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 01-01-2013 , and ending 12-31-2013
Name of foundation
BUILDING HEALTHY LIVES FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)625 EDEN PARK DRIVE SUITE 200   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CINCINNATI, OH452026057
A Employer identification number

30-0214078
B Telephone number (see instructions)

(513) 419-6587
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$48,399,123J 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) 312,340
2 Check bullet
3 Interest on savings and temporary cash investments 77 77  
4 Dividends and interest from securities...... 792,064 792,064  
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 2,358,621
b Gross sales price for all assets on line 6a 8,632,890
7 Capital gain net income (from Part IV, line 2)... 2,358,768
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 1,437 0  
12 Total. Add lines 1 through 11........ 3,464,539 3,150,909  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 357,322 0   203,885
14 Other employee salaries and wages...... 252,795 0   252,795
15 Pension plans, employee benefits....... 87,015 0   71,361
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 21,941 0   12,500
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 30,294 0   0
19 Depreciation (attach schedule) and depletion... Click to see attachment 15,330 0  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 25,185 0   23,928
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 2,192,289 121,462   1,908,794
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,982,171 121,462   2,473,263
25 Contributions, gifts, grants paid........ 420,486 420,486
26 Total expenses and disbursements. Add lines 24 and 25 3,402,657 121,462   2,893,749
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 61,882
b Net investment income (if negative, enter -0-) 3,029,447
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............... 41,501 49,222 49,222
2 Savings and temporary cash investments..........      
3 Accounts receivable bullet57,080
Less: allowance for doubtful accounts bullet   110,261 57,080 57,080
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet   90,897    
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............... 500 570 570
9 Prepaid expenses and deferred charges........... 32,864 14,721 14,721
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 37,594,954 Click to see attachment37,907,398 48,122,733
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 bullet347,218
Less: accumulated depreciation (attach schedule) bullet303,804 19,119 Click to see attachment43,414 43,414
15 Other assets (describe bullet) Click to see attachment134,742 Click to see attachment111,383 Click to see attachment111,383
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 38,024,838 38,183,788 48,399,123
Liabilities 17 Accounts payable and accrued expenses.......... 67,897 118,370
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) Click to see attachment189,671 Click to see attachment236,266
23 Total liabilities (add lines 17 through 22).......... 257,568 354,636
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 37,767,270 37,829,152
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    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 37,767,270 37,829,152
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 38,024,838 38,183,788
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 37,767,270
2 Enter amount from Part I, line 27a..................... 2 61,882
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 37,829,152
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 37,829,152
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 2420 SHARES ALLIANZ GI NFJ SMALL CAP & VALUE FD INST P    
b 7110 SHARES ALLIANZ GI NFJ SMALL CAP & VALUE FD INST P    
c 1550 SPDR S&P MIDCAP 400 ETF P    
d 1830 SPDR S&P MIDCAP 400 ETF P    
e 1573 SPDR S&P 500 EF TR P    
799 HARBOR INTERNATIONAL FD INST CL P    
5770 SPDR S&P DIVIDEND ETF P    
35,000 MAINSTREAM P    
13,145 ISHARES MSCI GWTH IDX FD P    
14,475 SPDR DOWN JONES INTL P    
CAPITAL GAINS DIVIDENDS P    
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 399,950   338,369 61,581
b 249,950   196,985 52,965
c 303,229   225,249 77,980
d 376,456   265,939 110,517
e 376,973   328,205 48,768
49,950   40,683 9,267
378,968   312,620 66,348
4,552,864   3,407,951 1,144,913
629,999   572,454 57,545
598,441   585,667 12,774
716,110     716,110
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       61,581
b       52,965
c       77,980
d       110,517
e       48,768
      9,267
      66,348
      1,144,913
      57,545
      12,774
      716,110
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 2,358,768
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
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 2,612,707 42,007,483 0.062196
2011 2,576,889 42,868,934 0.060111
2010 2,212,220 40,120,935 0.055139
2009 1,528,745 30,141,000 0.050720
2008 0 29,059,716 0.000000
2 Total of line 1, column (d) ...................... 2 0.228166
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 0.045633
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 45,227,272
5 Multiply line 4 by line 3....................... 5 2,063,856
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 30,294
7 Add lines 5 and 6......................... 7 2,094,150
8 Enter qualifying distributions from Part XII, line 4.............. 8 2,893,749
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 30,294
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 0
3 Add lines 1 and 2............................ 3 30,294
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 30,294
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 23,568
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 6,820
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 30,388
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 94
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 0
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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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 addressbulletWWW.CLEVERCRAZES.COM
    14
    The books are in care ofbulletDIANNE DUNKELMAN Telephone no.bullet (513) 419-6587
    Located atbullet625 EDEN PARK DRIVE SUITE 200CINCINNATIOH 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
     
     
    .........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
     
     
    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
    DIANNE DUNKELMAN PRESIDENT
    40.00     		357,322 47,861 0
    625 EDEN PARK DRIVE SUITE 200
    CINCINNATI,OH45202
    PATRICIA SMITSON DIRECTOR
    1.00     		0 0 0
    625 EDEN PARK DRIVE SUITE 200
    CINCINNATI,OH45202
    LORRENCE KELLAR SECRETARY
    1.00     		0 0 0
    625 EDEN PARK DRIVE SUITE 200
    CINCINNATI,OH45202
    GUY M HILD DIRECTOR
    1.00     		0 0 0
    625 EDEN PARK DRIVE SUITE 200
    CINCINNATI,OH45202
    SANDRA LOBERT DIRECTOR
    1.00     		0 0 0
    625 EDEN PARK DRIVE SUITE 200
    CINCINNATI,OH45202
    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
    WILDA D SHAFFER SR DIR FINANCE
    40.00     		106,566 9,774 0
    625 EDEN PARK DRIVE SUITE 200
    CINCINNATI,OH45202
    KATHERINE KATRAK SR ACCOUNTANT
    40.00     		87,650 15,222 0
    625 EDEN PARK DRIVE SUITE 200
    CINCINNATI,OH45202
    PAULA SCHOEFF ACADEMIC DIRECTOR &
    40.00     		55,773 12,222 0
    625 EDEN PARK DRIVE SUITE 200
    CINCINNATI,OH45202
    Total number of other employees paid over $50,000...................bullet 0
    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
    CUSTOMIZED COMMUNICATIONS PRODUCE AND PRINT MATERIALS TO DISTRIBUTE IN TEACHER FREE STORES 1,183,300
    3407 AVENUE E EAST
    ARLINGTON,TX76011
    LAMSON DESIGN LLC DBA LAMSONENIA DESIGN GRAPHIC DESIGN FOR WEBSITE AND PRINTED MATERIALS FOR DISTRIBUTION 284,732
    4410 BRAZEE STREET
    CINCINNATI,OH45209
    FOURTH STREET PERFORMANCE PARTNERS INVESTMENT MANGEMENT FEES 121,462
    211 GARRARD STREET
    COVINGTON,KY41011
    I SYSTEMS COMPUTER (IT) CONSULTANT & COMPUTER EQUIPMENT PURCHASES 100,302
    7905 BLACKHAWK COURT SUITE B
    WEST CHESTER,OH45069
    Total number of others receiving over $50,000 for professional services.............bullet0
    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 MATERIALS FOCUSED ON NUTRITION, FITNESS, RECYCLING TO IMPROVE ENVIRONMENTAL SUSTAINABILITY, SELF ESTEEM, ANTI-BULLYING,AND ENHANCHING CRITICAL THINKING THROUGH MUSIC 2,473,263
    2 COMMUNITY INVESTMENT 420,486
    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 0
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    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
    2,261,364
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    30,294
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    30,294
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,231,070
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    2,231,070
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    2,231,070
    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 2,231,070
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008.......  
    b From 2009.......  
    c From 2010.......  
    d From 2011....... 262,493
    e From 2012....... 559,463
    fTotal of lines 3a through e......... 821,956
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 2,893,749
    a Applied to 2012, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2013 distributable amount..... 2,231,070
    e Remaining amount distributed out of corpus 662,679
    5 Excess distributions carryover applied to 2013. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,484,635
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    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) .............     		0
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		1,484,635
    10 Analysis of line 9:
    a Excess from 2009....  
    b Excess from 2010....  
    c Excess from 2011.... 262,493
    d Excess from 2012.... 559,463
    e Excess from 2013.... 662,679
    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:
    DIANNE DUNKELMAN
    625 EDEN PARK DRIVE SUITE 200
    CINCINNATI,OH45202
    (513) 419-6587
    bThe form in which applications should be submitted and information and materials they should include:
    REQUESTS AND SUGGESTIONS FOR GRANTS IN SUPPORT OF PROGRAMS THAT FOCUS ON ENHANCING THE ACADEMIC EXCELLENCE, THE HEALTH AND LIVES OF FAMILIES ARE RECEIVED AND REVIEWED BY DIANNE DUNKELMAN, IN CONSULTATION WITH APPROPRIATE VOLUNTEER DIRECTORS AND ADVISORS, WITH THE FINAL DECISION AS TO FUNDING AND THE AMOUNT THEREOF BEING MADE BY MANAGEMENT WITHIN THE CONSTRAINTS OF THE ANNUAL BUDGET ADOPTED BY THE BOARD OF DIRECTORS.
    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
    AMERICAN HEART ASSOCIATION
    PO BOX 163549
    COLUMBUS,OH43216     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 6,500
    AMERICAN RED CROSS
    2111 DANA AVENUE
    CINCINNATI,OH45207     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 2,000
    ART WORKS
    20 E CENTRAL AVENUE
    CINCINNATI,OH45202     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 25
    ARTSWAVE
    20 EAST CENTRAL PARKWAY SUITE 200
    CINCINNATI,OH45202     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 7,750
    BRIDGES FOR A JUST COMMUNITY
    430 READING ROAD - 4TH FLOOR
    CINCINNATI,OH45202     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 250
    BOYS AND GIRLS CLUBS OF ARLINGTON
    608 N ELM STREET
    ARLINGTON,TX76011     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 200
    CENTRAL CLINIC
    311 ALBERT SABIN WAY
    CINCINNATI,OH45229     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 3,000
    CET
    1223 CENTRAL PARKWAY
    CINCINNATI,OH45214     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 10,000
    CHAMBER MUSIC CINCINNATI
    625 10TH AVENUE
    DAYTON,KY41074     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 2,500
    THE CHRIST HOSPITAL FOUNDATION
    625 EDEN PARK DRIVE SUITE 150
    CINCINNATI,OH45202     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 5,000
    CINCINNATI ART MUSEUM
    953 EDEN PARK DRIVE
    CINCINNATI,OH45202     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 3,550
    CINCINNATI CHAMBER ORCHESTRA
    105 WEST 4TH STREET SUITE 314
    CINCINNATI,OH45202     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 5,000
    CINCINNATI BALLET
    1555 CENTRAL PARKWAY
    CINCINNATI,OH45214     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 10,000
    CINCINNATI OPERA
    1234 ELM STREET
    CINCINNATI,OH45202     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSEGENERAL CHARITABLE PURPOSE 1,250
    CINCINNATI PARKS FOUNDATION
    950 EDEN PARK DRIVE
    CINCINNATI,OH45202     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 30,600
    CINCINNATI STATE FOUNDATION
    2520 CENTRAL PARKWAY
    CINCINNATI,OH45223     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 3,000
    CINCINNATI SYMPHONY ORCHESTRA
    1241 ELM STREET
    CINCINNATI,OH45202     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 1,250
    CLEVELAND CLINIC FOUNDATION
    9500 EUCLID AVENUE
    CLEVELAND,OH44195     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 75,000
    CONTEMPORARY ARTS CENTER
    44 E 6TH STREET
    CINCINNATI,OH45202     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 1,150
    DIOCESE OF SOUTHERN OHIO
    412 SYCAMORE
    CINCINNATI,OH45202     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 900
    EMANUEL COMMUNITY CENTER EMANUEL SQUASH CO GRANDIN PROPERTIES
    1995 MADISON ROAD
    CINCINNATI,OH45208     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 100
    GLOBAL BRIGHT LIGHT FOUNDATION
    PO BOX 3415
    NAPLES,FL34106     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 100
    GREATER CINCINNATI FOUNDATION THE GIRL FRIENDS INC
    200 WEST FOURTH STREET
    CINCINNATI,OH45202     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 2,500
    SONLIGHT POWER INC
    7100 DIXIE HIGHWAY
    FAIRFIELD,OH45014     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 100
    SPECIAL OLYMPICS HAMILTON COUNTY
    4790 RED BANK EXPRESSWAY SUITE 206
    CINCINNATI,OH45227     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 100
    HOSPICE OF CINCINNATI
    10500 MONTGOMERY ROAD
    CINCINNATI,OH45242     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 3,600
    THE LADY OF GRACE LIFESTYLE ENHANCEMENT PROGRAM
    5103 CHAMPMAN AVE
    CINCINNATI,OH45227     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 100
    LEAGUE OF WOMEN VOTERS CINCINNATI AREA EDUCATION FUND
    103 WM HOWARD TAFT ROAD
    CINCINNATI,OH45219     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 100
    LIGHTHOUSE YOUTH SERVICES
    401 EAST MCMILLAN STREET
    CINCINNATI,OH45206     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 100
    LNGC
    635 WEST SEVENTH ST 19 BROADCAST
    PLAZA SUITE 309
    CINCINNATI,OH45203     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 100
    MAGNIFIED GIVING
    209 W BENSON STREET
    CINCINNATI,OH45215     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 1,000
    MAY FESTIVAL
    1241 ELM STREET
    CINCINNATI,OH45202     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 450
    MEMORIAL HALL
    1225 ELM ST
    CINCINNATI,OH45202     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 246
    MUSCULAR DYSTROPHY ASSOCIATION
    1080 NIMITZVIEW DRIVE SUITE 208
    CINCINNATI,OH45230     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 100
    TOP LADIES OF DISTINCTION INC - CINCINNATI CHAPTER
    2914 SOUTHMORE BLVD PO BOX 266878
    HOUSTON,TX77004     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 1,000
    NATIONAL UNDERGROUND FREEDOM CENTER
    50 EAST FREEDOM WAY
    CINCINNATI,OH45202     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 500
    OHIO RIVER PADDLEFEST
    PO BOX 11624
    CINCINNATI,OH45211     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 250
    UNIVERSITY OF CINCINNATI
    2600 CLIFTON AVENUE
    CINCINNATI,OH45221     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 184,110
    URBAN LEAGUE OF GREATER CINCINNATI
    3458 READING ROAD
    CINCINNATI,OH45229     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 400
    YWCA OF CINCINNATI
    898 WALNUT STREET
    CINCINNATI,OH45202     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 11,055
    ZONTA SERVICE FUND
    PO BOX 428546
    CINCINNATI,OH45242     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 1,350
    VISITING NURSE ASSOCIATION
    2400 RADING ROAD
    CINCINNATI,OH45202     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 1,500
    AFTER-SCHOOL ALL STARS
    6501 FOUNTAIN AVENUE
    LOS ANGELES,CA90028     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 100
    BUTTE COUNTY OFFICE OF EDUCATION
    1859 BIRD STREET
    OROVILLE,CA95965     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 100
    CENTRAL MIDDLE SCHOOL
    13200 PEARL ROAD
    STRONGSVILLE,OH44136     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 4,500
    THE CHILDRENS AID SOCIETY
    14-32 WEST 118 STREET
    NEW YORK,NY10026     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 500
    CINCINNATI CHRISTIAN SCHOOLS
    7350 DIXIE HIGHWAY
    FAIRFIELD,OH45014     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 1,250
    CINCINNATI PUBLIC SCHOOLS SAYLER PARK ELEMENTARY
    6700 HOME CITY AVENUE
    CINCINNATI,OH45233     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 1,000
    CINCINNATI PUBLIC SCHOOLS TAFT STEM ELEMENTARY SCHOOL
    270 SOUTHERN AVENUE
    CINCINNATI,OH45219     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 1,000
    CUYAHOGA HEIGHTS ELEMENTARY
    4880 EAST 71ST STREET
    CLEVELAND,OH44125     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 1,500
    EDEN GROVE ACADEMY
    6277 COLLEGEVUE PL
    CINCINNATI,OH45224     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 3,750
    GATEWAY UNIFIED SCHOOL DISTRICT
    4471 MOUNTAIN LAKE BLVD
    REDDING,CA96003     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 100
    HERITAGE HILL ELEMENTARY
    11961 CHESTERDALE ROAD
    CINCINNATI,OH45246     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 100
    JOHN PAUL II CATHOLIC SCHOOL
    9375 WINTON ROAD
    CINCINNATI,OH45231     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 4,250
    KIDS CAMPUS YOUTH CENTER
    4316 PECK ROAD
    EL MONTE,CA91732     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 1,600
    LA'S BEST
    711 E 14TH PLACE
    LOS ANGELES,CA90021     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 9,200
    LEARN RESOURCE CENTER INC
    610 PROFESSIONAL PARK DRIVE
    NEW HAVEN,IN46774     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 500
    LOS ANGELES CONSERVATION CORPS AFTER-SCHOOL PROGRAM
    605 W OLYMPIC BLVD
    LOS ANGELES,CA90015     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 600
    LOS MOLINOS ELEMENTARY SCHOOL
    7700 STRANFORD AVENUE
    LOS MOLINOS,CA96055     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 250
    OAK HILL MIDDLEHIGH SCHOOL
    5063 STATE ROUTE 63
    OAK HILL,OH45656     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 350
    PARAMOUNT CITY OF STAR AFTERSCHOOL PROGRAM
    15300 DOWNEY AVENUE
    PARAMOUNT,CA90723     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 1,800
    POMONA UNIFIED SCHOOL DISTRICT
    1460 E HOLT AVE SUITE 132
    POMONA,CA91767     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 1,400
    ST ALOYSIUS ON THE OHIO
    6207 PORTAGE STREET
    CINCINNATI,OH45233     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 250
    SAMUEL FIELD YM & YWHA INC
    58-20 LITTLE NECK PARKWAY
    LITTLE NECK,NY11362     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 200
    SAMUEL GOMPER ELEMENTARY-MIDDLE SCHOOL
    14450 BURT RD
    DETROIT,MI48223     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 500
    SBCUSDCAPS
    1535 HIGHLAND AVENUE
    SAN BERNIDINO,CA92411     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 2,600
    SPE FUND
    231 CLARK ROAD
    CINCINNATI,OH45215     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 100
    SPPA FUND
    231 CLARK ROAD
    CINCINNATI,OH45215     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 1,000
    TEHAMA COUNTY DEPT OF EDUCATION
    PO BOX 689
    RED BLUFF,CA96080     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 700
    UNIVERSITY SETTLEMENT OF NEW YORK MONIQUE FLOREZ BEACON PROGRAM
    184 ELDRIDGE STREET
    NEW YORK,NY10002     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 3,500
    Total .................................bullet 3a 420,486
    bApproved for future payment
    Total .................................bullet 3b 0
    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 77  
    4 Dividends and interest from securities....     14 792,064  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 2,358,768 -147
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aMISCELLANEOUS     01 1,437  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 3,152,346 -147
    13Total. Add line 12, columns (b), (d), and (e)..................
    133,152,199
    (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.)
    8 FIXED ASSET DISPOSAL
    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
    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
    BUILDING HEALTHY LIVES FOUNDATION
     
    Employer identification number

    30-0214078
    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
    BUILDING HEALTHY LIVES FOUNDATION
          		Employer identification number

    30-0214078
    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
     
     

    EARTHWARD BOUND FOUNDATION  
    700 WALNUT STREET SUITE 600
     
    CINCINNATI, OH45202

    		$10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
     
     

    CAROL ANN AND RALPH V HAILE JR FDN  
    425 WALNUT ST
     
    CINCINNATI, OH45202

    		$50,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
     
     

    THE SELZ FOUNDATION INC  
    121 EAST 73RD STREET
     
    NEW YORK, NY10021

    		$150,000


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

    CINCINNATI PUBLIC SCHOOLS BOARD OF  
    2651 BURNET AVENUE
     
    CINCINNATI, OH45219

    		$100,000


    (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
    BUILDING HEALTHY LIVES FOUNDATION
          		Employer identification number

    30-0214078
    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
    BUILDING HEALTHY LIVES FOUNDATION
          		Employer identification number

    30-0214078
    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:  
    Software Version:  

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2013 DepreciationSchedule
    Name:
    BUILDING HEALTHY LIVES FOUNDATION
    EIN: 30-0214078
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    OFFICE FURNITURE 2009-01-01 15,624 15,624 SL 10.000000000000 0 0    
    OFFICE FURNITURE 2009-01-01 122,199 115,692 SL 10.000000000000 3,460 0    
    LEASEHOLD IMPROVEMENTS 2009-01-01 31,347 31,347 SL 3.000000000000 0 0    
    IT EQUIPMENT AND SOFTWARE 2009-01-01 178,048 125,811 SL 3.000000000000 11,870 0    

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2013 GainLossSaleOtherAssetsSch
    Name:
    BUILDING HEALTHY LIVES FOUNDATION
    EIN: 30-0214078
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    FIXED ASSETS   PURCHASED       40,632   0 -147 40,485

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    BUILDING HEALTHY LIVES FOUNDATION
    EIN: 30-0214078
    Name of Stock End of Year Book Value End of Year Fair Market Value
    INVESTMENTS 37,907,398 48,122,733

    TY 2013 LandEtcSchedule2
    Name:
    BUILDING HEALTHY LIVES FOUNDATION
    EIN: 30-0214078
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    OFFICE FURNITURE 15,624 15,624 0  
    OFFICE FURNITURE 122,199 119,152 3,047  
    LEASEHOLD IMPROVEMENTS 31,347 31,347 0  
    IT EQUIPMENT AND SOFTWARE 178,048 137,681 40,367  


    TY 2013 OtherAssetsSchedule
    Name:
    BUILDING HEALTHY LIVES FOUNDATION
    EIN: 30-0214078
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DEFERRED CHARGE 71,619 41,651 41,651
    TRADEMARK 63,123 69,732 69,732


    TY 2013 OtherExpensesSchedule
    Name:
    BUILDING HEALTHY LIVES FOUNDATION
    EIN: 30-0214078
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE SUPPLIES 26,486 0   17,983
    INSURANCE 6,867 0   4,443
    INVESTMENT MANAGEMENT FEES 121,462 121,462   0
    MISCELLANEOUS 15,328 0   3,936
    CHILDRENS PROJECT 1,806,604 0   1,806,604
    PAYROLL TAXES 34,364 0   0
    POSTAGE AND SHIPPING 686 0   622
    OFFICE EQUIPMENT MAINTENACE AND REPAIR 62,914 0   2,807
    FUNDRAISING COST 25,096 0   0
    FUNDRAISING SALARY 17,866 0   0
    FUNDRAISING BENEFITS 2,217 0   0
    CHILDRENS PROJECTS - SALARIES 55,773 0   55,773
    CHILDRENS PROJECTS - BENEFITS & PAYROLL TAXES 16,626 0   16,626


    TY 2013 OtherIncomeSchedule2
    Name:
    BUILDING HEALTHY LIVES FOUNDATION
    EIN: 30-0214078
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MISCELLANEOUS 1,437   1,437


    TY 2013 OtherLiabilitiesSchedule
    Name:
    BUILDING HEALTHY LIVES FOUNDATION
    EIN: 30-0214078
    Description Beginning of Year - Book Value End of Year - Book Value
    DEFERRED COMPENSATION 189,671 236,266


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    BUILDING HEALTHY LIVES FOUNDATION
    EIN: 30-0214078
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROFESSIONAL SERVICES 21,941 0   12,500


    TY 2013 TaxesSchedule
    Name:
    BUILDING HEALTHY LIVES FOUNDATION
    EIN: 30-0214078
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX 30,294 0   0