Form990-PF
Click to see attachment

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 01-01-2013 , and ending 12-31-2013
Name of foundation
CLH FOUNDATION
CO CHRISTINE H HEEKIN

Number and street (or P.O. box number if mail is not delivered to street address)1991 MADISON ROAD   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CINCINNATI, OH45208
A Employer identification number

31-1346007
B Telephone number (see instructions)

(513) 651-6832
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$8,815,110J 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) 614,099
2 Check bullet
3 Interest on savings and temporary cash investments 260 260  
4 Dividends and interest from securities...... 170,073 170,073  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 118,628
b Gross sales price for all assets on line 6a 1,971,928
7 Capital gain net income (from Part IV, line 2)... 118,628
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 5,977    
12 Total. Add lines 1 through 11........ 909,037 288,961  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 2,400 2,400    
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 5,304      
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 list of attachments 17,756 17,756    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 25,460 20,156   0
25 Contributions, gifts, grants paid........ 330,300 330,300
26 Total expenses and disbursements. Add lines 24 and 25 355,760 20,156   330,300
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 553,277
b Net investment income (if negative, enter -0-) 268,805
c Adjusted net income (if negative, enter -0-)...  
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............... 761,693 369,372 369,372
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) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 2,474,275 Click to see attachment3,318,845 4,813,597
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)........... 2,933,939 Click to see attachment3,034,967 3,632,141
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,169,907 6,723,184 8,815,110
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 6,169,907 6,723,184
30 Total net assets or fund balances (see page 17 of the
instructions).................... 6,169,907 6,723,184
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 6,169,907 6,723,184
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 6,169,907
2 Enter amount from Part I, line 27a..................... 2 553,277
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 6,723,184
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 6,723,184
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 1000 SHS APACHE CORP P 2003-11-10 2013-11-21
b PITA MANAGEMENT, LLC CAPITAL GAIN P 2002-11-11 2013-11-11
c 6873.236 SHS HUSSMAN STRATEGIC GROWTH FUND P 2002-11-11 2013-04-03
d 7212.328 SHS PIMCO EMER LOC BOND FD INSTL CL P 2002-01-11 2013-04-29
e 1596.958 SHS EII GLOBAL PROP P 2012-06-19 2013-04-30
12051.793 SHS FIDELITY CONSERVATIVE INC. BOND FUND P 2012-11-07 2013-04-29
2078 SHS JP MORGAN ALERIAN MLP INDX ETN P 2002-11-11 2013-04-29
3421.684 SHS ARTISAN SMALL CAP VLAUE FUND P 2002-11-11 2013-06-14
734.87 SHS VANGUARD TOTAL STOCK MARKET INDEX FD S P 2002-11-11 2013-08-02
3454.133 SHS IVA WORLDWIDE SUND CL I P 2002-11-11 2013-08-02
13876.041 SHS PIMCO TOTAL RETURN FUND INSTL P 2002-11-11 2013-10-10
4693.367 SHS SCOUT CORE PLUS BD FD INSTL P 2002-11-11 2013-10-10
7639.394 SHS EATON VNCE GLOBAL MACRO ABS RET P 2002-01-11 2013-12-04
824.0890 SHS RS GLOBAL NAT. RECOURCES FD CLASS Y P 2013-10-10 2013-12-04
1549.8520 SHS ABERDEEN ASIA BOND INT'L FUND P 2013-11-11 2013-12-05
1659.9640 SHS SCOUT CORE PLUS BD FD INSTL P 2013-01-11 2013-12-04
4312.749 SHS FIDELITY CONSERVATIVE INC. BOND FUND P 2012-11-07 2013-12-04
16766.046 SHS HARTFORD WORLD BOND FUND P 2013-11-11 2013-12-05
4865.08 SHS PIMCO TOTAL RETURN FUND INSTL P 2013-11-11 2013-12-04
7111.1110 SHS ABERDEEN ASIA BOND INT'L FUND P 2011-05-10 2013-12-04
1473.1370 SHS RS GLOBAL NAT. RECOURCES FD CLASS Y P 2011-05-10 2013-12-04
2842.25 SHS SCOUT CORE PLUSS BD FD INSTL P 2002-11-11 2013-12-04
3781.5090 SHS SCOUT CORE PLUS BD FD INSTL P 2002-11-11 2013-12-04
8318.7080 SHS PIMCO TOTAL RETURN FUND INSTL P 2002-11-11 2013-12-04
10673.1010 SHS PIMCO TOTAL RETURN FUND INSTL P 2002-01-11 2013-12-04
Capital Gain Dividends      
       
(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 93,988   35,109 58,879
b 1,422     1,422
c 71,894   82,436 -10,542
d 80,417   75,005 5,412
e 29,400   24,178 5,222
121,000   121,000  
96,719   68,667 28,052
58,716   42,500 16,216
30,600   17,339 13,261
61,000   56,444 4,556
150,000   153,206 -3,206
150,000   153,340 -3,340
71,887   76,422 -4,535
29,832   31,200 -1,368
15,870   16,500 -630
53,434   53,600 -166
43,300   43,300  
178,223   181,500 -3,277
52,689   53,600 -911
72,818   80,000 -7,182
53,328   59,500 -6,172
91,492   95,000 -3,508
121,727   123,449 -1,722
90,092   95,000 -4,908
115,590   115,005 585
       
      36,490
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       58,879
b       1,422
c       -10,542
d       5,412
e       5,222
       
      28,052
      16,216
      13,261
      4,556
      -3,206
      -3,340
      -4,535
      -1,368
      -630
      -166
       
      -3,277
      -911
      -7,182
      -6,172
      -3,508
      -1,722
      -4,908
      585
       
       
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 2 118,628
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 -1,130
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 305,043 6,803,230 0.04484
2011 236,900 6,099,993 0.03884
2010 236,833 5,086,441 0.04656
2009 202,430 4,559,370 0.04440
2008 214,204 4,283,829 0.05000
2 Total of line 1, column (d) ...................... 2 0.22464
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 0.04493
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 7,960,978
5 Multiply line 4 by line 3....................... 5 357,671
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 2,688
7 Add lines 5 and 6......................... 7 360,359
8 Enter qualifying distributions from Part XII, line 4.............. 8 330,300
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 5,376
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 5,376
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 5,376
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 4,332
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 4,332
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 1,044
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet   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
 
No
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)
    bullet
    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 ofbulletCHRISTINE H HEEKIN Telephone no.bullet (513) 651-6832
    Located atbullet301 E FOURTH ST STE 3300 CINTI OHCINCINNATIOH ZIP+4bullet45202
    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
     
    No
    .........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
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 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
     
    No
    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
     
    No
    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
     
    No
    .........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
     
    No
    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
    CHRISTINE H HEEKIN Pres/Trustee
    0.00     		0    
    3 WEEBETOOK LANE
    CINCINNATI,OH45208
    CHRISTOPHER J HEEKIN VP/Trustee
    0.00     		0    
    6525 N CLIPPINGER DRIVE
    CINCINNATI,OH45243
    ALBERT E HEEKIN IV Treas/Trustee
    0.00     		0    
    1 WEEBETOOK LANE
    CINCINNATI,OH45208
    JAMES K HEEKIN Sec/Trustee
    0.00     		0    
    3669 VINEYARD PLACE
    CINCINNATI,OH45226
    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 NONE - NO ACTIVITIES OTHER THAN MAKING CONTRIBUTIONS 0
    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  
    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
    398,049
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    5,376
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    5,376
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    392,673
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    392,673
    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
    392,673
    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 7 392,673
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 328,096
    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.......  
    d From 2011.......  
    e From 2012.......  
    fTotal of lines 3a through e.........  
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 330,300
    a Applied to 2012, but not more than line 2a 328,096
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2013 distributable amount..... 2,204
    e Remaining amount distributed out of corpus  
    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  
    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 ..........     		390,469
    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 ......     		 
    10 Analysis of line 9:
    a Excess from 2009....  
    b Excess from 2010....  
    c Excess from 2011....  
    d Excess from 2012....  
    e Excess from 2013....  
    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 or e-mail address of the person to whom applications should be addressed:
    CHRISTINE HEEKIN
    301 E FOURTH ST SUITE 3300
    CINCINNATI,OH45202
    (513) 651-6832
    bThe form in which applications should be submitted and information and materials they should include:
    NO MORE THAN THREE PAGES
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    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
    UNITED WAY
    2400 READING ROAD
    CINCINNATI,OH45202     		NONE Y GENERAL OPERATING FUNDS 106,000
    CHATFIELD COLLEGE
    20918 STATE ROUTE 251
    ST MARTIN,OH45118     		NONE Y GENERAL OPERATING FUNDS 65,000
    CRAYONS TO COMPUTERS
    1350 TENNESSEE AVENUE
    CINCINNATI,OH45229     		NONE Y GENERAL OPERATING FUNDS 750
    CATHOLIC INNER-CITY SCHOOLS EDUCATI
    100 E EIGHTH STREET
    CINCINNATI,OH45202     		NONE Y GENERAL OPERATING FUNDS 56,000
    TAFT MUSEUM
    316 PIKE STREET
    CINCINNATI,OH45202     		NONE Y GENERAL OPERATING FUNDS 1,000
    CINCINNATI ART MUSEUM
    953 EDEN PARK DRIVE
    CINCINNATI,OH45202     		NONE Y GENERAL OPERATING FUNDS 30,000
    CINCINNATI PARKS FOUNDATION
    950 EDEN PARK DRIVE
    CINCINNATI,OH45202     		NONE Y GENERAL OPERATING FUNDS 1,000
    CINCINNATI MUSEUM CENTER
    1301 WESTERN AVE
    CINCINNATI,OH45203     		NONE Y GERNERAL OPERATING FUND 5,000
    DRESS FOR SUCCESS
    135 W FOURTH ST
    CINCINNATI,OH45202     		NONE Y GENERAL OPERATING FUND 3,500
    MOUNTAIN VALLEY HORSE RESCUE
    PO BOX 1681
    EAGLE,CO81631     		NONE Y GENERAL OPERATING FUND 250
    CINCINNATI ZOO BOTANICAL GARDEN
    3400 VINE ST
    CINCINNATI,OH45220     		NONE Y GENERAL OPERATING FUNDS 1,000
    SISTERS OF NOTRE DAME
    701 EAST COLUMBIA AVE
    CINCINNATI,OH45215     		NONE Y GENERAL OPERATING FUNDS 10,000
    LINDNER CENTER OF HOPE - UC FOUNDAT
    4075 OLD WESTERN ROW ROAD
    MASON,OH45040     		NONE Y GENERAL OPERATING FUNDS 2,500
    CINCINNATI ARTS ASSOCIATION
    650 WALNUT STREET
    CINCINNATI,OH45202     		NONE Y GENERAL OPERATING FUND 250
    CINCINNATI ARTS ANTIQUES FESTIVAL
    5729 DRAGON WAY SUITE 11A
    CINCINNATI,OH45227     		NONE Y GENERAL OPERATING FUND 350
    FAMILY LEARNING CENTER
    31626 US HIGHWAY 6
    EDWARDS,CO81632     		NONE Y GENERAL OPERATING FUND 500
    MEDLEND
    35 BAYWOOD AVENUE SUITE 1
    SAN MATEO,CA94402     		NONE Y GENERAL OPERATING FUND 1,500
    LADD
    3603 VICTORY PARKWAY
    CINCINNATI,OH45229     		NONE Y GENERAL OPERATING FUND 1,500
    JOY OUTDOOR EDUCATION FOUNDATION
    10117 OLD 3 C HIGHWAY PO BOX 157
    CLARKSVILLE,OH45113     		NONE Y GENERAL OPERATING FUND 250
    GOOD SAMARITAN HOSPITAL FOUNDATION
    375 DIXMYTH AVENUE
    CINCINNATI,OH45220     		NONE Y GENERAL OPERATING FUND 7,500
    CLAY COUNTY HUMANE SOCIETY
    2230 FILMORE STREET
    ORANGE PARK,FL32065     		NONE Y GENERAL OPERATING FUND 250
    CHILDREN INC
    333 MADISON AVE
    COVINGTON,KY41011     		NONE Y GENERAL OPERATING FUND 2,500
    CATHOLIC MUSIC SOCIETY
    325 WEST 8TH STREET
    CINCINNATI,OH45202     		NONE Y GENERAL OPERATING FUND 250
    CINCINNATI TOWNE AND COUNTRY GARDEN
    3683 TRASKWOOD CIRCLE
    CINCINNATI,OH45208     		NONE Y GENERAL OPERATING FUND 225
    HOSPICE OF CINCINNATI BETHESDA FOUN
    4360 COOPER ROAD
    CINCINNATI,OH45242     		NONE Y GENERAL OPERATING FUND 15,000
    YWCA
    898 WALNUT STREET
    CINCINNATI,OH45202     		NONE Y GENERAL OPERATING FUND 750
    ST XAVIER HIGH SCHOOL
    600 WEST NORTH BEND ROAD
    CINCINNATI,OH45224     		NONE Y GENERAL OPERATING FUND 2,500
    INDIAN HILL FOUNDATION
    6855 DRAKE ROAD
    CINCINNATI,OH45243     		NONE Y GENERAL OPERATING FUND 2,500
    CHILDREN'S THEATRE
    5020 OAKLAWN DRIVE
    CINCINNATI,OH45227     		NONE Y GENERAL OPERATING FUND 1,000
    STARFIRE
    5030 OAKLAWN DRIVE
    CINCINNATI,OH45227     		NONE Y GENERAL OPERATING FUND 2,500
    GOOD SAMARITAN HOSP FREE HEALTH CLI
    375 DIXMYTH AVENUE
    CINCINNATI,OH45220     		NONE Y GENERAL OPERATING FUND 5,000
    GIFT OF LIFE FOUNDATIONCHRIST HOSPI
    PO BOX 6945
    CINCINNATI,OH45206     		NONE Y GENERAL OPERATING FUND 250
    XAVIER UNIVERSITY
    3800 VICTORY PARKWAY
    CINCINNATI,OH45207     		NONE Y GENERAL OPERATING FUND 2,500
    CHRISTIAN MISSIONARY FELLOWSHIP
    C/O POOL BOYS 2873 PLEASANT HILL
    MT ORAB,OH45154     		NONE Y GENERAL OPERATING FUND 225
    CURE ALZHEIMER FUND
    34 WASHINGTON ST SUITE 200
    WELLESLEY HILLS,MA02481     		NONE Y GENERAL OPERATING FUND 1,000
    Total .................................bullet 3a 330,300
    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 ............     		    14 260  
    4 Dividends and interest from securities....     14 170,073  
    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.....     14 5,977  
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 118,628  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   294,938  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13294,938
    (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: 13000170
    Software Version: 2013v3.1


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2013
    Name of the organization
    CLH FOUNDATION
    CO CHRISTINE H HEEKIN
    Employer identification number

    31-1346007
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......................... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 2
    Name of organization
    CLH FOUNDATION
    CO CHRISTINE H HEEKIN         		Employer identification number

    31-1346007
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    CHARLES L HEEKIN CLAT I  
    PNC BANK 620 LIBERTY AVE
     
    PITTSBURGH, PA15222

    		$613,999


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 3
    Name of organization
    CLH FOUNDATION
    CO CHRISTINE H HEEKIN         		Employer identification number

    31-1346007
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 4
    Name of organization
    CLH FOUNDATION
    CO CHRISTINE H HEEKIN         		Employer identification number

    31-1346007
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Additional Data


    Software ID: 13000170
    Software Version: 2013v3.1

    TY 2013 AccountingFeesSchedule
    Name:
    CLH FOUNDATION
    CO CHRISTINE H HEEKIN
    EIN: 31-1346007
    Software ID:13000170
    Software Version:2013v3.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
      2,400 2,400 0 0

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    CLH FOUNDATION
    CO CHRISTINE H HEEKIN
    EIN: 31-1346007
    Software ID:13000170
    Software Version:2013v3.1
    Name of Stock End of Year Book Value End of Year Fair Market Value
    2205 CINCINNATI FINANCIAL 76,400 115,476
    12500 LSI INDUSTRIES INC 103,689 108,375
    PITA MANAGEMENT    
    1000 APACHE CORP 35,109 85,940
    2000 UNITED TECHS CORP COM 86,026 227,600
    2000 VARIAN MEDICAL 65,081 155,380
    3307 CINCINNATI FINANCIAL 130,050 173,188
    1200 DEVON ENERGY 33,660 74,244
    800 DEVON ENERGY 22,436 49,496
    500 U S BANCORP 14,095 20,200
    1000 ECHOLAB INC 32,748 104,270
    2000 PRAXAIR 94,340 260,060
    2000 AMGEN 110,660 228,160
    10000 COCA COLA 259,650 413,100
    7500 LSI INDUSTRIES 77,100 65,025
    2000 BANK OF MONTREAL 105,957 133,320
    2000 GENUINE PARTS CO 102,880 166,380
    5000 INTEL CORP 98,900 129,775
    1000 INTL BUSINESS MACHINES CORP 170,280 187,570
    5000 KINDER MORGAN INC 146,150 180,000
    4000 ONEOK INC 138,960 248,720
    1000 PEPSICO 63,130 82,940
    2000 PEPSICO 120,912 165,880
    1000 GALLAGHER ARTHUR J & CO 35,780 46,930
    2000 GALLAGHER ARTHUR J & CO 71,560 93,860
    5000 MATTEL INC 160,200 237,900
    1200 PEMBINA PEPELINE CORP 33,336 42,276
    1800 PEMBINA PIPELINE CORP 50,076 63,414
    1000 ENBRIDGE INC 44,280 43,680
    1000 LYONDELLBASELL INDUSTRIES 72,330 80,280
    1000 ONEOK INC 47,780 62,180
    3000 POTASH CORP 97,170 98,880
    3000 POTASH CORP 95,340 98,880
    1000 WILIAMS COMPANIES 35,530 38,570
    4000 ISHARES MSCI EAFE 236,350 268,380
    4000 VANGUARD FTSE WORLD EX US 187,800 202,920
    5003 PIMCO ALL ASSET FUND CLASS C 63,088 60,336
    .9650 PIMCO ALL ASSET FUND 12 12

    TY 2013 InvestmentsOtherSchedule2
    Name:
    CLH FOUNDATION
    CO CHRISTINE H HEEKIN
    EIN: 31-1346007
    Software ID:13000170
    Software Version:2013v3.1
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    3421.684 ARTISAN SMALL CAP VALUE FUND FMV    
    3878.597 BARON SMALL CAP FUND FMV 83,050 136,604
    4500.532 HARBOR CAPITAL APPRECIATION FD FMV 136,403 255,135
    3469.548 HARDING LOEVNER EMERGING MARKTS FMV 156,125 169,210
    32867.85 PIMCO TOTAL RETURN BOND FD FMV    
    7212.328 PIMCO EMERGING BOND FUND FMV    
    9266.664 SCOUT INTERNATIONAL FUND FMV 264,033 345,276
    10989.339 VANGUARD TOT STK MKT INDEX FD FMV 305,645 495,180
    2016 JP MORGAN ALERIAN MLP INDEX FMV 71,044 93,442
    7639.394 EATON VNC GLB MAC ABS RET CLI FMV    
    8679.912 MATTHEWS ASIA GRW & INC FD FMV 146,350 164,050
    7111.111 ABERDEEN ASIA BD INSTL CL FMV    
    6873.236 HUSSMAN STRAT GRWTH FD FMV    
    11317.126 SCOUT CORE PLUS FD INSTL FMV    
    14789.337 AQR MANAGED FUTURES FUND CL I FMV 143,000 156,619
    17524.895 ARTISAN VALUE FUND INSTL SHS FMV 190,100 235,535
    5086.679 EII GLOBAL PRPERTY FUNDS FMV 82,316 85,049
    16364.542 FIDELITY CONSERV. INCOM BOND FMV    
    10943.083 IVA WORLDWIDE FD CL I FMV 173,617 195,006
    1473.137 RS GLOBAL NATURAL RECOURCES FD FMV    
    2140 ISHARES NORTH AMER. NAT RES. ETF FMV 90,791 92,855
    2158 UBS AG JERS. BRH E TRAC ALERIAN MLP FMV 81,593 85,090
    3604.218 HUBER CAP SM CAP VAL FD FMV 58,100 65,308
    19852.941 DODGE & COX INCOME INDEX FMV 270,000 268,610
    23275.862 JP MORGAN CORE BD SELECT SHS FMV 270,000 266,974
    19642.857 PIMCO UNCONSTRAINED BD INSTL FMV 220,000 217,839
    10825.661 ROBECO BOSTON ORTNS LG/SH RES. FMV 142,800 156,214
    11591.963 WHITEBOX TACTICAL OPPOR. INSTL FMV 150,000 148,145

    TY 2013 OtherExpensesSchedule
    Name:
    CLH FOUNDATION
    CO CHRISTINE H HEEKIN
    EIN: 31-1346007
    Software ID:13000170
    Software Version:2013v3.1
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FIDELITY FOREIGN TAX 1,192 1,192    
    FOREIGN TAXES PAID 2,012 2,012    
    MERRILL LYNCH FEE 150 150    
    MISC FEE 6 6    
    OHIO ATTORNEY GENERAL FILING FEE 200 200    
    OHIO SECRETARY OF STATE 25 25    
    OXFORD FEES 13,741 13,741    
    OXFORD FOREIGN TAX 280 280    
    UBS FEE 150 150    


    TY 2013 OtherIncomeSchedule2
    Name:
    CLH FOUNDATION
    CO CHRISTINE H HEEKIN
    EIN: 31-1346007
    Software ID:13000170
    Software Version:2013v3.1
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Other Investment Income 5,977    


    TY 2013 TaxesSchedule
    Name:
    CLH FOUNDATION
    CO CHRISTINE H HEEKIN
    EIN: 31-1346007
    Software ID:13000170
    Software Version:2013v3.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAXES 5,304