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
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 08-01-2015 , and ending 07-31-2016
Name of foundation
DEWINE FAMILY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)3030 GRIEST AVE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CINCINNATI, OH45208
A Employer identification number

31-1483132
B Telephone number (see instructions)

(513) 533-3561
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$16,560,217
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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)  
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 594,458 594,458 594,458
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -34,962
b Gross sales price for all assets on line 6a 1,128,312
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)....... -8,649   -8,649
12 Total. Add lines 1 through 11........ 550,847 594,458 585,809
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 27,000     27,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 2,364     2,364
16a Legal fees (attach schedule)......... 200     200
b Accounting fees (attach schedule)....... 12,496     12,496
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 23,599     23,599
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 1,611     1,611
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 67,270 0   67,270
25 Contributions, gifts, grants paid....... 701,381 701,381
26 Total expenses and disbursements. Add lines 24 and 25 768,651 0   768,651
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -217,804
b Net investment income (if negative, enter -0-) 594,458
c Adjusted net income (if negative, enter -0-)... 585,809
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
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............. 98,781 492,862 492,862
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet1,630,678
Less: allowance for doubtful accounts bullet   1,755,676 Click to see attachment1,630,678 1,630,678
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 10    
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 11,362,949 Click to see attachment10,890,048 14,422,992
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 bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment21,696 Click to see attachment13,685 Click to see attachment13,685
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 13,239,112 13,027,273 16,560,217
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 13,239,112 13,027,273
30 Total net assets or fund balances (see instructions)..... 13,239,112 13,027,273
31 Total liabilities and net assets/fund balances (see instructions). 13,239,112 13,027,273
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
13,239,112
2
Enter amount from Part I, line 27a .....................
2
-217,804
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
7,177
4
Add lines 1, 2, and 3 ..........................
4
13,028,485
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,212
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
13,027,273
Form 990-PF (2015)
Form 990-PF (2015)
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 PEABODY ENERGY CORP P 2014-10-21 2015-10-01
b XCEL ENERGY INC D 2004-12-22 2015-10-30
c OWENS & MINOR INC D 1997-05-29 2016-04-01
d PEABODY ENERGY CORP P 2014-10-21 2015-10-30
e ATMOS ENERGY CORP D 2009-05-14 2016-04-01
NAVIOS MARITIME HOLDINGS INC P 2015-02-26 2016-04-01
J ALEXANDER HOLDINGS INC P 2014-07-01 2015-10-06
ATMOS ENERGY CORP D 2009-03-24 2016-04-01
NAVIOS MARITIME HOLDINGS INC P 2015-06-16 2016-04-01
J ALEXANDER HOLDINGS INC P 2014-07-01 2015-10-30
CHEMOURS COMPANY D 2015-07-01 2016-04-01
ESSEX PROPERTY TRUST INC SER H P 2011-07-04 2016-04-15
MILLER ENERGY RESOURCES INC SER C P 2013-06-25 2015-10-30
CINCINNATI FINANCIAL CORP D 2002-03-07 2016-04-01
BAXALTA INC P 2015-07-01 2016-06-03
MILLER ENERGY RESOURCES INC SER C P 2014-10-21 2015-10-30
CINCINNATI FINANCIAL CORP P 2010-09-27 2016-04-01
SHIRE PLC P 2016-06-02 2016-06-03
MILLER ENERGY RESOURCES INC SER C P 2015-02-26 2015-10-30
CINCINNATI FINANCIAL CORP P 2011-11-09 2016-04-01
GREIF INC CLASS B P 2010-02-04 2016-06-20
MILLER ENERGY RESOURCES INC SER C P 2015-02-27 2015-10-30
HOLOGIC INC P 2010-12-09 2016-04-01
MILLER ENERGY RESOURCES INC SER C P 2015-03-03 2015-10-30
NAVIENT CORP P 2010-04-26 2016-04-01
MILLER ENERGY RESOURCES INC SER C P 2015-03-04 2015-10-30
OLD REPUBLIC INTERNATIONAL CORP D 2001-10-11 2016-04-01
REMY INTL INC P 2010-02-04 2015-10-30
OLD REPUBLIC INTERNATIONAL CORP D 2001-10-16 2016-04-01
SLM CORP P 2010-07-26 2015-10-30
OLD REPUBLIC INTERNATIONAL CORP D 2001-10-17 2016-04-01
XCEL ENERGY INC P 2002-05-13 2015-10-30
OLD REPUBLIC INTERNATIONAL CORP D 2008-01-22 2016-04-01
XCEL ENERGY INC P 2008-04-24 2015-10-30
OLD REPUBLIC INTERNATIONAL CORP P 2010-06-23 2016-04-01
XCEL ENERGY INC D 2004-12-22 2015-10-30
OWENS & MINOR INC D 1979-09-04 2016-04-01
(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 12   110 -98
b 35,469   17,580 17,889
c 36,446   7,613 28,833
d 745   10,856 -10,111
e 73,692   22,265 51,427
27,278   117,687 -90,409
3   1 2
36,846   12,111 24,735
16,367   56,318 -39,951
2,161   1,050 1,111
1,400   1,357 43
100,000   105,197 -5,197
454   134,932 -134,478
27,416   10,604 16,812
36,000     36,000
303   95,049 -94,746
37,860   17,017 20,843
76     76
121   21,943 -21,822
130,550   58,279 72,271
53,859   47,702 6,157
4   743 -739
102,646   53,273 49,373
228   47,549 -47,321
34,325   21,385 12,940
404   82,528 -82,124
17,079   8,473 8,606
6,831   2,163 4,668
17,079   8,473 8,606
20,660   11,976 8,684
17,098   8,482 8,616
17,735   11,090 6,645
21,655   10,742 10,913
35,469   21,138 14,331
36,456   26,459 9,997
35,469   16,720 18,749
148,116   94,409 53,707
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       -98
b       17,889
c       28,833
d       -10,111
e       51,427
      -90,409
      2
      24,735
      -39,951
      1,111
      43
      -5,197
      -134,478
      16,812
      36,000
      -94,746
      20,843
      76
      -21,822
      72,271
      6,157
      -739
      49,373
      -47,321
      12,940
      -82,124
      8,606
      4,668
      8,606
      8,684
      8,616
      6,645
      10,913
      14,331
      9,997
      18,749
      53,707
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 -34,962
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 -155,936
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))
2014      
2013      
2012      
2011      
2010      
2
Total of line 1, column (d) .....................
2  
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
 
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
 
5
Multiply line 4 by line 3......................
5
 
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
 
7
Add lines 5 and 6........................
7
 
8
Enter qualifying distributions from Part XII, line 4.............
8
 
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 (2015)
Form 990-PF (2015)
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 Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 11,889
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 11,889
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 11,889
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 13,685
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 13,685
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 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 1,796
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet1,796 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 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 ofbulletKAREN DEWINE Telephone no.bullet (513) 533-3561

    Located atbullet3030 GRIEST AVECINCINNATIOH ZIP+4bullet45208
    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 2015, 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  
    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 2015?.............
    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 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    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 2015 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 2015.)..................
    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 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    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 (2015)
    Form 990-PF (2015)
    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
    R MICHAEL DEWINE PRESIDENT
    1.00
    0 0 0
    2587 CONLEY ROAD
    CEDARVILLE,OH45314
    JILL E DEWINE DARLING TRUSTEE
    1.00
    0 0 0
    6796 BOWERMAN STREET EAST
    WORTHINGTON,OH43085
    KAREN DEWINE SEC/TREAS
    12.00
    27,000 0 0
    3030 GRIEST AVE
    CINCINNATI,OH45208
    FRANCES DEWINE VICE PRES
    1.00
    0 0 0
    2587 CONLEY ROAD
    CEDARVILLE,OH45314
    JOHN DEWINE TRUSTEE
    1.00
    0 0 0
    100 FAIRFIELD-YELLOW SPRINGS ROAD
    YELLOW SPRINGS,OH45387
    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
     
    2  
    3  
    4  
    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  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    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
    13,935,588
    b
    Average of monthly cash balances.......................
    1b
    549,977
    c
    Fair market value of all other assets (see instructions)................
    1c
    1,630,678
    d
    Total (add lines 1a, b, and c).........................
    1d
    16,116,243
    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
    16,116,243
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    241,744
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    15,874,499
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    793,725
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    793,725
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    11,889
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    11,889
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    781,836
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    781,836
    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
    781,836
    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
    768,651
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    768,651
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    768,651
    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 (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2014
    (c)
    2014
    (d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7 781,836
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2015:
    a From 2010...... 3,876
    b From 2011......  
    c From 2012......  
    d From 2013...... 14,958
    e From 2014...... 32,850
    fTotal of lines 3a through e........ 51,684
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 768,651
    a Applied to 2014, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions)........
     
    d Applied to 2015 distributable amount..... 768,651
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2015. 13,185 13,185
    (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 38,499
    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 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2016. 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 2010 not
    applied on line 5 or line 7 (see instructions) ...
     
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......
    38,499
    10 Analysis of line 9:
    a Excess from 2011....  
    b Excess from 2012....  
    c Excess from 2013.... 5,649
    d Excess from 2014.... 32,850
    e Excess from 2015....  
    Form 990-PF (2015)
    Form 990-PF (2015)
    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 2015, 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) 2015 (b) 2014 (c) 2013 (d) 2012
             
    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 (2015)
    Form 990-PF (2015)
    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
    ANGELA ALLEN
    5262 BROWN ROAD
    OXFORD,OH45056
    N / A INDIVIDUAL BECKY DEWINE SCHOLARSHIP 36
    AULBREY CONLEY
    3731 FISHWORM ROAD
    CEDARVILLE,OH45314
    N / A INDIVIDUAL BECKY DEWINE SCHOLARSHIP 740
    AUTUMN BROWN
    76 RAILROAD STREET
    CEDARVILLE,OH45314
    N / A INDIVIDUAL BECKY DEWINE SCHOLARSHIP 1,844
    BRITTANY GAINES
    504 MOUNT JOY STREET
    SPRINGFIELD,OH45505
    N / A INDIVIDUAL BECKY DEWINE SCHOLARSHIP 415
    CAITLIN FERGUSON
    P O BOX 319
    CEDARVILLE,OH45314
    N / A INDIVIDUAL BECKY DEWINE SCHOLARSHIP 3,410
    NAOMI SEYBOLD
    4080 US ROUTE 42 EAST
    CEDARVILLE,OH45314
    N / A INDIVIDUAL BECKY DEWINE SCHOLARSHIP 3,805
    JAHNI GILLILAND
    242 MEMORIAL DR STE 6195
    CULLOWHEE,NC28723
    N / A INDIVIDUAL BECKY DEWINE SCHOLARSHIP 300
    JUSTIN LIMING
    3730 STRALEY ROAD
    XENIA,OH45385
    N / A INDIVIDUAL BECKY DEWINE SCHOLARSHIP 2,500
    AACW
    P O BOX 441
    YELLOW SPRINGS,OH45387
    N / A PUBLIC AFRICAN AMERICAN CROSS CULTURAL WORK 200
    AKIVA ACADEMY
    505 GYPSY LANE
    YOUNGSTOWN,OH44504
    N / A PUBLIC ALZHEMIERS SUPPORT SERVICES 100
    ALZHEIMER'S ASSOCIATION CENTRAL OH
    1379 DUBLIN ROAD
    COLUMBUS,OH43215
    N / A PUBLIC GENERAL RESEARCH FUNDING 100
    AMERICAN HEART ASSOCIATION
    124 N JEFFERSON ST
    DAYTON,OH45420
    N / A PUBLIC GENERAL RESEARCH FUNDING 350
    AMERICAN RED CROSS
    100 EDGEFIELD ROAD
    ASHEVILLE,NC28804
    N / A PUBLIC FUND HUMANITARIAN AID ORGANIZATION 500
    ANDY NOWAKI ENDOWMENT
    700 CLOCK TOWER DR
    KIRKLAND,OH44094
    N / A PUBLIC SCHOLARSHIP FUNDING 500
    ARCHBISHOP MOELLER HIGH SCHOOL
    9001 MONTGOMERY ROAD
    CINCINNATI,OH45242
    N / A PUBLIC TUITION ASSISTANCE FUNDING 500
    BASTILICA OF ST JOHN THE BAPTIST
    627 MCKINLEY AVENUE NW
    CANTON,OH44703
    N / A PUBLIC GENERAL CHURCH FUNDING 100
    BELLARMINE UNIVERSITY
    2001 NEWBURG ROAD
    LOUISVILLE,KY40205
    N / A PUBLIC BECKY DEWINE SCHOLARSHIPS 4,697
    BOB CAT RENTALS
    66 EAST FIRST STREET
    THE PLAINS,OH45780
    N / A PUBLIC BECKY DEWINE SCHOLARSHIPS 1,000
    BROADWAY CARESEQUITY FIGHTS AIDS
    165 W 46TH ST STE 1300
    NEW YORK,NY10036
    N / A PUBLIC SERVICE PROVIDERS-HIV/AID PATIENTS 1,000
    CEDARVILLE SOFTBALLBASEBALL ASSOC
    19 SOUTH STREET
    CEDARVILLE,OH45314
    N / A PUBLIC FUNDING FOR LOCAL SPORTS ASSOCIATION 1,000
    CEDARVILLE TWNSHP VOLUNTEER FD
    19 SOUTH STREET
    CEDARVILLE,OH45314
    N / A PUBLIC OPERATIONS LOCAL FIRE DEPARTMENT 2,000
    CEDARVILLE UNIVERSITY
    251 N MAIN ST
    CEDARVILLE,OH45314
    N / A PUBLIC BECKY DEWINE SCHOLARSHIPS 7,500
    CENTER FOR RESPITE CARE
    P O BOX 29137
    CINCINNATI,OH45229
    N / A PUBLIC FUNDING MEDICAL CARE FOR HOMELESS 250
    CENTRAL STATE UNIVERSITY
    P O BOX 1004
    WILBERFORCE,OH45384
    N / A PUBLCI GENERAL FUNDING 200
    CHILDRENS MEDICAL CENTER
    ONE CHILDRENS PLAZA
    DAYTON,OH45404
    N / A PUBLIC OPERATIONS FUND CHILDRENS HOSPITAL 10,000
    CINCINNATI ZOO & BOTANTICAL GARDEN
    3400 VINE STREET
    CINCINNATI,OH45220
    N / A PUBLIC GENERAL ZOO OPERATIONS FUNDING 500
    CISE
    100 E EIGHT ST
    CINCINNATI,OH45202
    N / A PUBLIC CATHOLIC SCHOOL SCHOLARSHIP FUNDING 10,000
    CLARK STATE COMMUNITY COLLEGE
    P O BOX 570
    SPRINGFIELD,OH45501
    N / A PUBLIC BECKY DEWINE SCHOLARSHIPS 7,266
    CLEVELAND CLINIC CHILDRENS HOSPITAL
    9500 EUCLID AVE
    CLEVELAND,OH44195
    N / A PUBLIC GENERAL RESEARCH FUNDING 3,000
    COLLEGE NOW GREATER CLEVELAND
    200 PUBLIC SQ 3820
    CLEVELAND,OH44114
    N / A PUBLIC ASSISTANCE TO COLLEGE STUDENTS 3,000
    CYSTIC FIBROSIS FOUNDATION
    4420 CARVER WOODS DRIVE
    BLUE ASH,OH44131
    N / A PUBLIC GENERAL RESEARCH FUNDING 500
    DEL LATTA SCHOLARSHIP
    MILETI ALUMNI CENTER
    BOWLING GREEN,OH43403
    N / A PUBLIC EDUCATIONAL SCHOLARSHIP FUNDING 200
    DWIGHT D EISENHOWER MEMORIAL
    1629 K STREET NW STE 801
    WASHINGTON,DC20006
    N / A PUBLIC FUNDING FOR BUILDING MEMORIAL 1,000
    ELIZABETH NEW LIFE CENTER
    359 FOREST AVE STE 203
    DAYTON,OH45405
    N / A PUBLIC SUPPORT UNEXPECTED PREGNANCIES 5,000
    F O P OF OHIO FOUNDATION
    222 EAST TOWN STREET
    COLUMBUS,OH43215
    N / A PUBLIC GENERAL FUNDING FOP FOUNDATION 1,000
    FABRETTO CHILDRENS FOUNDATION
    3124 N 10TH ST 2ND FLOOR
    ARLINGTON,VA22201
    N / A PUBLIC NUTRITIAN/EDUCATION NICARAGUAN KIDS 2,500
    FAITH & FRIENDS RADIO
    P O BOX 24855
    DAYTON,OH45424
    N / A PUBLIC STATION OPERATIONS FUNDING 300
    FISCHER CENTER FOR ALZHEIMERS
    110 E 42ND STREET 16TH FL
    NEW YORK,NY10017
    N / A PUBLIC RESEARCH PREVENTION/CURE ALZHEIMERS 100
    GALA OF HOPE FOUNDATION
    3500 PENTAGON BLVD
    BEAVERCREEK,OH45431
    N / A PUBLIC SUPPORT CANCER PATIENTS & FAMILIES 10,000
    GLEN HELEN ASSOCIATION
    405 CORRY STREET
    YELLOW SPRINGS,OH45387
    N / A PUBLIC FUND NATURE PRESERVE AND EDUCATION 3,150
    GRACE RICHARDS MEMORIAL FUND
    134 E MOUND STREET
    CIRCLEVILLE,OH43113
    N / A PUBLIC FUNDING FOR MEMORIAL 250
    HANDS TOGETHER
    P O BOX 80985
    SPRINGFIELD,MA01138
    N / A PUBLIC FUNDING FOR SCHOOL IN HAITI 320,000
    HAWKS LANDING
    5262 BROWN ROAD
    OXFORD,OH45056
    N / A PUBLIC ANGELA ALLEN SCHOLARSHIPS 4,964
    HOCKING COLLEGE
    3301 HOCKING PKWY
    NELSONVILLE,OH45764
    N / A PUBLIC BECKY DEWINE SCHOLARSHIPS 2,500
    HONOR FLIGHT DAYTON
    525 VICTORY ROAD
    SPRINGFIELD,OH45504
    N / A PUBLIC FUNDING VETERANS TRAVEL TO DC 100
    HOUSE OF PRAYER
    282 SHELTON ROAD
    XENIA,OH45385
    N / A PUBLIC FUNDING FOR COMMUNITY CHURCH 200
    JDRF
    205 REGENCY EXECUTIVE PK
    CHARLOTTE,NC28217
    N / A PUBLIC GENERAL RESEARCH FUNDING 500
    JOLLY MILL PARK
    31630 JOLLY MILL DRIVE
    PIERCE CITY,MO65723
    N / A PUBLIC FUND HISTORICAL PLACES PRESERVATION 1,000
    KIDS FOR A CURE
    P O BOX 241603
    OHAMA,NE68124
    N / A PUBLIC GENERAL RESEARCH FUNDING 200
    KNIFFIN SCHOLARSHIP FUND
    P O BOX 582
    NORWALK,OH44857
    N / A PUBLIC FUNDING FOR SCHOLARSHIPS 250
    KRAUSE RENTAL PROPERTIES
    6 SOUTH COURT STREET
    ATHENS,OH45701
    N / A PUBLIC BECKY DEWINE SCHOLARSHIP 3,300
    LITTLE ART THEATRE
    247 XENIA AVENUE
    YELLOW SPRINGS,OH45387
    N / A PUBLIC FUNDS FOR COMMUNITY THEATRE 1,000
    LITTLE SISTERS OF THE POOR
    3629 W 29TH AVENUE
    DENVER,CO80211
    N / A PUBLIC INT'L ORGANIZATION FOR POOR ELDERLY 150
    MALONE UNIVERSITY
    26 CLEVELAND AVENUE NW
    CANTON,OH44709
    N / A PUBLIC BECKY DEWINE SCHOLARSHIPS 5,000
    MARIN'S HOPE
    P O BOX 21818
    COLUMBUS,OH43211
    N / A PUBLIC AID FOR ALCOHOL AND DRUG ADDICTIONS 1,000
    MISSION HEALTHCARE FOUNDATION
    P O BOX 5363
    ASHEVILLE,NC28813
    N / A PUBLIC CONNECT COMMUNITY WITH HEALTH CARE 20,000
    MOLLY VOINOVICH MEMORIAL FUND
    1422 EUCLID AVENUE
    CLEVELAND,OH44115
    N / A PUBLIC FUNDING MEMORIAL FUND 1,000
    MUCHI OMEGA FRATERNITY
    980 HENDERSONVILLE RD
    ASHEVILLE,NC28803
    N / A PUBLIC OPERATIONS FUNDING 1,000
    NATIONAL BASEBALL HALL OF FAME
    25 MAIN STREET
    COOPERSTOWN,NY13326
    N / A PUBLIC OPERATIONS FUNDING 5,000
    NATIONWIDE CHILDREN'S HOSPITAL
    700 CHILDRENS DRIVE
    COLUMBUS,OH43205
    N / A PUBLIC GENERAL OPERATIONS FUNDING 4,000
    NEW LIFE CHRISTIAN FELLOWSHIP
    2088 TIBBETTS-WICK ROAD
    GIRARD,OH44420
    N / A PUBLIC GENERAL OPERATIONS FUNDING 100
    NORTH CAROLINA CENTRAL UNIVERSITY
    P O BOX 19496
    DURHAM,NC27707
    N / A PUBLIC BECKY DEWINE SCHOLARSHIPS 3,101
    OHIO CANCER RESEARCH ASSOCIATES
    50 W BROAD ST STE 112
    COLUMBUS,OH43215
    N / A PUBLIC FUNDING CANCER RESEARCH 5,000
    OHIO NATURAL AREAS & PRESERVATIONS
    P O BOX 415
    JOHNSTOWN,OH43031
    N / A PUBLIC PROTECTION OF NATURAL AREAS 1,000
    OHIO UNIVERSITY
    CHUBB HALL 010
    ATHENS,OH45701
    N / A PUBLIC BECKY DEWINE SCHOLARSHIPS 10,000
    OHIO YOUTH IN GOVERNMENT
    40 WEST LONG STREET
    COLUMBUS,OH43215
    N / A PUBLIC TEACHING AMERICAN DEMOCRATIC PROCESS 2,500
    OHIOHEALTH HOSPICE
    800 MCCONNELL DRIVE
    COLUMBUS,OH43214
    N / A PUBLIC PALLIATIVE AND HOSPICE CARE 200
    OLD TOWN UNITED METHODIST CHURCH
    1639 US 68 NORTH
    XENIA,OH45385
    N / A PUBLIC GENERAL FUNDING 100
    OSU MEN'S GULF PROGRAM SUPPORT FUND
    2400 OLENTANGY RIVER ROAD
    COLUMBUS,OH43210
    N / A PUBLIC GENERAL FUNDING FOR GOLF SPORTS 100
    PEO FOUNDATION
    3700 GRAND AVENUE
    DES MOINES,IA50312
    N / A PUBLIC EDUCATIONAL AND CHARITABLE PROJECTS 500
    PREVENT CANCER
    1600 DUKE STREET STE 500
    ALEXANDRIA,VA22314
    N / A PUBLIC CANCER PREVENTION RESEARCH 100
    PRO-START OHIO RESTAURANT ASSN
    1525 BETHEL ROAD STE 201
    COLUMBUS,OH43220
    N / A PUBLIC SCHOLARSHIP FUNDING 10,000
    REDS HALL OF FAME
    100 JOE NUXALL WAY
    CINCINNATI,OH45202
    N / A PUBLIC OPERATIONS FUNDING 2,000
    RELIGIOUS OF JESUS AND MARY
    821 VARMUM STREET NE
    WASHINGTON,DC20017
    N / A PUBLIC RELIGIOUS EDUCATION YOUNG AND POOR 1,000
    SHRINERS HOSPITALS FOR CHILDREN
    950 WEST FARIS ROAD
    GREENVILLE,SC29605
    N / A PUBLIC GENERAL FUNDING 250
    SINCLAIR COMMUNITY COLLEGE
    444 W THIRD STREET
    DAYTON,OH45402
    N / A PUBLIC BECKY DEWINE SCHOLARSHIPS 3,303
    SPIRIT HORSE OF OHIO
    1800 GORDON ROAD
    JAMESTOWN,OH45335
    N / A PUBLIC FUNDING THERAPEUTIC RIDING CENTER 100
    SPRING HILL COLLEGE
    4000 DAUPHIN STREET
    MOBILE,AL36608
    N / A PUBLIC BECKY DEWINE SCHOLARSHIPS 110,894
    ST MARY CHURCH HYDE PARK
    2853 ERIE AVE
    CINCINNATI,OH45208
    N / A PUBLIC GENERAL FUNDING 1,500
    ST MARY SCHOOL
    2845 ERIE AVE
    CINCINNATI,OH45208
    N / A PUBLIC GENERAL SCHOOL FUNDING 500
    ST URSULA FUND
    1339 EAST MCMILLAN STREET
    CINCINNATI,OH45206
    N / A PUBLIC GENERAL SCHOOL FUNDING 500
    ST XAVIER HIGH SCHOOL
    600 W NORTH BEND ROAD
    CINCINNATI,OH45224
    N / A PUBLIC GENERAL SCHOOL FUNDING 500
    SUMMIT COUNTRY DAY ANNUAL FUND
    2161 GRANDIN ROAD
    CINCINNATI,OH45208
    N / A PUBLIC GENERAL SCHOOL FUNDING 1,000
    TECUMSEH COUNCIL BSA
    326 THOMPSON AVE
    SPRINGFIELD,OH45506
    N / A PUBLIC PROGRAMS & FACILITIES FOR BOY SCOUTS 1,000
    TECUMSEH LAND TRUST
    P O BOX 417
    YELLOW SPRINGS,OH45387
    N / A PUBLIC FUNDING LAND PRESERVATION 2,000
    THE CITAEL
    171 MOULTRIE STREET
    CHARLESTON,SC29409
    N / A PUBLIC BECKY DEWINE SCHOLARSHIPS 7,500
    THE COMMUNITY FOUNDATION WEST NC
    4 VANDERBILT PARK DRIVE
    ASHEVILLE,NC28803
    N / A PUBLIC FUNDING DONOR & NONPROFIT LIASON 500
    THE EDGECLIFF FUND XAVIER UNIV
    3800 VICTORY PARKWAY
    CINCINNATI,OH45207
    N / A PUBLIC GENERAL FUNDING 250
    THE GRACE RICHARDS MEMORIAL FUND
    134 E MOUND STREET
    CIRCLEVILLE,OH43113
    N / A PUBLIC FUNDING MEMORIAL FUND 150
    THE MIRACLE LEAGUE
    1506 KLONDIKE RD STE 105
    CONYERS,GA30094
    N / A PUBLIC BASEBALL LEAGUE FOR DISABLE KIDS 500
    THE UNIVERSITY OF CINCINNATI
    51 GOODMAN DRIVE
    CINCINNATI,OH45219
    N / A PUBLIC GENERAL FUNDING 500
    UNC CHARLOTTE
    9201 UNIVERSITY CITY BLVD
    CHARLOTTE,NC28223
    N / A PUBLIC BECKY DEWINE SCHOLARSHIPS 5,846
    UNIV OF NORTH CAROLINA GREENSBORO
    P O BOX 26170
    GREENSBORO,NC27402
    N / A PUBLIC BECKY DEWINE SCHOLARSHIPS 5,000
    UNIVERSITY OF DAYTON
    300 COLLEGE PARK
    DAYTON,OH45469
    N / A PUBLIC BECKY DEWINE SCHOLARSHIPS 5,000
    UNIVERSITY OF MICHIGAN LAW SCHOOL
    625 SOUTH STATE STREET
    ANN ARBOR,MI48109
    N / A PUBLIC GENERAL FUNDING 500
    UNIVERSITY OF RIO GRANDE
    P O BOX 500
    RIO GRANDE,OH45674
    N / A PUBLIC BECKY DEWINE SCHOLARSHIPS 5,000
    URGENT CARE SPECIALISTS LLC
    2400 CORPORATE EXCHANGE
    COLUMBUS,OH43231
    N / A PUBLIC BECKY DEWINE SCHOLARSHIP 105
    VOLAND FAMILY SCHOLARSHIP
    251 NORTH MAIN STREET
    CEDARVILLE,OH45314
    N / A PUBLIC FUNDING FOR SCHOLARSHIPS 100
    WARREN COUNTY CAREER CENTER
    3525 N STATE ROUTE 48
    LEBANON,OH45036
    N / A PUBLIC BECKY DEWINE SCHOLARSHIPS 13,550
    WESTERN CAROLINA UNIVERSITY
    118 KILLIAN ANNEX
    CULLOSHEE,NC28723
    N / A PUBLIC BECKY DEWINE SCHOLARSHIPS 9,894
    WEXNER MEDICAL CENTER DEVELOPMENT
    660 ACKERMAN RD
    COLUMBUS,OH43218
    N / A PUBLIC RESEARCH FUNDING 150
    WILMINGTON COLLEGE
    1870 QUAKER WAY
    WILMINGTON,OH45177
    N / A PUBLIC BECKY DEWINE SCHOLARSHOPS 2,500
    WITTENBURG UNIVERSITY
    P O BOX 720
    SPRINGFIELD,OH45501
    N / A PUBLIC BECKY DEWINE SCHOLARSHOPS 5,000
    WOMEN'S CARE CENTER
    935 EAST BROAD STREET
    COLUMBUS,OH43205
    N / A PUBLIC SUPPORT FOR UNPLANNED PREGNANCIES 1,000
    WRIGHT STATE UNIVERSITY
    3640 COLONEL GLENN HWY
    DAYTON,OH45435
    N / A PUBLIC BECKY DEWINE SCHOLARSHIPS 19,111
    Total .................................bullet 3a 701,381
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2015)
    Form 990-PF (2015)
    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 ...........
             
    4 Dividends and interest from securities....     14 594,458  
    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 -34,962  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue:
    aLITIGATION PAYMENTS
        18 1,038  
    bPARTNERSHIP ORDINARY LOSSES     14 -9,687  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   550,847  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13550,847
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2015)
    Form 990-PF (2015)
    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 organizations?
    Yes
    No
    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 name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2015)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2015 AccountingFeesSchedule
    Name:
    DEWINE FAMILY FOUNDATION INC
    EIN:
    31-1483132
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 11,500     11,500
    PAYROLL PROCESSING 996     996

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    DEWINE FAMILY FOUNDATION INC
    EIN:
    31-1483132
    Name of Stock End of Year Book Value End of Year Fair Market Value
    A T & T INC 83,839 129,870
    ALLIANCE DATA SYSTEMS 166,618 173,715
    AMERICA MOVIL S A DE C V 453,456 345,900
    ARCHER DANIELS MIDLAND CO 40,290 67,620
    ASSURED GUARANTY MUNI HOLDINGS 170,091 200,550
    ATMOS ENERGY CORP    
    BANCO SANTANDER S A SPONS ADR 279,353 154,573
    BANK OF NEW YORK MELLON CORP 105,619 157,600
    BAXALTA INC    
    BAXTER INTERNATIONAL INC 53,471 96,040
    BERSHIRE HATHAWAY INC DE CL B 80,540 179,039
    BUCKEYE PARTNERS LP 23,691 72,060
    CALIFORNIA WATER SERVICE GROUP 32,579 56,329
    CANADIAN IMPERIAL BANK 144,890 151,900
    CARBO CERAMICS INC 203,059 70,500
    CEDAR FAIR LP   148,000
    CENTURYLINK INC 211,555 188,640
    CHEMOURS COMPANY    
    CINCINNATI FINANCIAL CORP    
    CINTAS CORP 23,483 107,270
    CISCO SYSTEMS INC 209,973 305,300
    CITIGROUP INC 121,480 175,240
    CITIGROUP INC REPSTG SER K 6.875 130,108 148,850
    COCA-COLA COMPANY 73,946 130,890
    COMPANHIA DE SANEAMENTO BASICO 336,317 377,600
    CONSOLIDATED EDISON INC 150,477 240,240
    COUNTRYWIDE CAP IV TRUST PFD 6.75% 80,916 100,760
    DAYTON POWER & LIGHT CO 3.75% 20,550 25,866
    DIAGEO PLC NEW SPON ADR 92,491 179,472
    DSA FINANCIAL CORPORATION 46,170 59,700
    DU PONT E.I. DE NEMOURS & COMPANY 25,331 69,170
    DUKE ENERGY CORP 33,118 57,003
    EBAY INC 5,955 31,160
    EMC CORP MASS 50,241 70,700
    ENERGY TRANSFER EQUITY PRTS 230,193 663,600
    ENERGY TRANSFER PARTNERS 18,387 100,765
    ENTERGY CORP NEW 123,667 136,247
    ENTERGY NEW ORLEANS PFD INC 5.56% 32,400 40,800
    ENTERPRISE PRODUCTS PARTNERS   156,015
    ESSEX PROPERTY TRUST INC SER H    
    EXELON CORP 183,405 186,400
    FAIRFAX FINANCIAL HOLDING PLC 118,752 270,055
    FEDERATED INVS INC PA CL B 109,028 189,420
    FIDELITY NATIONAL FINANCIAL INC CL A 44,078 150,680
    FIDELITY NATIONAL FINANCIAL INC NEW 6,326 15,903
    FIFTH THIRD BANCORP 76,156 138,174
    FRONTIER COMMUNICATIONS CORP 204,505 208,000
    GENERAL ELECTRIC COMPANY 152,626 249,120
    GENUINE PARTS COMPANY 15,179 51,120
    GLADSTONE COMMERICAL CORP 137,752 145,600
    GLADSTONE INVESTMENT CORP PFD 7.125% 76,133 77,400
    GLAXOSMITHKLINE PLC 183,817 180,280
    GLOBAL PAYMENTS INC 113,581 373,300
    GREIF INC CL B    
    HOLOGIC INC 94,325 192,450
    HOME CITY FINANCIAL CORP 71,784 70,870
    INTEL CORP 95,365 174,300
    JOHNSON & JOHNSON 114,235 212,891
    JP MORGAN CHASE & CO 57,232 95,955
    LEUCADIA NATIONAL CORP 230,626 182,600
    LKQ CORP 105,460 137,560
    MBIA INC 135,858 126,600
    MCDONALDS CORP 75,706 158,828
    MEDALLION FINANCIAL CORP 169,952 121,350
    MERRILL LYNCH CAPITAL TRUST II 6.45% 116,683 126,250
    MICROSOFT CORP 166,651 340,080
    MILLER ENERGY RESOURCES INC    
    MONMOUTH REAL ESTATE INVESTMENT CORP 28,857 55,280
    NAVIENT CORP    
    NAVIGATOR HOLDINGS LTD 166,247 96,400
    NAVIOS MARITIME HOLDINGS INC    
    NEW YORK COMMUNITY BANCORP INC 144,593 144,500
    NOVARTIS AG 112,373 166,520
    OLD REPUBLIC INTERNATIONAL CORO    
    OWENS & MINOR INC 309,920 428,520
    PAYPAL HOLDINGS INC 9,210 37,240
    PEABODY ENERGY CORP    
    PEMBINA PIPELINE INC FUND TRUST 91,453 203,910
    PENN WEST PETE LTD 222,461 50,800
    PENNANTPARK INVESTMENT CORP 85,466 58,960
    PFIZER INC 121,335 235,469
    PNC FINANCIAL SERVICES GROP INC 43,977 28,018
    PRIVATEBANCORP CAPITAL TRUST IV PFD 50,797 49,823
    RAIT FINANCIAL TRUST 171,105 126,800
    RAIT FINANCIAL TRUST SER A 7.75% 39,198 72,345
    RAIT FINANCIAL TRUST SERIES B 101,927 108,300
    REMY INTL INC    
    RETAIL OPPORTUNITY INVESTMENTS 109,291 228,300
    SHIRE PLC 43,396 57,460
    SIMMONS FIRST NATIONAL CORP 235,513 381,385
    SLM CORP    
    ST JUDE MEDICAL INC 137,249 324,520
    TEKLA LIFE SCIENCES INVESTORS 121,311 190,700
    TELEFONICA S A SPONSORED ADR 292,255 195,200
    TELESITES SAB DE CV SER 22,800 17,400
    TEMPLETON GLOBAL BOND FD CL C 70,091 62,881
    TESSCO TECHNOLOGIES INC 145,316 134,400
    TOTAL S A SPONSORED ADR 165,067 145,984
    TRONOX LTD CL A 242,829 129,800
    TSAKOS ENERGY NAVIGATION LTD 307,447 256,000
    TUPPERWARE CORP 32,273 62,680
    UNILEVER PLC SPONS ADR 171,993 234,050
    WAL-MART STORES INC 107,751 145,940
    WESBANCO INC 44,541 54,357
    WESTERN UNION COMPANY 134,537 200,000
    WILLIAMS COS INC DEL 29,765 47,940
    WOLVERINE WORLD WIDE INC 68,235 146,940
    XCEL ENERGY INC    

    TY 2015 LegalFeesSchedule
    Name:
    DEWINE FAMILY FOUNDATION INC
    EIN:
    31-1483132
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STATE OF OHIO CHARITABLE TRUST F 200     200


    TY 2015 OtherAssetsSchedule
    Name:
    DEWINE FAMILY FOUNDATION INC
    EIN:
    31-1483132
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    PREPAID FEDERAL INCOME TAX 21,696 13,685 13,685


    TY 2015 OtherDecreasesSchedule
    Name:
    DEWINE FAMILY FOUNDATION INC
    EIN:
    31-1483132
    Description Amount
    PTP NON-DEDUCTIBLE EXPENSES 1,212


    TY 2015 OtherExpensesSchedule
    Name:
    DEWINE FAMILY FOUNDATION INC
    EIN:
    31-1483132
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    OFFICE SUPPLIES 149     149
    BANK & ADR FEES 1,462     1,462


    TY 2015 OtherIncomeSchedule2
    Name:
    DEWINE FAMILY FOUNDATION INC
    EIN:
    31-1483132
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    LITIGATION PAYMENTS 1,038   1,038
    PARTNERSHIP ORDINARY LOSSES -9,687   -9,687


    TY 2015 OtherIncreasesSchedule
    Name:
    DEWINE FAMILY FOUNDATION INC
    EIN:
    31-1483132
    Description Amount
    PTP NEGATIVE BASIS CHANGE 7,177


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

    TY 2015 OtherNotesLoansRcvblLongSch
    Name:
    DEWINE FAMILY FOUNDATION INC
    EIN:
    31-1483132

    Borrower's Name Relationship to Insider Original Amount of Loan Balance Due Date of Note Maturity Date Repayment Terms Interest Rate Security Provided by Borrower Purpose of Loan Description of Lender Consideration Consideration FMV
    JEAN DEWINE TRUST TRUST OF PRINCIPLE CONTRIBUTOR 987,272 675,580 2009-10 2024-11 ANNUAL PAYMENT 5.00 % STOCK OF DEWINE ENTERPRISES, INC. PART OF TRUST CONTRIBUTIONS NOTES GIFTED TO THE FOUNDATION  
    RICHARD DEWINE TRUST TRUST OF PRINCIPLE CONTRIBUTOR 950,985 650,710 2009-11 2024-11 ANNUAL PAYMENT 5.00 % STOCK OF DEWINE ENTERPRISES, INC. PART OF TRUST CONTRIBUTIONS NOTES GIFTED TO THE FOUNDATION  
    JOHN M DEWINE GRANDSON OF PRINCIPLE CONTRIBUTOR 356,219 304,388 2010-11 1937-10 MONTHLY 3.51 % RESIDENCE AT 100 E FAIRFIELD PIKE PART OF TRUST CONTRIBUTIONS NOTES GIFTED TO THE FOUNDATION  

    TY 2015 TaxesSchedule
    Name:
    DEWINE FAMILY FOUNDATION INC
    EIN:
    31-1483132
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL INCOME TAX PAID 23,599     23,599