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
BUILDING HEALTHY LIVES FOUNDATION
 

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

30-0214078
B Telephone number (see instructions)

(513) 419-6587
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$47,790,060J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach
schedule).............. 262,915
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments 1,339 1,339  
4 Dividends and interest from securities...... 967,084 967,084  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 2,193,034
b Gross sales price for all assets on line 6a 8,301,848
7 Capital gain net income (from Part IV, line 2)... 2,193,291
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 9,731 0  
12 Total. Add lines 1 through 11........ 3,434,103 3,161,714  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 368,261 0   211,628
14 Other employee salaries and wages...... 278,773 0   278,773
15 Pension plans, employee benefits....... 93,535 0   78,872
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 12,029 0   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 30,892 0   0
19 Depreciation (attach schedule) and depletion... Click to see attachment 16,372 0  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 4,559 0   2,214
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 2,140,357 72,495   1,966,498
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,944,778 72,495   2,537,985
25 Contributions, gifts, grants paid........ 300,269 300,269
26 Total expenses and disbursements. Add lines 24 and 25 3,245,047 72,495   2,838,254
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 189,056
b Net investment income (if negative, enter -0-) 3,089,219
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............... 49,222 24,443 24,443
2 Savings and temporary cash investments..........      
3 Accounts receivable bullet47,727
Less: allowance for doubtful accounts bullet   57,080 47,727 47,727
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use............... 570 950 950
9 Prepaid expenses and deferred charges........... 14,721 33,607 33,607
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 37,907,398 Click to see attachment37,956,457 47,392,499
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)...........      
14 Land, buildings, and equipment: basis bullet353,350
Less: accumulated depreciation (attach schedule) bullet313,917 43,414 Click to see attachment39,433 39,433
15 Other assets (describe bullet) Click to see attachment111,383 Click to see attachment251,401 Click to see attachment251,401
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 38,183,788 38,354,018 47,790,060
Liabilities 17 Accounts payable and accrued expenses.......... 43,110 42,043
18 Grants payable.................. 75,260 26,667
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment236,266 Click to see attachment267,100
23 Total liabilities (add lines 17 through 22).......... 354,636 335,810
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted................... 37,829,152 37,808,503
25 Temporarily restricted................   209,705
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)...... 37,829,152 38,018,208
31 Total liabilities and net assets/fund balances (see instructions).. 38,183,788 38,354,018
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 37,829,152
2 Enter amount from Part I, line 27a..................... 2 189,056
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 38,018,208
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 38,018,208
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.)
1 a 2678 SHARES ALLIANZ GI NFJ SMALL CAP & VALUE FD INST P    
b 1260 SPDR S&P 500 EF TR P    
c 2128 SHARES DODGE & COX INTL STOCK FUND P    
d 10010 SHARES ISHARES TR MSCI EAFE ETF:EFA P    
e 9105 SHARES VANGUARD BOND INDEX FUNDSHORT TERM BOND EFT:BSV P    
10630 SHARES ISHARES TR MSCI EAFE ETF:EFA P    
7705 SHARES ISHARES CORE S&P ETF SMALLCAP:IJR P    
3255 SHARES SPDR S&P MIDCAP 400ETF:MDY P    
21665 SHARES POWERSHARES S&P ETF 500 LOW VOLATILITY P    
12485 SHARES ISHARES MSCI ETF EMERGING MKTS MINIMUM: EEMV P    
2225 SHARES ISHARES S&P MIDCAP 400 VALUE ETF:IJJ P    
3620 SHARES ISHARES S&P 500 VALUE:IVE P    
14980 SHARES ISHARES MSCI PAC EX JAPNPACIFIC EX-JAPAN:EPP P    
CAPITAL GAINS DIVIDENDS P    
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 99,950   74,194 25,756
b 251,761   176,996 74,765
c 99,950   64,572 35,378
d 684,663   580,743 103,920
e 731,859   731,308 551
699,972   615,378 84,594
822,841   526,838 296,003
799,095   539,099 259,996
746,570   747,009 -439
738,088   769,512 -31,424
255,476   268,288 -12,812
335,321   281,490 53,831
687,625   733,130 -45,505
1,348,677     1,348,677
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       25,756
b       74,765
c       35,378
d       103,920
e       551
      84,594
      296,003
      259,996
      -439
      -31,424
      -12,812
      53,831
      -45,505
      1,348,677
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 2,193,291
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 2,863,455 45,227,272 0.063313
2012 2,612,707 42,007,483 0.062196
2011 2,576,889 42,868,934 0.060111
2010 2,212,220 40,120,935 0.055139
2009 1,528,745 30,141,000 0.050720
2 Total of line 1, column (d) ...................... 2 0.291479
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 0.058296
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 46,966,402
5 Multiply line 4 by line 3....................... 5 2,737,953
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 30,892
7 Add lines 5 and 6......................... 7 2,768,845
8 Enter qualifying distributions from Part XII, line 4.............. 8 2,838,254
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 30,892
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 30,892
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 30,892
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 30,296
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 596
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 30,892
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 0
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletOH
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 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 addressbulletWWW.CLEVERCRAZES.COM
    14
    The books are in care ofbulletDIANNE DUNKELMAN Telephone no.bullet (513) 419-6587
    Located atbullet625 EDEN PARK DRIVE SUITE 200CINCINNATIOH ZIP+4bullet45202
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 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
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 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
    DIANNE DUNKELMAN PRESIDENT
    40.00     		368,261 51,598 0
    625 EDEN PARK DRIVE SUITE 200
    CINCINNATI,OH45202
    PATRICIA SMITSON DIRECTOR
    1.00     		0 0 0
    625 EDEN PARK DRIVE SUITE 200
    CINCINNATI,OH45202
    LORRENCE KELLAR SECRETARY
    1.00     		0 0 0
    625 EDEN PARK DRIVE SUITE 200
    CINCINNATI,OH45202
    GUY M HILD DIRECTOR
    1.00     		0 0 0
    625 EDEN PARK DRIVE SUITE 200
    CINCINNATI,OH45202
    SANDRA LOBERT DIRECTOR
    1.00     		0 0 0
    625 EDEN PARK DRIVE SUITE 200
    CINCINNATI,OH45202
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    WILDA D SHAFFER SR DIR FINANCE
    40.00     		108,979 11,412 0
    625 EDEN PARK DRIVE SUITE 200
    CINCINNATI,OH45202
    KATHERINE KATRAK SR ACCOUNTANT
    40.00     		89,566 16,705 0
    625 EDEN PARK DRIVE SUITE 200
    CINCINNATI,OH45202
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    CUSTOMIZED COMMUNICATIONS PRODUCE AND PRINT MATERIALS TO DISTRIBUTE IN TEACHER FREE STORES 1,194,766
    3407 AVENUE E EAST
    ARLINGTON,TX76011
    LAMSON DESIGN LLC DBA LAMSONENIA DESIGN GRAPHIC DESIGN FOR WEBSITE AND PRINTED MATERIALS FOR DISTRIBUTION 299,274
    4410 BRAZEE STREET
    CINCINNATI,OH45209
    I SYSTEMS COMPUTER (IT) CONSULTANT & COMPUTER EQUIPMENT PURCHASES 84,419
    7905 BLACKHAWK COURT SUITE B
    WEST CHESTER,OH45069
    FOURTH STREET PERFORMANCE PARTNERS INVESTMENT MANGEMENT FEES 72,495
    211 GARRARD STREET
    COVINGTON,KY41011
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 MATERIALS FOCUSED ON SCIENCE, TECHNOLOGY, ENGINEERING, MATHEMATICS,AND THE ARTS: NUTRITION, FITNESS, SELF-ESTEEM, ANTI-BULLYING, AND ENHANCING CRITICAL THINKING THROUGH THE ARTS. 2,537,985
    2 CONTRIBUTIONS AND SPONSORSHIPS 300,269
    3  
    4  
    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 N/A 0
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    46,445,964
    b
    Average of monthly cash balances.......................
    1b
    1,235,662
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    47,681,626
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    47,681,626
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    715,224
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    46,966,402
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    2,348,320
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    2,348,320
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    30,892
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    30,892
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,317,428
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    2,317,428
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    2,317,428
    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
    2,838,254
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    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
    2,838,254
    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
    30,892
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    2,807,362
    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 2,317,428
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009.......  
    b From 2010.......  
    c From 2011....... 262,493
    d From 2012....... 559,463
    e From 2013....... 662,679
    fTotal of lines 3a through e......... 1,484,635
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 2,838,254
    a Applied to 2013, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2014 distributable amount..... 2,317,428
    e Remaining amount distributed out of corpus 520,826
    5 Excess distributions carryover applied to 2014. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 2,005,461
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    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) .......     		0
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		2,005,461
    10 Analysis of line 9:
    a Excess from 2010....  
    b Excess from 2011.... 262,493
    c Excess from 2012.... 559,463
    d Excess from 2013.... 662,679
    e Excess from 2014.... 520,826
    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
    APF CINCINNATI CHAPTER
    PO BOX 31206
    CINCINNATI,OH45231     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 350
    AJC
    205 WEST FOURTH STREET SUITE 1270
    CINCINNATI,OH45202     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 1,250
    AMERICAN HEART ASSOCIATION
    PO BOX 163549
    COLUMBUS,OH43216     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 5,400
    AMERICAN RED CROSS
    2111 DANA AVENUE
    CINCINNATI,OH45207     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 2,100
    ART WORKS
    20 E CENTRAL AVENUE
    CINCINNATI,OH45202     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 1,000
    ARTSWAVE
    20 EAST CENTRAL PARKWAY SUITE 200
    CINCINNATI,OH45202     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 2,750
    THE BEECHWOOD HOME
    2140 POGUE AVENUE
    CINCINNATI,OH45208     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 100
    BETHESDA FOUNDATION
    10500 MONTGOMERY ROAD
    CINCINNATI,OH45242     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 100
    BREAST CANCER ORG
    7 EAST LANCASTER AVE 3RD FLOOR
    ARDMORE,PA19903     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 500
    CANCER SUPPORT COMMUNITY
    4918 COOPER ROAD
    CINCINNATI,OH45242     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 100
    CENTER FOR INTERFAITH COMMUNITY ENGAGEMENT XAVIER UNIVERSITY
    3800 VICTORY PARKWAY
    CINCINNATI,OH45207     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 250
    CENTRAL CLINIC
    311 ALBERT SABIN WAY
    CINCINNATI,OH45229     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 3,000
    CET
    1223 CENTRAL PARKWAY
    CINCINNATI,OH45214     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 9,600
    CHAMBER MUSIC CINCINNATI
    625 10TH AVENUE
    DAYTON,KY41074     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 3,000
    THE CHRIST HOSPITAL FOUNDATION
    625 EDEN PARK DRIVE SUITE 150
    CINCINNATI,OH45202     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 4,000
    CINCINNATI ASSOCIATION FOR THE BLIND AND VISUALLY IMPAIRED
    2045 GILBERT AVENUE
    CINCINNATI,OH45202     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 7,500
    CINCINNATI ART MUSEUM
    953 EDEN PARK DRIVE
    CINCINNATI,OH45202     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 9,800
    CINCINNATI BALLET
    1555 CENTRAL PARKWAY
    CINCINNATI,OH45214     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 13,000
    CINCINNATI CHAPTER OF THE LINKS INC
    4508 SPRING MEADOW DRIVE
    CINCINNATI,OH45229     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 100
    CINCINNATI CHILDREN'S HOSPITAL MEDICAL CENTER - CINCINNATI WALKS FOR KIDS
    PO BOX 5202
    CINCINNATI,OH45201     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 200
    CINCINNATI HORTICULTURAL
    11887 NORTH LEBANON ROAD
    LOVELAND,OH45140     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 100
    CINCINNATI MUSEUM CENTER
    1301 WESTERN AVE
    CINCINNATI,OH45203     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 3,225
    CINCINNATI OPERA
    1243 ELM STREET
    CINCINNATI,OH45202     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 450
    CINCINNATI PARKS FOUNDATION
    950 EDEN PARK DRIVE
    CINCINNATI,OH45202     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 450
    CINCINNATI SYMPHONY ORCHESTRA
    1241 ELM STREET
    CINCINNATI,OH45202     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 2,077
    CINCINNATI UNION BETHEL
    300 LYTLE STREET
    CINCINNATI,OH45202     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 32
    CLEVELAND CLINIC FOUNDATION
    9500 EUCLID AVENUE
    CLEVELAND,OH44195     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 75,000
    FERNSIDE BLUE OUT
    4360 COOPER ROAD SUITE 100
    CINCINNATI,OH45242     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 250
    HOSPICE OF CINCINNATI
    10500 MONTGOMERY ROAD
    CINCINNATI,OH45242     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 25,860
    INTEGRATIVE MEDICINE FOUNDATION
    6400 EAST GALBRAITH RD
    CINCINNATI,OH45236     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 200
    JDRF SOUTHWEST OHIO CHAPTER
    8050 HOSBROOKE ROAD SUITE 314
    CINCINNATI,OH45236     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 300
    JEWISH FAMILY SERVICES
    8487 RIDGE ROAD
    CINCINNATI,OH45236     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 250
    JUNIOR ACHIEVEMENT
    644 LINN ST SUITE 1024
    CINCINNATI,OH45203     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 225
    LEAGUE OF WOMEN VOTERS CINCINNATI AREA EDUCATION FUND
    103 WM HOWARD TAFT ROAD
    CINCINNATI,OH45219     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 500
    LIFE POINT SOLUTIONS DIVISION OF GREATER CINCINNATI BEHAVIORAL HEALTH
    3730 GLENWAY AVE
    CINCINNATI,OH45205     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 80
    LITERACY NETWORK
    635 WEST SEVENTH STREET 19
    BROADCAST PLAZA SUITE 309
    CINCINNATI,OH45203     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 100
    MAKE A WISH FOUNDATION
    10260 ALLIANCE ROAD SUITE 200
    CINCINNATI,OH45242     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 1,000
    MANNEQUIN CO MOE ROUSE
    3905 WINDING WAY
    CINCINNATI,OH45229     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 100
    METROPOLITAN MUSEUM OF ART
    1000 5TH AVENUE
    NEW YORK,NY10028     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 70
    NATIONAL UNDERGROUND FREEDOM CENTER
    50 EAST FREEDOM WAY
    CINCINNATI,OH45202     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 200
    NORTH AMERICAN MENOPAUSE SOCIETY FOUNDATION
    5900 LANDERBROOK DRIVE
    CLEVELAND,OH44124     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 2,000
    OHIO CANCER RESEARCH
    50 W BROAD ST SUITE 1132
    COLUMBUS,OH43215     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 100
    PROKIDS CO INGAGE PARTNER
    2753 OBSERVATORY AVENUE
    CINCINNATI,OH45208     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 1,000
    SPPA 5K RUN
    231 CLARK ROAD
    CINCINNATI,OH45215     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 1,000
    TAPCE CO JIM LICHTENBERG
    PO BOX 157121
    CINCINNATI,OH45215     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 100
    TOP LADIES OF DISTINCTION INC
    2914 SOUTHMORE BLVD
    HOUSTON,TX77004     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 650
    UNIVERSITY OF CINCINNATI
    2600 CLIFTON AVE
    CINCINNATI,OH45220     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 76,234
    VITAS COMMUNITY CONNECTION
    11500 NORGHLAKE DR SUITE 400
    CINCINNATI,OH45249     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 100
    VISITING NURSE ASSOCIATION
    2400 READING ROAD
    CINCINNATI,OH45202     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 100
    YMCA OF GREATER CINCINNATI
    1105 ELM STREET
    CINCINNATI,OH45202     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 300
    YWCA OF CINCINNATI
    898 WALNUT STREET
    CINCINNATI,OH45202     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 5,115
    ZONTA SERVICE FUND
    PO BOX 428546
    CINCINNATI,OH45242     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 1,000
    BOYS & GIRLS CLUB OF THE EASTERN PANHANDLE
    PO BOX 1184
    MARTINSBURG,WV25401     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 500
    BUTTE COUNTY OFFICE OF EDUCATION
    1859 BIRD STREET
    OROVILLE,CA95965     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 100
    CENTRAL MIDDLE SCHOOL
    13200 PEARL ROAD
    STRONGSVILLE,OH44136     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 5,000
    CINCINNATI CHRISTIAN SCHOOLS
    7350 DIXIE HIGHWAY
    FAIRFIELD,OH45014     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 1,500
    CINCINNATI PUBLIC SCHOOLS
    2651 BURNET AVENUE
    CINCINNATI,OH45219     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 1,667
    CUYAHOGA HEIGHTS ELEMENTARY
    4880 EAST 71ST STREET
    CLEVELAND,OH44125     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 1,500
    EAGLE INTERMEDIATE SCHOOL
    700 EAGLE SCHOOL ROAD
    MARTINSBURG,WV25404     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 1,000
    EDEN GROVE ACADEMY
    6277 COLLEGEVUE PL
    CINCINNATI,OH45224     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 2,417
    HUBERT BANCROFT ELEMENTARY SCHOOL START AFTER-SCHOOL PROGRAM
    2929 BELMAR ST
    SACRAMENTO,CA95826     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 500
    JOHN PAUL II CATHOLIC SCHOOL
    9375 WINTON ROAD
    CINCINNATI,OH45231     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 2,667
    KIDS CAMPUS YOUTH CENTER
    4316 PECK ROAD
    EL MONTE,CA91732     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 500
    LA'S BEST
    711 E 14TH PLACE
    LOS ANGELES,CA90021     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 7,600
    LOS ANGELES CONSERVATION CORPS AFTER-SCHOOL PROGRAM
    605 W OLYMPIC BLVD
    LOS ANGELES,CA90015     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 8,200
    LOS MOLINOS ELEMENTARY SCHOOL
    7700 STRANFORD AVENUE
    LOS MOLINOS,CA96055     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 250
    MOUNTAIN RIDGE INTERMEDIATE
    2691 GARRAFDSTOWN ROAD
    GARRARDSTON,WV25420     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 500
    PARAMOUNT CITY OF STAR AFTERSCHOOL PROGRAM
    15300 DOWNEY AVENUE
    PARAMOUNT,CA90723     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 300
    POMONA UNIFIED SCHOOL DISTRICT
    1460 E HOLT AVE SUITE 132
    POMONA,CA91767     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 1,700
    PORTLAND PUBLIC SCHOOLS
    2409 N SARATOGA
    PORTLAND,OR97217     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 100
    PRO-YOUTH
    505 N COURT ST
    VISALIA,CA93921     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 100
    SANDS HILL-VENABLE ELEMENTARY
    154 SAND HILL SCHOOL RD
    ASHVILLE,NC28806     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 300
    SBCUSDCAPS
    1535 W HIGHLAND AVENUE
    SAN BERNIDINO,CA92411     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 1,500
    SCHOOLS IN ACTION
    241 S SOTO ST STE 100
    LOS ANGELES,CA90023     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 100
    Total .................................bullet 3a 300,269
    bApproved for future payment
    Total .................................bullet 3b 0
    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 ............     		    14 1,339  
    4 Dividends and interest from securities....     14 967,084  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 2,193,291 -257
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aMISCELLANEOUS     01 9,731  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 3,171,445 -257
    13Total. Add line 12, columns (b), (d), and (e)..................
    133,171,188
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    8 FIXED ASSET DISPOSAL
    Form 990-PF (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
    BUILDING HEALTHY LIVES FOUNDATION
     
    Employer identification number

    30-0214078
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 2
    Name of organization
    BUILDING HEALTHY LIVES FOUNDATION
          		Employer identification number

    30-0214078
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

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

    		$259,705


    (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
    BUILDING HEALTHY LIVES FOUNDATION
          		Employer identification number

    30-0214078
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 4
    Name of organization
    BUILDING HEALTHY LIVES FOUNDATION
          		Employer identification number

    30-0214078
    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


    Software ID:  
    Software Version:  

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

    TY 2014 DepreciationSchedule
    Name:
    BUILDING HEALTHY LIVES FOUNDATION
    EIN: 30-0214078
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    OFFICE FURNITURE 2009-01-01 15,624 15,624 SL 10.000000000000 0 0    
    OFFICE FURNITURE 2009-01-01 122,199 119,152 SL 10.000000000000 1,348 0    
    LEASEHOLD IMPROVEMENTS 2009-01-01 31,347 31,347 SL 3.000000000000 0 0    
    IT EQUIPMENT AND SOFTWARE 2009-01-01 184,180 131,422 SL 3.000000000000 15,024 0    

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

    TY 2014 GainLossSaleOtherAssetsSch
    Name:
    BUILDING HEALTHY LIVES FOUNDATION
    EIN: 30-0214078
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    FIXED ASSETS   PURCHASED       6,516   0 -257 6,259

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    BUILDING HEALTHY LIVES FOUNDATION
    EIN: 30-0214078
    Name of Stock End of Year Book Value End of Year Fair Market Value
    INVESTMENTS 37,956,457 47,392,499

    TY 2014 LandEtcSchedule2
    Name:
    BUILDING HEALTHY LIVES FOUNDATION
    EIN: 30-0214078
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    OFFICE FURNITURE 15,624 15,624 0  
    OFFICE FURNITURE 122,199 120,500 1,699  
    LEASEHOLD IMPROVEMENTS 31,347 31,347 0  
    IT EQUIPMENT AND SOFTWARE 184,180 146,446 37,734  


    TY 2014 OtherAssetsSchedule
    Name:
    BUILDING HEALTHY LIVES FOUNDATION
    EIN: 30-0214078
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DEFERRED CHARGE 41,651 21,667 21,667
    TRADEMARK 69,732 71,788 71,788
    UNCONDITIONAL PROMISES TO GIVE   157,946 157,946


    TY 2014 OtherExpensesSchedule
    Name:
    BUILDING HEALTHY LIVES FOUNDATION
    EIN: 30-0214078
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE SUPPLIES 28,706 0   19,891
    INSURANCE 7,374 0   4,916
    INVESTMENT MANAGEMENT FEES 72,495 72,495   0
    MISCELLANEOUS 20,779 0   6,949
    CHILDRENS PROJECT 1,875,242 0   1,875,242
    PAYROLL TAXES 36,981 0   0
    POSTAGE AND SHIPPING 451 0   366
    OFFICE EQUIPMENT MAINTENACE AND REPAIR 26,507 0   17,671
    FUNDRAISING COST 9,687 0   0
    FUNDRAISING SALARY 18,413 0   0
    FUNDRAISING BENEFITS 2,259 0   0
    CHILDRENS PROJECTS - SALARIES 32,436 0   32,436
    CHILDRENS PROJECTS - BENEFITS & PAYROLL TAXES 9,027 0   9,027


    TY 2014 OtherIncomeSchedule2
    Name:
    BUILDING HEALTHY LIVES FOUNDATION
    EIN: 30-0214078
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MISCELLANEOUS 9,731   9,731


    TY 2014 OtherLiabilitiesSchedule
    Name:
    BUILDING HEALTHY LIVES FOUNDATION
    EIN: 30-0214078
    Description Beginning of Year - Book Value End of Year - Book Value
    DEFERRED COMPENSATION 236,266 267,100


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    BUILDING HEALTHY LIVES FOUNDATION
    EIN: 30-0214078
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROFESSIONAL SERVICES 12,029 0   0


    TY 2014 TaxesSchedule
    Name:
    BUILDING HEALTHY LIVES FOUNDATION
    EIN: 30-0214078
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX 30,892 0   0