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
ED & JOANN HUBERT FAMILY
FOUNDATION INC

Number and street (or P.O. box number if mail is not delivered to street address)6170 WEST FORK ROAD   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CINCINNATI, OH45247
A Employer identification number

22-3883114
B Telephone number (see instructions)

C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$18,344,505J Accounting method:
MODIFIED CASH
(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) 575,000
2 Check bullet
3 Interest on savings and temporary cash investments 33,141 33,141  
4 Dividends and interest from securities...... 269,090 269,090  
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 137,890
b Gross sales price for all assets on line 6a 1,662,316
7 Capital gain net income (from Part IV, line 2)...  
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 6,363 6,363  
12 Total. Add lines 1 through 11........ 1,021,484 308,594  
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).......        
c Other professional fees (attach schedule).... Click to see attachment 57,152 57,152    
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 3,295 754   2,541
19 Depreciation (attach schedule) and depletion... 1,987 1,987  
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 14,592 14,592    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 77,026 74,485   2,541
25 Contributions, gifts, grants paid........ 432,490 432,490
26 Total expenses and disbursements. Add lines 24 and 25 509,516 74,485   435,031
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 511,968
b Net investment income (if negative, enter -0-) 234,109
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............... 185,889 403,481 403,481
2 Savings and temporary cash investments.......... 389,986 714,987 714,987
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) bullet4,657,190
Less: allowance for doubtful accounts bullet   4,390,244 Click to see attachment4,657,190 4,657,190
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges........... 14,383 12,042 12,042
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 8,178,741 Click to see attachment7,661,283 11,998,733
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)........... 254,663 Click to see attachment487,633 538,072
14 Land, buildings, and equipment: basis bullet23,451
Less: accumulated depreciation (attach schedule) bullet   23,451 Click to see attachment23,451 20,000
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 13,437,357 13,960,067 18,344,505
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue.................. 28,294 28,294
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).......... 28,294 28,294
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 13,409,063 13,931,773
30 Total net assets or fund balances (see page 17 of the
instructions).................... 13,409,063 13,931,773
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 13,437,357 13,960,067
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 13,409,063
2 Enter amount from Part I, line 27a..................... 2 511,968
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 10,742
4 Add lines 1, 2, and 3.......................... 4 13,931,773
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 13,931,773
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.)
1a
b
c
d
e
(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
b
c
d
e
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
b
c
d
e
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  
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 1,346,562 13,958,493 0.096469
2011 2,041,550 13,665,819 0.149391
2010 1,298,299 12,940,066 0.100332
2009 1,037,559 13,462,832 0.077068
2008 1,097,154 15,163,459 0.072355
2 Total of line 1, column (d) ...................... 2 0.495615
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 0.099123
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 16,444,284
5 Multiply line 4 by line 3....................... 5 1,630,007
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 2,341
7 Add lines 5 and 6......................... 7 1,632,348
8 Enter qualifying distributions from Part XII, line 4.............. 8 1,829,183
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 2,341
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 2,341
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 2,341
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 14,383
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 14,383
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 12,042
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet12,042 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletOH
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletED HUBERT Telephone no.bullet (513) 574-3272
    Located atbullet6170 WEST FORK ROADCINCINNATIOH ZIP+4bullet45247
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bullet  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2013?.............
    1c
     
     
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If "Yes," did it have excess business holdings in 2013 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2013.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2013?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    ED HUBERTClick to see attachment OFFICER
    8.00     		0 0 0
    6170 WEST FORK RD
    6170 WEST FORK RD
    CINTI,OH45247
    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 EDUCATION- 20 RECIPIENTS - 162,340 75
    2 JOB TRAINING - 7 RECIPIENTS - 95,000 44
    3 RELIGIOUS - 11 RECIPIENTS - 85,750 40
    4 LOW INCOME HOUSING - 7 RECIPIENTS - 42,000 22
    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 LOW INCOME HOUSING 981,652
    2 EDUCATION CIVIC 375,000
    All other program-related investments. See page 24 of the instructions.
    3 37,500
    Total. Add lines 1 through 3.........................bullet1,394,152
    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
    822,214
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    2,341
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,341
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    819,873
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    1,127,207
    5
    Add lines 3 and 4............................
    5
    1,947,080
    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
    1,947,080
    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 1,947,080
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2013:
    a From 2008.......  
    b From 2009.......  
    c From 2010.......  
    d From 2011....... 42,472
    e From 2012.......  
    fTotal of lines 3a through e......... 42,472
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 1,829,183
    a Applied to 2012, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		 
    d Applied to 2013 distributable amount..... 1,829,183
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2013. 42,472 42,472
    (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 ..........     		75,425
    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 of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    BLOC MINISTRIES
    3101 PRICE AVENUE
    CINCINNATI,OH45205     		  NON-PROFIT RELIGIOUS 20,000
    BOY SCOUT TROOP 514-EAGLE SCOUT DAY
    8444 FLATWOOD CT
    INDIANAPOLIS,IN46278     		  NON-PROFIT CIVIC 150
    CATHOLIC CHURCH OF THE GOOD SHEPHER
    525 MAIN STREET
    CAMPTON,KY41301     		  NON-PROFIT RELIGIOUS 1,000
    CATHOLIC UNITED FOR THE POOR
    2573 ST LEO PLACE
    CINCINNATI,OH45225     		  NON-PROFIT CIVIC 500
    CENTER FOR GREAT NEIGHBORHOODS
    1650 RUSSELL ST
    COVINGTON,KY41011     		  NON-PROFIT LOW INCOME HOUSING 5,000
    CINTI WORKS
    708 WALNUT ST
    CINCINNATI,OH45202     		  NON-PROFIT JOB TRAINING 3,000
    CISE (CATHOLIC INNER-CITY SCHOOLS E
    100 E 8TH ST
    CINCINNATI,OH45202     		  NON-PROFIT EDUCATION 2,000
    CITIZENS FOR COMMUNITY VALUES
    11175 READING RD
    CINCINNATI,OH45241     		  NON-PROFIT CIVIC 250
    COMMUNITY LAND CO-OP
    727 EZZARD CHARLES DR
    CINCINNATI,OH45203     		  NON-PROFIT LOW INCOME HOUSING 12,000
    COOPERATIVE FOR EDUCATION
    2730 HYDE PARK
    CINCINNATI,OH45209     		  NON-PROFIT EDUCATION 10,000
    CROSSROADS CHRISTIAN HEALTH SERVICE
    3500 MADISON ROAD
    CINCINNATI,OH45209     		  NON-PROFIT RELIGIOUS 28,500
    CSR ACADEMY
    1812 CENTRAL PARKWAY
    CINCINNATI,OH45214     		  NON-PROFIT EDUCATION 7,000
    ELDER HIGH SCHOOL
    3900 VINCENT AVE
    CINCINNATI,OH45205     		  NON-PROFIT EDUCATION 5,000
    EXECUTIVE SERVICE CORP (ESCC)
    10921 REED HARTMAN HIGHWA
    CINCINNATI,OH45242     		  NON-PROFIT CIVIC 12,000
    FIRST STEP
    2203 FULTON AVE
    CINCINNATI,OH45206     		  NON-PROFIT CIVIC 12,500
    FOCAS
    64 E MCMICKEN AVE
    CINCINNATI,OH45202     		  NON-PROFIT RELIGIOUS 3,000
    FOOD FOR THE POOR
    6401 LYONS ROAD
    COCONUT CREEK,FL33073     		  NON-PROFIT CIVIC 500
    FORUM FOR EDUCATIONAL OPTIONS
    1808 SULKY TRAIL
    MIAMISBURG,OH45342     		  NON-PROFIT EDUCATION 10,000
    GE NEIGHBORHOOD OF COVINGTON
    1650 RUSSELL ST
    COVINGTON,KY41011     		  NON-PROFIT LOW INCOME HOUSING 6,000
    GOLD STAR INSTITUTE PROCESS
    PO BOX 6147
    OMAHA,NE68106     		  NON-PROFIT LOW INCOME HOUSING 10,000
    HOUSING OPPORTUNITY
    502 FRY ST
    COVINGTON,KY41011     		  NON-PROFIT LOW INCOME HOUSING 1,000
    INSURED SUCCESS
    765 HEDGEROW LN
    CINCINNATI,OH45246     		  NON-PROFIT EDUCATION 10,000
    INTERFAITH BUSINESS BUILDERS
    1707 WESTWOOD AVE
    CINCINNATI,OH45214     		  NON-PROFIT JOB TRAINING 1,000
    JOBS PLUS
    1625 VINE ST
    CINCINNATI,OH45202     		  NON-PROFIT EDUCATION 50,000
    JOHN CARROLL UNIVERSITY
    1 JOHN CARROLL BLVD
    UNIVERSITY HEIGHTS,OH44118     		  NON-PROFIT EDUCATION 250
    LASALLE HIGH SCHOOL
    3091 NORTH BEND RD
    CINCINNATI,OH45239     		  NON-PROFIT EDUCATION 5,050
    LAWN LIFE
    PO BOX 389018
    CINCINNATI,OH45238     		  NON-PROFIT JOB TRAINING 15,000
    LITERACY CENTER WEST
    3208 WARSAW AVENUE
    CINCINNATI,OH45205     		  NON-PROFIT EDUCATION 5,000
    LIVING HOPE TRANSITIONAL HOME
    3765 EBENEZER RD
    CINCINNATI,OH45248     		  NON-PROFIT LOW INCOME HOUSING 3,000
    MANGEN FAMILY FOUNDATION
    6640 POE AVE 400
    DAYTON,OH45414     		  NON-PROFIT EDUCATION 10,000
    MARYKNOLL FATHERS & BROTHERS
    55 RYDER RD
    OSSINING,NY10562     		  NON-PROFIT RELIGIOUS 500
    MATTHEW 25 MINISTRIES
    11060 KENWOOD RD
    BLUE ASH,OH45242     		  NON-PROFIT CIVIC 5,000
    MCAULEY HIGH SCHOOL
    6000 OAKWOOD AVE
    CINCINNATI,OH45224     		  NON-PROFIT EDUCATION 2,500
    MISSION PARTNERS GUATAMALA
    3 FDR WALK
    CINCINNATI,OH45218     		  NON-PROFIT EDUCATION 5,000
    MUSIC RESOURCE CENTER
    3023 WOODBURN
    CINCINNATI,OH45206     		  NON-PROFIT CIVIC 5,000
    OUR LADY OF THE HOLY SPIRIT
    5440 MOELLER AVE
    NORWOOD,OH45212     		  NON-PROFIT RELIGIOUS 1,000
    POWER INSPIRES PROGRESS
    727 EZZARD CHARLES DR
    CINCINNATI,OH45203     		  NON-PROFIT JOB TRAINING 5,000
    PREGNANCY CENTER WEST
    4900 GLENWAY AVE
    CINCINNATI,OH45238     		  NON-PROFIT CIVIC 500
    PROSPECT HOUSE
    682 HAWTHORNE AVE
    CINCINNATI,OH45205     		  NON-PROFIT JOB TRAINING 1,000
    QUEEN OF ALL SAINTS CHURCH
    BEATTYVILLE
    BEATTYVILLE,KY41311     		  NON-PROFIT RELIGIOUS 500
    RESOURCE
    3610 PARK DR
    CINCINNATI,OH45220     		  NON-PROFIT CIVIC 500
    SISTERS OF MERCY-ST JOHN BOSCO
    6405 FARMINGDALE DR
    CHARLOTTE,NC28212     		  NON-PROFIT JOB TRAINING 20,000
    ST ALOYSIOUS GONZAGA
    4390 BRIDGETOWN RD
    CINCINNATI,OH45211     		  NON-PROFIT EDUCATION 240
    ST BERNARD
    7130 HARRISON AVE
    CINCINNATI,OH45247     		  NON-PROFIT RELIGIOUS 2,000
    ST BONIFACE CHURCH
    1750 CHASE AVE
    CINCINNATI,OH45223     		  NON-PROFIT RELIGIOUS 250
    ST CLEMENT CHURCH
    4534 VINE ST
    CINCINNATI,OH45217     		  NON-PROFIT RELIGIOUS 1,000
    ST IGNATIUS BUILDING FUND
    5222 NORTH BEND RD
    CINCINNATI,OH45247     		  NON-PROFIT EDUCATION 10,000
    ST IGNATIUS SCHOOL
    5222 NORTH BEND RD
    CINCINNATI,OH45247     		  NON-PROFIT EDUCATION 12,300
    ST LEO CHURCH
    2573 SAINT LEO PLACE
    CINCINNATI,OH45225     		  NON-PROFIT RELIGIOUS 2,000
    ST MARTIN OF TOURS
    3720 ST MARTIN PL
    CINCINNATI,OH45211     		  NON-PROFIT RELIGIOUS 1,000
    ST PETER CLAVER SCHOOL
    121 E 13TH ST
    CINCINNATI,OH45202     		  NON-PROFIT EDUCATION 5,000
    ST VINCENT DEPAUL
    4044 RIVER RD
    CINCINNATI,OH45204     		  NON-PROFIT RELIGIOUS 25,000
    ST VINCENT DEPAUL-VINCENTIOR HOUSE
    1125 BANK ST
    CINCINNATI,OH45232     		  NON-PROFIT JOB TRAINING 50,000
    ST XAVIER HIGH SCHOOL
    600 W NORTH BEND RD
    CINCINNATI,OH45224     		  NON-PROFIT EDUCATION 5,000
    THE CARNEGIE CENTER
    37387 EASTERN
    CINCINNATI,OH45226     		  NON-PROFIT CIVIC 1,000
    THE SALVATION ARMY
    114 E CENTRAL PKWY
    CINCINNATI,OH45202     		  NON-PROFIT CIVIC 500
    VILLAGE DEVELOPMENT CORP
    638 EAST EPWORTH AVE
    CINCINNATI,OH45232     		  NON-PROFIT LOW INCOME HOUSING 5,000
    WM OLSON FOUNDATION
    5165 BRECKENRIDGE DR
    CINCINNATI,OH45247     		  NON-PROFIT CIVIC 8,000
    WOMENS CENTER FOR HEALTH
    1135 MONTGOMERY ROAD
    CINCINNATI,OH45249     		  NON-PROFIT CIVIC 1,000
    WORDPLAY
    4041 HAMILTON AVE
    CINCINNATI,OH45223     		  NON-PROFIT EDUCATION 7,000
    YOUNG LIFE
    11060 KENWOOD RD
    CINCINNATI,OH45242     		  NON-PROFIT EDUCATION 1,000
    Total .................................bullet 3a 432,490
    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 ............     		        33,141
    4 Dividends and interest from securities....         269,090
    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.....         6,363
    8
    Gain or (loss) from sales of assets other than inventory .............     		        137,890
    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)..     446,484
    13Total. Add line 12, columns (b), (d), and (e)..................
    13446,484
    (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.)
    3 THE ED AND JOANN HUBERT FAMILY FOUNDATION, INC. WAS
    4 ESTABLISHED TO DISTRIBUTE FUNDS FOR RELIGIOUS, CHARITABLE,
    5A SCIENTIFIC, LITERARY OR EDUCATIONAL USES. FUNDING IS
    8 THROUGH CONTRIBUTIONS, DIVIDENDS, INTEREST AND GAINS FROM THE SALE OF SECURITIES EXCLUSIVELY.
    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
    ED & JOANN HUBERT FAMILY
    FOUNDATION INC
    Employer identification number

    22-3883114
    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
    ED & JOANN HUBERT FAMILY
    FOUNDATION INC         		Employer identification number

    22-3883114
    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
     
     

    ED JOANN HUBERT  
    6170 WEST FORK ROAD
     
    CINCINNATI, OH45247

    		$575,000


    (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.)
    (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
    ED & JOANN HUBERT FAMILY
    FOUNDATION INC         		Employer identification number

    22-3883114
    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
    ED & JOANN HUBERT FAMILY
    FOUNDATION INC         		Employer identification number

    22-3883114
    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:  

    TY 2013 CompensationExplanation
    Name:
    ED & JOANN HUBERT FAMILY
    FOUNDATION INC
    EIN: 22-3883114
    Person Name Explanation
    ED HUBERT  

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

    TY 2013 GainLossSaleOtherAssetsSch
    Name:
    ED & JOANN HUBERT FAMILY
    FOUNDATION INC
    EIN: 22-3883114
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    SEE ATTACHED SCHEDULE 2010-12 PURCHASE 2013-12   1,361,954 1,279,609     82,345  
    SEE ATTACHED SCHEDULE 2013-06 PURCHASE 2013-12   54,830 53,280     1,550  
    CALL/OPTIONS 2013-06 PURCHASE 2013-12   245,532 191,537     53,995  

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    ED & JOANN HUBERT FAMILY
    FOUNDATION INC
    EIN: 22-3883114
    Name of Stock End of Year Book Value End of Year Fair Market Value
    HILLIARD LYONS 7,328,675 11,619,316
    CHARLES SCHWAB 332,608 379,417

    TY 2013 InvestmentsOtherSchedule2
    Name:
    ED & JOANN HUBERT FAMILY
    FOUNDATION INC
    EIN: 22-3883114
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    VANGUARD NATURAL RESOURCES LLC AT COST 38,121 88,560
    INVESTMENTS AT COST 208,099 208,099
    SWEET GUM LLC AT COST 241,413 241,413

    TY 2013 LandEtcSchedule2
    Name:
    ED & JOANN HUBERT FAMILY
    FOUNDATION INC
    EIN: 22-3883114
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    1535-39 ELM ST 20,637   20,637 18,000
    1535-39 ELM ST 2,814   2,814 2,000


    TY 2013 OtherExpensesSchedule
    Name:
    ED & JOANN HUBERT FAMILY
    FOUNDATION INC
    EIN: 22-3883114
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    ADMINISTRATIVE EXPENSES 36 36    
    OFFICE 155 155    
    UTILITIES 78 78    
    SECT 59E COSTS 1,506 1,506    
    SWEETGUM LLC LOSS K-1 12,817 12,817    


    TY 2013 OtherIncomeSchedule2
    Name:
    ED & JOANN HUBERT FAMILY
    FOUNDATION INC
    EIN: 22-3883114
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    VANGUARD NATURAL RESOURCES LL 6,363 6,363  


    TY 2013 OtherIncreasesSchedule
    Name:
    ED & JOANN HUBERT FAMILY
    FOUNDATION INC
    EIN: 22-3883114
    Description Amount
    NONTAXABLE RETURN OF PRINCIPAL H.LYON 10,742


    TY 2013 OtherNotesLoansRcvblShortSch2
    Name:
    ED & JOANN HUBERT FAMILY
    FOUNDATION INC
    EIN: 22-3883114
    Name of 501(c)(3) Organization Balance Due
    BLOC MINISTRIES
          		9,350
    BLOC MINISTRIES
          		10,000
    BLOC MINISTRIES - MCPHERSON
          		117,643
    BLOC ST MICHAEL
          		25,000
    BLOC MINISTRIES
          		30,000
    CAIN
          		7,500
    CARNEGIE CTR
          		 
    CENTER FOR GREAT NEIGHBORHOODS
          		 
    CENTER FOR GREAT NEIGHBORHOODS
          		134,039
    CENTER FOR GREAT NEIGHBORHOODS
          		280,000
    CINCINNATI COLLEGE PREP ACADEMY
          		 
    CINCINNATI COLLEGESPEECH & READING
          		 
    CINCINNATI PRESERVATION ASSOC
          		297,250
    COM LAND 3
          		 
    COMMUNITY ALLIANCE
          		15,000
    COMMUNITY EARTH ALLIANCE
          		 
    COMMUNITY EARTH ALLIANCE
          		 
    COMMUNITY EARTH ALLIANCE
          		7,723
    COMMUNITY EARTH ALLIANCE
          		11,100
    COMM EARTH ALLIAN 744 MCPHERSON
          		38,600
    CORNERSTONE 2
          		195
    CORNERSTONE CORP
          		 
    CROSSROADS CHRISTIAN HEALTH SERVICE
          		42,526
    DAYTON FOUNDATION DAYTON SMART SCH
          		450,000
    ENRIGHT RIDGE ECOVILLAGE
          		27,970
    FIRST STEP HOME
          		259,282
    FIRST STEP HOME - 2219 FULTON
          		110,000
    IMAGO
          		2,032
    IMAGO
          		 
    IMAGO - 634 ENRIGHT
          		8,100
    IMAGO - 634 ENRIGHT
          		4,000
    IMAGO - 634 ENRIGHT
          		4,946
    IMAGO-3206 WARSAW
          		35,595
    IMAGO-3208-10 WARSAW
          		45,361
    IMAGO-3214 WARSAW
          		9,494
    IMAGO - 752 MCPHERSON
          		7,075
    INTERFAITH HOSPITALITY NETWORK
          		78,500
    INTERFAITH HOSPITALITY NETWORK
          		81,000
    LA AMISTAD
          		12,994
    LAWN LIFE
          		141,000
    LAWN LIFE
          		25,000
    LAWN LIFE - 2431 CHAMBERS
          		111,200
    LAWN LIFE FERGUS PURCH & REHAB
          		120,000
    LAWN LIFE BAL 1548 PULLAN REHAB
          		153,852
    MADCAP PRODUCTIONS-3
          		 
    MRC MUSIC RESOURCE CENTER
          		169,946
    MRC MUSIC RESOURCE CENTER - HUAC
          		25,000
    NFCC
          		50,000
    NFCC-1635 DENHAM
          		1,434
    NFCC-1787 BALTIMORE
          		19,154
    NFCC-1825 CARLL
          		18,108
    NFCC-1826 BALTIMORE
          		60,462
    NFCC-1853 DENHAM
          		9,748
    NFCC-1957 BALTIMORE
          		49,751
    NFCC-2087 HARKNESS
          		10,843
    NFCC-2185 BALTIMORE
          		534
    NFCC-2243 BALTIMORE
          		14,310
    NFCC-2533 TREVOR
          		43,061
    NFCC-2566 BEEKMAN
          		11,716
    NFCC-2745 BEEKMAN
          		13,299
    NFCC-3410 MCHENRY
          		20
    NFCC-3348 NINANN
          		490
    NFCC-3352 NINANN
          		3,896
    NFCC-3517 W 8TH ST(IMAGO)
          		33,195
    NFCC-3600 MCHENRY
          		6,330
    NFCC-931 WOODLAWN (IMAGO)
          		47,891
    NFCC-933 WOODLAWN (IMAGO)
          		17,016
    NFCC-942 MANSION (IMAGO)
          		40,821
    NFCC-962 MANSION (IMAGO)
          		32,108
    NFCC-CARLL SCHOOL
          		256
    NORTH FAIRMOUNT
          		54,826
    OVER THE RHINE HOUSING
          		10,000
    OVER THE RHINE PHARMACY
          		30,000
    PRICE HILL WILL
          		174,151
    TOLEDO SMART SCHOOL
          		50,000
    URBAN VILLAGE
          		67,239
    VILLAGE DEV GROUP EDGEWOOD
          		30,000
    VILLAGE DEV GROUP 629 EAST EDEN
          		20,000
    VILLAGE DEV - 462 EPWORTH
          		20,000
    WEB DEBOIS SCHOOL
          		745,910
    WINTON PLACE DEV CORP
          		62,348


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    ED & JOANN HUBERT FAMILY
    FOUNDATION INC
    EIN: 22-3883114
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 57,152 57,152    


    TY 2013 TaxesSchedule
    Name:
    ED & JOANN HUBERT FAMILY
    FOUNDATION INC
    EIN: 22-3883114
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAXES - REAL ESTATE 754 754    
    TAXES - STATE 200     200
    TAXES - FEDERAL 2,341     2,341