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
HARRY F & CAROL H BARNES
FAMILY FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address) 1900 PERKINS ST
  Room/suite
City or town
BRISTOL
State or province
CT
Country  
ZIP or foreign postal code
06010
A Employer identification number

20-8718203
B Telephone number (see instructions)

8605837070
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$9,075,486J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check .................
3 Interest on savings and temporary cash investments 151,444 151,444  
4 Dividends and interest from securities... 109,322 110,583  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,524,830
b Gross sales price for all assets on line 6a 9,561,073
7 Capital gain net income (from Part IV, line 2)... 8,356,753
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)....... Click to see attachment
List of Attached Documents:
// Content
1,207 1,164  
12 Total. Add lines 1 through 11........ 2,786,803 8,619,944  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
4,102 2,051   2,051
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
24,086 24,086   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
6,723 2,362   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
668 0   668
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 35,579 28,499   2,719
25 Contributions, gifts, grants paid....... 328,800 328,800
26 Total expenses and disbursements. Add lines 24 and 25 ................ 364,379 28,499   331,519
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,422,424
b Net investment income (if negative, enter -0-) 8,591,445
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 1,895 16,964 16,964
2 Savings and temporary cash investments......... 14,466 320,499 320,499
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)      
b Investments—corporate stock (attach schedule)....... 6,012,033 Click to see attachment
List of Attached Documents:
// Content
5,766,470 		6,369,094
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 0 Click to see attachment
List of Attached Documents:
// Content
2,345,943 		2,368,929
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,028,394 8,449,876 9,075,486
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 6,028,394 8,449,876
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
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)..... 6,028,394 8,449,876
30 Total liabilities and net assets/fund balances (see instructions). 6,028,394 8,449,876
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
6,028,394
2
Enter amount from Part I, line 27a .....................
2
2,422,424
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
8,450,818
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
942
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
8,449,876
Form 990-PF (2025)
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 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES - BANK OF AMERICA      
b PUBLICLY TRADED SECURITIES - BESSEMER      
c CAPITAL GAINS DIVIDENDS P    
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 8,555,225   180,110 8,375,115
b 1,005,820   1,024,210 -18,390
c 28     28
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       8,375,115
b       -18,390
c       28
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 8,356,753
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ......................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 119,421
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 119,421
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 119,421
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 4,400
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,400
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 115,021
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax   Refunded 11  
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
CT
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressN/A
14
The books are in care ofLISA A KING Telephone no. (860) 583-7070

Located atC/O 1900 PERKINS STBRISTOLCT ZIP+406010
15
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 ........
15
 
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)
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
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 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.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
NANCY DEY CHAIRPERSON
5.00 		0 0 0
C/O 1900 PERKINS ST
BRISTOL,CT06010
THOMAS O BARNES PRESIDENT
5.00 		0 0 0
C/O 1900 PERKINS ST
BRISTOL,CT06010
JARRE BARNES BETTS SECRETARY
5.00 		0 0 0
C/O 1900 PERKINS ST
BRISTOL,CT06010
MICHAEL WRAY TREASURER
5.00 		0 0 0
C/O 1900 PERKINS ST
BRISTOL,CT06010
LISA A KING ASST. SEC.
5.00 		0 0 0
C/O 1900 PERKINS ST
BRISTOL,CT06010
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
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 arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................0
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
6,665,955
b
Average of monthly cash balances.......................
1b
3,882,769
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
10,548,724
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
10,548,724
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
158,231
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
10,390,493
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
519,525
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.)
1
Minimum investment return from Part IX, line 6..................
1
519,525
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
119,421
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
119,421
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
400,104
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
400,104
6
Deduction from distributable amount (see instructions) .................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
400,104
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, line 26, column (d) ..........
1a
331,519
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
331,519
Form 990-PF (2025)
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 7 400,104
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 325,319
b Total for prior years:20 , 20, 20 0
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 ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 331,519
a Applied to 2024, but not more than line 2a 325,319
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		0
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		0
d Applied to 2025 distributable amount..... 6,200
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		393,904
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
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)
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 or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here 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)
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)
aPaid during the year

1510 FOUNDATION

1038 QUARRIER ST SUITE 100
CHARLESTON,WV25301 		    GENERAL OPERATIONS 3,500

AERO METHOW RESCUE SERVICE

PO BOX 66 1005 HWY 20 E
TWISP,WA98856 		    GENERAL OPERATIONS 4,000

AHIVOY

PO BOX 155
DUNDEE,OR97115 		    GENERAL OPERATIONS 10,000

AMERICAN CLOCK & WATCH

100 MAPLE STREET
BRISTOL,CT06010 		    GENERAL OPERATIONS 8,500

APPLEGATE VALLEY FIRE DISTRICT #9

1095 UPPER APPLEGATE ROAD
JACKSONVILLE,OR97530 		    GENERAL OPERATIONS 10,000

ARIZONA FIRST RESPONDERS FOUNDATION

18275 N 59TH AVENUE SUITE J160
GLENDALE,AZ85308 		    GENERAL OPERATIONS 10,000

ARIZONA HUMANE SOCIETY

1521 W DOBBINS
PHOENIX,AZ85041 		    GENERAL OPERATIONS 8,000

ASHLAND FOOTBALL CLUB

PO BOX 854
ASHLAND,OR97520 		    GENERAL OPERATIONS 5,000

BRISTOL ADULT RESOURCE CENTER (BARC)

195 MALTBY STREET PO BOX 726
BRISTOL,CT06011 		    GENERAL OPERATIONS 12,000

BRISTOL BOYS AND GIRLS CLUB

255 WOLCOTT STREET
BRISTOL,CT06010 		    GENERAL OPERATIONS 10,000

BRISTOL HOSPITAL DEVELOPMENT FOUNDATION

145 QUEEN STREET
BRISTOL,CT06010 		    GENERAL OPERATIONS 16,000

BUSHNELL

166 CAPITOL AVENUE
HARTFORD,CT06106 		    GENERAL OPERATIONS 15,000

CALIFORNIA STATE UNIVERSITY - MONTERY BAY

100 CAMPUS CENTER
SEASIDE,CA939558001 		    GENERAL OPERATIONS 3,000

CAREPOINT CLINIC

36017 SE FISH HATCHERY ROAD
FALL CITY,WA98024 		    GENERAL OPERATIONS 10,000

CASA OF JACKSON COUNTY

409 N FRONT ST
MEDFORD,OR97501 		    GENERAL OPERATIONS 10,000

COVENANT FRONTLINE INTERNATIONAL INC

PO BOX 1449
FORT MORGAN,CO80701 		    GENERAL OPERATIONS 12,600

EMPOWER YOUTH NETWORK

31951 E BIRD STREET
CARNATION,WA98014 		    GENERAL OPERATIONS 6,000

ENVIRONMENTAL LEARNING CENTERS CT

501 WOLCOTT ROAD
BRISTOL,CT06010 		    GENERAL OPERATIONS 3,000

FALL CITY COMMUNITY FOOD PANTRY

PO BOX 640
FALL CITY,WA98024 		    GENERAL OPERATIONS 4,000

FIRST CONGREGATIONAL CHURCH OF BRISTOL CT

111 TUNXIS VILLAGE
FARMINGTON,CT06032 		    GENERAL OPERATIONS 5,000

HARTFORD STAGE

50 CHURCH STREET
HARTFORD,CT06103 		    GENERAL OPERATIONS 3,000

HARTFORD SYMPHONY

166 CAPITOL AVENUE
HARTFORD,CT06106 		    GENERAL OPERATIONS 5,000

HARTT INC

3241 E SHEA BLVD 416
PHOENIX,AZ85028 		    GENERAL OPERATIONS 5,000

HUMANE SOCIETY OF SKAGIT VALLEY

18841 KELLEHER RD
BURLINGTON,WA98233 		    GENERAL OPERATIONS 10,000

KCTS 9 CASCADE PUBLIC MEDIA

401 MERCER STREET
SEATTLE,WA98109 		    GENERAL OPERATIONS 20,000

LIBERTY WILDLIFE INC

2600 E ELWOOD STREET
PHOENIX,AZ85040 		    GENERAL OPERATIONS 6,000

LITTLE STAR MONTESSORI SCHOOL

PO BOX 608
WINTHROP,WA98862 		    GENERAL OPERATIONS 4,000

LOST RIVER HIGH SCHOOL

23330 HIGHWAY 50
MERRILL,OR97633 		    GENERAL OPERATIONS 5,000

MAIN ST COMMUNITY FOUNDATION

120 HALCYON DRIVE PO BOX 2702
BRISTOL,CT06011 		    GENERAL OPERATIONS 12,500

PRUDENCE CRANDALL CENTER

594 BURRITT STREET
NEW BRITAIN,CT06053 		    GENERAL OPERATIONS 5,000

RECLAIM (FORMERLY SNOQUALMIE VALLEY SHELTER SERVICES)

7829 CENTER BLVD SE 239
SNOQUALMIE,WA98065 		    GENERAL OPERATIONS 8,000

SCOTTSDALE POLICE FOUNDATION INC

10040 HAPPY VALLEY ROAD
SCOTTSDALE,AZ85255 		    GENERAL OPERATIONS 9,000

SHEPARD MEADOWS EQUESTRIAN CTR

733 HILL ST
BRISTOL,CT06010 		    GENERAL OPERATIONS 1,500

SNOVALLEY PRIDE

PO BOX 744
CARNATION,WA98104 		    GENERAL OPERATIONS 10,000

SOROPTIMIST INTERN OF KLAMATH FALLS

PO BOX 134
KLAMATH FALLS,OR97601 		    GENERAL OPERATIONS 5,000

SUPPLY BRIDGE MINISTRIES

917 MASON ROAD
KATY,TX77450 		    GENERAL OPERATIONS 12,600

THE ASHER HOUSE

PO BOX 2159
ESTACADA,OR97203 		    GENERAL OPERATIONS 7,000

THE LA FOOD BANK

1734 EAST 41ST STREET
LOS ANGELES,CA90058 		    GENERAL OPERATIONS 3,500

THE NEW ENGLAND CAROUSEL MUSEUM

95 RIVERSIDE AVENUE
BRISTOL,CT06010 		    GENERAL OPERATIONS 4,500

TINY MIGHTY AND STRONG CORPORATION

PO BOX 212
TULELAKE,CA96134 		    GENERAL OPERATIONS 14,000

WINDSOR HIGH SCHOOL BOOSTER CLUB

1777 EAST WASATCH DRIVE
OGDEN,CT84403 		    GENERAL OPERATIONS 12,600
Total ................................. 3a 328,800
bApproved for future payment
Total ................................. 3b 0
Form 990-PF (2025)
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
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 151,444  
4 Dividends and interest from securities ....     14 109,322  
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 .....     01 1,207  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 2,524,830  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 2,786,803 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,786,803
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2025)
Form 990-PF (2025)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below?
See instructions.
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

TY 2025 AccountingFeesSchedule
Name:
HARRY F & CAROL H BARNES
 
FAMILY FOUNDATION
EIN:
20-8718203
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 4,102 2,051   2,051

TY 2025 InvestmentsCorpStockSchedule
Name:
HARRY F & CAROL H BARNES
 
FAMILY FOUNDATION
EIN:
20-8718203
Name of Stock End of Year Book Value End of Year Fair Market Value
ALPHABET INC CLASS C (GOOG) 66,213 110,143
LIVE NATION ENTERTMNT INC (LYV) 7,951 7,980
META PLATFORMS INC (META) 62,440 60,728
SPOTIFY TECHNOLOGY SA (SPOT) 24,597 21,486
TAKE-2 INTERACTIVE (TTWO) 15,487 16,897
AMAZON.COM INC (AMZN) 70,515 77,324
HILTON WORLDWIDE HOLDINGS (HLT) 15,102 17,235
MERCADOLIBRE INC (MELI) 10,860 10,071
COSTCO WHSL CORP NEW (COST) 23,541 20,696
WALMART INC (WMT) 20,688 23,284
BAKER HUGHES COMPANY (BKR) 12,587 11,794
CONOCOPHILLIPS (COP) 19,237 19,190
EXXON MOBIL CORP (XOM) 11,974 12,635
APOLLO GLOBAL MANAGEMENT I (APO) 15,590 16,647
BANK OF AMERICA CORP (BAC) 32,784 39,875
BROOKFIELD CORPORATION (BN) 20,158 22,807
CAPITAL ONE FINANCIAL (COF) 8,266 8,967
INTERACTIVE BROKER (IBKR) 8,213 7,331
INTERCONTINENTAL EXCHG INC (ICE) 28,133 26,723
JPMORGAN CHASE & CO (JPM) 41,894 49,299
MSCI INC (MSCI) 18,244 18,933
S&P GLOBAL INC. (SPGI) 20,957 21,426
VISA INC (V) 50,064 50,151
ABBVIE INC (ABBV) 27,517 31,074
BOSTON SCIENTIFIC CORP (BSX) 23,571 22,407
CENCORA INC (COR) 19,885 22,967
DANAHER CORP (DHR) 13,879 15,566
INTUITIVE SURGICAL (ISRG) 17,706 20,388
MCKESSON CORP (MCK) 22,461 26,249
THERMO FISHER SCIENTIFIC (TMO) 12,740 16,804
UNITEDHEALTH GROUP INC (UNH) 14,745 12,874
CATERPILLAR INC (CAT) 8,228 8,020
GE VERNOVA LLC (GEV) 3,599 3,921
HOWMET AEROSPACE INC (HWM) 15,350 19,681
NORTHROP GRUMMAN CORP (NOC) 19,057 21,097
QUANTA SERVICES INC (PWR) 3,919 3,798
REPUBLIC SERVICES INC (RSG) 13,269 12,503
TRANSUNION (TRU) 22,803 22,723
XPO INC (XPO) 11,662 11,008
APPLIED MATERIALS (AMAT) 20,000 28,268
ASML HOLDING 15,856 22,735
BROADCOM INC (AVGO) 45,004 56,414
CADENCE DESIGN SYSTEMS INC (CDNS) 4,801 4,688
FORTINET INC (FTNT) 17,026 14,293
GARTNER INC CL A (IT) 20,761 16,145
MICROSOFT CORP (MSFT) 109,212 113,167
NVIDIA CORP (NVDA) 103,362 124,955
PALO ALTO NETWORKS INC (PANW) 9,512 9,210
SERVICENOW INC (NOW) 18,618 14,553
TAIWAN SEMI MFG CO ADR (TSM) 15,721 16,410
APPLE INC (AAPL) 81,287 99,228
CRH PLC (CRH) 19,258 22,838
HEIDELBERG MATERIALS AG 5,416 6,032
HOLCIM LTD 5,464 5,980
SHERWIN-WILLIAMS CO (SHW) 15,080 13,933
AMEREN CORP (AEE) 19,320 19,173
NEXTERA ENERGY INC (NEE) 25,212 26,893
ISHRS MSCI EAFE IND FND (EFA) 32,774 33,994
ALPHABET INC CLASS C (GOOG) 45,333 74,370
META PLATFORMS INC (META) 32,948 32,344
VERIZON COMMUNICATIONS (VZ) 12,386 11,811
AMAZON.COM INC (AMZN) 42,730 46,856
DOORDASH INC (DASH) 5,955 5,209
GENUINE PARTS CO (GPC) 7,560 7,254
HOME DEPOT (HD) 14,357 13,075
MCDONALD'S CORP (MCD) 12,901 12,836
COCA-COLA COMPANY (KO) 7,527 7,340
COSTCO WHSL CORP NEW (COST) 9,688 8,623
KENVUE INC (KVUE) 9,876 9,660
PEPSICO INC (PEP) 3,105 3,157
PHILIP MORRIS INTL INC (PM) 13,167 12,190
PROCTER & GAMBLE CO (PG) 7,571 6,878
THE HERSHEY COMPANY (HSY) 2,421 2,547
WALMART INC (WMT) 11,419 13,146
CHEVRON CORP (CVX) 6,725 7,010
EXXON MOBIL CORP (XOM) 8,982 9,867
KINDER MORGAN INC (KMI) 12,928 13,057
BANK OF AMERICA CORP (BAC) 16,275 19,800
BLACKSTONE INC (BX) 7,912 8,015
CAPITAL ONE FINANCIAL (COF) 8,555 8,967
JPMORGAN CHASE & CO (JPM) 29,228 34,477
METLIFE INC COM (MET) 12,263 12,472
MORGAN STANLEY GRP INC (MS) 14,031 18,285
PRUDENTIAL FINANCIAL (PRU) 6,584 7,111
TRUIST FINANCIAL CORP (TFC) 5,813 6,938
VISA INC (V) 16,770 16,834
ABBOTT LABORATORIES (ABT) 9,891 9,396
ABBVIE INC (ABBV) 14,915 17,136
AGILENT TECHNOLOGIES (A) 11,699 12,518
ELEVANCE HEALTH INC (ELV) 4,089 3,856
INTUITIVE SURGICAL (ISRG) 8,522 9,628
JOHNSON & JOHNSON (JNJ) 7,846 9,726
LILLY ELI & CO (LLY) 21,573 29,016
MEDTRONIC PLC (MDT) 11,878 12,583
MERCK & CO INC NEW (MRK) 9,184 11,789
UNITEDHEALTH GROUP INC (UNH) 14,894 14,194
AMETEK INC NEW (AME) 7,574 8,623
AUTOMATIC DATA PROCESSING (ADP) 4,467 3,858
DEERE & CO (DE) 7,475 6,983
EATON CORP PLC (ETN) 11,631 11,147
HONEYWELL INTL INC (HON) 7,144 6,828
HOWMET AEROSPACE INC (HWM) 10,319 13,326
NORTHROP GRUMMAN CORP (NOC) 5,174 5,702
PENTAIR PLC (PNR) 9,080 9,372
QXO INC (QXO) 2,603 2,469
UNION PACIFIC CORP (UNP) 10,678 11,103
UNITED RENTALS INC (URI) 9,500 9,711
WASTE MANAGEMENT INC NEW (WM) 9,588 9,227
APPLE INC (AAPL) 55,609 67,965
BROADCOM INC (AVGO) 41,959 56,068
FORTINET INC (FTNT) 8,043 6,432
KLA CORPORATION (KLAC) 13,217 18,226
MICROSOFT CORP (MSFT) 80,558 83,666
MOTOROLA SOLUTIONS INC (MSI) 14,131 12,266
NVIDIA CORP (NVDA) 81,054 99,964
TE CONNECTIVITY PLC (TEL) 13,125 15,243
TEXAS INSTRUMENTS INC (TXN) 9,921 9,194
CRH PLC (CRH) 11,047 13,478
INTERNATIONAL PAPER (IP) 9,992 8,232
AMERICAN TOWER CORP (AMT) 3,594 2,984
PROLOGIS INC (PLD) 16,260 17,106
SIMON PROP GROUP (SPG) 10,349 11,847
DUKE ENERGY HLDG CORP (DUK) 11,746 11,252
NEXTERA ENERGY INC (NEE) 11,117 11,801
WEC ENERGY GROUP INC (WEC) 10,208 9,702
ALPHABET INC CLASS C (GOOG) 56,963 94,453
META PLATFORMS INC (META) 42,987 41,585
ALIBABA GROUP HOLDING LTD 23,957 25,402
AMAZON.COM INC (AMZN) 46,570 51,703
LOWES COS INC (LOW) 22,034 21,463
LVMH MOET HENNESSY VUITTON 12,200 12,883
O'REILLY AUTO INC NEW (ORLY) 23,205 22,255
PROSUS NV 12,220 10,805
ROYAL CARIBBEAN CRUISES LD (RCL) 15,579 15,061
COCA COLA EUROPAC PART PLC (CCEP) 23,893 22,947
COSTCO WHSL CORP NEW (COST) 17,689 15,522
DOLLAR GENERAL CORP (DG) 24,058 24,164
CHEVRON CORP (CVX) 42,526 43,436
AIA GROUP LTD 20,401 20,042
CITIGROUP INC (C) 27,530 33,490
CME GROUP INC (CME) 24,223 24,577
COMMERZBANK AG ORD 8,818 12,718
HDFC BANK LTD ADR REPS3 (HDB) 20,023 19,731
ING GROEP NV 20,758 27,224
JPMORGAN CHASE & CO (JPM) 46,051 54,455
KKR & CO INC (KKR) 10,861 10,835
MASTERCARD CL A (MA) 33,031 33,111
MITSUBISHI UFJ FINL GRP 29,052 33,931
ASTRAZENECA PLC 26,904 33,031
CENCORA INC (COR) 22,541 26,344
DANAHER CORP (DHR) 24,688 27,012
LILLY ELI & CO (LLY) 16,498 18,269
LONZA GROUP AG REG 18,128 17,631
MEDTRONIC PLC (MDT) 16,285 16,330
NOVARTIS REG 9,995 10,502
TEVA PHARM INDS LTD ADR (TEVA) 8,627 10,455
UNITEDHEALTH GROUP INC (UNH) 27,903 24,758
BOEING COMPANY (BA) 22,654 22,797
J B HUNT TRANSPORT SVCS (JBHT) 20,461 20,988
KOMATSU LTD 6,366 5,833
L3 HARRIS TECHNOLOGIES INC (LHX) 19,365 23,192
QUANTA SERVICES INC (PWR) 10,920 13,505
RHEINMETALL AG 12,020 12,781
ROLLS-ROYCE HOLDINGS PLC 15,642 20,319
SIEMENS AG AKTIEN 19,270 20,483
WABTEC CORP (WAB) 22,326 24,333
APPLE INC (AAPL) 68,269 82,917
ASML HOLDING 25,133 32,479
BROADCOM INC (AVGO) 27,674 37,378
CADENCE DESIGN SYSTEMS INC (CDNS) 13,776 13,440
CISCO SYSTEMS INC (CSCO) 20,816 20,412
FUJITSU LTD 19,548 22,077
INTERNATIONAL BUS MACHINES (IBM) 16,813 18,957
MICROSOFT CORP (MSFT) 86,085 88,502
NVIDIA CORP (NVDA) 79,579 99,404
QUALCOMM INC (QCOM) 18,603 19,670
SAMSUNG ELECTRONICS GDR 26,537 45,452
TAIWAN SEMI MFG CO ADR (TSM) 27,810 37,378
HEIDELBERG MATERIALS AG 14,562 17,309
AMERICAN ELECTRIC POWER CO (AEP) 23,791 24,906
NEXTERA ENERGY INC (NEE) 24,449 27,295
SEMPRA COM (SRE) 20,141 20,748
ISHARES MSCI INDIA ETF (INDA) 8,135 8,107
BCE INC NEW 9,172 9,715
DEUTSCHE TELEKOM REG 12,889 11,779
KDDI CORP 8,260 8,926
ORANGE 8,955 9,593
QUEBECOR INC CL-B SVS 7,219 9,687
SWISSCOM AG REG 7,665 7,982
TELSTRA CORP NPV 13,488 13,715
BRIDGESTONE CORP 8,162 8,512
CDN TIRE CORP LTD CL-A 6,174 6,467
DENSO CORP 10,855 10,909
NEXT PLC 8,965 8,652
PROSUS NV 11,325 10,122
SUBARU CORP 7,404 8,354
WESFARMERS LTD 11,521 12,057
IMPERIAL BRANDS PLC 8,326 8,352
KONINKLIJKE AHOLD 9,273 9,218
LOREAL 17,925 17,661
LOBLAW COMPANIES LTD 10,254 11,400
OMV AG 4,289 4,578
TC ENERGY CORP NPV 8,473 9,478
TENARIS SA 6,927 7,604
WOODSIDE ENERGY GROUP LTD 10,892 10,270
ALLIANZ SE 26,343 29,410
AXA 11,961 13,090
BARCLAYS BANK PLC 12,559 17,670
BBVA (BILB-VIZ-ARG) 8,790 12,156
BNP PARIBAS 7,776 8,353
DNB BANK ASA 8,503 8,960
GENERALI 14,588 15,962
ING GROEP NV 8,390 10,579
INTESA SANPAOLO SPA 11,458 12,376
LLOYDS BANKING GROUP PLC 8,150 9,010
NATWEST GROUP PLC 8,689 10,928
NORDEA BANK ABP 7,992 9,204
ORIX CORP 8,156 9,522
OVERSEA CHINESE BK 'F' 13,489 15,555
SKAND ENSKILDA BKN 9,237 11,220
SWEDBANK 7,525 9,753
TORONTO-DOMINION 9,990 12,732
UNICREDIT SPA 8,263 9,749
UNIPOL ASSICURAZIONI SPA 6,877 8,870
ASTELLAS PHARMA 8,540 10,207
GSK PLC 12,544 13,110
NOVARTIS REG 15,363 17,689
ROCHE HOLDINGS 17,868 22,760
ABB LIMITED REG 18,948 19,862
AENA SME S.A. EUR 1.0 8,399 8,676
AMADA CO LTD 5,384 6,292
BRAMBLES LTD 9,513 9,537
CENTRAL JAPAN RAILWAY 9,761 11,169
DHL GROUP 18,081 21,244
HITACHI CONSTRUCT MACH 7,213 7,024
KOMATSU LTD 7,785 7,745
KONE OYJ 5,746 6,475
LEGRAND PROMESSES 13,584 12,410
RECRUIT HOLDINGS CO LTD 8,759 10,490
RELX PLC 7,540 6,055
SANDVIK AB 10,310 11,080
SCHINDLER HLDG 6,521 6,790
SGS SA 7,509 8,363
SIEMENS AG AKTIEN 22,381 22,447
SINGAPORE AIRLINES 5,039 4,804
TOYOTA TSUSHO CORP 7,167 11,061
WEST JAPAN RAILWAY 6,593 5,799
ASML HOLDING 11,999 11,909
DAINIPPON SCREEN MANUFACT 8,908 10,492
ERICSSON LM TEL CO CL B 8,634 9,950
FUJITSU LTD 8,921 10,183
LOGITECH INTERNATIONAL SA 12,581 10,692
NOMURA RESEARCH INST 11,680 11,208
AMRIZE AG CHF 7,954 8,625
BHP GROUP LIMITED 14,545 17,076
FORTESCUE LTD 4,596 5,943
HEIDELBERG MATERIALS AG 15,882 19,407
HOLCIM LTD 4,528 6,177
NITTO DENKO CORP 11,668 11,225
CAPITALAND INTEGRATED COMM 7,785 8,417
DAIWA HOUSE INDS CO LTD 8,841 8,450
SUN HUNG KAI PROP LTD 7,189 8,246
ISHARES CORE MSCI EM MKTS (IEMG) 283,515 315,261
LIVE NATION ENTERTMNT INC (LYV) 11,274 10,972
REDDIT INC (RDDT) 4,082 4,367
DOLLARAMA INC 17,252 19,144
LIGHT & WONDER INC. (LNWO) 8,230 10,721
MONCLER SPA 5,884 6,517
TEXAS ROADHOUSE INC (TXRH) 5,089 4,814
BJ'S WHOLESALE CLUB HOLDIN (BJ) 12,541 10,443
US FOODS HOLDING CORP (USFD) 16,158 16,645
ST STR SPDR S&P OIL&GAS EX (XOP) 4,607 4,671
NASDAQ INC. (NDAQ) 18,152 20,300
PARTNERS GROUP HOLDING AG 6,655 6,193
RYAN SPECIALTY HOLDNGS INC (RYAN) 12,765 10,480
ST STR SPDR S&P REG BK ETF (KRE) 6,171 6,740
TRADEWEB MARKETS INC (TW) 15,105 12,582
COOPER COS INC/THE (COO) 7,550 8,196
IDEXX LABS CORP (IDXX) 13,689 16,913
LABCORP HLDGS (LH) 6,471 5,770
MEDPACE HOLDINGS (MEDP) 8,456 13,479
STERIS PLC (STE) 17,981 19,014
STRAUMANN HOLDING AG 8,373 8,366
API GROUP CORP (APG) 11,683 13,850
BOOZ ALLEN HAMILTON HLDGS (BAH) 13,246 10,376
BWX TECHNOLOGIES INC (BWXT) 8,126 9,679
CARLISLE COS (CSL) 11,851 9,915
CLEAN HARBORS INC (CLH) 18,408 18,523
CORE & MAIN INC (CNM) 9,320 8,315
EQUIFAX INC (EFX) 11,089 9,330
ESAB CORP (ESAB) 6,215 5,697
ROLLINS INC (ROL) 5,043 4,921
SAIA INC COM (SAIA) 9,153 9,795
STANDARDAERO INC (SARO) 5,332 5,305
UL SOLUTIONS INC (ULS) 11,251 12,696
ASM INTERNATIONAL NV 4,186 4,865
BENTLEY SYSTEMS INC (BSY) 8,810 6,717
CCC INTELLIGENT SOLUTIONS (CCC) 9,841 8,506
CDW CORP/DE (CDW) 13,528 11,168
ENTEGRIS INC (ENTG) 6,573 6,740
KEYSIGHT TECHNOLOGIES INC (KEYS) 16,272 20,522
MACOM TECHNOLOGY SOLUTIONS (MTSI) 4,795 5,480
MANHATTAN ASSOCIATES INC (MANH) 9,421 8,145
NRG ENERGY INC (NRG) 6,972 7,006
ST STR UTILITIES SELECT (XLU) 5,975 5,976
CARGURUS INC (CARG) 4,576 5,484
ECHOSTAR CORP (SATS) 1,533 2,174
ACADEMY SPORTS & OUTDOORS (ASO) 3,689 3,796
BRIGHT HORIZONS FAMILY (BFAM) 4,598 3,853
CAVCO INDS INC (CVCO) 6,190 7,088
DORMAN PRODUCTS (DORM) 4,942 4,188
INSTALLED BUILDING PRODUCT (IBP) 3,895 4,409
MURPHY USA INC COM (MUSA) 6,733 6,456
ONESPAWORLD HOLDINGS LTD (OSW) 3,478 3,256
PATRICK IND INC (PATK) 1,648 1,734
PLANET FITNESS INC (PLNT) 5,943 6,399
TEXAS ROADHOUSE INC (TXRH) 4,689 4,482
WINGSTOP INC (WING) 2,660 2,384
WINMARK CORP (WINA) 2,234 2,429
CACTUS INC (WHD) 3,382 3,837
MAGNOLIA OIL & GAS CORP (MGY) 3,589 3,436
MATADOR RES CO (MTDR) 3,177 2,970
MURPHY OIL (MUR) 2,785 3,656
SOLARIS OILFIELD INFRAST-A (SEI) 2,136 1,930
AMERIS BANCORP (ABCB) 5,204 5,347
CADENCE BANK (CADE) 4,235 5,483
CVB FINL CORP COM (CVBF) 3,695 3,571
ESSENT GROUP LTD (ESNT) 4,412 4,810
FIRSTCASH HOLDINGS INC (FCFS) 5,196 6,215
HAMILTON LANE INC (HLNE) 4,541 4,432
HANCOCK WHITNEY CORP (HWC) 4,788 5,094
KINSALE CAPITAL GROUP INC (KNSL) 2,917 2,346
OLD NATIONAL BANCORP IND (ONB) 4,955 5,242
PALOMAR HOLDINGS INC (PLMR) 3,367 3,369
PJT PARTNERS INC (PJT) 2,285 2,340
SOUTHSTATE CORP NPV (SSB) 4,508 4,611
ST STR SPDR S&P REG BK ETF (KRE) 9,361 10,045
TEXAS CAPITAL BANCSHARES (TCBI) 4,546 5,251
AXOGEN INC (AXGN) 2,252 4,647
ENSIGN GROUP INC THE (ENSG) 5,662 6,445
HEALTHEQUITY INC (HQY) 5,532 5,496
MERIT MEDICAL SYS (MMSI) 3,168 3,084
PRESTIGE CONSUMER (PBH) 3,769 2,961
RADNET INC (RDNT) 4,940 5,493
UFP TECHNOLOGIES INC (UFPT) 3,572 3,552
APPLIED INDL TECH INC COM (AIT) 5,383 5,648
AXON ENTERPRISE INC (AXON) 2,957 2,839
BLOOM ENERGY CORP (BE) 2,251 2,519
BRIGHTVIEW HOLDINGS INC (BV) 5,041 4,244
COMFORT SYSTEMS USA INC (FIX) 1,860 4,666
CONSTRUCTION PARTNERS INC (ROAD) 4,513 4,884
CRANE CO (CR) 6,095 6,270
CURTISS WRIGHT CORP (CW) 2,223 3,307
EXLSERVICE HLDGS INC (EXLS) 5,373 5,135
FEDERAL SIGNAL (FSS) 3,056 2,823
GRIFFON CORP (GFF) 2,498 2,430
HELIOS TECHNOLOGIES INC (HLIO) 2,447 2,567
JBT MAREL CORPORATION (JBTM) 4,519 4,972
KRATOS DEFENSE & SECURITY (KTOS) 1,835 1,821
LIMBACH HOLDINGS INC (LMB) 3,344 2,335
MERCURY COMPUTER SYS COM (MRCY) 3,612 3,504
MODINE MFGRS CO (MOD) 2,202 2,002
MSA SAFETY INC (MSA) 3,615 3,523
MUELLER INDS INC (MLI) 6,080 8,380
NEXTPOWER INC (NXT) 1,504 1,829
RBC BEARING INC COM (RBC) 4,785 5,829
SAIA INC COM (SAIA) 3,892 3,918
SIMPSON MFG (SSD) 3,415 3,229
BADGER METER INC (BMI) 5,331 4,534
BEL FUSE INC CL B+ (BELFB) 3,063 6,106
CRANE NXT CO (CXT) 4,483 3,624
CREDO TECHNOLOGY GROUP HOL (CRDO) 3,511 3,165
D-WAVE QUANTUM INC (QBTS) 1,426 1,176
DESCARTES SYSTEMS GRP (DSGX) 2,693 2,366
DIODES INC (DIOD) 3,611 3,157
FABRINET (FN) 2,630 2,276
FORM FACTOR INC (FORM) 4,310 6,916
GUIDEWIRE SOFTWARE INC (GWRE) 3,476 3,216
INTERDIGITAL INC PA (IDCC) 5,760 7,004
IONQ INC (IONQ) 2,084 1,570
MKS INC (MKSI) 4,047 5,912
NOVANTA INC (NOVT) 4,515 4,402
ONTO INNOVATION INC (ONTO) 3,934 5,209
Q2 HLDGS INC (QTWO) 4,702 4,329
RAMBUS INC (RMBS) 1,544 1,470
RIGETTI COMPUTING INC (RGTI) 1,440 974
VONTIER CORP (VNT) 5,626 5,465
ELEMENT SOLUTIONS INC (ESI) 5,019 5,347
HECLA MINING CO (HL) 1,682 1,669
PERIMETER SOLUTIONS INC (PRM) 1,473 3,110
CUSHMAN + WAKEFIELD LTD (CWK) 2,536 2,509
FIRSTSERVICE CORP (FSV) 6,638 5,599
RYMAN HOSPITALTY PPTYS INC (RHP) 5,206 5,298
STAG INDUSTRIAL INC (STAG) 4,700 4,815
TERRENO RLTY CORP (TRNO) 5,682 5,694
OKLO INC (OKLO) 1,914 1,148
ISHARES TR RUSSELL 2000 (IWM) 14,850 15,508
ST STR SPDR S&P BIOTEC ETF (XBI) 27,627 36,579

TY 2025 InvestmentsOtherSchedule2
Name:
HARRY F & CAROL H BARNES
 
FAMILY FOUNDATION
EIN:
20-8718203
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
OW FIXED INCOME FUND (OWFIX) AT COST 2,345,943 2,368,929

TY 2025 OtherDecreasesSchedule
Name:
HARRY F & CAROL H BARNES
 
FAMILY FOUNDATION
EIN:
20-8718203
Description Amount
INVESTMENT BASIS ADJUSTMENT 942


TY 2025 OtherExpensesSchedule
Name:
HARRY F & CAROL H BARNES
 
FAMILY FOUNDATION
EIN:
20-8718203
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INSURANCE 668 0   668


TY 2025 OtherIncomeSchedule2
Name:
HARRY F & CAROL H BARNES
 
FAMILY FOUNDATION
EIN:
20-8718203
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 1,164 1,164 1,164
RETURN OF CAPITAL - BESSEMER 43 0 43


TY 2025 OtherProfessionalFeesSchedule
Name:
HARRY F & CAROL H BARNES
 
FAMILY FOUNDATION
EIN:
20-8718203
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 24,086 24,086   0


TY 2025 TaxesSchedule
Name:
HARRY F & CAROL H BARNES
 
FAMILY FOUNDATION
EIN:
20-8718203
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX 4,361 0   0
FOREIGN TAX 2,362 2,362   0