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.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
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$20,102,116J 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).............. 350,000
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments 41,962 41,962  
4 Dividends and interest from securities...... 311,629 311,629  
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 193,970
b Gross sales price for all assets on line 6a 1,391,234
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 6,733 6,733  
12 Total. Add lines 1 through 11........ 904,294 360,324  
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 63,510 63,510    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 3,806 1,165   2,641
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 43,629 43,629    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 110,945 108,304   2,641
25 Contributions, gifts, grants paid........ 659,225 659,225
26 Total expenses and disbursements. Add lines 24 and 25 770,170 108,304   661,866
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 134,124
b Net investment income (if negative, enter -0-) 252,020
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
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............... 403,481 220,670 220,670
2 Savings and temporary cash investments.......... 714,987 63,872 63,872
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) bullet6,066,697
Less: allowance for doubtful accounts bullet   4,657,190 Click to see attachment6,066,697 6,066,697
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges........... 12,042 9,522 9,522
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 7,661,283 Click to see attachment7,174,368 13,169,499
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)........... 487,633 Click to see attachment551,256 551,256
14 Land, buildings, and equipment: basis bullet23,452
Less: accumulated depreciation (attach schedule) bullet   23,451 Click to see attachment23,452 20,600
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 13,960,067 14,109,837 20,102,116
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue.................. 28,294 28,293
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 28,293
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 13,931,773 14,081,544
30 Total net assets or fund balances (see instructions)...... 13,931,773 14,081,544
31 Total liabilities and net assets/fund balances (see instructions).. 13,960,067 14,109,837
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 13,931,773
2 Enter amount from Part I, line 27a..................... 2 134,124
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 15,658
4 Add lines 1, 2, and 3.......................... 4 14,081,555
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 11
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 14,081,544
Form 990-PF (2014)
Form 990-PF (2014)
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 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))
2013 1,826,842 16,444,284 0.111093
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
2 Total of line 1, column (d) ...................... 2 0.534353
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 0.106871
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 18,672,548
5 Multiply line 4 by line 3....................... 5 1,995,554
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 2,520
7 Add lines 5 and 6......................... 7 1,998,074
8 Enter qualifying distributions from Part XII, line 4.............. 8 3,171,930
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 (2014)
Form 990-PF (2014)
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 2,520
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 2,520
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 2,520
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 12,042
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 12,042
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 9,522
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet9,522 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 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 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 2014, 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 FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    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 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 2014?.............
    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 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    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 2014 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 2014.)....................
    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 2014?
    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 4945(d)(4)(A)? (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 (2014)
    Form 990-PF (2014)
    Page 7
    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 HUBERT 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- 23 RECIPIENTS - 287,600 9
    2 CIVIC - 33 RECIPIENTS - 248,375 8
    3 RELIGIOUS - 11 RECIPIENTS - 88,250 3
    4 LOW INCOME HOUSING - 5 RECIPIENTS - 31,000 1
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 8
    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 2,510,064
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet2,510,064
    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
    11,265,398
    b
    Average of monthly cash balances.......................
    1b
    1,291,896
    c
    Fair market value of all other assets (see instructions)................
    1c
    6,399,608
    d
    Total (add lines 1a, b, and c).........................
    1d
    18,956,902
    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
    18,956,902
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    284,354
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    18,672,548
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    933,627
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    933,627
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    2,520
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,520
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    931,107
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    1,138,074
    5
    Add lines 3 and 4............................
    5
    2,069,181
    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
    2,069,181
    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
    661,866
    b
    Program-related investments—total from Part IX-B..................
    1b
    2,510,064
    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
    3,171,930
    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
    2,520
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    3,169,410
    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 (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2013     		(c)
    2013     		(d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 2,069,181
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 75,425
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2014:
    a From 2009.......  
    b From 2010.......  
    c From 2011.......  
    d From 2012.......  
    e From 2013.......  
    fTotal of lines 3a through e.........  
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 3,171,930
    a Applied to 2013, but not more than line 2a 75,425
    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 2014 distributable amount..... 2,069,181
    e Remaining amount distributed out of corpus 1,027,324
    5 Excess distributions carryover applied to 2014.    
    (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 1,027,324
    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 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		1,027,324
    10 Analysis of line 9:
    a Excess from 2010....  
    b Excess from 2011....  
    c Excess from 2012....  
    d Excess from 2013....  
    e Excess from 2014.... 1,027,324
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    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 2014, 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) 2014 (b) 2013 (c) 2012 (d) 2011
             
    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 email address 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 (2014)
    Form 990-PF (2014)
    Page 11
    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
    APPLIED INFORMATION RESOURCES
    830 MAIN ST 900
    CINCINNATI,OH45202     		  NON-PROFIT CIVIC 2,000
    BAD GIRL VENTURES - DONATION
    22 12TH STREET
    CINCINNATI,OH45202     		  NON-PROFIT CIVIC 15,000
    BETHANY HOUSE - DONATION
    1833 FAIRMOUNT AVE
    CINCINNATI,OH45214     		  NON-PROFIT CIVIC 8,000
    BIG BROTHER BIG SISTER
    2400 READING ROAD
    CINCINNATI,OH45202     		  NON-PROFIT CIVIC 2,500
    BLOC MINISTRIES
    3101 PRICE AVENUE
    CINCINNATI,OH45205     		  NON-PROFIT RELIGIOUS 20,000
    CATHOLIC CHURCH OF THE GOOD SHEPHER
    525 MAIN STREET
    CAMPTON,KY41301     		  NON-PROFIT RELIGIOUS 1,000
    CATHOLIC UNITED FOR POOR
    2573 ST LEO PL
    CINCINNATI,OH45225     		  NON-PROFIT CIVIC 500
    CHURCHES ACTIVE IN NORTHSIDE
    4230 HAMILTON AVE
    CINCINNATI,OH45223     		  NON-PROFIT RELIGIOUS 2,500
    CINCINNATI SPEECH & READING
    1812 CENTRAL PARKWAY
    CINCINNATI,OH45214     		  NON-PROFIT EDUCATION 3,000
    CINCINNATI WORKS
    708 WALNUT ST 200
    CINCINNATI,OH45202     		  NON-PROFIT JOB TRAINING 3,000
    CINTI PRESERVATION ASSOC
    342 W 4TH ST
    CINCINNATI,OH45202     		  NON-PROFIT CIVIC 5,000
    CISE (CATHOLIC INNER-CITY SCHOOLS E
    100 E 8TH ST
    CINCINNATI,OH45202     		  NON-PROFIT EDUCATION 3,000
    CITIZENS FOR COMMUNITY VALUES
    11175 READING RD
    CINCINNATI,OH45241     		  NON-PROFIT CIVIC 250
    CITY GOSPEL MISSION - CAPITAL CAMPA
    1805 DALTON AVE
    CINCINNATI,OH45214     		  NON-PROFIT CIVIC 25,000
    COLLEGE HILL PRESBYTERIAN GRANT
    5742 HAMILTON AVE
    CINCINNATI,OH45224     		  NON-PROFIT RELIGIOUS 2,000
    COMMUNITY LAND CO-OP
    727 EZZARD CHARLES DR
    CINCINNATI,OH45203     		  NON-PROFIT LOW INCOME HOUSING 6,000
    COMMUNITY RESOURCE
    3610 PARK DR
    CINCINNATI,OH45220     		  NON-PROFIT CIVIC 3,500
    COOPERATIVE FOR EDUCATION
    2730 HYDE PARK
    CINCINNATI,OH45209     		  NON-PROFIT EDUCATION 10,000
    CORNERSTONE FOUNDATION
    1641 VINE ST
    CINCINNATI,OH45202     		  NON-PROFIT CIVIC 10,000
    CORPORATION FOR FINDLAY MARKET
    1801 RACE ST
    CINCINNATI,OH45202     		  NON-PROFIT CIVIC 50,000
    CROSSROAD HEALTH CENTER
    5 E LIBERTY ST
    CINCINNATI,OH45202     		  NON-PROFIT CIVIC 20,000
    CSR ACADENY - DONATION
    1905 ELM ST
    CINCINNATI,OH45202     		  NON-PROFIT EDUCATION 10,000
    DRESS FOR SUCCESS
    205 W 4TH ST 900
    CINCINNATI,OH45202     		  NON-PROFIT CIVIC 1,000
    ELDER HIGH SCHOOL
    3900 VINCENT AVE
    CINCINNATI,OH45205     		  NON-PROFIT EDUCATION 15,000
    EXECUTIVE SERVICE CORP (ESCC)
    10921 REED HARTMAN HIGHWA
    CINCINNATI,OH45242     		  NON-PROFIT CIVIC 10,000
    FEAST OF LOVE - DONATION
    5742 HAMILTON AVE
    CINCINNATI,OH45224     		  NON-PROFIT CIVIC 1,000
    FIRST STEP HOME
    2203 FULTON AVE
    CINCINNATI,OH45206     		  NON-PROFIT CIVIC 8,400
    FOCAS MINISTRIES
    64 E MCMICKEN AVE
    CINCINNATI,OH45202     		  NON-PROFIT RELIGIOUS 5,000
    FOOD FOR THE POOR
    6401 LYONS ROAD
    COCONUT CREEK,FL33073     		  NON-PROFIT CIVIC 5,000
    FORUM FOR EDUCATIONAL OPTIONS
    1808 SULKY TRAIL
    MIAMISBURG,OH45342     		  NON-PROFIT EDUCATION 10,000
    GOLD STAR INSTITUTE PROCESS
    PO BOX 6147
    OMAHA,NE68106     		  NON-PROFIT LOW INCOME HOUSING 10,000
    GOOD SAMARITAN FOUNDATION - GRANT
    7400 FLOYDSBURG RD
    CRESTWOOD,KY40014     		  NON-PROFIT CIVIC 5,000
    GREAT NEIGHBORHOODS OF COVINGTON
    1650 RUSSELL ST
    COVINGTON,KY41011     		  NON-PROFIT LOW INCOME HOUSING 5,000
    HOUSING OPPORTUNITIES OF N KY - GRA
    502 FRY ST
    COVINGTON,KY41011     		  NON-PROFIT LOW INCOME HOUSING 5,000
    IMAGO
    700 ENRIGHT AVE
    CINCINNATI,OH45205     		  NON-PROFIT EDUCATION 500
    IMPACT 100
    4010 EXECUTIVE PARK DR
    CINCINNATI,OH45241     		  NON-PROFIT CIVIC 1,000
    INTERACT FOR CHANGE
    3805 EDWARDS RD 500
    CINCINNATI,OH45209     		  NON-PROFIT CIVIC 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
    LASALLE HIGH SCHOOL
    3091 NORTH BEND RD
    CINCINNATI,OH45239     		  NON-PROFIT EDUCATION 5,000
    LIVING HOPE TRANSITIONAL HOME
    3765 EBENEZER RD
    CINCINNATI,OH45248     		  NON-PROFIT LOW INCOME HOUSING 5,000
    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 250
    MATTHEW 25 MINISTRIES
    11060 KENWOOD RD
    BLUE ASH,OH45242     		  NON-PROFIT CIVIC 10,000
    MCAULEY HIGH SCHOOL
    6000 OAKWOOD AVE
    CINCINNATI,OH45224     		  NON-PROFIT EDUCATION 5,000
    MISSION PARTNERS GUATAMALA
    3 FDR WALK
    CINCINNATI,OH45218     		  NON-PROFIT EDUCATION 5,000
    MOTHER OF MERCY HIGH SCHOOL
    3036 WERK RD
    CINCINNATI,OH45211     		  NON-PROFIT EDUCATION 7,500
    MUSIC RESOURCE CENTER
    3023 WOODBURN
    CINCINNATI,OH45206     		  NON-PROFIT CIVIC 7,500
    NORTH FAIRMOUNT COMMUNITY - DONATIO
    1769 CARLL ST
    CINCINNATI,OH45225     		  NON-PROFIT CIVIC 5,000
    OHIO JUSTICE AND POLICY CENTER
    215 E 9TH ST 601
    CINCINNATI,OH45202     		  NON-PROFIT CIVIC 3,000
    OUR LADY OF THE HOLY SPIRIT
    5440 MOELLER AVE
    NORWOOD,OH45212     		  NON-PROFIT RELIGIOUS 1,000
    PREGNANCY CENTER WEST
    4900 GLENWAY AVE
    CINCINNATI,OH45238     		  NON-PROFIT CIVIC 500
    PROSPECT HOUSE
    682 HAWTHORNE AVE
    CINCINNATI,OH45205     		  NON-PROFIT CIVIC 2,000
    QUEEN OF ALL SAINTS CHURCH
    BEATTYVILLE
    BEATTYVILLE,KY41311     		  NON-PROFIT RELIGIOUS 1,000
    RAY SCHAFFER MEMORIAL - DONATION
    5124 WEST FORK RD
    CINCINNATI,OH45247     		  NON-PROFIT CIVIC 225
    RIGHT SHARING WORLD RESOURCE - GRAN
    101 QUAKER HILL DR
    RICHMOND,IN47374     		  NON-PROFIT CIVIC 3,000
    SALVATION ARMY
    114 E CENTRAL PKWY
    CINCINNATI,OH45202     		  NON-PROFIT CIVIC 1,000
    SANTA MARIA COMMUNITY SERVICES
    718 STATE AVE
    CINCINNATI,OH45204     		  NON-PROFIT EDUCATION 10,000
    SISTER OF MERCY - DONATION
    101 MERCY DRIVE
    BELMONT,NC28012     		  NON-PROFIT RELIGIOUS 50,000
    SOCIETY OF ST VINCENT DE PAUL
    1125 BANK ST
    CINCINNATI,OH45214     		  NON-PROFIT CIVIC 25,000
    ST ALOYSIOUS GONZAGA
    4390 BRIDGETOWN RD
    CINCINNATI,OH45211     		  NON-PROFIT EDUCATION 2,000
    ST BERNARD SCHOOL
    7115 SPRINGDALE RD
    CINCINNATI,OH45247     		  NON-PROFIT EDUCATION 1,000
    ST BONIFACE CHURCH
    1750 CHASE AVE
    CINCINNATI,OH45223     		  NON-PROFIT RELIGIOUS 500
    ST IGNATIUS
    5222 NORTH BEND RD
    CINCINNATI,OH45247     		  NON-PROFIT EDUCATION 111,850
    ST JOSEPH CATHOLIC SCHOOL
    745 EZZARD CHARLES DR
    CINCINNATI,OH45203     		  NON-PROFIT EDUCATION 2,500
    ST LEO CHURCH
    2573 SAINT LEO PLACE
    CINCINNATI,OH45225     		  NON-PROFIT RELIGIOUS 5,000
    ST MARTIN OF TOURS SCHOOL
    3729 HARDING AVE
    CINCINNATI,OH45211     		  NON-PROFIT EDUCATION 3,250
    ST PETER CLAVER SCHOOL
    121 E 13TH ST
    CINCINNATI,OH45202     		  NON-PROFIT EDUCATION 8,000
    ST XAVIER HIGH SCHOOL
    600 W NORTH BEND RD
    CINCINNATI,OH45224     		  NON-PROFIT EDUCATION 3,000
    THE CARNEGIE CENTER
    37387 EASTERN
    CINCINNATI,OH45226     		  NON-PROFIT CIVIC 2,000
    WM OLSON FOUNDATION
    5165 BRECKENRIDGE DR
    CINCINNATI,OH45247     		  NON-PROFIT CIVIC 5,000
    WOMENS CENTER FOR HEALTH
    1135 MONTGOMERY ROAD
    CINCINNATI,OH45249     		  NON-PROFIT CIVIC 1,000
    WORDPLAY
    4041 HAMILTON AVE
    CINCINNATI,OH45223     		  NON-PROFIT EDUCATION 10,000
    YOUNG LIFE
    11060 KENWOOD RD
    CINCINNATI,OH45242     		  NON-PROFIT EDUCATION 2,000
    Total .................................bullet 3a 659,225
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    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 ............     		        41,962
    4 Dividends and interest from securities....         311,629
    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.....         6,733
    8
    Gain or (loss) from sales of assets other than inventory .............     		  88,352     105,618
    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).. 88,352   465,942
    13Total. Add line 12, columns (b), (d), and (e)..................
    13554,294
    (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 EDUCATIONAL USES OR FUNDING OF LOW INCOME HOUSING. FUNDING IS THROUGH CONTRIBUTIONS,
    8 INTEREST AND GAINS FROM THE SALE OF SECURITIES EXCLUSIVELY.
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 13
    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) 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 (2014)
    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
    2014
    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) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    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

    		$350,000


    (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) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    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) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 4
    Name of organization
    ED & JOANN HUBERT FAMILY
    FOUNDATION INC         		Employer identification number

    22-3883114
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
    that total more than $1,000 for the year from any one contributor. 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) (2014)

    Additional Data


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    TY 2014 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
    5,500 SHR APPLIED MATERIALS 2004-03 PURCHASE 2014-10   108,681 82,353     26,328  
    2000 SHR CSX CORP 2012-09 PURCHASE 2014-06   61,602 42,800     18,802  
    2500 SHRS CLIFFS NATURAL RES 2011-09 PURCHASE 2014-12   16,900 177,464     -160,564  
    600 SHRS CUMMINS INC 2013-03 PURCHASE 2014-06   84,000 58,460     25,540  
    10000 SHRS FRONTIER COMMS 2011-03 PURCHASE 2014-10   60,700 69,237     -8,537  
    1000 SHRS NAVISTAR INTL 2007-03 PURCHASE 2014-10   34,982 40,850     -5,868  
    5000 SHRS TARGET CORP 2010-05 PURCHASE 2014-02   303,859 247,959     55,900  
    2500 SHRS WGL HOLDINGS INC 2013-03 PURCHASE 2014-10   114,659 108,565     6,094  
    2000 SHRS WASTE MANAGEMENT INC 2011-11 PURCHASE 2014-02   84,904 68,307     16,597  
    500 SHRS COVIDIEN PLC 2002-02 PURCHASE 2014-01   34,045 22,055     11,990  
    1600 SHRS COVIDIEN PLC 2010-07 PURCHASE 2014-07   116,000 64,670     51,330  
    400 SHRS COVIDIEN PLC 2010-07 PURCHASE 2014-09   36,332 14,466     21,866  
    1000 SHRS SEAGATE TECHNOLOGY PLC 2012-09 PURCHASE 2014-05   50,100 31,230     18,870  
    3000 SHRS VANGUARD NATL RES PRTN 2010-08 PURCHASE 2014-05   89,410 34,768     54,642  
    CALLS 2014-01 PURCHASE 2014-12   106,708 134,080     -27,372  
    LONG-TERM GAIN/LOSS FROM PASS-THROUGH ENTITY         88,352       88,352  

    TY 2014 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 6,841,760 12,784,363
    CHARLES SCHWAB 332,608 385,136

    TY 2014 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    
    INVESTMENTS AT COST 200,089 200,089
    SWEET GUM LLC AT COST 68,324 68,324
    SWEET GUM II AT COST 282,843 282,843

    TY 2014 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 20,638   20,638 18,500
    1535-39 ELM ST 2,814   2,814 2,100


    TY 2014 OtherDecreasesSchedule
    Name:
    ED & JOANN HUBERT FAMILY
    FOUNDATION INC
    EIN: 22-3883114
    Description Amount
       


    TY 2014 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 61 61    
    OFFICE 1,298 1,298    
    UTILITIES 629 629    
    SECT 59E COSTS 2,835 2,835    
    SWEETGUM LLC LOSS K-1 38,792 38,792    
    SWEET GUM II LLC LOSS K-1 14 14    


    TY 2014 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 3,824 3,824  
    OTHER INCOME 2,909 2,909  


    TY 2014 OtherIncreasesSchedule
    Name:
    ED & JOANN HUBERT FAMILY
    FOUNDATION INC
    EIN: 22-3883114
    Description Amount
       


    TY 2014 OtherNotesLoansRcvblShortSch2
    Name:
    ED & JOANN HUBERT FAMILY
    FOUNDATION INC
    EIN: 22-3883114
    Name of 501(c)(3) Organization Balance Due
     
          		1,650
     
          		 
     
          		122,053
     
          		25,000
     
          		28,191
     
          		7,500
     
          		209,039
     
          		278,576
     
          		294,293
     
          		25,000
     
          		297,250
     
          		15,000
     
          		5,773
     
          		11,100
     
          		8,000
     
          		35,730
     
          		47,841
     
          		195
     
          		150,000
     
          		100,000
     
          		42,526
     
          		310,000
     
          		 
     
          		209,128
     
          		75,000
     
          		78,750
     
          		102,029
     
          		78,750
     
          		106,000
     
          		40,000
     
          		40,000
     
          		78,520
     
          		78,520
     
          		9,048
     
          		2,032
     
          		8,100
     
          		4,000
     
          		4,946
     
          		35,595
     
          		45,361
     
          		9,494
     
          		7,075
     
          		68,500
     
          		24,643
     
          		1,063
     
          		25,800
     
          		65,000
     
          		25,000
     
          		25,000
     
          		115,200
     
          		161,500
     
          		316
     
          		125,000
     
          		130,000
     
          		105,000
     
          		35,000
     
          		135,000
     
          		153,281
     
          		25,000
     
          		51,500
     
          		1,434
     
          		19,154
     
          		18,108
     
          		60,462
     
          		9,748
     
          		49,751
     
          		10,843
     
          		534
     
          		14,310
     
          		43,061
     
          		11,716
     
          		13,299
     
          		20
     
          		490
     
          		3,896
     
          		 
     
          		 
     
          		 
     
          		4,288
     
          		40,821
     
          		32,108
     
          		256
     
          		54,826
     
          		10,000
     
          		30,000
     
          		172,207
     
          		150,000
     
          		50,000
     
          		67,239
     
          		100,000
     
          		15,000
     
          		30,000
     
          		20,000
     
          		40,000
     
          		18,000
     
          		645,910
     
          		30,348


    TY 2014 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 63,510 63,510    


    TY 2014 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 1,165 1,165    
    TAXES - STATE 25     25
    TAXES - FEDERAL 2,520     2,520
    TAXES - FOREING 96     96