Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2012
Open to Public Inspection
For calendar year 2012, or tax year beginning 08-01-2012 , and ending 07-31-2013
Name of foundation
DEWINE FAMILY FOUNDATION INC
 

Number and street (or P.O. box number if mail is not delivered to street address)3030 GRIEST AVE   Room/suite
City or town, state, and ZIP code
CINCINNATI, OH45208
A Employer identification number

31-1483132
B Telephone number (see instructions)

(513) 533-3561
C bullet
G Check all that apply:

D 1. bullet
2. bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$16,611,532J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
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 bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 584,472 584,472 584,472
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 217,130
b Gross sales price for all assets on line 6a 1,143,250
7 Capital gain net income (from Part IV, line 2)... 322,625
8 Net short-term capital gain......... 3,959
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 -66,558   -66,558
12 Total. Add lines 1 through 11........ 735,044 907,097 521,873
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 22,000     22,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 1,846     1,846
16a Legal fees (attach schedule)......... Click to see attachment 200     200
b Accounting fees (attach schedule)....... Click to see attachment 10,485     10,485
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 19,071     19,071
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 53,602 0   53,602
25 Contributions, gifts, grants paid........ 684,518 684,518
26 Total expenses and disbursements. Add lines 24 and 25 738,120 0   738,120
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -3,076
b Net investment income (if negative, enter -0-) 907,097
c Adjusted net income (if negative, enter -0-)... 521,873
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2012)
Form 990-PF (2012)
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...............   243,785 243,785
2 Savings and temporary cash investments..........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet1,986,237
Less: allowance for doubtful accounts bullet   1,984,710 Click to see attachment1,986,237 1,986,237
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges........... 10 10 10
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 10,662,759 Click to see attachment10,403,940 14,362,450
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment11,565 Click to see attachment19,050 Click to see attachment19,050
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 12,659,044 12,653,022 16,611,532
Liabilities 17 Accounts payable and accrued expenses.......... 2,946  
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 bullet)    
23 Total liabilities (add lines 17 through 22).......... 2,946 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 12,656,098 12,653,022
30 Total net assets or fund balances (see page 17 of the
instructions).................... 12,656,098 12,653,022
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 12,659,044 12,653,022
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 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 12,656,098
2 Enter amount from Part I, line 27a..................... 2 -3,076
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 12,653,022
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 12,653,022
Form 990-PF (2012)
Form 990-PF (2012)
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 FIFTH THIRD CAP TRUS VI GTD PFD 7.25 P 2011-11-17 2012-08-08
b PNM RESOURCES INC D 1990-12-13 2013-03-08
c UNS ENERGY CORP P 2010-09-27 2013-06-25
d SUSQUEHANNA CAPITAL I 9.375% P 2010-09-27 2012-09-18
e WALGREEN COMPANY D 2008-04-24 2013-03-08
UNS ENERGY CORP P 2011-04-29 2013-06-25
PREFERREDPLUS TR SER CTR D 2007-01-11 2012-12-17
WPX ENERGY INC D 2004-05-14 2013-03-08
CITIGROUP CAPITAL XVI TRUST PFD 6.45 P 2011-11-09 2013-07-15
PREFERREDPLUS TR SER CTR P 2011-11-09 2012-12-17
WPX ENERGY INC D 2004-05-14 2013-03-08
PREFERREDPLUS TR SER CTR P 2011-11-15 2012-12-17
CHIQUITA BRANDS INTERNATIONAL INC. D 2006-07-25 2013-06-25
CHESAPEAKE ENERGY CORP D 2006-03-17 2012-12-18
CHIQUITA BRANDS INTERNATIONAL INC. P 2010-02-04 2013-06-25
CHESAPEAKE ENERGY CORP D 2009-07-28 2012-12-18
CHORUS LTD SPONS ADS P 2011-11-30 2013-06-25
VESTA WIND SYSTEMS D 2005-11-03 2012-12-18
CRIMSON WINE GROUP LTD D 1999-07-08 2013-06-25
VISHAY INTERTECHNOLOGY INC P 2010-07-26 2012-12-18
CRIMSON WINE GROUP LTD P 2010-06-08 2013-06-25
ENTERPRISE PRODUCTS PARTNERS P 2005-10-28 2012-12-31
DTE ENERGY CO P 2003-08-05 2013-06-25
COMMONWEALTH REIT P 2004-10-05 2013-03-08
DTE ENERGY CO D 2003-08-07 2013-06-25
COMMONWEALTH REIT P 2008-03-26 2013-03-08
DTE ENERGY CO P 2011-03-07 2013-06-25
COMMONWEALTH REIT P 2012-07-19 2013-03-08
ENERGY TRANSFER EQUITY PRTS (SO CO) D 2008-01-02 2013-06-25
LAM RESEARCH CORP P 2011-02-02 2013-03-08
INERGY MIDSTREAM LTD PARTNERSHIP P 2013-06-25 2013-06-25
PNM RESOURCES INC P 2009-03-20 2013-03-08
UNS ENERGY CORP D 1991-10-01 2013-06-25
(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 50,000   50,822 -822
b 34,009   12,818 21,191
c 34,340   27,088 7,252
d 50,000   53,437 -3,437
e 39,891   23,425 16,466
64,387   56,550 7,837
40,750   39,750 1,000
5,247   2,965 2,282
100,000   91,350 8,650
15,525   16,438 -913
5,247   3,664 1,583
43,725   45,979 -2,254
14,505   17,084 -2,579
16,889   18,225 -1,336
28,473   38,322 -9,849
16,889   21,216 -4,327
17,289   18,215 -926
5,672   14,020 -8,348
2,488   2,018 470
40,118   35,914 4,204
829   576 253
2,340     2,340
27,393   15,093 12,300
5,476   11,537 -6,061
32,227   17,295 14,932
16,428   21,312 -4,884
69,288   52,529 16,759
43,807   39,027 4,780
234,556   2,406 232,150
42,069   52,595 -10,526
1     1
34,009   13,436 20,573
8,585   5,519 3,066
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       -822
b       21,191
c       7,252
d       -3,437
e       16,466
      7,837
      1,000
      2,282
      8,650
      -913
      1,583
      -2,254
      -2,579
      -1,336
      -9,849
      -4,327
      -926
      -8,348
      470
      4,204
      253
      2,340
      12,300
      -6,061
      14,932
      -4,884
      16,759
      4,780
      232,150
      -10,526
      1
      20,573
      3,066
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 2 322,625
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 3,959
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2011      
2010      
2009      
2008      
2007      
2 Total of line 1, column (d) ...................... 2  
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3  
4 Enter the net value of noncharitable-use assets for 2012 from Part X, line 5..... 4  
5 Multiply line 4 by line 3....................... 5  
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6  
7 Add lines 5 and 6......................... 7  
8 Enter qualifying distributions from Part XII, line 4.............. 8  
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2012)
Form 990-PF (2012)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 18,142
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2............................ 3 18,142
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 18,142
6 Credits/Payments:
a 2012 estimated tax payments and 2011 overpayment credited to 2012 6a 19,050
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 19,050
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 908
11 Enter the amount of line 10 to be: Credited to 2013 estimated taxBullet908 Refunded Bullet 11  
Part VII-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 page 19 of
the instructions for 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. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    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 XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletOH
    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 2012 or the taxable year beginning in 2012 (see instructions for Part XIV)?
    If “Yes,” complete Part XIV.............................
    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 addressbulletN/A
    14
    The books are in care ofbulletKAREN DEWINE Telephone no.bullet (513) 533-3561
    Located atbullet3030 GRIEST AVECINCINNATIOH ZIP+4bullet45208
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2012, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
    No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 5
    Part VII-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?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (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)?.................
    (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.).........
    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 page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    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 2012?.............
    1c
     
     
    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 2012, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2012?...............
    If “Yes,” list the years bullet20, 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.
    bullet20, 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?.........................
    b
    If “Yes,” did it have excess business holdings in 2012 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2012.)....................
    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 2012?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    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
     
     
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    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?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 6
    Part VIII
    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
    R MICHAEL DEWINEClick to see attachment PRESIDENT
    1.00     		0 0 0
    2587 CONLEY ROAD
    CEDARVILLE,OH45314
    JILL E DEWINE DARLINGClick to see attachment TRUSTEE
    1.00     		0 0 0
    6796 BOWERMAN STREET EAST
    WORTHINGTON,OH43085
    KAREN DEWINEClick to see attachment SEC/TREAS
    12.00     		22,000 0 0
    3030 GRIEST AVE
    CINCINNATI,OH45208
    FRANCES DEWINEClick to see attachment VICE PRES
    1.00     		0 0 0
    2587 CONLEY ROAD
    CEDARVILLE,OH45314
    JOHN DEWINEClick to see attachment TRUSTEE
    1.00     		0 0 0
    100 FAIRFIELD-YELLOW SPRINGS ROAD
    YELLOW SPRINGS,OH45387
    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...................bullet  
    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.............bullet  
    Part IX-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  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3..........................bullet  
    Part X
    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
    13,262,877
    b
    Average of monthly cash balances.......................
    1b
    355,817
    c
    Fair market value of all other assets (see instructions)................
    1c
    1,986,237
    d
    Total (add lines 1a, b, and c).........................
    1d
    15,604,931
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    15,604,931
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see
    instructions) .............................
    4
    234,074
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    15,370,857
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    768,543
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    768,543
    2a
    Tax on investment income for 2012 from Part VI, line 5......
    2a
    18,142
    b
    Income tax for 2012. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    18,142
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    750,401
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    750,401
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    750,401
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    738,120
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    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 V, line 8, and Part XIII, line 4
    4
    738,120
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    738,120
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2011     		(c)
    2011     		(d)
    2012
    1 Distributable amount for 2012 from Part XI, line 7 750,401
    2 Undistributed income, if any, as of the end of 2012:
    a Enter amount for 2011 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2012:
    a From 2007.......  
    b From 2008....... 12,142
    c From 2009.......  
    d From 2010....... 4,015
    e From 2011.......  
    fTotal of lines 3a through e......... 16,157
    4Qualifying distributions for 2012 from Part
    XII, line 4: bullet$ 738,120
    a Applied to 2011, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		 
    d Applied to 2012 distributable amount..... 738,120
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2012. 12,281 12,281
    (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 3,876
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2011. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2012. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2013 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		 
    8Excess distributions carryover from 2007 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2013.
    Subtract lines 7 and 8 from line 6a ......     		3,876
    10 Analysis of line 9:
    a Excess from 2008....  
    b Excess from 2009....  
    c Excess from 2010.... 3,876
    d Excess from 2011....  
    e Excess from 2012....  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-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 2012, enter the date of the ruling.......bullet
     
    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 X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2012 (b) 2011 (c) 2010 (d) 2009
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    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, b, or c 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 X, 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 XV
    Supplementary Information (Complete this part only if the organization 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 bullet
    aThe name, address, and telephone number 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 (2012)
    Form 990-PF (2012)
    Page 10
    Part XV
    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
    AKRON CHILDREN'S HOSPITAL
    6505 MARKET STREET
    BOARDMAN,OH44512     		N / A PUBLIC GENERAL FUNDING 500
    ANDY NOWACKI ENDOWMENT
    700 CLOCK TOWER DR
    KIRTLAND,OH44094     		N / A PUBLIC SCHOLARSHIP FUNDING 200
    ANTHONY MUNOZ FOUNDATION
    8919 ROSSASH ROAD
    CINCINNATI,OH45236     		N / A PUBLIC YOUTH DEVELOPMENT PROGRAMS 2,000
    ARCHBISHOP MOELLER HIGH SCHOOL
    9001 MONTGOMERY ROAD
    CINCINNATI,OH45242     		N / A PUBLIC TUITION ASSISTANCE 750
    ASHEVILLE MOUNTAIN AREA CHAPTER
    100 EDGEWOOD ROAD
    ASHEVILLE,NC28804     		N / A PUBLIC HUMANITARIAN AID IN EMERGENCIES 1,000
    AUSTISM SPEAKS
    1060 STATE ROAD
    PRINCETON,NJ08540     		N / A PUBLIC RESEARCH 500
    BENJAMIN SEYBOLD
    4080 US RT 42
    CEDARVILLE,OH45314     		N / A INDIVIDUAL COLLEGE SCHOLARSHIP 2,115
    BLOC MINISTRIES INC
    3952 NORTHBEND ROAD
    CINCINNATI,OH45211     		N / A PUBLIC PROGRAMS TO STRENGTHEN FAMILIES 5,000
    BLUECLAWS CHARITIES
    2 STADIUM WAY
    LAKEWOOD,NJ08701     		N / A PUBLIC COMMUNITY OUTREACH 500
    BOYS HOPE GIRLS HOPE
    340 GEST STREET
    CINCINNATI,OH45202     		N / A PUBLIC HOUSING & EDUCATION FOR AT-RISK KIDS 500
    BROADWAY CARES
    165 W 46TH ST STE 1300
    NEW YORK,NY10036     		N / A PUBLIC FUND SERVICE PROVIDERS-HIV PATIENTS 2,000
    CATHOLIC SOCIAL SERVICES
    922 WEST RIVERVIEW
    DAYTON,OH45402     		N / A PUBLCI SOCIAL PROGRAMS 250
    CEDAR BOG NATURE PRESERVE
    430 SCIOTO STREET
    URBANA,OH43078     		N / A PUBLIC URBANA NATURE PRESERVES 1,000
    CEDARVILLE UNITED PRESBYTERIAN CH
    30 WEST CHILLICOTHE ST
    CEDARVILLE,OH45314     		N / A PUBLIC GENERAL FUNDING 2,000
    CEDARVILLE UNIVERSITY
    251 N MAIN ST
    CEDARVILLE,OH45314     		N / A PUBLIC FUND COLLEGE SCHOLARSHIPS 15,000
    CHARACTER & COURAGE FOUNDATION
    9366 MONTGOMERY ROAD
    CINCINNATI,OH45242     		N / A PUBLIC ENRICHING LIVES OF KIDS THRU BBALL 1,000
    CHILDREN'S MEDICAL CENTER
    ONE CHILDRENS PLAZA
    DAYTON,OH45404     		N / A PUBLIC RESEARCH AND GENERAL FUNDING 3,500
    CINCINNATI RIGHT TO LIFE EDUCATION
    1802 W GALBRAITH ROAD
    CINCINNATI,OH45239     		N / A PUBLIC SANCTITY OF HUMAN LIFE EDUCATION 1,200
    CISE
    100 E EIGHT STREET
    CINCINNATI,OH45202     		N / A PUBLIC CATHOLIC SCHOOL SCHOLARSHIPS 6,670
    CLARK STATE COMMUNITY COLLEGE
    P O BOX 570
    SPRINGFIELD,OH45501     		N / A PUBLIC FUNDING SCHOLARSHIPS 3,661
    CLEVELAND CENTER FOR BRAIN HEALTH
    W BONNEVILLE
    LAS VEGAS,NV89195     		N / A PUBLIC RESEARCH AND GENERAL FUNDING 200
    CLEVELAND CLINIC FOUNDATION
    9500 EUCLID AVENUE
    CLEVELAND,OH44195     		N / A PUBLIC RESEARCH FUNDING 150
    CORNERSTONE OF HOPE
    5905 BRECKSVILLE ROAD
    INDEPENDENCE,OH44131     		N / A PUBLIC SUPPORT EDUCATION HOPE FOR GREIVING 1,100
    CYSTIC FIBROSIS FUND
    4420 CARVER WOODS DR
    BLUE ASH,OH45242     		N / A PUBLIC RESEARCH FUNDING 2,000
    DAVID KREUTER MEMORIAL FUND
    2765 MAHONING CT
    CINCINNATI,OH45233     		N / A PUBLIC MEMORIAL COLLEGE SCHOLARSHIPS 200
    DEFIANCE COLLEGE
    701 N CLINTON STREET
    DEFIANCE,OH43512     		N / A PUBLIC COLLEGE SCHOLARSHIPS 2,500
    DESIRE KINMAN
    408 MCINTIRE DRIVE
    FAIRBORN,OH45324     		N / A INDIVIDUAL COLLEGE SCHOLARSHIPS 361
    EBLEN CHARITIES
    150 WESTGATE PKWY
    ASHEVILLE,NC28806     		N / A PUBLIC MEDICAL ENERGY EMERGENCY ASSISTANCE 300
    EDEN-MARIE SORENSEN
    1414 MAPLE RIDGE DR
    FAIRBORN,OH45324     		N / A INDIVIDUAL COLLEGE SCHOLARSHIPS 936
    ELIZABETH NEW LIFE CENTER
    359 FOREST AVE STE 203
    DAYTON,OH45405     		N / A PUBLIC SUPPORT UNEXPECTED PREGNANCIES 5,000
    FABRETTO CHILDREN'S FOUNDATION
    3124 N 10TH ST 2ND FL
    ARLINGTON,VA22201     		N / A PUBLIC CHILDREN IN NICARAGUA 5,000
    FAITH & FRIENDS RADIO
    P O BOX 24855
    DAYTON,OH45424     		N / A PUBLIC STATION OPERATIONS FUNDING 300
    FAMILY & YOUTH INITIATIVE
    468 N DAYTON LAKEVIEW RD
    NEW CARLISLE,OH45344     		N / A PUBLIC TEEN & DISADVANTAGED MOTHER'S ASSIT 10,000
    FLOYD COUNTY ANIMAL RESCUE LEAGUE
    P O BOX 285
    NEW ALBANY,IN47151     		N / A PUBLIC ANIMAL RESCUES 200
    FRIENDS CARE COMMUNITY
    150 E HERMAN STREET
    YELLOW SPRINGS,OH45387     		N / A PUBLIC FACILITY FOR LONG-TERM CARE 1,000
    GLEN HELEN ASSOCIATION
    405 CORRY STREET
    YELLOW SPRINGS,OH45387     		N / A PUBLIC SUPPORT OF NATURE PRESERVE & EDUCATE 3,000
    GSCM
    4460 BERWICK STREET
    CINCINNATI,OH45227     		N / A PUBLIC PRE THRU 8TH CATHOLIC MONTESSO 250
    HANDS TOGETHER
    P O BOX 80985
    SPRINGFIELD,MA01138     		N / A PUBLIC FUNDING FOR SCHOOL IN HAITI 415,005
    HEALTHNETWORK FOUNDATION
    33 RIVER ST
    CHAGRIN FALLS,OH44022     		N / A PUBLIC FUNDING FACILITATED HEALTH CARE 3,000
    HOCKING COLLEGE
    3301 HOCKING PKWY
    NELSONVILLE,OH45764     		N / A PUBLIC COLLEGE SCHOLARSHIPS 1,667
    HOME HISTORY FOUNDATION
    1209 WESTWOOD AVENUE
    COLUMBUS,OH43212     		N / A PUBLIC GENERAL FUNDING 1,000
    HOSPICE OF RUTHERFORD COUNTY
    9O BOX 336
    FOREST CITY,NC28043     		N / A PUBLIC END OF LIFE CARE 300
    HOT ROD INSTITUTE
    2042 N MAPLE AVENUE
    RAPID CITY,SD57709     		N / A PUBLIC COLLEGE SCHOLARSHIP 5,000
    JASON GRESKO MEMORIAL FUND
    35279 VINE STREET
    EASTLAKE,OH44095     		N / A PUBLIC COLLEGE SCHOLARSHIP 200
    JORDON MAXWELL
    16120 US HIGHWAY 33
    NELSONVILLE,OH45764     		N / A INDIVIDUAL FUNDING SCHOLARSHIP 3,528
    LIFE RESOURCE CENTER
    425 N FINDLAY STREET
    DAYTON,OH45404     		N / A PUBLIC PROGRAMS FOR SANCTITY OF LIFE 3,000
    LIGHTHOUSE YOUTH SERVICES
    401 E MCMILLIAN
    CINCINNATI,OH45206     		N / A PUBLIC YOUTH AND FAMILY SERVICES 250
    LITTLE ART THEATRE
    247 XENIA AVENUE
    YELLOW SPRINGS,OH45387     		N / A PUBLIC COMMUNITY THEATRE 10,000
    MALONE UNIVERSITY
    26 CLEVELAND AVENUE NW
    CANTON,OH44709     		N / A PUBLIC FUNDING SCHOLARSHIP 2,500
    MARCH OF DIMES
    6 ROBERTS ROAD
    ASHEVILLE,NC28803     		N / A PUBLIC SUPPORT FOR PREGNANT WOMEN 1,000
    MARLIN CLEGHORN
    5 RATHFARNHAM RD UNIT D
    ASHEVILLE,NC28803     		N / A PUBLIC LIVING ASSISTANCE FOR NEEDY 3,000
    MARYKNOLL SISTERS
    P O BOX 311
    MARYKNOLL,NY10545     		N / A PUBLIC GLOBAL MISSION SUPPORT 5,000
    MASONIC BENEVOLENT ENDOWMENT
    2655 W NATIONAL ROAD
    SPRINGFIELD,OH45504     		N / A PUBLIC HEALTHCARE FINANCIAL AID FOR NEEDY 500
    MATTHEW 25 MINISTRIES
    11060 KENWOOD ROAD
    BLUE ASH,OH45242     		N / A PUBLIC HUMANITARIAN AID SERVICES 1,000
    MCMONAGLE FUND
    P O BOX 25507
    TEMPE,AZ85285     		N / A PUBLIC SERVICES FOR ORPHANS 250
    MERCANTILE LIBRARY
    414 WALNUT STREET
    CINCINNATI,OH45202     		N / A PUBLIC LIBRARY RESOURCES AND OPERATIONS 200
    MIAMI UNIVERSITY
    6218 GREENS WAY
    HAMILTON,OH45011     		PRES IS ALUMNI PUBLIC ALUMNI GIVING GENERAL FUNDING 5,000
    MISSION HEALTHCARE FOUND
    P O BOX 5363
    ASHEVILLE,NC28813     		N / A PUBLIC CONNECT COMMUNITY WITH HEALTH CARE 30,500
    NEW CONCORD CHURCH OF CHRIST
    13333 MAPLE LANE
    NEW CONCORD,OH43762     		N / A PUBLIC GENERAL FUNDING 200
    NORTH CAROLINA SCHOOL OF SCIENCE
    P O BOX 2733
    DURHAM,NC27715     		N / A PUBLIC GENERAL FUNDING 300
    OHIO CANCER RESEARCH ASSOC
    50 W BROAD ST STE 112
    COLUMBUS,OH43215     		N / A PUBLIC RESEARCH FUNDING 10,000
    OHIO NATURAL AREAS & PRESERVES ASSN
    2045 MORSE ROAD BLDG C-3
    COLUMBUS,OH43229     		N / A PUBLIC PROTECTION OF NATURAL AREAS 1,000
    OHIO NOTHERN UNIVERSITY
    525 S MAIN STREET
    ADA,OH45810     		PRES IS ALUMNI PUBLIC ALUMNI GIVING GENERAL FUNDING 5,000
    OHIO PROSTART ORA EDUC FD
    1525 BETHEL ROAD
    COLUMBUS,OH43220     		N / A PUBLIC SCHOLARSHIP FUNDING 7,500
    OHIO STATE ATI
    1328 DOVER ROAD
    WOOSTER,OH44691     		N / A PUBLIC COLLEGE SCHOLARSHIPS 4,275
    OHIO UNIVERSITY
    CHUBB HALL 010
    ATHENS,OH45701     		N / A PUBLIC FUNDING COLLEGE SCHOLARSHIPS 4,934
    PREGNANCY CENTER EAST
    3944 EDWARDS RD
    CINCINNATI,OH45209     		N / A PUBLIC FUND PREGNANCY SUPPORT 350
    RACHAEL HUTZEL OBSERVATORY
    P O BOX 802
    LEBANON,OH45036     		N / A PUBLIC COMMUNITY OBSERVATORY 200
    RAINBOW BABIES
    P O BOX 74947
    CLEVELAND,OH44194     		N / A PUBLIC CHILDREN'S HOSPITAL FUNDING 1,000
    REDS HALL OF FAME
    100 JOE NUXALL WAY
    CINCINNATI,OH45202     		N / A PUBLIC GENERAL PROGRAMS AND OPERATIONS 1,000
    RUAH WOODS
    6675 WESSELMAN ROAD
    CINCINNATI,OH45248     		N / A PUBLIC THEOLOGY OF THE BODY PROGRAMS 5,000
    SALVATION ARMY
    P O BOX 596
    CINCINNATI,OH45201     		N / A PUBLIC HUMANITARIAN AID 1,000
    SCOTT HAMILTON CARES INITIATIVE
    9500 EUCLID AVENUE
    CLEVELAND,OH44195     		N / A PUBLIC CANCER RESEARCH 3,000
    SINCLAIR COMMUNITY COLLEGE
    444 W THIRD STREET
    DAYTON,OH45402     		N / A PUBLIC COLLEGE SCHOLARSHIPS 2,488
    SPRING HILL COLLEGE
    4000 DAUPHIN STREET
    MOBILE,AL36608     		N / A PUBLIC GENERAL FUNDING 25,000
    SPRING HILL COLLEGE
    4000 DAUPHIN STREET
    MOBILE,AL36608     		N / A PUBLIC CROSS COUNTRY PROGRAM FUNDING 2,500
    ST PATRICK SCHOOL
    61 S UNION ST
    LONDON,OH43140     		N / A PUBLIC GENERAL SCHOOL FUNDING 200
    ST VICENT DE PAUL - DAYTON
    1133 S EDWIN C MOSES BLVD
    DAYTON,OH45417     		N / A PUBLIC ASSISTANCE FOR THOSE IN NEED 1,000
    ST XAVIER HIGH SCHOOL
    600 W NORTH BEND ROAD
    CINCINNATI,OH45224     		N / A PUBLIC GENERAL SCHOOL FUNDING 750
    ST MARY SCHOOL
    2845 ERIE AVE
    CINCINNATI,OH45208     		N / A PUBLIC GENERAL SCHOOL FUNDING 1,000
    SUMMIT COUNTRY DAY ANNUAL FUND
    2161 GRANDIN ROAD
    CINCINNATI,OH45208     		N / A PUBLIC GENERAL SCHOOL FUNDING 1,250
    SUSAN L GOLDIE MEMORIAL FUND
    194 N DETROIT STREET
    XENIA,OH45385     		N / A PUBLIC MEMORIAL SCHOLARSHIP 500
    TECUMSEH COUNCIL BSA
    326 THOMPSON AVE
    SPRINGFIELD,OH45506     		N / A PUBLIC PROGRAMS & FACILITIES FOR BOY SCOUTS 1,000
    THE CINCINNATI BAR FOUNDATION
    225 E 6TH ST 2ND FL
    CINCINNATI,OH45202     		N / A PUBLIC GENERAL FUNDING 200
    THE CITAEL
    171 MOULTRIE STREET
    CHARLESTON,SC29409     		N / A PUBLIC COLLEGE SCHOLARSHIP 2,500
    THE HUMANE SOCIETY OF GREENE CO
    P O BOX 51
    XENIA,OH45385     		N / A PUBLIC ADOPTION SERVICES FOR HOMELESS PETS 250
    THE MIRACLE LEAGUE
    1506 KLONDIKE RD STE 105
    CONYERS,GA30094     		N / A PUBLIC BASEBALL LEAGUE FOR DISABLED KIDS 500
    THE OHIO STATE UNIVERSITY
    2036 NEIL AVENUE
    COLUMBUS,OH43210     		N / A PUBLIC FUNDING SCHOLARSHIPS 2,500
    THE UNIV OF CINCINNATI FDBASEBALL
    51 GOODMAN DRIVE
    CINCINNATI,OH45219     		N / A PUBLIC UC FOUNDATION FUNDING FOR BASEBALL 250
    TIN ROOF FOUNDATION
    1047 NORDYKE ROAD
    CINCINNATI,OH45255     		N / A PUBLIC TOOLS FOR YOUTH TO OVERCOME POVERTY 300
    UNIVERSITY OF DAYTON
    300 COLLEGE PARK
    DAYTON,OH45469     		N / A PUBLIC SCHOLARSHIP FUNDING 5,000
    UNIVERSITY OF MICHIGAN LAW SCHOOL
    625 SOUTH STATE STREET
    ANN ARBOR,MI48109     		PRES SON ALUMNI PUBLIC LAW SCHOOL GENERAL FUND 200
    UNIVERSITY OF NORTH CAROLINA
    P O BOX 26170
    GREENSBORO,NC27402     		N / A PUBLIC COLLEGE SCHOLARSHIP 2,142
    UNIVERSITY OF NORTHWESTERN OHIO
    1441 N CABLE ROAD
    LIMA,OH45805     		N / A PUBLIC COLLEGE SCHOLARSHIPS 600
    UTA BREWINGTON
    24 NORTH LIMESTONE STREET
    JAMESTOWN,OH45335     		N / A INDIVIDUAL SCHOLARSHIP FUNDING 2,846
    WEXNER MEDICAL CENTER DEVELOPMENT
    660 ACKERMAN ROAD
    COLUMBUS,OH43218     		N / A PUBLIC RESEARCH FUNDING 150
    WOMEN'S CARE CENTER
    935 EAST BROAD STREET
    COLUMBUS,OH43205     		N / A PUBLIC PREGNANCY RESOURCE CENTER 2,000
    WRIGHT STATE UNIVERSITY
    3640 COLONEL GLENN HWY
    DAYTON,OH45435     		N / A PUBLIC FUNDING COLLEGE SCHOLARSHIPS 10,390
    YELLOW SPRINGS SENIOR CITIZENS CTR
    227 XENIA AVENUE
    YELLOW SPRINGS,OH45387     		N / A PUBLIC OPERATIONS OF SENIOR CENTER 500
    Total .................................bullet 3a 684,518
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 11
    Part XVI-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....          
    3Interest on savings and temporary cash investments          
    4 Dividends and interest from securities....     14 584,472  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8Gain or (loss) from sales of assets other than inventory     18 322,625  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aPARTNERSHIP ORDINARY LOSSES     14 -66,558  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   840,539  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13840,539
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-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 XVI-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 (2012)
    Form 990-PF (2012)
    Page 12
    Part XVII
    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
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    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) of the Code (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 or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2012)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2012 AccountingFeesSchedule
    Name:
    DEWINE FAMILY FOUNDATION INC
    EIN: 31-1483132
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 9,550     9,550
    PAYROLL PROCESSING 935     935

    TY 2012 CompensationExplanation
    Name:
    DEWINE FAMILY FOUNDATION INC
    EIN: 31-1483132
    Person Name Explanation
    R MICHAEL DEWINE  
    JILL E DEWINE DARLING  
    KAREN DEWINE  
    FRANCES DEWINE  
    JOHN DEWINE  

    TY 2012 InvestmentsCorpStockSchedule
    Name:
    DEWINE FAMILY FOUNDATION INC
    EIN: 31-1483132
    Name of Stock End of Year Book Value End of Year Fair Market Value
    A T & T INC 83,839 105,810
    ACETO CORP 52,852 155,200
    AEGON NV CAPITAL SECRUITIES PFD 7.25 92,172 101,400
    AMERICA MOVIL S A DE C V 453,456 629,400
    AMERICAN WATER WORKS COMPANY INC 44,654 64,020
    ARCHER DANIELS MIDLAND CO 40,290 54,705
    ATLANTIC POWER CORP 32,129 14,910
    ATMOS ENERGY CORP 34,376 66,360
    BANK OF NEW YORK MELLON CORP 105,619 125,800
    BAXTER INTERNATIONAL INC 96,867 146,080
    BERSHIRE HATHAWAY INC DE CL B 80,540 143,795
    BUCKEYE PARTNERS LP 36,387 71,130
    CALIFORNIA WATER SERVICE GROUP 32,579 36,406
    CARBO CERAMICS INC 151,323 175,720
    CEDAR FAIR LP 7,677 107,275
    CENTERPOINT ENERGY INC 32,392 74,460
    CENTURYLINK INC 211,555 215,100
    CHESAPEAKE ENERGY CORP    
    CHIQUITA BRANDS INTERNATIONAL INC    
    CHORUS LTD SPONS ADS    
    CINCINNATI FINANCIAL CORP 85,900 147,030
    CINTAS CORP 23,483 47,510
    CISCO SYSTEMS INC 99,060 127,950
    CITIGROUP CAPITAL SVI TR PFD 6.45%    
    CITIGROUP INC 121,480 208,560
    COCA-COLA COMPANY 73,946 120,240
    COMMONWEALTH REIT    
    CONNECTICUT L & P CO 3.24% 21,707 20,713
    CONSOLIDATED EDISON INC 41,360 59,900
    COUNTRYWIDE CAP IV TRUST PFD 6.75% 80,916 100,760
    DAIMLER AG 114,469 138,400
    DAYTON POWER & LIGHT CO 3.75% 20,550 25,697
    DEUTSCHE TELEKOM AG SPON ADR 63,611 60,950
    DIAGEO PLC NEW SPON ADR 92,491 193,008
    DIAMOND OFFSHORE DRILLING INC 111,456 101,160
    DSA FINANCIAL CORPORATION 46,170 54,000
    DTE ENERGY CO    
    DU PONT E.I. DE NEMOURS & COMPANY 26,688 57,690
    DUKE ENERGY CORP 33,118 47,286
    EBAY INC 15,165 51,690
    EMC CORP MASS 50,241 65,375
    ENERGY TRANSFER EQUITY PRTS 354,392 1,001,100
    ENERGY TRANSFER PARTNERS 8,760 78,090
    ENTERGY CORP NEW 123,667 112,995
    ENTERGY NEW ORLEANS PFD INC 5.56% 32,400 39,850
    ENTERPRISE PRODUCTS PARTNERS 7,507 169,962
    ESSEX PROPERTY TRUST INC SER H 105,197 102,642
    EXELON CORP 183,405 152,950
    EXXON MOBIL CORP 62,648 93,750
    FAIRFAX FINANCIAL HOLDING PLC 118,752 198,805
    FEDERATED INVS INC PA CL B 109,028 174,180
    FIDELITY NATIONAL FINANCIAL INC CL A 53,623 97,920
    FIFTH THIRD BANCORP 76,156 140,067
    FIFTH THIRD CAP TR VI GTD PFD 7.25%    
    FRONTIER COMMUNICATIONS CORP 147,997 108,875
    GENERAL ELECTRIC COMPANY 152,626 194,960
    GENUINE PARTS COMPANY 15,179 40,995
    GLADSTONE CAPITAL CORP 43,643 34,480
    GLADSTONE COMMERICAL CORP 100,825 111,660
    GLADSTONE INVESTMENT CORP PFD 7.125% 76,133 78,870
    GLAXOSMITHKLINE PLC 45,661 50,960
    GLOBAL PAYMENTS INC 113,581 115,775
    GREIF INC CL B 47,702 57,168
    H & Q LIFE SCIENCES INVESTORS 121,311 194,800
    HOLOGIC INC 147,597 181,600
    HUNTINGTON BANCSHARES INC 66,856 58,140
    INERGY L P 9,239 11,513
    INERGY MIDSTREAM LTD PRTSHP   7,863
    INTEL CORP 95,365 116,675
    J2 GLOBAL INC 80,902 137,310
    JOHNSON & JOHNSON 114,235 158,950
    JP MORGAN CHASE & CO 57,232 83,595
    LAM RESEARCH CORP    
    LEUCADIA NATIONAL CORP 138,889 160,980
    MCDONALDS CORP 75,706 132,408
    MEDALLION FINANCIAL CORP 100,714 150,900
    MERCK & COMPANY 34,000 48,170
    MERRILL LYNCH CAPITAL TRUST II 6.45% 116,683 125,150
    MESA LABORATORIES 17,025 65,260
    MICROSOFT CORP 166,650 191,040
    MILLER ENERGY RESOURCES INC 134,932 128,700
    MONMOUTH REAL ESTATE INVESTMENT CORP 28,857 39,120
    NEW YORK COMMUNITY BANCORP INC 144,593 151,700
    NOVARTIS AG 112,373 143,220
    OLD REPUBLIC INTERNATIONAL CORO 62,629 86,700
    ORACLE CORP 84,910 129,400
    OWENS & MINOR INC 411,942 595,318
    PEMBINA PIPELINE INC FUND TRUST 91,453 219,450
    PENN VA RESOURCE PARTNERS LP 107,740 118,000
    PENNANTPARK INVESTMENT CORP 85,466 93,200
    PFIZER INC 121,335 186,575
    PNC FINANCIAL SERVICES GROP INC 43,977 25,781
    PNM RESOURCES    
    PREFERREDPLUS TR SER CTR    
    PRIVATEBANCORP CAPITAL TRUST IV PFD 106,602 104,200
    PVR PARTNERS UNIT 47,372 64,675
    RAIT FINANCIAL TRUST 107,344 151,200
    RAIT FINANCIAL TRUST SER A 7.75% 39,198 82,495
    RAIT FINANCIAL TRUST SERIS B 65,825 74,340
    RETAIL OPPORTUNITY INVESTMENTS 109,291 137,000
    SIMMONS FIRST NATIONAL CORP 235,513 227,005
    SINGAPORE TELECOMM LTD SPON 40,693 62,240
    SLM CORP 33,361 74,130
    ST JUDE MEDICAL INC 137,249 204,740
    ST. JOE COMPANY 55,489 45,360
    STANDARD REGISTER CO 70,457 29,968
    SUBURBAN PROPANE PRTS LTD PRTSHP 16,900 33,423
    SUSQUEHANNA CAPITAL I 9.375%    
    TELECOM CORP LTD ADR NEW ZEALAND 55,142 89,500
    TELEFONICA S A SPONSORED ADR 191,354 152,911
    TEMPLETON GLOBAL BOND FD CL C 62,175 63,937
    TESSCO TECHNOLOGIES INC 60,293 160,200
    TOTAL S A SPONSORED ADR 163,627 159,150
    TRANSALTA CORP 73,991 55,160
    TRONOX LTD CL A 106,066 108,550
    TSAKOS ENERGY NAVIGATION LTD 179,489 153,900
    TUPPERWARE CORP 32,273 84,280
    TUTOR PERINI CORP 203,404 158,240
    UMH PROPERTIES INC 56,668 65,580
    UNILEVER PLC SPONS ADR 93,561 121,890
    UNS ENERGY CORP    
    VESTA WIND SYSTEMS    
    VISHAY INTERTECHNOLOGY INC    
    WAL-MART STORES INC 107,751 155,880
    WALGREEN COMPANY    
    WESBANCO INC 44,541 51,773
    WESTERN UNION COMPANY 134,537 179,600
    WILLIAMS COS INC DEL 29,765 68,340
    WINDSTREAM CORP 61,187 50,160
    WINTHROP REALTY TRUST 86,048 102,160
    WOLVERINE WORLD WIDE INC 68,235 172,530
    WPX ENERGY INC    
    XCEL ENERGY INC 66,528 104,825
    XERIUM TECHNOLOGIES WTS   46

    TY 2012 LegalFeesSchedule
    Name:
    DEWINE FAMILY FOUNDATION INC
    EIN: 31-1483132
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STATE OF OHIO CHARITABLE TRUST F 200     200


    TY 2012 OtherAssetsSchedule
    Name:
    DEWINE FAMILY FOUNDATION INC
    EIN: 31-1483132
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    PREPAID FEDERAL INCOME TAX 11,565 19,050 19,050


    TY 2012 OtherIncomeSchedule2
    Name:
    DEWINE FAMILY FOUNDATION INC
    EIN: 31-1483132
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PARTNERSHIP ORDINARY LOSSES -66,558   -66,558


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    TY 2012 OtherNotesLoansRcvblLongSch
    Name:
    DEWINE FAMILY FOUNDATION INC
    EIN: 31-1483132

    Borrower's Name Relationship to Insider Original Amount of Loan Balance Due Date of Note Maturity Date Repayment Terms Interest Rate Security Provided by Borrower Purpose of Loan Description of Lender Consideration Consideration FMV
    JEAN DEWINE TRUST TRUST OF PRINCIPLE CONTRIBUTOR 987,272 842,615 2009-10 2024-11 ANNUAL PAYMENT 5.00 % STOCK OF DEWINE ENTERPRISES, INC. PART OF TRUST CONTRIBUTIONS NOTES GIFTED TO THE FOUNDATION 842,615
    RICHARD DEWINE TRUST TRUST OF PRINCIPLE CONTRIBUTOR 950,985 811,612 2009-11 2024-11 ANNUAL PAYMENT 5.00 % STOCK OF DEWINE ENTERPRISES, INC. PART OF TRUST CONTRIBUTIONS NOTES GIFTED TO THE FOUNDATION 811,612
    JOHN M DEWINE GRANDSON OF PRINCIPLE CONTRIBUTOR 356,219 332,010 2010-11 1937-10 MONTHLY 3.51 % RESIDENCE AT 100 E FAIRFIELD PIKE PART OF TRUST CONTRIBUTIONS NOTES GIFTED TO THE FOUNDATION 332,010

    TY 2012 TaxesSchedule
    Name:
    DEWINE FAMILY FOUNDATION INC
    EIN: 31-1483132
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL INCOME TAX PAID 19,071     19,071