2026-01-21T15:13:18-06:00 2025-05-31 390859910 BAKER TILLY ADVISORY GROUP LP 975 OAK STREET SUITE 500 EUGENE OR 97401 990PF 2024-06-01 043793590 THE BARR FAMILY FOUNDATION C/O GLENN DUCKWORTH BARR 5414851503 3455 W 1ST AVE EUGENE OR 97402 GLENN DUCKWORTH PRESIDENT 5414851503 2026-01-20 1 1 RAY L WIDMER III P01236627 5416861040 2026-01-19 2024 2025-03-06 01:10:19Z X 2299154 X 100000 45680 45680 219071 1277530 219071 364751 264751 0 0 0 5804 1161 4643 22220 22220 0 3365 692 0 397 0 397 31786 24073 5040 0 0 31786 24073 5040 332965 240678 107737 148774 148774 0 100172 100172 1859054 2050208 2050208 1966791 2299154 2299154 0 0 X 0 0 0 0 1966791 2299154 1966791 2299154 1966791 2299154 1966791 332965 0 2299756 602 2299154 PUBLICLY TRADED SECURITIES P 1277530 1058459 219071 219071 219071 3345 0 3345 0 3345 2694 0 1500 0 4194 6 843 843 0 0 0 0 0 0 0 0 0 0 0 1 1 OR 1 0 0 0 0 1 N/A GAY BROWN 5412842255 3455 W 1ST AVE EUGENE OR 97402 0 0 0 0 0 0 0 0 1 2023 1 0 0 0 0 0 0 0 0 0 0 0 0 STUART BARR 3455 W 1ST AVE EUGENE OR 97402 EXECUTIVE DIRECTOR 1.00 0 0 0 GLENN DUCKWORTH 3455 W 1ST AVE EUGENE OR 97402 PRESIDENT 1.00 0 0 0 KATHLEEN BROWN 3455 W 1ST AVE EUGENE OR 97402 SECRETARY / TREASURER 1.00 0 0 0 JUDITH BARR 3455 W 1ST AVE EUGENE OR 97402 DIRECTOR 1.00 0 0 0 MELISSA HYERSTAY 3455 W 1ST AVE EUGENE OR 97402 DIRECTOR 1.00 0 0 0 JENNIFER PFAFF 3455 W 1ST AVE EUGENE OR 97402 DIRECTOR 1.00 0 0 0 SUSAN ELSE 3455 W 1ST AVE EUGENE OR 97402 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 2034093 148440 0 2182533 0 0 2182533 32738 2149795 107490 107490 3345 3345 104145 0 104145 0 104145 5040 0 5040 104145 80381 0 0 5040 5040 0 0 0 0 0 0 0 0 0 0 75341 104145 0 0 0 STUART BARR GLENN DUCKWORTH KATHLEEN BROWN JUDITH BARR MELISSA HYERSTAY JENNIFER PFAFF SUSAN ELSE X 0 0 14 45680 18 219071 0 264751 0 264751 0 0 0 0 0 0 0 0 0 0 X X 1 INDUSTRIAL FINISHES & SYSTEMS INC PO BOX 2824 EUGENE OR 97402 100000 X ACCOUNTING FEES 5804 1161 4643 ON BEHALF OF BARR FAMILY FOUNDATION, GLENN DUCKWORTH, PRESIDENT, IS MAKING AN ELECTION UNDER REG. 53.4942(A)-3(D)(2) TO APPLY A DISTRIBUTION TO UNDISTRIBUTED INCOME FROM THE 2012 TAXABLE YEAR. 3I GROUP 3745 3745 ADIDAS 374 374 ADVANCED MICRO DEVICES INC 5204 5204 ADYEN 2815 2815 AGNC INVT CORP 6303 6303 AIA GROUP 832 832 AIR PRODUCTS AND CHEMICALS INC 10041 10041 ALIBABA GROUP HOLDING LTD 683 683 ALLY BK SANDY UTAH 25003 25003 ALPHABET INC 3435 3435 ALPHABET INC 9446 9446 ALPHABET INC 3111 3111 AMAZON.COM INC 6970 6970 AMAZON.COM INC 27676 27676 AMBEV 1879 1879 AMERICAN EXPRESS CO 4999 4999 AMERICAN EXPRESS NATL BK 97411 97411 AON PLC SHS 1488 1488 APPLOVIN CORP 12183 12183 ARCH CAPITAL GROUP 2946 2946 ASM INTERNATIONAL 1632 1632 ASML HOLDING 2210 2210 ASTRAZENECA 2112 2112 AT&T INC 10091 10091 ATLASSIAN CORPORATION 1661 1661 AUTODESK INC 3257 3257 BAE SYSTEMS PLC 5140 5140 BAE SYSTEMS PLC 2467 2467 BANGKOK BANK PUBLIC CO 445 445 BARRICK MINING CORPORATION 1150 1150 BARRICK MINING CORPORATION 6476 6476 BAXTER INTERNATIONAL INC 8266 8266 BERKELEY GROUP HLDGS 1383 1383 BERKSHIRE HATHAWAY INC 4032 4032 BLOCK INC 865 865 BOEING CO 5805 5805 BOSTON SCIENTIFIC CORP 12842 12842 BRENNTAG 230 230 BRITISH AMERICAN TOBACCO 3164 3164 BROADCOM INC 14766 14766 CANADIAN NATURAL RESOURCES LTD 1640 1640 CANADIAN PAC KANS CITY LTD 3838 3838 CAPITAL ONE FINANCIAL CORP 2270 2270 CARDINAL HEALTH INC 17452 17452 CENCORA INC 1747 1747 CFBANK NATL ASSN COLUMBUS OHIO 99455 99455 CIENA CORP 13610 13610 COMPAGNIE FINANCIERE RICHEMONT 2806 2806 COMPANIA CERVECERIAS 1295 1295 COMPASS GROUP PLC 2229 2229 CONOCOPHILLIPS 1792 1792 COTERRA ENERGY INC 7779 7779 COUPANG INC 3086 3086 DANONE 2356 2356 DEERE & CO 1519 1519 DEUTSCHE BOERSE 2351 2351 DF DENT MIDCAP GROWTH FUND 73180 73180 DIAGEO 327 327 DISNEY WALT CO 3165 3165 DOLLAR GEN CORP 7780 7780 DOLLAR TREE INC 6408 6408 ELEVANCE HEALTH INC 6141 6141 ELI LILLY &CO 2951 2951 EXPEDITORS INTERNATIONAL OF WASHINGTON INC 1240 1240 EXPERIAN PLC 1746 1746 FACTSET RESEARCH SYSTEMS INC 1375 1375 FANUC CORPORATION 2472 2472 FERRARI 3830 3830 FIDELITY WISE ORIGIN BITCOIN FUND 110524 110524 FIRST CTZNS NATL BK DYERSBURG 97845 97845 FIRST EAGLE 62702 62702 FOMENTO ECONOMICO MEXICANO 2663 2663 FUCHS 996 996 GENERAL DYNAMICS CORP 6405 6405 GENUINE PARTS CO 7212 7212 GLOBE LIFE INC 8165 8165 GSK PLC SPON ADS EACH REP 2 ORD SHS 13458 13458 HALEON PLC 1839 1839 HEINEKEN 1116 1116 HENKEL AG&CO. 1194 1194 HESS CORPORATION 5155 5155 HONDA MOTOR CO 4822 4822 HONGKONG LD HLDGS LTD 1528 1528 HOWMET AEROSPACE INC 13421 13421 HUMANA INC 6295 6295 ICICI BANK 2705 2705 ICON PLC 6514 6514 ILLUMINA INC 658 658 IMPERIAL OIL 4281 4281 INGREDION INC 7234 7234 INTERCONTINENTAL EXCHANGE INC 13665 13665 INTUITIVE SURGICAL INC 1657 1657 ISHARES CORE S&P 500 58073 58073 ISHARES GOLD TR ISHARES 29526 29526 ISHARES TR 0-3 MNTH TREASRY 8157 8157 ISHARES TR MSCI USA MIN VOL 50030 50030 ITAU UNIBANCO HLDG 989 989 JARDINE MATHESON HLDGS LTD 1600 1600 JOHNSON CONTROLS INTERNATIONAL PLC 13482 13482 JONES LANG LASALLE INC 5790 5790 JPMORGAN CHASE &CO. 5280 5280 KENVUE INC 8784 8784 LEGRAND 1023 1023 LINDE PLC 2805 2805 LLOYDS BANKING GROUP 1970 1970 LVMH MOET HENNESSY LOUIS VUITTON 1197 1197 LVMH MOET HENNESSY LOUIS VUITTON 4789 4789 MEDTRONIC PLC 8381 8381 MEITUAN 2074 2074 MERCADOLIBRE INC 2563 2563 MERCK 1582 1582 META PLATFORMS INC 23310 23310 META PLATFORMS INC 9065 9065 MICRON TECHNOLOGY INC 5668 5668 MICROSOFT CORP 5524 5524 MICROSOFT CORP 31304 31304 MITSUBISHI ELECTRIC 2670 2670 MITSUBISHI HEAVY INDUSTRIES 4889 4889 MONDAY COM LTD 2082 2082 MONSTER BEVERAGE CORP 3198 3198 MORGAN STANLEY PRIVATE BK NATL 69012 69012 MR COOPER GROUP INC 11787 11787 MS AND AD INSURANCE GROUP HLDNGS 2592 2592 NATIONAL FUEL GAS CO 8502 8502 NESTLE 2024 2024 NETFLIX INC 8451 8451 NEWMONT CORP 1634 1634 NIHON KOHDEN CORP 712 712 NIKE INC 848 848 NINTENDO CO LTD 2616 2616 NNN REIT INC 4928 4928 NOVARTIS 1273 1273 NOVO NORDISK 1787 1787 NOVO NORDISK 2145 2145 NU HOLDINGS LTD 1982 1982 NUTRIEN LTD 1476 1476 NVIDIA CORPORATION 22972 22972 NVIDIA CORPORATION 10405 10405 ORACLE CORP 5462 5462 ORKLA 1202 1202 OSHKOSH CORP 5555 5555 PAYPAL HLDGS INC 9839 9839 PAYPAL HLDGS INC 914 914 PERNOD RICARD 269 269 PHILIP MORRIS 1986 1986 PHILIP MORRIS INTERNATIONAL INC 1806 1806 PNC FINANCIAL SERVICES GROUP 7474 7474 POWER CORP 1893 1893 PPG INDUSTRIES INC 7645 7645 PROSUS 4689 4689 QUALCOMM INC 1452 1452 RBB FD TR FIRST EAGLE OVERSEAS EQUITY ETF 82162 82162 RECKITT BENCKISER GROUP PLC 2570 2570 REGENERON PHARMACEUTICALS INC 1471 1471 RHEINMETALL 1704 1704 ROCHE HOLDINGS 1088 1088 ROLLS ROYCE 4876 4876 S&P GLOBAL INC 13847 13847 SAFRAN 3530 3530 SALESFORCE INC 2919 2919 SANOFI 1284 1284 SANOFI 9726 9726 SAP 5149 5149 SCHWAB CHARLES CORP 6714 6714 SEA LIMITED 5292 5292 SECOM CO LTD 2757 2757 SEI INVTS CO 1449 1449 SGS 769 769 SHELL PLC 2185 2185 SHELL PLC 2914 2914 SHELL PLC SPON ADS EA REP 2 ORD SHS 5298 5298 SHIMANO INC 2451 2451 SHOPIFY INC 2788 2788 SIEMENS ENERGY 5750 5750 SMC 2292 2292 SODEXO 304 304 SOMPO HOLDINGS INC 1962 1962 SONY GROUP CORPORATION 2823 2823 SPDR BLOOMBERG 642 642 SPDR GOLD 9412 9412 SPOTIFY TECHNOLOGY 12638 12638 SPOTIFY TECHNOLOGY 4656 4656 SS&C TECHNOLOGIES HLDGS INC 11313 11313 STARBUCKS CORP 1511 1511 STERIS PLC 1716 1716 SUNCOR ENERGY INC 1884 1884 SUZUKI MOTOR CORP 865 865 SVENSKA HANDELSBANKEN 737 737 TAIWAN SEMICONDUCTOR MANUFACTURING 4833 4833 TAIWAN SEMICONDUCTOR MANUFACTURING 3866 3866 TARGET CORP 8931 8931 TENCENT HOLDINGS 2511 2511 TENET HEALTHCARE CORP 3038 3038 TESLA INC 9008 9008 THE HARTFORD INSURANCE GROUP, INC. 5843 5843 THERMO FISHER SCIENTIFIC INC 806 806 TKO GROUP HOLDINGS INC 4419 4419 TOTAL ENERGIES 9565 9565 TOUCHSTONE MID CAP VALUE FUND 76679 76679 TRAVELERS COMPANIES INC 8822 8822 TRIBUTARY SMALL COMPANY 74581 74581 TRUIST FINL CORP 7189 7189 UBS GROUP 2041 2041 UNILEVER PLC 9576 9576 UNILEVER PLC 2490 2490 UNITED PARCEL SERVICE INC 7120 7120 UOL GROUP 745 745 US BANCORP 11421 11421 VANGUARD INDEX FUNDS S&P 500 ETF 401 401 VERIZON COMMUNICATIONS INC 15078 15078 VERTEX PHARMACEUTICALS INC 3094 3094 VISA INC 6939 6939 VISA INC 20451 20451 WASTE CONNECTIONS INC 2168 2168 WELLS FARGO CO 6207 6207 WELLS FARGO CO NEW 11142 11142 WESTERN DIGITAL CORP. 3145 3145 WHEATON PRECIOUS METALS CORP 2342 2342 WILLIAMS COS INC 4599 4599 WILLIS TOWERS WATSON PLC 1899 1899 WORKDAY INC 991 991 WP CAREY INC 10481 10481 YUM BRANDS INC 1152 1152 YUM CHINA HLDGS INC 742 742 ZIMMER BIOMET HOLDINGS INC 10876 10876 100172 100172 0 0 UNREALIZED LOSS 602 STATE LICENSES AND FEES 397 0 397 INVESTMENT FEES 22220 22220 0 FOREIGN TAXES 692 692 0 FEDERAL TAXES 2673 0 0