP	3,559	3,694
BANCO BILBAO VIZ ARG SUDS (BBVA)	4,209	10,280
BANCO SANTANDER S.A. (SAN)	888	1,034
BANK OF AMERICA CORP
BANK OF NEW YORK MELLON CORP (BK)	46,411	67,376
BJS WHSL CLUB HLDGS INC (BJ)	4,564	4,274
BLACKROCK INC
BLACKSTONE INC (BX)	31,921	36,418
BLOCK INC CL A	4,332	5,737
BLOOM ENERGY CORP COM CL A (BE)	3,185	17,465
BOX INC	3,556	3,948
BRAMBLES LTD SPONSORED ADR	4,119	6,706
BROADCOM INC	1,337	23,493
BROWN & BROWN INC	5,735	7,430
CADENCE DESIGN SYSTEM (CDNS)
CAE INC
CANADIAN PACIFIC KANSAS CITY
CELESTICA INC (CLS)	614	721
CENTERPOINT ENERGY INC	7,577	10,114
CHECK POINT SOFTWARE TECH LTD (CHKP)	2,181	2,231
CHENIERE ENERGY 1NC NEW (LNG)	15,997	16,742
CHEWY INC CL A (CHWY)	6,512	12,012
CHUBB LTD (C8)	20,754	26,938
CIENA CORP	2,178	12,107
CME GROUP INC
COCA COLA CO	14,623	14,821
COLGATE PALMOLIVE CO	39,454	39,984
COMPAGNIE FIN RICHEMONTAG ADR (CFRUY	4,790	5,408
COMPASS GROUP PLC SPD ADR	4,185	5,024
CONSTELLATION BRANDS INC CL A
CONSTELLATION ENERGY CORP (CEG)	24,897	46,278
CORNING INC (GLWJ
CRH PLC
CROWN CASTLE INC
DANONE SPONSORED AOR (DANOY)	8,511	10,839
DELL TECHNOLOGIES INC CL C (DELL)	16,187	21,022
DEUTSCHE BOERSE AG UNSPON ADR	4,349	6,520
DEUTSCHE TELEKOM AG ADR	5,846	8,882
DEXCOM INC
DOCUSIGN INC
DOMINOS PIZZA INC	4,175	4,700
DOORDASH INC CL A(DASH)	7,558	10,374
E.ON SE (EONGY)	1,720	1,834
EATON CORP PLC SHS (ETN)	40,954	46,821
ELECTRONIC ARTS INC	6,155	9,198
ELI LILLY & CO	9,696	25,990
EQT CORPORATION COM (EQT)	10,199	11,149
ESSILORLUXOTTICA ADR	322	294
ETSY INC COM	457	444
EVERCORE INC CLASS A (EVR)	4,194	7,165
EXXON MOBIL	42,162	89,774
FERRARI NV (RACE)	4,627	4,656
FIRST SOLAR INC COM (FSLR)	6,223	10,040
FREEPORT-MCMORAN CL-B (FCX)	38,543	52,466
GALDERMA GROUP AG ADR	1,391	1,409
GAMING & LEISURE PPTYS INC COM	735	760
GARTNER INC (IT)	5,103	5,149
GE HEALTHCARE TECHNOLOGIES INC (GEHC	1,950	2,543
GE VERNOVA INC (GEV)	13,321	27,219
GENL DYNAMICS CORP (GD)	36,238	46,031
GIVAUDAN SA ADR	3,488	4,253
GLOBALFOUNDRIES INC (GFS)	765	760
GODADDY INC	3,903	5,846
GOLDMAN SACHS GRP INC (GS)
HALEON PLC ADR	3,766	4,831
HALLIBURTON CO	3,712	5,172
HDFC BANK LTD ADR	5,069	6,010
HERMES INTL SCA UNSPON ADR	3,318	3,477
HOME DEPOT INC	54,974	74,670
HONEYWELL INTL INC	77,195	82,913
HOWMET AEROSPACE INC	5,769	25,217
HOYA CORP SPONS ADR	2,189	3,010
HSBC HOLDINGS PLC SPON ADR NEW (HSBC	5,275	6,285
HUBSPOT, INC. (HUBS)	487	510
IDEXX LABS (IDXX)	8,548	13,788
ILLUMINA CORP
ILLUMINA INC (ILMN)	1,166	2,152
INDUSTRIA DE DISENO TEXTIL IND	8,677	14,623
INSULET CORP (PODD)	5,592	7,530
INTESA SANPAOLO S.P.A. ADR	4,394	10,973
INTUIT INC (INTU)	1,038	1,060
INTUITIVE SURGICAL INC (ISRG)	3,890	4,578
IQVIA HOLDINGS INC	2,122	7,439
JOHNSON & JOHNSON	36,963	101,612
JPMORGAN CHASE & CO	23,120	103,755
KEURIG DR PEPPER INC COM (KDP)	15,790	16,442
KNIGHT SWIFT TRANSN HLDGS
L OREAL CO ADR	4,186	5,021
L3HARRIS TECHNOLOGIES INC	8,406	12,387
LENOVO GROUP LTD SPONS ADR (LNVGY)	1,441	1,371
LINDE PLC
LIVERAMP HOLDINGS INC
LLOYDS BANKING GROUP PLC	5,056	9,800
LOCKHEED MARTIN CORP (LMT)	25,290	25,782
LONDON STK EXCHANGE GROUP ADR	7,735	9,190
LPL FINL HLDGS INC COM (LPLA)	3,336	3,102
LVMH MOET HENNESSY LOUIS VUITT
M&T BANK CORP	8,662	10,785
MARTIN MARIETTA MATERIALS (MLM)	4,500	5,787
MCDONALDS CORP	24,773	26,918
MEDTRONIC PLC SHS
MERCK & CO INC NEW COM (MRK)	4,112	5,473
META PLATFORMS INC CL A	7,204	9,763
MICROCHIP TECHNOLOGIY INC	1,398	1,823
MICROSOFT CORP	12,141	59,969
MITSUBISHI HEAVY INDS LTD ADR (MHVIY	3,845	5,586
MITSUBISHI UFJ FINCL GRP ADS	2,224	2,902
MONDAY.COM LTD
MONGODB INC CL A	7,091	12,541
MONOTARO CO LTD ADR	212	317
MSCI INC COM
NATWEST GROUP PLC ADR (NWG)	3,077	4,585
NETFLIX	9,530	23,551
NEXTERA ENERGY INC	22,654	38,294
NOMURA RESH INST LTD ADR	2,135	2,911
NORTHROP GRUMMAN CP (HDLG CO)	20,612	27,379
NOVONESIS (NOVOZYMES) B ADR (NVZMY)	4,479	4,646
NVIDIA	23,358	77,702
ORACLE CORP	4,965	6,961
OLYMPUS CORP ADR
PERFORMANCE FOOD GROUP	12,883	20,682
PFIZER INC	99	100
PINTEREST INC	3,106	4,013
PPG INDUSTRIES INC
PROCTER & GAMBLE	561	31,672
PROLOGIS INC COM	23,537	28,546
PUBLICIS GROUPE SA ADR
PRYSMIAN S P A MILANO ADR (PRYMY)	3,546	5,884
PURE STORAGE INC CLASS A (PSTG)	1,749	2,457
RELX PLC SPONSORED ADR	5,152	6,265
RENTOKIL INITIAL PLC ADR
REPUBLIC SERVICES INC	5,018	8,077
RESMED INC
ROCHE HOLDINGS ADR (RHHBY)	1,433	1,473
ROLLINS INC (ROL)	4,773	5,495
RYANAIR HLDGS PLC ADR (RYAAY)	686	767
S&P GLOBAL INC COM
SAFRAN SA	4,588	10,217
SAP AG	9,733	15,845
SCHNEIDER ELEC SA UNSP ADR	5,959	7,449
SEA LIMITED ADR	5,232	7,432
SEMPRA (SRE)	46,494	59,507
SERVICENOW INC
SHERWIN WILLIAMS	48,942	63,186
SHOPIFY INC	8,136	24,789
SIEMENS ENERGY AG ADR (SMNEY)	4,248	8,312
SLB LIMITED (SLB)	5,246	5,834
SMC CORP JAPAN SPONSORED ADR
SOFTBANK CORP UNSPONS ADR (SFTBY)	3,129	2,857
SONY GROUP CORPORATION ADR	6,591	9,088
SPORTRADAR GROUP AG CLASS A	2,992	7,012
SPOTIFY TECHNOLOGY SA	8,461	25,750
STARBUCKS CORP WASHINGTON
STRAUMANN HLDG AG ADR
T MOBILE	37,287	52,168
TAIWAN SMCNDCTR MFG CO LTD ADR	2,877	7,537
TENCENT HLDGS LTD UNSPON ADR (TCEHY)	3,062	3,326
TERADYNE INC
TERUMO CORP ADR UNSPONS ADR	822	717
TESCO PLR ADR (TSCDY)	2,780	3,726
TESLA INC	5,680	15,457
THE CIGNA GROUP
THERMO FISHER SCIENTIFIC (TMO)	33,936	47,450
THOMSON REUTERS CORP
TJX COS INC NEW (TJX)	2,271	2,737
TOAST INC CL A (TOST)	5,910	6,179
TOKI MARINE HOLDING INS ADR
TOKYO ELECTRON LTD UNSPON ADR	4,320	4,686
TRADE DESK INC CLASS A
TRANE TECHNOLOGIES PLC (TT)	3,903	4,254
TRANSDIGM GROUP INC
TRANSUNION TRU	3,961	5,519
TWILIO INC CL A	2,977	6,970
UBER TECHNOLOGIES INC	10,005	19,380
UCB SA UNSPON ADR	1,674	2,724
ULTA BEAUTY INC	4,107	6,851
UNILEVER PLC (NEW) ADS	5,521	5,951
UNION PACIFIC CORP (UNP)	13,717	13,557
UNITED RENTALS INC (URI)	3,000	3,402
UNITEDHEALTH GP INC	4,485	11,224
UNITY SOFTWARE INC	2,610	6,051
VALERO ENERGY CP DELA NEW	2,731	3,309
VERISK ANALYTICS CL A
VERISK ANALYTICS INC COM	580	615
VERIZON COMMUNICATIONS
VIKING HOLDINGS LTD	4,998	9,498
VISA INC	5,184	16,566
WALMART INC	8,256	10,764
WEBSTER FINCL CORP	4,440	7,049
WELLS FARGO & CO NEW (WFC)	48,034	64,028
WELLTOWER INC	23,065	31,368
WEX INC COM
WORKDAY INC	4,953	5,569
ZAI LAB LTD-ADR
ZILLOW GROUP INC CL C CAP STK	1,457	1,198
ZOOM VIDEO COMMUNICATIONS-A	1,035	1,555

- TIN:

TY 2025 InvestmentsGovtObligationsSch

Name:

WILLIAM H BUSH MEMORIAL LIBRARY

EIN:

15-0581771

US Government Securities - End of Year Book Value:

59,147

US Government Securities - End of Year Fair Market Value:

59,379

State & Local Government Securities - End of Year Book Value:

State & Local Government Securities - End of Year Fair Market Value:

- TIN:

TY 2025 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
AB SEL US LG/SHT ADV (ASYLX)	AT COST	12,843	12,289
ABBEY CPTL FUTURES STRATEGY 1 (ABYIX	AT COST	19,264	20,528
AMER BEACON AHL MNGD FUT STR Y	AT COST
AMER BEACON AHL TARGETRISK Y	AT COST	5,867	5,840
BLACKROCK EVENT DRIVEN EQ INST	AT COST	15,527	16,151
BLACKROCK GLB EQ MKT NEUTRAL	AT COST	9,021	10,567
BLACKROCK SYSTMC MULTI STRAT I	AT COST	20,074	21,158
BLACKROCK TACTICAL OPPORT INST	AT COST	11,203	11,296
BNY MELLON GLB REAL RETURN I	AT COST	15,029	17,277
CALAMOS MARKET NEUTRAL INC	AT COST	10,250	11,011
DIAMOND HILL LONG-SHORT I	AT COST
DRIEHAUS EVENT DRIVEN INSTL	AT COST
INVESCO S&P 500 BETA ETF	AT COST
ISHARES MSCI EAFE ETF	AT COST	10,652	12,603
ISHARES RUSSELL 1000 GRW EFT	AT COST	6,900	7,843
ISHARES RUSSELL 1000 VALUE ETF	AT COST	123,363	135,376
ISHARES S&P 500 GROWTH ETF (IVW)	AT COST	261	377
ISHARES S&P MIDCAP 400 INDEX (IJH)	AT COST	25,834	30,304
JOHN HANCOCK DVRSFD MARCO I	AT COST	1,921	1,873
JP MORGAN HEDGED EQUITY I	AT COST	9,146	11,539
LOCORR MARKET TREND I	AT COST
NEUGERGER BERMAN LG SH INST	AT COST	11,883	13,929
PIMCO CREDIT OPP BD I2	AT COST	12,255	12,792
PIMCO MORTGAGE OPP & BD I2	AT COST	21,621	21,908
SPRD BLOOMBERG1-3 MONTH T-B	AT COST
STATE STREET SPDR BLOOMBERG (BIL)	AT COST	10,064	10,052
THORNBURG STRATEGIC INC I	AT COST
TOUCHSTONE FLEXIBLE INC Y (MXIIX)	AT COST	12,843	13,018
VANGUARD FTSE DEVELOPED MKTS E	AT COST	5,010	6,227
VANGUARD GROWTH ETF (VUG)	AT COST	50,745	70,755
VANGUARD MID-CAP ETF INDEX	AT COST	10,569	10,451
VANGUARD VALUE ETF INDEX	AT COST	102,716	123,915

- TIN:

TY 2025 LandEtcSchedule2

Name:

WILLIAM H BUSH MEMORIAL LIBRARY

EIN:

15-0581771

Category / Item	Cost / Other Basis	Accumulated Depreciation	Book Value
BUILDINGS	458,512	315,966	142,546
LAND IMPROVEMENTS
FURNITURE AND EQUIPMENT
LAND	20,568		20,568

- TIN:

TY 2025 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

- TIN:

TY 2025 OtherExpensesSchedule

Name:

WILLIAM H BUSH MEMORIAL LIBRARY

EIN:

15-0581771

Description	Revenue and Expenses per Books	Disbursements for Charitable Purposes
EXPENSES
ADVERTISING & PROMOTION	1,192	1,192
INSURANCE	10,107	10,107
LIBRARY SUPPLIES	421	421
MEMBERSHIP DUES & SUBSCRIPTIO	752	752
OFFICE EXPENSE	7,334	7,334

- TIN:

TY 2025 OtherIncomeSchedule2

Name:

WILLIAM H BUSH MEMORIAL LIBRARY

EIN:

15-0581771

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
OTHER INCOME	11,019		11,019

- TIN:

TY 2025 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	1,532

- TIN:

TY 2025 OtherProfessionalFeesSchedule

Name:

WILLIAM H BUSH MEMORIAL LIBRARY

EIN:

15-0581771

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INVESTMENT FEES	40,611	40,611
CONTRACTED SERVICES	473			473

- TIN:

TY 2025 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	1,069			1,069
EXCISE TAXES	4,980			4,980