Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 08-01-2013 , and ending 07-31-2014
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 or province, country, and ZIP or foreign postal 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
E 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$18,255,409J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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) 1,127
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 614,006 614,006 614,006
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 686,371
b Gross sales price for all assets on line 6a 1,853,861
7 Capital gain net income (from Part IV, line 2)... 428,594
8 Net short-term capital gain......... 133,174
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 -73,234   -73,234
12 Total. Add lines 1 through 11........ 1,228,270 1,042,600 673,946
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 24,917     24,917
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 2,132     2,132
16a Legal fees (attach schedule)......... Click to see attachment 200     200
b Accounting fees (attach schedule)....... Click to see attachment 11,105     11,105
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 18,143     18,142
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 5,067     5,067
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 61,564 0   61,563
25 Contributions, gifts, grants paid........ 809,364 809,364
26 Total expenses and disbursements. Add lines 24 and 25 870,928 0   870,927
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 357,342
b Net investment income (if negative, enter -0-) 1,042,600
c Adjusted net income (if negative, enter -0-)... 673,946
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
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............... 243,785 252,788 252,788
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 instructions).....      
7 Other notes and loans receivable (attach schedule) bullet1,874,078
Less: allowance for doubtful accounts bullet   1,986,237 Click to see attachment1,874,078 1,874,078
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)........ 10,403,940 Click to see attachment10,857,388 16,102,105
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 attachment19,050 Click to see attachment26,428 Click to see attachment26,428
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 12,653,022 13,010,692 18,255,409
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 bullet)    
23 Total liabilities (add lines 17 through 22)..........   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 12,653,022 13,010,692
30 Total net assets or fund balances (see page 17 of the
instructions).................... 12,653,022 13,010,692
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 12,653,022 13,010,692
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 12,653,022
2 Enter amount from Part I, line 27a..................... 2 357,342
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 328
4 Add lines 1, 2, and 3.......................... 4 13,010,692
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 13,010,692
Form 990-PF (2013)
Form 990-PF (2013)
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 STANDARD REGISTER CO P 2005-02-07 2013-08-06
b J2 GLOBAL INC P 2012-04-10 2014-01-30
c CENTERPOINT ENERGY INC P 2009-03-24 2014-05-23
d STANDARD REGISTER CO P 2005-02-07 2013-08-06
e MERCK & COMPANY INC NEW P 2008-08-22 2014-01-30
CONNECTICUT L & P CO 3.24% P 2005-09-07 2014-05-23
STANDARD REGISTER CO P 2010-05-06 2013-08-06
MERCK & COMPANY INC NEW P 2010-09-27 2014-01-30
AEGON NV CAPITAL SECURITIES PFD 7.25 P 2011-11-09 2014-06-16
STANDARD REGISTER CO P 2010-12-09 2013-08-06
ST. JOE COMPANY P 2011-01-20 2014-01-30
FIDELITY NATIONAL FINANCIAL INC CL A P 2010-02-04 2014-07-01
STANDARD REGISTER CO P 2012-12-18 2013-08-06
TUTOR PERINI CORP P 2011-03-01 2014-01-30
ACETO CORP P 2010-02-04 2013-11-26
TUTOR PERINI CORP P 2011-04-29 2014-01-30
ATLANTIC POWER CORP P 2005-09-29 2013-11-26
DAIMLER AG P 2012-02-02 2014-01-30
ATLANTIC POWER CORP P 2005-10-28 2013-11-26
DAIMLER AG P 2012-04-10 2014-01-30
CARBO CERAMICS INC P 2012-07-19 2013-11-26
PVR PTR MERGER REGENCY P 2007-04-10 2014-03-24
CARBO CERAMICS INC P 2013-06-25 2013-11-26
TRANSALTA CORP P 2004-07-09 2014-05-23
AMERICAN WATER WORKS COMPANY INC P 2011-04-29 2014-01-30
TRANSALTA CORP P 2004-07-09 2014-05-23
HUNTINGTON BANCSHARES INC P 1990-09-04 2014-01-30
TRANSALTA CORP P 2011-03-07 2014-05-23
HUNTINGTON BANCSHARES INC P 1995-05-01 2014-01-30
SINGAPORE TELECOMM LTD SPON ADR P 2006-03-01 2014-05-23
HUNTINGTON BANCSHARES INC P 1994-10-06 2014-01-30
SINGAPORE TELECOMM LTD SPON ADR P 2010-09-28 2014-05-23
HUNTINGTON BANCSHARES INC P 1990-09-20 2014-01-30
CENTERPOINT ENERGY INC P 1994-10-20 2014-05-23
(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 2,691   5,800 -3,109
b 137,583   80,903 56,680
c 17,731   8,293 9,438
d 2,691   7,615 -4,924
e 21,094   11,200 9,894
20,527   21,706 -1,179
5,382   9,318 -3,936
31,641   22,800 8,841
100,000   92,172 7,828
16,147   19,439 -3,292
35,022   55,489 -20,467
3   1 2
107,648   28,285 79,363
91,203   97,161 -5,958
205,411   52,852 152,559
91,203   106,242 -15,039
5,384   14,223 -8,839
84,264   59,043 25,221
7,179   17,907 -10,728
84,264   55,427 28,837
120,840   84,294 36,546
655     655
120,840   67,029 53,811
12,141   13,095 -954
62,788   44,654 18,134
12,141   18,485 -6,344
11,057   12,204 -1,147
24,282   42,410 -18,128
15,360   16,954 -1,594
28,776   15,271 13,505
7,653   8,447 -794
31,805   25,422 6,383
27,660   29,251 -1,591
53,003   24,098 28,905
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       -3,109
b       56,680
c       9,438
d       -4,924
e       9,894
      -1,179
      -3,936
      8,841
      7,828
      -3,292
      -20,467
      2
      79,363
      -5,958
      152,559
      -15,039
      -8,839
      25,221
      -10,728
      28,837
      36,546
      655
      53,811
      -954
      18,134
      -6,344
      -1,147
      -18,128
      -1,594
      13,505
      -794
      6,383
      -1,591
      28,905
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 2 428,594
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 3 133,174
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))
2012      
2011      
2010      
2009      
2008      
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 2013 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 (2013)
Form 990-PF (2013)
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 20,852
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 20,852
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 20,852
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 26,428
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 26,428
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 5,576
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet5,576 RefundedBullet 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 2013 or the taxable year beginning in 2013 (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 2013, 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 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 (2013)
    Form 990-PF (2013)
    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 2013?.............
    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 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    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 2013 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 2013.)....................
    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 2013?
    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 (2013)
    Form 990-PF (2013)
    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     		24,917 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 (2013)
    Form 990-PF (2013)
    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
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    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
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    876,821
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    20,852
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    20,852
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    855,969
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    855,969
    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
    855,969
    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
     
    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
     
    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
     
    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 (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2012     		(c)
    2012     		(d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7 855,969
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2013:
    a From 2008.......  
    b From 2009.......  
    c From 2010....... 3,876
    d From 2011.......  
    e From 2012.......  
    fTotal of lines 3a through e......... 3,876
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 870,927
    a Applied to 2012, 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 2013 distributable amount..... 855,969
    e Remaining amount distributed out of corpus 14,958
    5 Excess distributions carryover applied to 2013.    
    (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 18,834
    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 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		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 2008 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		18,834
    10 Analysis of line 9:
    a Excess from 2009....  
    b Excess from 2010.... 3,876
    c Excess from 2011....  
    d Excess from 2012....  
    e Excess from 2013.... 14,958
    Form 990-PF (2013)
    Form 990-PF (2013)
    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 2013, 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) 2013 (b) 2012 (c) 2011 (d) 2010
             
    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 (2013)
    Form 990-PF (2013)
    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
    AMERICAN CANCER SOCIETY
    40 S PERRY ST STE 12
    DAYTON,OH45402     		N / A PUBLIC GENERAL RESEARCH FUNDING 100
    AMERICAN HEART ASSOCIATION
    124 N JEFFERSON ST
    DAYTON,OH45420     		N / A PUBLIC GENERAL RESEARCH FUNDING 500
    ANGELA ALLEN
    5262 BROWN ROAD
    OXFORD,OH45056     		N / A INDIVIDUAL SCHOLARSHIP 1,600
    ANIMAL RESCUE
    13525 HOOVER ROAD
    ASHEVILLE,OH43103     		N / A PUBLIC GENERAL OPERATIONS FUNDING 250
    ASHEVILLE MOUNTAIN AREA CHAPTER
    100 EDGEWOOD ROAD
    ASHEVILLE,NC28804     		N / A PUBLIC HUMANITARIAN AID IN EMERGENCIES 1,200
    ASHTABULA COUNTY ANIMAL PROTECTIVE
    5970 GREEN ROAD
    KINGSVILLE,OH44048     		N / A PUBLIC GENERAL OPERATIONS FUNDING 200
    AUSTISM SPEAKS
    1060 STATE ROAD
    PRINCETON,NJ08540     		N / A PUBLIC RESEARCH FUNDING 100
    AUTUMN BROWN
    76 RAILROAD STREET
    CEDARVILLE,OH45314     		N / A INDIVIDUAL SCHOLARSHIP 2,092
    BOYS HOPE GIRLS HOPE
    340 GEST STREET
    CINCINNATI,OH45202     		N / A PUBLIC HOUSING & EDUCATION FOR AT-RISK KIDS 500
    BRIDGET LOGAN COX
    78 CHILLICOTHE ST
    CEDARVILLE,OH45314     		N / A INDIVIDUAL SCHOLARSHIP 952
    CEDARVILLE TWNSHP VOLUNTEER FD
    19 SOUTH STREET
    CEDARVILLE,OH45314     		N / A PUBLIC OPERATIONS LOCAL FIRE DEPARTMENT 3,200
    CEDARVILLE UNIVERSITY
    251 N MAIN ST
    CEDARVILLE,OH45314     		N / A PUBLIC FUND COLLEGE SCHOLARSHIPS 17,500
    CHERRY FORK PRESBYTERIAN CHURCH
    P O BOX 107
    CHERRY FORK,OH45618     		N / A PUBLIC GENERAL FUNDING 250
    CINCINNATI RIGHT TO LIFE EDUCATION
    1802 W GALBRAITH ROAD
    CINCINNATI,OH45239     		N / A PUBLIC SANCTITY OF HUMAN LIFE EDUCATION 1,000
    CINCINNATI ZOO & BOTANICAL GARDEN
    3400 VINE STREET
    CINCINNATI,OH45220     		N / A PUBLIC GENERAL OPERATIONS FUNDING 500
    CLARK COUNTY HUMANE SOCIETY
    5201 URBANA ROAD
    SPRINGFIELD,OH45502     		N / A PUBLIC GENERAL OPERATIONS FUNDING 1,000
    CLARK STATE COMMUNITY COLLEGE
    P O BOX 570
    SPRINGFIELD,OH45501     		N / A PUBLIC FUNDING SCHOLARSHIPS 6,715
    CLEVELAND CLINIC CHILDRENS HOSPITAL
    9500 EUCLID AVE
    CLEVELAND,OH44195     		N / A PUBLIC GENERAL AND RESEARCH FUNDING 1,000
    CLEVELAND CLINIC S HAMILTON CARE
    9500 EUCLID AVENUE
    CLEVELAND,OH44195     		N / A PUBLIC CANCER RESEARCH FUNDING 3,000
    COLLEGE NOW GREATER CLEVELAND
    200 PUBLIC SQ 3820
    CLEVELAND,OH44114     		N / A PUBLIC ASSISTANCE TO COLLEGE STUDENTS 2,500
    CORNERSTONE OF HOPE
    5905 BRECKSVILLE ROAD
    INDEPENDENCE,OH44131     		N / A PUBLIC GREIF SUPPORT PROGRAMS 1,000
    DAN BEARD COUNCIL BOY SCOUTS
    10078 READING ROAD
    CINCINNATI,OH45241     		N / A PUBLIC PROGRAM FUNDING AND FACILITIES 200
    DAYTON CHILDRENS HOSPITAL
    ONE CHILDRENS PLAZA
    DAYTON,OH45404     		N / A PUBLIC GENERAL OPERATIONS FUNDING 5,000
    DAYTON CHRISTIAN SCHOOL SYSTEM
    9391 WASHINGTON CHURCH RD
    MIAMISBURG,OH45342     		N / A PUBLIC GENERAL OPERATIONS FUNDING 100
    DEFIANCE COLLEGE
    701 N CLINTON STREET
    DEFIANCE,OH43512     		N / A PUBLIC COLLEGE SCHOLARSHIPS 7,500
    DESIRE KINMAN
    408 MCINTIRE DRIVE
    FAIRBORN,OH45324     		N / A INDIVIDUAL COLLEGE SCHOLARSHIPS 265
    EBEN P WILDMAN SCHOLARSHIP FUND
    P O BOX 474
    SOUTH CHARLESTON,OH45368     		N / A PUBLIC SCHOLARSHIP FUNDING 200
    FAITH & FRIENDS RADIO
    P O BOX 24855
    DAYTON,OH45424     		N / A PUBLIC STATION OPERATIONS FUNDING 250
    FLORIDA CLEFT PALET ASSOCIATION
    P O BOX 1171
    OLDSMAR,FL34677     		N / A PUBLIC OPERATIONS FUNDING 250
    FOP OF OHIO FOUNDATION
    222 EAST TOWN STREET
    COLUMBUS,OH43215     		N / A PUBLIC GENERAL FUNDING 1,000
    FRANKLIN FAITH TABERNACLE CHURCH
    7769 SHARTS RD
    SPRINGBORO,OH45066     		N / A PUBLIC GENERAL FUNDING 200
    FRIENDS OF OLD WOMAN CREEK
    2514 CLEVELAND RD EAST
    HURON,OH44839     		N / A PUBLIC STEWARSHIP OF UNIQUE ESTUARY FUNDING 200
    GALA OF HOPE FOUNDATION
    3500 PENTAGON BLVD
    BEAVERCREEK,OH45431     		N / A PUBLIC SUPPORT CANCER PATIENTS & FAMILIES 10,000
    GLEN HELEN ASSOCIATION
    405 CORRY STREET
    YELLOW SPRINGS,OH45387     		N / A PUBLIC SUPPORT OF NATURE PRESERVE & EDUCATE 3,000
    GREATER CINCINNATI FILM COMMISSION
    602 MAIN STREET STE 712
    CINCINNATI,OH45202     		N / A PUBLIC OPERATING FUNDING 250
    GREENE COUNTY COMMUNITY FOUNDATION
    25 GREENE STREET
    XENIA,OH45385     		N / A PUBLIC COMMUNITY PHILANTHROPY 1,000
    GREENE COUNTY HISTORICAL SOCIETY
    74 W CHURCH STREET
    XENIA,OH45385     		N / A PUBLIC PRESERVATION & EDUCATION PROGRAMS 500
    HANDS TOGETHER
    P O BOX 80985
    SPRINGFIELD,MA01138     		N / A PUBLIC FUNDING FOR SCHOOL IN HAITI 500,100
    HAVEN HOUSE
    1180 N COURT STREET G
    CIRCLEVILLE,OH43113     		N / A PUBLIC YOUTH ADVOCACY & COMMUNITY PROGRAMS 200
    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 1,020
    HOLY FAMILY HOSPICE
    6707 STATE ROAD
    PARMA,OH44134     		N / A PUBLIC END OF LIFE CARE FUNDING 200
    HOSPICE OF DAYTON
    324 WILMINGTON AVE
    DAYTON,OH45420     		N / A PUBLIC END OF LIFE CARE FUNDING 450
    HOSPICE OF HAMILTON
    1010 EATON AVE
    HAMILTON,OH45013     		N / A PUBLIC END OF LIFE CARE FUNDING 100
    JDRF
    205 REGENCY EXE PARK DR
    CHARLOTTE,NC28217     		N / A PUBLIC RESEARCH JUVENILE DIABETES 500
    JEREMIA TREE
    118 W SECOND STREET
    XENIA,OH45385     		N / A PUBLIC AID HOMELESS; ADDICTED & IMPOVERISH 500
    JOLLY MILL PARK
    31630 JOLLY MILL DRIVE
    PIERCE CITY,MO65723     		N / A PUBLIC HISTORICAL PLACES PRESERVATION 1,000
    JORDON MAXWELL
    16120 US HIGHWAY 33
    NELSONVILLE,OH45764     		N / A INDIVIDUAL FUNDING SCHOLARSHIP 2,500
    JOSEPH CHAFIN
    1632 SUPERIOR AVE
    FAIRBORN,OH45324     		N / A INDIVIDUAL SCHOLARSHIP 866
    LUEKEMIA & LYMPHONA SOCIETY
    1311 MAMARONECK AVE
    WHITE PLAINS,NY10605     		N / A PUBLIC RESEARCH FUNDING 1,200
    MALONE UNIVERSITY
    26 CLEVELAND AVENUE NW
    CANTON,OH44709     		N / A PUBLIC FUNDING SCHOLARSHIP 7,500
    MARCH OF DIMES
    6 ROBERTS ROAD
    ASHEVILLE,NC28803     		N / A PUBLIC SUPPORT FOR PREGNANT WOMEN 1,000
    MARYKNOLL SISTERS
    P O BOX 311
    MARYKNOLL,NY10545     		N / A PUBLIC GLOBAL MISSION SUPPORT 1,000
    MCGILL-TOOLEN FOUNDATION
    1504 OLD SHELL ROAD
    MOBILE,AL36604     		N / A PUBLIC CATHOLIC HIGH SCHOOL FOUNDATION 200
    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 FUNDING SCHOLARSHIP 1,600
    MISSION HEALTHCARE FOUNDATION
    P O BOX 5363
    ASHEVILLE,NC28813     		N / A PUBLIC CONNECT COMMUNITY WITH HEALTH CARE 45,400
    MUCHI OMEGA FRATERNITY
    980 HENDERSONVILLE RD
    ASHEVILLE,NC28803     		N / A PUBLIC OPERATIONS FUNDING 1,000
    NATIONAL BASEBALL HALL OF FAME
    25 MAIN STREET
    COOPERSTOWN,NY13326     		N / A PUBLIC OPERATIONS FUNDING 5,000
    NORTH CAROLINA CENTRAL UNIVERSITY
    P O BOX 19496
    CURHAM,NC27707     		N / A PUBLIC COLLEGE SCHOLARSHIP 2,500
    ODNR DIVISION OF NATURAL AREAS
    2045 MORSE RD BLDG C-3
    COLUMBUS,OH43229     		N / A PUBLIC PRESERVATION & EDUCATION PROGRAMS 200
    OHIO CANCER RESEARCH ASSOC
    50 W BROAD ST STE 112
    COLUMBUS,OH43215     		N / A PUBLIC RESEARCH FUNDING 5,000
    OHIO NATURAL AREAS & PRESERVES ASSN
    P O BOX 415
    JOHNSTOWN,OH43031     		N / A PUBLIC PROTECTION OF NATURAL AREAS 1,000
    OHIO UNIVERSITY
    CHUBB HALL 010
    ATHENS,OH45701     		N / A PUBLIC FUNDING COLLEGE SCHOLARSHIPS 10,000
    PATRONS OF THE ARTS IN THE VATICAN
    P O BOX 241487
    CLEVELAND,OH44124     		N / A PUBLIC PRESERVATION OF ART IN THE VATICAN 500
    PELATONIA
    3944 EDWARDS RD
    CINCINNATI,OH43228     		N / A PUBLIC CANCER RESEARCH FUNDING 550
    PEOPLE TO PEOPLE
    P O BOX 304
    WILMINGTON,OH45177     		N / A PUBLIC STUDENT-AMBASSADOR SERVICE PROGRAMS 100
    PRO-START OHIO RESTAURANT ASSN
    1525 BETHEL ROAD STE 201
    COLUMBUS,OH43220     		N / A PUBLIC SCHOLARSHIP FUNDING 12,000
    PROSTRATE CANCER FOUNDATION
    1250 FOURTH ST
    SANA MONICA,CA90401     		N / A PUBLIC RESEARCH FUNDING 250
    REDS HALL OF FAME
    100 JOE NUXALL WAY
    CINCINNATI,OH45202     		N / A PUBLIC OPERATIONS FUNDING 1,000
    ROBERT W STIER JR MEMORIAL FUND
    FIFTH THIRD BANK
    CINCINNATI,OH45202     		N / A PUBLIC FUNDING FOR CHILDREN 10,000
    SINCLAIR COMMUNITY COLLEGE
    444 W THIRD STREET
    DAYTON,OH45402     		N / A PUBLIC COLLEGE SCHOLARSHIPS 5,853
    SISTERS OF ST FRANCIS- OLDENBURG
    P O BOX 100
    OLDENBURG,IN47036     		N / A PUBLIC FUNDING OF RETREAT MINISTRY 1,000
    SPIRIT OF HOPE FUND
    268 BARKS ROAD WEST
    MARION,OH43302     		N / A PUBLIC HELP PATIENTS WITH CARE COSTS 250
    SPRING HILL COLLEGE
    4000 DAUPHIN STREET
    MOBILE,AL36608     		N / A PUBLIC GENERAL, CROSS COUNTRY & TRACK FUNDS 55,000
    ST DOMINIC'S CHURCH
    77 E LUCIUS AVE
    YOUNGSTOWN,OH44507     		N / A PUBLIC GENERAL FUNDING 1,000
    ST JOSEPH BUILDING FUND
    135 N WATER STREET
    FORT JENNINGS,OH45844     		N / A PUBLIC BUILDING FUND 200
    ST JUDE'S CHILDREN HOSPITAL
    262 DANNY THOMAS PL
    MEMPHIS,TN38105     		N / A PUBLIC GENERAL FUNDING 250
    ST MARY CHURCH HYDE PARK
    2853 ERIE AVE
    CINCINNATI,OH45208     		N / A PUBLIC GENERAL FUNDING 1,000
    ST MARY SCHOOL
    2845 ERIE AVE
    CINCINNATI,OH45208     		N / A PUBLIC GENERAL SCHOOL FUNDING 1,500
    ST VINCENT DE PAUL - DAYTON
    1133 S EDWIN C MOSES BLVD
    DAYTON,OH45417     		N / A PUBLIC ASSISTANCE FOR THOSE IN NEED 250
    SUMMIT COUNTRY DAY ANNUAL FUND
    2161 GRANDIN ROAD
    CINCINNATI,OH45208     		N / A PUBLIC GENERAL SCHOOL FUNDING 1,250
    TAC ENTERPRISE
    2160 OLD SALON ROAD
    SPRINGFIELD,OH45505     		N / A PUBLIC HUMAN SERVICE AGENCY FUNDING 150
    TECUMSEH COUNCIL BSA
    326 THOMPSON AVE
    SPRINGFIELD,OH45506     		N / A PUBLIC PROGRAMS & FACILITIES FOR BOY SCOUTS 1,000
    TECUMSEH LAND TRUST
    P O BOX 417
    YELLOW SPRINGS,OH45387     		N / A PUBLIC FUNDING LAND PRESERVATION 1,000
    THE ANN ARBOR DISTRICT LIBRARY
    343 S FIFTH AVENUE
    ANN ARBOR,MI48104     		N / A PUBLIC GENERAL OPERATIONS FUNDING 1,000
    THE BRADFORD SCHOOL
    2469 STELZER ROAD
    COLUMBUS,OH43219     		N / A PUBLIC SCHOLARSHIPS 6,000
    THE CITAEL
    171 MOULTRIE STREET
    CHARLESTON,SC29409     		N / A PUBLIC COLLEGE SCHOLARSHIP 2,500
    THE KAREN WELLINGTON FOUNDATION
    P O BOX 6464
    CINCINNATI,OH45201     		N / A PUBLIC SUPPORT FAMILIES LIVING WITH CANCER 200
    THE MIRACLE LEAGUE
    1506 KLONDIKE RD STE 105
    CONYERS,GA30094     		N / A PUBLIC BASEBALL LEAGUE FOR DISABLED KIDS 500
    THE OHIO LAYMEN FELLOWSHIP
    P O BOX 12
    BRUNSWICK,OH44212     		N / A PUBLIC FUNDING FOR FELLOWSHIP 250
    THE OHIO STATE UNIVERSITY
    2036 NEIL AVENUE
    COLUMBUS,OH43210     		N / A PUBLIC FUNDING SCHOLARSHIPS 15,000
    TIN ROOF FOUNDATION
    1047 NORDYKE ROAD
    CINCINNATI,OH45255     		N / A PUBLIC TOOLS FOR YOUTH TO OVERCOME POVERTY 200
    UNIVERSITY OF DAYTON
    300 COLLEGE PARK
    DAYTON,OH45469     		N / A PUBLIC SCHOLARSHIP FUNDING 2,500
    UPMC CHILDRENS HOSPITAL PITTSURGH
    4401 PENN AVE
    PITTSBURGH,PA15224     		N / A PUBLIC GENERAL FUNDING 250
    UTA BREWINGTON
    24 NORTH LIMESTONE STREET
    JAMESTOWN,OH45335     		N / A INDIVIDUAL SCHOLARSHIP FUNDING 130
    WELCOME HOUSE
    802 SHARON DRIVE STE A
    WESTLAKE,OH45145     		N / A PUBLIC EDUCATION & RECOVERY OF ADDICTS 500
    WESTERN CAROLINA UNIVERSITY
    118 KILLIAN ANNEX
    CULLOSHEE,NC28723     		N / A PUBLIC COLLEGE SCHOLARSHIPS 5,184
    WITTENBURG UNIVERSITY
    P O BOX 720
    SPRINGFIELD,OH45501     		N / A PUBLIC COLLEGE SCHOLARSHIPS 2,500
    WRIGHT STATE UNIVERSITY
    3640 COLONEL GLENN HWY
    DAYTON,OH45435     		N / A PUBLIC FUNDING COLLEGE SCHOLARSHIPS 10,237
    Total .................................bullet 3a 809,364
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2013)
    Form 990-PF (2013)
    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....          
    3
    Interest on savings and temporary cash investments ............     		         
    4 Dividends and interest from securities....     14 614,006  
    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 .............     		  257,777 18 428,594  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aLITIGATION PAYMENTS     18 783  
    bPARTNERSHIP ORDINARY LOSSES     14 -74,017  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 257,777 969,366  
    13Total. Add line 12, columns (b), (d), and (e)..................
    131,227,143
    (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 (2013)
    Form 990-PF (2013)
    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 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    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 (2013)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2013 AccountingFeesSchedule
    Name:
    DEWINE FAMILY FOUNDATION INC
    EIN: 31-1483132
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 10,100     10,100
    PAYROLL PROCESSING 1,005     1,005

    TY 2013 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  

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    TY 2013 GainLossSaleOtherAssetsSch
    Name:
    DEWINE FAMILY FOUNDATION INC
    EIN: 31-1483132
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    LONG-TERM GAIN/LOSS FROM PASS-THROUGH ENTITY         257,777       257,777  

    TY 2013 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 83,839 106,770
    ACETO CORP    
    AEGON NV CAPITAL SECRUITIES PFD 7.25    
    AMERICA MOVIL S A DE C V 453,456 707,100
    AMERICAN WATER WORKS COMPANY INC    
    ARCHER DANIELS MIDLAND CO 40,290 69,600
    ASSURED GUARANTY MUNI HOLDINGS 170,091 181,050
    ATLANTIC POWER CORP    
    ATMOS ENERGY CORP 34,376 72,480
    BANCO SANTANDER S A SPONS ADR 133,751 149,550
    BANCO SANTANDER BRASIL S A ADS 145,601 201,600
    BANK OF NEW YORK MELLON CORP 105,619 156,160
    BAXTER INTERNATIONAL INC 96,867 149,380
    BERSHIRE HATHAWAY INC DE CL B 80,540 155,659
    BUCKEYE PARTNERS LP 32,635 80,290
    CALIFORNIA WATER SERVICE GROUP 32,579 38,026
    CARBO CERAMICS INC    
    CEDAR FAIR LP 3,077 129,500
    CENTERPOINT ENERGY INC    
    CENTURYLINK INC 211,555 235,440
    CINCINNATI FINANCIAL CORP 85,900 138,060
    CINTAS CORP 23,483 62,600
    CISCO SYSTEMS INC 209,973 252,300
    CITIGROUP INC 121,480 195,640
    CITIGROUP INC REPSTG SER K 6.875 130,108 134,350
    COCA-COLA COMPANY 73,946 117,870
    COMPANHIA DE SANEAMENTO BASICO 246,140 222,500
    CONNECTICUT L & P CO 3.24%    
    CONSOLIDATED EDISON INC 150,477 168,270
    COUNTRYWIDE CAP IV TRUST PFD 6.75% 80,916 101,600
    CRESTWOOD EQUITY PTR 7,646 10,928
    CRESTWOOD MIDSTREAM LTD PTR 151 7,050
    DAIMLER AG    
    DAYTON POWER & LIGHT CO 3.75% 20,550 25,059
    DEUTSCHE TELEKOM AG SPON ADR 63,611 80,983
    DIAGEO PLC NEW SPON ADR 92,491 185,139
    DIAMOND OFFSHORE DRILLING INC 111,456 70,185
    DSA FINANCIAL CORPORATION 46,170 58,500
    DU PONT E.I. DE NEMOURS & COMPANY 26,688 64,310
    DUKE ENERGY CORP 33,118 48,039
    EBAY INC 15,165 52,830
    EMC CORP MASS 50,241 73,250
    ENERGY TRANSFER EQUITY PRTS 521,894 1,631,700
    ENERGY TRANSFER PARTNERS 5,131 83,610
    ENTERGY CORP NEW 123,667 121,917
    ENTERGY NEW ORLEANS PFD INC 5.56% 32,400 40,263
    ENTERPRISE PRODUCTS PARTNERS   204,404
    ESSEX PROPERTY TRUST INC SER H 105,197 105,358
    EXELON CORP 183,405 155,400
    EXXON MOBIL CORP 62,648 98,940
    FAIRFAX FINANCIAL HOLDING PLC 118,752 233,545
    FEDERATED INVS INC PA CL B 109,028 169,320
    FIDELITY NATIONAL FINANCIAL INC CL A 53,621 130,248
    FIFTH THIRD BANCORP 76,156 149,094
    FRONTIER COMMUNICATIONS CORP 147,997 163,750
    GENERAL ELECTRIC COMPANY 152,626 201,200
    GENUINE PARTS COMPANY 15,179 41,410
    GLADSTONE CAPITAL CORP 43,643 36,400
    GLADSTONE COMMERICAL CORP 137,752 139,600
    GLADSTONE INVESTMENT CORP PFD 7.125% 76,133 79,200
    GLAXOSMITHKLINE PLC 45,661 48,370
    GLOBAL PAYMENTS INC 113,581 173,175
    GREIF INC CL B 47,702 53,620
    H & Q LIFE SCIENCES INVESTORS 121,311 211,400
    HOLOGIC INC 147,597 208,560
    HUNTINGTON BANCSHARES INC    
    INERGY L P    
    INTEL CORP 95,365 169,450
    J2 GLOBAL INC    
    JOHNSON & JOHNSON 114,235 170,153
    JP MORGAN CHASE & CO 57,232 86,505
    LEUCADIA NATIONAL CORP 138,889 148,260
    MCDONALDS CORP 75,706 127,656
    MEDALLION FINANCIAL CORP 169,952 167,100
    MERCK & COMPANY    
    MERRILL LYNCH CAPITAL TRUST II 6.45% 116,683 126,650
    MESA LABORATORIES 17,025 76,470
    MICROSOFT CORP 166,650 258,960
    MILLER ENERGY RESOURCES INC 134,932 158,100
    MONMOUTH REAL ESTATE INVESTMENT CORP 28,857 41,120
    NAVIENT CORP 21,385 51,600
    NEW YORK COMMUNITY BANCORP INC 144,593 158,800
    NII HOLDINGS INC CL B 180,423 34,265
    NOVARTIS AG 112,373 173,880
    OLD REPUBLIC INTERNATIONAL CORO 62,629 86,340
    ORACLE CORP 84,910 161,560
    OWENS & MINOR INC 411,942 547,805
    PEMBINA PIPELINE INC FUND TRUST 91,453 293,160
    PENN WEST PETE LTD 183,817 154,600
    PENNANTPARK INVESTMENT CORP 85,466 89,040
    PFIZER INC 121,335 183,192
    PNC FINANCIAL SERVICES GROP INC 43,977 27,988
    PRIVATEBANCORP CAPITAL TRUST IV PFD 106,602 106,600
    PVR PARTNERS UNIT    
    RAIT FINANCIAL TRUST 107,344 154,000
    RAIT FINANCIAL TRUST SER A 7.75% 39,198 85,190
    RAIT FINANCIAL TRUST SERIS B 65,825 75,540
    REGENCY ENERGY PTR LP 35,418 76,934
    RETAIL OPPORTUNITY INVESTMENTS 109,291 154,300
    SIMMONS FIRST NATIONAL CORP 235,513 328,929
    SINGAPORE TELECOMM LTD SPON    
    SLM CORP 11,977 26,580
    ST JUDE MEDICAL INC 137,249 254,763
    ST. JOE COMPANY    
    STANDARD REGISTER CO    
    SUBURBAN PROPANE PRTS LTD PRTSHP 14,208 30,618
    TELECOM CORP LTD ADR NEW ZEALAND 55,142 120,523
    TELEFONICA S A SPONSORED ADR 191,354 175,002
    TEMPLETON GLOBAL BOND FD CL C 64,371 68,101
    TESSCO TECHNOLOGIES INC 60,293 152,500
    TOTAL S A SPONSORED ADR 163,627 193,500
    TRANSALTA CORP    
    TRONOX LTD CL A 106,065 132,700
    TSAKOS ENERGY NAVIGATION LTD 179,489 212,400
    TUPPERWARE CORP 32,273 72,780
    TUTOR PERINI CORP    
    UMH PROPERTIES INC 56,668 59,460
    UNILEVER PLC SPONS ADR 171,993 216,150
    WAL-MART STORES INC 107,751 147,160
    WESBANCO INC 44,541 52,529
    WESTERN UNION COMPANY 134,537 174,700
    WILLIAMS COS INC DEL 29,765 113,260
    WINDSTREAM CORP 61,187 68,760
    WINTHROP REALTY TRUST 86,048 120,560
    WOLVERINE WORLD WIDE INC 68,235 145,560
    XCEL ENERGY INC 66,528 107,800

    TY 2013 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 2013 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 19,050 26,428 26,428


    TY 2013 OtherExpensesSchedule
    Name:
    DEWINE FAMILY FOUNDATION INC
    EIN: 31-1483132
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    OFFICE SUPPLIES 1,903     1,903
    POSTAGE 2,296     2,296
    MISCELLANEOUS 868     868


    TY 2013 OtherIncomeSchedule2
    Name:
    DEWINE FAMILY FOUNDATION INC
    EIN: 31-1483132
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    LITIGATION PAYMENTS 783   783
    PARTNERSHIP ORDINARY LOSSES -74,017   -74,017


    TY 2013 OtherIncreasesSchedule
    Name:
    DEWINE FAMILY FOUNDATION INC
    EIN: 31-1483132
    Description Amount
    PTP NEGATIVE BASIS 328


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    TY 2013 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 987,272 789,630 2009-10 2024-11 ANNUAL PAYMENT 5.00 % STOCK OF DEWINE ENTERPRISES, INC. PART OF TRUST CONTRIBUTIONS NOTES GIFTED TO THE FOUNDATION  
    RICHARD DEWINE TRUST TRUST OF PRINCIPLE CONTRIBUTOR 950,985 760,572 2009-11 2024-11 ANNUAL PAYMENT 5.00 % STOCK OF DEWINE ENTERPRISES, INC. PART OF TRUST CONTRIBUTIONS NOTES GIFTED TO THE FOUNDATION  
    JOHN M DEWINE GRANDSON OF PRINCIPLE CONTRIBUTOR 356,219 323,876 2010-11 1937-10 MONTHLY 3.51 % RESIDENCE AT 100 E FAIRFIELD PIKE PART OF TRUST CONTRIBUTIONS NOTES GIFTED TO THE FOUNDATION 323,876

    TY 2013 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 18,143     18,142