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
E M BARR TW CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 1558 DEPT EA5W86
  Room/suite
City or town
COLUMBUS
State or province
OH
Country  
ZIP or foreign postal code
43216
A Employer identification number

34-6687006
B Telephone number (see instructions)

3307427021
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)$3,944,898J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 88,348 88,348  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 162,600
b Gross sales price for all assets on line 6a 861,108
7 Capital gain net income (from Part IV, line 2)... 162,600
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 250,948 250,948  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 41,351 20,675   20,675
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,250 0 0 1,250
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
3,819 812   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
200     200
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 46,620 21,487 0 22,125
25 Contributions, gifts, grants paid....... 180,500 180,500
26 Total expenses and disbursements. Add lines 24 and 25 ................ 227,120 21,487 0 202,625
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 23,828
b Net investment income (if negative, enter -0-) 229,461
c Adjusted net income (if negative, enter -0-)... 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.............      
2 Savings and temporary cash investments......... 26,345 43,489 43,489
3 Accounts receivable  
Less: allowance for doubtful accounts     0 0
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts 0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,721,032 Click to see attachment
List of Attached Documents:
// Content
1,727,423 		2,674,074
c Investments—corporate bonds (attach schedule)....... 1,201,863 Click to see attachment
List of Attached Documents:
// Content
1,202,510 		1,227,335
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,949,240 2,973,422 3,944,898
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
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...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 2,949,240 2,973,422
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 2,949,240 2,973,422
30 Total liabilities and net assets/fund balances (see instructions). 2,949,240 2,973,422
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
2,949,240
2
Enter amount from Part I, line 27a .....................
2
23,828
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
869
4
Add lines 1, 2, and 3 ..........................
4
2,973,937
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
515
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
2,973,422
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 28. ADVANCED MICRO DEVICES INC W/1     2025-02-14
b 179. ADVANCED MICRO DEVICES INC W/1   2023-07-17 2025-02-14
c 109. ALPHABET INC   2018-03-13 2025-02-14
d 1. FISERV INC   2020-08-14 2025-02-14
e 61. INTEL CORP.   2024-11-22 2025-02-14
2. ISHARES S & P MIDCAP 400   2023-06-01 2025-02-14
1. LOCKHEED MARTIN (COMMON STOCK)   2024-08-12 2025-02-14
32. LOCKHEED MARTIN (COMMON STOCK)     2025-02-14
49. MICROSOFT CORP   2006-09-27 2025-02-14
151. NVIDIA CORP   2020-08-14 2025-02-14
1. PALO ALTO NETWORKS INC   2023-12-21 2025-02-14
1. SPDR INDEX SHS FDS   2022-10-03 2025-02-14
1. US BANCORP DEL NEW   2023-12-21 2025-02-14
3. VANGUARD TAX-MANAGED INTL FD   2022-10-03 2025-02-14
3. VANGUARD INTL EQUITY INDEX FDS   2022-10-03 2025-02-14
578. VERIZON COMMUNICATIONS     2025-02-14
1. WAL-MART STORES, INC.   2023-02-17 2025-02-14
5. ZOETIS INC   2024-08-12 2025-02-14
112. ZOETIS INC   2023-11-17 2025-02-14
25000. US TREASURY N/B 4.25% 10/15/2025   2023-06-08 2025-04-09
48. AMAZON.COM INC   2018-03-13 2025-04-21
5. ARISTA NETWORKS INC   2025-02-14 2025-04-21
243. ISHARES S & P MIDCAP 400   2023-06-01 2025-04-21
136. ISHARES S & P SMALLCAP 600     2025-04-21
16. M & T BANK CORP   2024-04-25 2025-04-21
88. M & T BANK CORP     2025-04-21
1. SPDR INDEX SHS FDS   2022-10-03 2025-04-21
131. VANGUARD TAX-MANAGED INTL FD   2022-10-03 2025-04-21
32. VANGUARD INTL EQUITY INDEX FDS   2022-10-03 2025-04-21
4. ACCENTURE PLC   2024-08-12 2025-04-21
86. ACCENTURE PLC     2025-04-21
50000. WEC ENERGY GROUP INC   2023-06-05 2025-05-14
2. ABBVIE INC   2025-02-14 2025-05-16
5. ALPHABET INC   2018-03-13 2025-05-16
7. AMAZON.COM INC   2018-03-13 2025-05-16
8. AMERICAN ELECTRIC POWER CO INC   2022-05-23 2025-05-16
1. AMERICAN TOWER CORP -CL A (REIT)   2023-11-17 2025-05-16
2. ANALOG DEVICES   2018-03-13 2025-05-16
6. APPLE COMPUTER   2010-06-10 2025-05-16
4. ARISTA NETWORKS INC   2025-02-14 2025-05-16
3. ATMOS ENERGY CORP   2023-06-01 2025-05-16
2. BERKSHIRE HATHAWAY INC DEL   2023-09-28 2025-05-16
10. BOSTON SCIENTIFIC CORP   2023-06-01 2025-05-16
5. BROADCOM INC   2023-12-21 2025-05-16
1. COSTCO WHOLESALE CORP   2019-01-30 2025-05-16
2. CROWDSTRIKE HLDGS INC   2024-06-18 2025-05-16
1. DIGITAL REALTY TRUST (REIT)   2024-11-22 2025-05-16
1. DIGITAL REALTY TRUST (REIT)   2024-11-22 2025-05-16
3. EOG RESOURCES INC   2022-05-23 2025-05-16
9. EQT CORP   2025-02-14 2025-05-16
5. ELECTRONIC ARTS INC   2024-08-09 2025-05-16
5. EMERSON ELECTRIC CO   2023-02-17 2025-05-16
5. EXXON MOBIL CORP COM   2023-06-01 2025-05-16
2. FACEBOOK INC CL-A   2023-06-01 2025-05-16
3. FISERV INC   2020-08-14 2025-05-16
4. GENERAL ELEC CO   2023-06-01 2025-05-16
1. GOLDMAN SACHS GROUP INC   2025-02-14 2025-05-16
17. INTEL CORP.   2024-11-22 2025-05-16
2. INTUITIVE SURGICAL INC   2023-06-01 2025-05-16
40. ISHARES S & P MIDCAP 400   2023-06-01 2025-05-16
9. ISHARES S & P SMALLCAP 600   2022-01-24 2025-05-16
3. J P MORGAN CHASE & CO   2018-03-13 2025-05-16
1. ELI LILLY & CO   2022-03-17 2025-05-16
3. M & T BANK CORP   2024-04-25 2025-05-16
4. MICROSOFT CORP   2006-09-27 2025-05-16
1. NETFLIX INC   2023-02-17 2025-05-16
11. NVIDIA CORP   2020-08-14 2025-05-16
1. O REILLY AUTOMOTIVE INC NEW   2024-06-18 2025-05-16
3. ORACLE CORP   2024-06-18 2025-05-16
4. PALO ALTO NETWORKS INC   2023-12-21 2025-05-16
4. PROCTER & GAMBLE CO   2020-02-19 2025-05-16
1. QUALCOMM INC   2024-08-09 2025-05-16
1. QUALCOMM INC   2024-08-09 2025-05-16
6. RTX CORP   2024-04-25 2025-05-16
2. ROCKWELL INTL CORP NEW   2023-02-17 2025-05-16
32. SPDR INDEX SHS FDS   2022-10-03 2025-05-16
.99989 SALESFORCE INC   2024-11-22 2025-05-16
1.00011 SALESFORCE INC   2024-11-22 2025-05-16
1. SERVICENOW INC   2022-07-01 2025-05-16
2. SHERWIN WILLIAMS CO   2024-06-18 2025-05-16
3. SNOWFLAKE INC   2025-02-14 2025-05-16
1. STRYKER CORP   2024-03-01 2025-05-16
5. TJX COMPANIES INC W/1 RT/SH   2023-09-28 2025-05-16
2. T-MOBILE US INC   2023-02-17 2025-05-16
1. THERMO ELECTRON CORP W/1 RT/SH   2024-03-01 2025-05-16
10. US BANCORP DEL NEW   2023-12-21 2025-05-16
4. VALERO ENERGY   2018-03-13 2025-05-16
78. VANGUARD TAX-MANAGED INTL FD   2022-10-03 2025-05-16
61. VANGUARD INTL EQUITY INDEX FDS   2022-10-03 2025-05-16
1. VISA INC   2018-03-13 2025-05-16
6. WAL-MART STORES, INC.   2023-02-17 2025-05-16
1. LINDE PLC   2023-11-17 2025-05-16
3. CHUBB LTD   2021-08-19 2025-05-16
4. CROWDSTRIKE HLDGS INC     2025-07-18
37. CROWDSTRIKE HLDGS INC     2025-07-18
6. EOG RESOURCES INC   2024-08-12 2025-07-18
131. EOG RESOURCES INC     2025-07-18
63. PROCTER & GAMBLE CO     2025-07-18
131. PROCTER & GAMBLE CO     2025-07-18
8. T-MOBILE US INC     2025-07-18
114. T-MOBILE US INC     2025-07-18
1. THERMO ELECTRON CORP W/1 RT/SH   2024-08-12 2025-07-18
28. THERMO ELECTRON CORP W/1 RT/SH     2025-07-18
13. VALERO ENERGY     2025-07-18
192. VALERO ENERGY     2025-07-18
4. ABBVIE INC   2025-02-14 2025-08-22
9. ADVANCED MICRO DEVICES INC W/1   2025-07-18 2025-08-22
8. ALPHABET INC   2018-03-13 2025-08-22
12. AMAZON.COM INC   2018-03-13 2025-08-22
13. AMERICAN ELECTRIC POWER CO INC     2025-08-22
4. AMERICAN TOWER CORP -CL A (REIT)   2023-11-17 2025-08-22
5. ANALOG DEVICES   2018-03-13 2025-08-22
10. APPLE COMPUTER   2010-06-10 2025-08-22
6. ARISTA NETWORKS INC   2025-02-14 2025-08-22
5. ATMOS ENERGY CORP   2023-06-01 2025-08-22
2. BERKSHIRE HATHAWAY INC DEL   2023-09-28 2025-08-22
1. ING HLDGS INC   2025-02-14 2025-08-22
20. BOSTON SCIENTIFIC CORP   2023-06-01 2025-08-22
11. BROADCOM INC   2023-12-21 2025-08-22
2. COSTCO WHOLESALE CORP   2019-01-30 2025-08-22
1. CROWDSTRIKE HLDGS INC   2025-04-21 2025-08-22
4. DIGITAL REALTY TRUST (REIT)   2024-11-22 2025-08-22
17. EQT CORP   2025-02-14 2025-08-22
9. ELECTRONIC ARTS INC   2024-08-09 2025-08-22
8. EMERSON ELECTRIC CO   2023-02-17 2025-08-22
10. EXXON MOBIL CORP COM   2023-06-01 2025-08-22
4. FACEBOOK INC CL-A   2023-06-01 2025-08-22
6. FISERV INC   2020-08-14 2025-08-22
8. GENERAL ELEC CO   2023-06-01 2025-08-22
2. GOLDMAN SACHS GROUP INC   2025-02-14 2025-08-22
31. INTEL CORP.   2024-11-22 2025-08-22
3. INTUITIVE SURGICAL INC   2023-06-01 2025-08-22
76. ISHARES S & P MIDCAP 400   2023-06-01 2025-08-22
18. ISHARES S & P SMALLCAP 600   2022-01-24 2025-08-22
6. J P MORGAN CHASE & CO   2018-03-13 2025-08-22
1. ELI LILLY & CO   2022-03-17 2025-08-22
6. M & T BANK CORP   2024-04-25 2025-08-22
8. MICROSOFT CORP   2006-09-27 2025-08-22
2. NETFLIX INC   2023-02-17 2025-08-22
21. NVIDIA CORP   2020-08-14 2025-08-22
16. O REILLY AUTOMOTIVE INC NEW   2024-06-18 2025-08-22
7. ORACLE CORP   2024-06-18 2025-08-22
7. PALANTIR TECHNOLOGIES INC   2025-07-18 2025-08-22
8. PALO ALTO NETWORKS INC   2023-12-21 2025-08-22
3. QUALCOMM INC   2024-08-09 2025-08-22
11. RTX CORP   2024-04-25 2025-08-22
2. ROCKWELL INTL CORP NEW   2023-02-17 2025-08-22
59. SPDR INDEX SHS FDS   2022-10-03 2025-08-22
3. SALESFORCE INC   2024-11-22 2025-08-22
1. SERVICENOW INC   2022-07-01 2025-08-22
2. SHERWIN WILLIAMS CO   2024-06-18 2025-08-22
4. SNOWFLAKE INC   2025-02-14 2025-08-22
4. STRYKER CORP   2024-03-01 2025-08-22
8. TJX COMPANIES INC W/1 RT/SH   2023-09-28 2025-08-22
5. TAIWAN SEMICONDUCTER MFG LTD ADR   2025-07-18 2025-08-22
18. US BANCORP DEL NEW   2023-12-21 2025-08-22
2. ULTA BEAUTY INC   2025-07-18 2025-08-22
148. VANGUARD TAX-MANAGED INTL FD   2022-10-03 2025-08-22
115. VANGUARD INTL EQUITY INDEX FDS   2022-10-03 2025-08-22
3. VISA INC   2018-03-13 2025-08-22
12. WAL-MART STORES, INC.   2023-02-17 2025-08-22
2. LINDE PLC   2023-11-17 2025-08-22
5. CHUBB LTD   2021-08-19 2025-08-22
1. AMAZON.COM INC   2018-03-13 2025-09-11
1. BERKSHIRE HATHAWAY INC DEL   2023-09-28 2025-09-11
426. EQT CORP     2025-09-11
5. ELECTRONIC ARTS INC   2025-04-21 2025-09-11
237. ELECTRONIC ARTS INC     2025-09-11
2. ISHARES S & P MIDCAP 400   2023-06-01 2025-09-11
1. NVIDIA CORP   2020-08-14 2025-09-11
1. ROCKWELL INTL CORP NEW   2023-02-17 2025-09-11
2. SPDR INDEX SHS FDS   2022-10-03 2025-09-11
87. SALESFORCE INC     2025-09-11
1. SHERWIN WILLIAMS CO   2025-04-21 2025-09-11
52. SHERWIN WILLIAMS CO     2025-09-11
1. SNOWFLAKE INC   2025-02-14 2025-09-11
1. TJX COMPANIES INC W/1 RT/SH   2023-09-28 2025-09-11
1. US BANCORP DEL NEW   2023-12-21 2025-09-11
1452. VANGUARD INTL EQUITY INDEX FDS     2025-09-11
1. WAL-MART STORES, INC.   2023-02-17 2025-09-11
65000. US TREASURY N/B 4.25% 10/15/2025     2025-09-25
25000. US TREASURY N/B 4.125% 06/15/2026   2023-07-13 2025-12-15
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 3,173   4,083 -910
b 20,284   20,474 -190
c 20,203   6,280 13,923
d 231   100 131
e 1,427   1,491 -64
128   97 31
427   555 -128
13,664   13,822 -158
19,922   1,344 18,578
20,794   1,736 19,058
191   150 41
44   39 5
48   43 5
155   112 43
137   112 25
23,750   23,451 299
104   49 55
790   915 -125
17,707   19,705 -1,998
25,012   24,945 67
7,959   3,819 4,140
334   539 -205
12,909   11,794 1,115
12,726   14,131 -1,405
2,494   2,344 150
13,715   11,856 1,859
42   39 3
6,576   4,882 1,694
1,378   1,189 189
1,110   1,264 -154
23,871   14,728 9,143
50,014   49,849 165
365   390 -25
830   288 542
1,434   557 877
820   841 -21
213   200 13
453   191 262
1,267   53 1,214
383   431 -48
471   338 133
1,026   717 309
1,057   519 538
1,139   562 577
1,025   212 813
877   782 95
169   190 -21
169   190 -21
346   380 -34
501   481 20
756   733 23
599   428 171
539   520 19
1,272   547 725
497   299 198
926   333 593
619   661 -42
366   416 -50
1,122   622 500
2,466   1,941 525
975   927 48
802   351 451
757   282 475
563   440 123
1,809   110 1,699
1,189   346 843
1,486   126 1,360
1,375   1,054 321
481   431 50
769   601 168
651   505 146
152   163 -11
152   163 -11
809   607 202
615   590 25
1,411   1,261 150
291   338 -47
291   338 -47
1,040   478 562
726   600 126
548   558 -10
392   351 41
668   446 222
484   298 186
410   573 -163
448   432 16
541   375 166
4,239   2,907 1,332
2,904   2,267 637
364   124 240
587   291 296
457   409 48
881   555 326
1,876   1,310 566
17,357   14,401 2,956
709   767 -58
15,481   16,519 -1,038
9,780   10,710 -930
20,336   18,125 2,211
1,821   1,676 145
25,950   16,758 9,192
422   596 -174
11,805   16,046 -4,241
1,915   1,792 123
28,290   18,074 10,216
839   780 59
1,506   1,433 73
1,653   461 1,192
2,745   955 1,790
1,479   1,370 109
844   799 45
1,266   476 790
2,281   88 2,193
797   646 151
841   564 277
976   717 259
5,710   5,070 640
2,121   1,038 1,083
3,241   1,237 2,004
1,911   423 1,488
419   357 62
668   759 -91
884   908 -24
1,544   1,320 224
1,073   686 387
1,111   1,040 71
3,014   1,093 1,921
834   597 237
2,133   666 1,467
1,483   1,323 160
776   758 18
1,430   933 497
4,950   3,689 1,261
2,129   1,855 274
1,776   702 1,074
711   282 429
1,199   879 320
4,060   219 3,841
2,404   693 1,711
3,735   241 3,494
1,636   1,124 512
1,655   1,005 650
1,112   1,075 37
1,487   1,203 284
476   490 -14
1,719   1,113 606
701   590 111
2,676   2,325 351
745   1,015 -270
885   478 407
747   600 147
789   744 45
1,577   1,405 172
1,089   713 376
1,168   1,201 -33
868   777 91
1,063   986 77
8,803   5,516 3,287
5,989   4,275 1,714
1,050   371 679
1,163   582 581
961   818 143
1,388   925 463
231   80 151
490   358 132
21,675   22,732 -1,057
847   711 136
40,168   34,764 5,404
131   97 34
178   11 167
340   295 45
91   79 12
21,398   29,364 -7,966
361   323 38
18,763   15,688 3,075
227   186 41
140   89 51
49   43 6
77,504   58,304 19,200
101   49 52
65,005   64,745 260
25,067   24,882 185
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
      103
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       -910
b       -190
c       13,923
d       131
e       -64
      31
      -128
      -158
      18,578
      19,058
      41
      5
      5
      43
      25
      299
      55
      -125
      -1,998
      67
      4,140
      -205
      1,115
      -1,405
      150
      1,859
      3
      1,694
      189
      -154
      9,143
      165
      -25
      542
      877
      -21
      13
      262
      1,214
      -48
      133
      309
      538
      577
      813
      95
      -21
      -21
      -34
      20
      23
      171
      19
      725
      198
      593
      -42
      -50
      500
      525
      48
      451
      475
      123
      1,699
      843
      1,360
      321
      50
      168
      146
      -11
      -11
      202
      25
      150
      -47
      -47
      562
      126
      -10
      41
      222
      186
      -163
      16
      166
      1,332
      637
      240
      296
      48
      326
      566
      2,956
      -58
      -1,038
      -930
      2,211
      145
      9,192
      -174
      -4,241
      123
      10,216
      59
      73
      1,192
      1,790
      109
      45
      790
      2,193
      151
      277
      259
      640
      1,083
      2,004
      1,488
      62
      -91
      -24
      224
      387
      71
      1,921
      237
      1,467
      160
      18
      497
      1,261
      274
      1,074
      429
      320
      3,841
      1,711
      3,494
      512
      650
      37
      284
      -14
      606
      111
      351
      -270
      407
      147
      45
      172
      376
      -33
      91
      77
      3,287
      1,714
      679
      581
      143
      463
      151
      132
      -1,057
      136
      5,404
      34
      167
      45
      12
      -7,966
      38
      3,075
      41
      51
      6
      19,200
      52
      260
      185
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 162,600
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 3,190
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 3,190
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,190
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 3,437
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,437
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 247
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax247 Refunded 11 0
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. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
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)
OH
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .Click to see attachment
List of Attached Documents:
// Content
8b
 
No
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 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 address  
14
The books are in care ofHUNTINGTON NATIONAL BANK Telephone no. (330) 742-7021

Located atPO BOX 1558 DEPT EA5W86COLUMBUSOH ZIP+443216
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)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........
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
HUNTINGTON NATIONAL BANK TRUSTEE
1 		41,351    
PO BOX 1558 DEPT EA5W86
COLUMBUS,OH43216
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 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.........................  
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
3,765,670
b
Average of monthly cash balances.......................
1b
39,879
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
3,805,549
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
3,805,549
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
57,083
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,748,466
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
187,423
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
187,423
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
3,190
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,190
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
184,233
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
184,233
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
184,233
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
202,625
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
202,625
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 7 184,233
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 0
b From 2021...... 0
c From 2022...... 10,104
d From 2023...... 27,221
e From 2024...... 31,911
f Total of lines 3a through e ........ 69,236
4Qualifying distributions for 2025 from Part
XI, line 4: $ 202,625
a Applied to 2024, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		0
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		0
d Applied to 2025 distributable amount..... 184,233
e Remaining amount distributed out of corpus 18,392
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 87,628
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 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 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 ...... 		87,628
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 10,104
c Excess from 2023 .... 27,221
d Excess from 2024 .... 31,911
e Excess from 2025 .... 18,392
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

CATHOLIC CHARITIES

901 CHIPPEWA ST
FLINT,MI48503 		NONE   GENERAL OPERATING 5,000

UNITED WAY WORLDWIDE

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

THE SALVATION ARMY

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

YOUNGSTOWN NEIGHBORHOOD DEVELOPMENT CORP

820 CANFIELD RD
YOUNGSTOWN,OH445112345 		NONE   GENERAL OPERATING 6,000

YOUNGSTOWN SYMPHONY

260 W FEDERAL ST
YOUNGSTOWN,OH445031206 		NONE   GENERAL OPERATING 25,000

BUTLER INSTITUTE OF AMERICAN ART

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

COLEMAN HEALTH SERVICES

5982 RHODES RD
KENT,OH44240 		NONE   GENERAL OPERATING 5,000

YOUNGSTOWN BUSINESS INCUBATOR

241 W FEDERAL ST
YOUNGSTOWN,OH44503 		NONE   GENERAL OPERATING 25,000

FAIRHAVEN FOUNDATION

45 NORTH RD
NILES,OH444461918 		NONE   GENERAL OPERATING 1,000

POLAND FOREST FOUNDATION

308 S MAIN ST
YOUNGSTOWN,OH44514 		NONE   GENERAL OPERATING 7,500

GOODWILL INDUSTRIES

15810 INDIANOLA DR
ROCKVILLE,MD208552674 		NONE   GENERAL OPERATING 10,000

AMERICAN JUNIOR GOLF ASSOCIATION

1980 SPORTS CLUB DR
BRASELTON,GA30517 		NONE   GENERAL OPERATING 5,000

YWCA

1020 19TH ST NW
WASHINGTON,DC20036 		NONE   GENERAL OPERATING 5,000

GOODNESS GROWS

2310 S RANGE RD
NORTH LIMA,OH44452 		NONE   GENERAL OPERATING 6,000

WYSU

1 UNIVERSITY PLAZA
YOUNGSTOWN,OH44555 		NONE   GENERAL OPERATING 5,000
Total ................................. 3a 180,500
bApproved for future payment
Total ................................. 3b  
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 ........... 		         
4 Dividends and interest from securities ....     14 88,348  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 162,600  
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) ..   250,948  
13Total. Add line 12, columns (b), (d), and (e)..................
13
250,948
(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:
E M BARR TW CHARITABLE TRUST
EIN:
34-6687006
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,250     1,250

TY 2025 ExplnOfNonFilingWithAGStmt
Name:
E M BARR TW CHARITABLE TRUST
EIN:
34-6687006
Statement:
The Ohio Attorney General requires that charitable organizations operating or organized within the State submit an annual registration through an online portal that highlights key information from the Form 990-PF for public disclosure purposes. The Trust completes this registration as required in lieu of furnishing a copy of its Form 990-PF to comply with the specific reporting instructions of the State of Ohio.

TY 2025 InvestmentsCorpBondsSchedule
Name:
E M BARR TW CHARITABLE TRUST
EIN:
34-6687006
Name of Bond End of Year Book Value End of Year Fair Market Value
03076CAM8 AMERIPRISE FINL INC 49,713 51,813
06368LAQ9 BANK MONTREAL QUE 49,339 50,651
115637AU4 BROWN FORMAN CORP 50,127 50,682
24422EXB0 DEERE JOHN CAP CORP 50,331 51,290
30303M8M7 META PLATFORMS INC 50,452 51,372
438516CJ3 HONEYWELL INTL INC 51,252 51,002
482480AG5 KLA CORP 48,861 50,161
78016FZT4 ROYAL BK CDA GLOBAL 49,841 50,010
883556CU4 THERMO FISHER SCIENT 51,024 51,611
9128284N7 US TREASURY N/B 2.87 47,459 49,287
912828YQ7 US TREASURY N/B 1.62 46,148 49,203
91282CEP2 US TREASURY N/B 2.87 46,658 47,172
91282CFP1 US TREASURY N/B 4.25    
91282CGM7 US TREASURY N/B 3.5% 24,354 24,313
91282CGQ8 US TREASURY N/B 4% 0 189,191 192,479
91282CHH7 US TREASURY N/B 4.12 24,882 25,066
91282CHR5 US TREASURY N/B 4% 0 98,960 101,297
92939UAH9 WEC ENERGY GROUP INC    
91282CFV8 US TREASURY N/B 4.12 24,517 25,305
91282CKC4 US TREASURY N/B 4.25 34,560 35,820
961214FT5 WESTPAC BKG CORP 49,773 51,675
91282CLW9 US TREASURY N/B 4.25 24,754 25,296
91282CMR9 US TREASURY N/B 4.12 49,457 50,736
91282CNC1 US TREASURY N/B 4.25 25,210 25,241
91282CNG2 US TREASURY N/B 4% 0 65,647 65,853

TY 2025 InvestmentsCorpStockSchedule
Name:
E M BARR TW CHARITABLE TRUST
EIN:
34-6687006
Name of Stock End of Year Book Value End of Year Fair Market Value
22160K105 COSTCO WHOLESALE COR 17,805 35,356
773903109 ROCKWELL AUTOMATION 20,413 27,624
02079K305 ALPHABET INC 55,030 121,444
594918104 MICROSOFT CORP 31,054 97,208
037833100 APPLE INC 21,193 67,149
023135106 AMAZON COM INC 51,860 73,632
742718109 PROCTER & GAMBLE CO    
032654105 ANALOG DEVICES INC 12,099 31,730
337738108 FISERV INC 23,456 9,874
46625H100 JPMORGAN CHASE & CO 46,494 68,311
91913Y100 VALERO ENERGY CORP N    
46120E602 INTUITIVE SURGICAL I 24,409 43,043
92826C839 VISA INC 10,424 27,355
007903107 ADVANCED MICRO DEVIC 34,702 46,687
67066G104 NVIDIA CORP 10,715 98,659
539830109 LOCKHEED MARTIN CORP    
G1151C101 ACCENTURE PLC-CL A    
532457108 LILLY ELI & CO 16,716 39,763
H1467J104 CHUBB LTD 26,410 38,703
464287804 ISHARES TR 97,676 105,037
55261F104 M&T BK CORP 24,173 27,804
921943858 VANGUARD TAX-MANAGED 180,032 262,374
81762P102 SERVICENOW INC 14,899 25,276
26875P101 EOG RES INC    
922042858 VANGUARD INTL EQUITY 65,712 80,049
025537101 AMERICAN ELEC PWR CO 30,142 39,436
78463X749 SPDR INDEX SHS FDS 59,639 67,755
03027X100 AMERICAN TOWER CORP 18,318 15,977
049560105 ATMOS ENERGY CORP 15,111 22,127
084670702 BERKSHIRE HATHAWAY I 25,945 35,688
101137107 BOSTON SCIENTIFIC CO 26,779 47,389
11135F101 BROADCOM INC 32,394 92,755
291011104 EMERSON ELEC CO 18,787 29,331
30231G102 EXXON MOBIL CORP 28,270 30,205
30303M102 FACEBOOK INC CL-A 32,603 69,970
369604301 GENERAL ELEC CO 17,711 61,298
464287507 ISHARES TR 95,423 127,710
64110L106 NETFLIX INC 17,082 42,192
697435105 PALO ALTO NETWORKS I 30,189 36,656
79466L302 SALESFORCE.COM INC    
872540109 TJX COS INC NEW 22,680 34,562
872590104 T-MOBILE US INC    
902973304 US BANCORP DEL 22,229 24,972
931142103 WAL MART STORES INC 15,706 34,649
98978V103 ZOETIS INC    
G54950103 LINDE PLC 19,337 20,040
22788C105 CROWDSTRIKE HLDGS IN 11,062 14,532
253868103 DIGITAL RLTY TR INC 17,999 14,697
285512109 ELECTRONIC ARTS INC    
458140100 INTEL CORP 18,933 29,188
67103H107 O REILLY AUTOMOTIVE 27,878 35,663
68389X105 ORACLE CORP 24,122 32,940
747525103 QUALCOMM INC 15,995 16,763
75513E101 RTX CORP 27,843 49,885
824348106 SHERWIN WILLIAMS CO    
863667101 STRYKER CORP 31,891 31,984
883556102 THERMO FISHER SCIENT    
92343V104 VERIZON COMMUNICATIO    
00287Y109 ABBVIE INC 19,835 23,306
040413205 ARISTA NETWORKS INC 17,774 21,620
09857L108 ING HLDGS INC 10,140 10,711
219350105 CORNING INC 23,005 26,356
38141G104 GOLDMAN SACHS GROUP 38,563 53,619
69608A108 PALANTIR TECHNOLOGIE 26,565 30,751
806857108 SLB LTD 21,756 22,990
833445109 SNOWFLAKE INC 22,763 27,420
874039100 TAIWAN SEMICONDUCTOR 28,594 36,163
90384S303 ULTA BEAUTY INC 29,088 35,696

TY 2025 OtherDecreasesSchedule
Name:
E M BARR TW CHARITABLE TRUST
EIN:
34-6687006
Description Amount
CY PURCHASE OF ACCRUED INTEREST 91
ROC ON CY SALES 424


TY 2025 OtherExpensesSchedule
Name:
E M BARR TW CHARITABLE TRUST
EIN:
34-6687006
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE FILING/TAX PAYMENT 200 0   200


TY 2025 OtherIncreasesSchedule
Name:
E M BARR TW CHARITABLE TRUST
EIN:
34-6687006
Description Amount
MUTUAL FUND TIMING ADJ 141
PY PURCHASE OF ACCRUED INTEREST 728


TY 2025 TaxesSchedule
Name:
E M BARR TW CHARITABLE TRUST
EIN:
34-6687006
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 451 451   0
FEDERAL ESTIMATES - PRINCIPAL 3,007 0   0
FOREIGN TAXES ON NONQUALIFIED 361 361   0