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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
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 DR NO 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. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... 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$39,517,048J 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) 3,591
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 973,368 973,368  
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 2,508,434
b Gross sales price for all assets on line 6a 13,083,852
7 Capital gain net income (from Part IV, line 2)... 2,508,434
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 593 0  
12 Total. Add lines 1 through 11........ 3,485,986 3,481,802  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 382,985 0   172,343
14 Other employee salaries and wages...... 418,367 0   299,984
15 Pension plans, employee benefits....... 172,249 0   98,597
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 11,735 0   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 151,756 0   27,916
19 Depreciation (attach schedule) and depletion... Click to see attachment 19,992 0  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 5,588 0   2,740
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 1,929,891 75,861   1,787,945
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,092,563 75,861   2,389,525
25 Contributions, gifts, grants paid....... 295,741 295,741
26 Total expenses and disbursements. Add lines 24 and 25 3,388,304 75,861   2,685,266
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 97,682
b Net investment income (if negative, enter -0-) 3,405,941
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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............. 46,908 34,357 34,357
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet26,683
Less: allowance for doubtful accounts bullet   26,112 26,683 26,683
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.............. 210 1,110 1,110
9 Prepaid expenses and deferred charges.......... 40,443 47,126 47,126
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 38,171,567 Click to see attachment38,294,434 39,239,352
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet347,599
Less: accumulated depreciation (attach schedule) bullet293,673 30,342 Click to see attachment53,926 53,926
15 Other assets (describe bullet) Click to see attachment152,669 Click to see attachment114,494 Click to see attachment114,494
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 38,468,251 38,572,130 39,517,048
Liabilities 17 Accounts payable and accrued expenses.......... 38,522 59,555
18 Grants payable................. 2,500  
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 attachment376,748 Click to see attachment364,412
23 Total liabilities (add lines 17 through 22)......... 417,770 423,967
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 37,997,916 38,095,488
25 Temporarily restricted............... 52,565 52,675
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here 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)..... 38,050,481 38,148,163
31 Total liabilities and net assets/fund balances (see instructions). 38,468,251 38,572,130
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
38,050,481
2
Enter amount from Part I, line 27a .....................
2
97,682
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
38,148,163
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
38,148,163
Form 990-PF (2018)
Form 990-PF (2018)
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 CHARLES SCHWAB - A/C 6779 P    
b CHARLES SCHWAB - A/C 6779 P    
c CHARLES SCHWAB - A/C 2732 P    
d CHARLES SCHWAB - A/C 2732 P    
e 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 604,659   612,100 -7,441
b 4,495,102   3,431,480 1,063,622
c 4,561,324   4,640,811 -79,487
d 2,298,009   1,891,027 406,982
e 1,124,758     1,124,758
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       -7,441
b       1,063,622
c       -79,487
d       406,982
e       1,124,758
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 2,508,434
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))
2017 2,687,527 44,067,420 0.060987
2016 2,817,891 42,024,043 0.067054
2015 2,795,344 44,855,715 0.062319
2014 2,807,362 46,966,402 0.059774
2013 2,863,455 45,227,272 0.063313
2
Total of line 1, column (d) .....................
2
0.313447
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.062689
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
43,504,212
5
Multiply line 4 by line 3......................
5
2,727,236
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
34,059
7
Add lines 5 and 6........................
7
2,761,295
8
Enter qualifying distributions from Part XII, line 4,.............
8
2,685,266
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 (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 68,119
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 68,119
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 68,119
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 63,000
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 20,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 83,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 726
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 14,155
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet14,155 RefundedBullet 11 0
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 2018 or the taxable year beginning in 2018? See the 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 (2018)
    Form 990-PF (2018)
    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 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 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. 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 2018?.............
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    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:
    Yes
    No
    (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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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     		382,985 55,151 11,081
    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/TREASURER
    2.00     		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
    KATHERINE A KATRAK ANALYTICS MANAGER
    40.00     		101,217 26,816 0
    625 EDEN PARK DRIVE SUITE 200
    CINCINNATI,OH45202
    PHOEBE D PARDO EDUCATION & CREATIVE
    40.00     		86,431 33,404 0
    625 EDEN PARK DRIVE SUITE 200
    CINCINNATI,OH45202
    THOMAS A MANNER DIRECTOR OF FINANCE
    40.00     		81,761 16,358 0
    625 EDEN PARK DRIVE SUITE 200
    CINCINNATI,OH45202
    GABRIELLA E SCACCHETTI CURRICULUM EDITOR &
    40.00     		68,593 14,420 0
    625 EDEN PARK DRIVE SUITE 200
    CINCINNATI,OH45202
    AUDREY A STITES PROJECT COORDINATOR
    40.00     		53,467 15,358 0
    625 EDEN PARK DRIVE SUITE 200
    CINCINNATI,OH45202
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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 1,221,400
    3407 AVENUE E EAST
    ARLINGTON,TX76011
    TURNSTYLE CREATIVE LLC WEBSITE MAINTANACE & ACTIVITY DEVELOPMENT 120,840
    910 PLUM ST
    CINCINNATI,OH45202
    DALE LAMSONINC GRAPHIC DESIGN FOR WEBSITE AND PRINTED MATERIALS FOR DISTRIBUTION 107,000
    651 E PASEO EL MIRANDO
    PALM SPRINGS,CA92262
    I SYSTEMS COMPUTER (IT) CONSULTANT & COMPUTER EQUIPMENT PURCHASES 99,213
    7905 BLACKHAWK COURT SUITE B
    WEST CHESTER,OH45069
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 THE FOUNDATION IS FOCUSED ON ENHANCING THE EDUCATION, FITNESS, CRITICAL THINKING ABILITY, HEALTH, WELL-BEING AND PERSONAL SAFETY OF CHILDREN AND THEIR FAMILIES. ADDITIONALLY, THE PURPOSE OF THE FOUNDATION IS TO EDUCATE THE PUBLIC ABOUT ISSUES RELATED TO IMPROVING THEIR PERSONAL WELL-BEING. 2,389,525
    2 CONTRIBUTIONS AND SPONSORSHIPS 295,741
    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 0
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    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
    42,549,952
    b
    Average of monthly cash balances.......................
    1b
    1,616,761
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    44,166,713
    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
    44,166,713
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    662,501
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    43,504,212
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    2,175,211
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    2,175,211
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    68,119
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    68,119
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,107,092
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    2,107,092
    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
    2,107,092
    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
    2,685,266
    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
    2,685,266
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    2,685,266
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 2,107,092
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 662,679
    b From 2014...... 520,826
    c From 2015...... 629,210
    d From 2016...... 759,189
    e From 2017...... 556,913
    fTotal of lines 3a through e........ 3,128,817
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 2,685,266
    a Applied to 2017, 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 2018 distributable amount..... 2,107,092
    e Remaining amount distributed out of corpus 578,174
    5 Excess distributions carryover applied to 2018. 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 3,706,991
    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 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		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
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		662,679
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		3,044,312
    10 Analysis of line 9:
    a Excess from 2014.... 520,826
    b Excess from 2015.... 629,210
    c Excess from 2016.... 759,189
    d Excess from 2017.... 556,913
    e Excess from 2018.... 578,174
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    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 foundation 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 (2018)
    Form 990-PF (2018)
    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
    AFTER-SCHOOL AL-STARS LA
    6501 FOUNTAIN AVE
    LOS ANGELES,CA90028     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 500
    ALTA VISTA ELEMENTARY SCHOOL
    2293 E CRABTREE AVE
    PORTERVILLE,CA93257     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 1,350
    AMBERLY VILLAGE POLICE DEPT
    7149 RIDGE RD
    CINCINNATI,OH45237     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 200
    AMERICAN HEART ASSOCIATION
    PO BOX 163549
    COLUMBUS,OH43216     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 8,750
    ARTSWAVE
    20 EAST CENTRAL PARKWAY SUITE 200
    CINCINNATI,OH45202     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 2,800
    AWE BASSETTE ELEMENTARY
    671 BELL STREET
    HOMPTON,VA23661     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 500
    BELL INTERMEDIATE ACADEMY
    1456 E COLUMBUS ST
    MARTINSVILLE,IN46915     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 500
    BETHESDA FOUNDATION
    10500 MONTGOMERY ROAD
    CINCINNATI,OH45242     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 1,000
    BOY SCOUTS OF AMERICA
    10078 READING ROAD
    CINCINNATI,OH45241     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 100
    BOYS & GIRLS CLUBS OF LORAIN COUNTY
    4111 PEARL AVE
    LORAIN,OH44055     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 1,000
    BREAST CANCER ORG
    7 EAST LANCASTER AVE 3RD FLOOR
    ARDMORE,PA19903     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 3,000
    CELERITY EDUCATIONAL GROUP
    EXPANDED LEARNING DEPARTMENT SUITE
    1130
    LOS ANGELES,CA90010     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 700
    CENTRAL CLINIC
    311 ALBERT SABIN WAY
    CINCINNATI,OH45229     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 5,000
    CET
    1223 CENTRAL PARKWAY
    CINCINNATI,OH45214     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 9,046
    CHILDREN'S HOME OF NORTHERN KENTUCKY
    200 HOME ROAD
    COVINGTON,KY41011     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 250
    CHILDREN'S THEATRE INC
    5020 OAKLAWN DRIVE
    CINCINNATI,OH45227     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 100
    CHRIST COLLEGE OF NURSING
    2123 AUBURN AVE SUITE 528
    CINCINNATI,OH45219     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 100
    CINCINNATI ART MUSEUM
    953 EDEN PARK DRIVE
    CINCINNATI,OH45202     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 1,725
    CINCINNATI ARTS ASSOCIATION
    625 WALNUT STREET
    CINCINNATI,OH452022517     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 50
    CINCINNATI ASSOCIATION FOR THE BLIND AND VISUALLY IMPAIRED
    2045 GILBERT AVENUE
    CINCINNATI,OH45202     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 1,500
    CINCINNATI BALLET
    1555 CENTRAL PARKWAY
    CINCINNATI,OH45214     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 23,000
    CINCINNATI CHAMBER ORCHESTRA
    4046 HAMILTON AVE SUITE 200
    CINCINNATI,OH45223     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 2,500
    CINCINNATI CHRISTIAN SCHOOLS
    7350 DIXIE HIGHWAY
    FAIRFIELD,OH45014     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 500
    CINCINNATI MUSEUM CENTER
    1301 WESTERN AVE
    CINCINNATI,OH45203     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 2,890
    CINCINNATI OPERA
    1243 ELM STREET
    CINCINNATI,OH45202     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 260
    CINCINNATI PARKS FOUNDATION
    950 EDEN PARK DRIVE
    CINCINNATI,OH45202     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 1,000
    CINCINNATI SEXUAL HEALTH CONSORTIUM
    3908 MIAMI ROAD
    CINCINNATI,OH45227     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 15,000
    CINCINNATI STATE FOUNDATION
    3520 CENTRAL PARKWAY
    CINCINNATI,OH45223     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 3,000
    CINCINNATI SYMPHONY ORCHESTRA
    1241 ELM STREET
    CINCINNATI,OH45202     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 9,957
    CLEVELAND CLINIC FOUNDATION
    9500 EUCLID AVENUE
    CLEVELAND,OH44195     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 60,000
    CLOVERLEAF LOCAL SCHOOLS
    8525 FRIENDSVILLE RD
    LODI,OH44254     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 1,500
    CONTEMPORARY ARTS CENTER
    44 EAST 6TH STREET
    CINCINNATI,OH45202     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 4,250
    EAST CENTRAL OHIO EDUCATIONAL SERVICE CENTER
    834 EAST HIGH AVENUE
    NEW PHILADELPHIA,OH44663     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 500
    ESTES ELEMENTARY SCHOOL
    1675 LEITCHFIELD ROAD
    OWENSBORO,KY42301     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 500
    EXCELLENCE IN LEARNING COMMUNITY CO-OP
    PO BOX 4422
    NEWARK,OH430584422     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 600
    GEORGE M RIDDLE ELEMENTARY SCHOOL
    PO BOX 108
    ROCHESTER,IN46975     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 1,250
    GIRL SCOUTS OF WESTERN OHIO
    4930 CORNELL ROAD
    CINCINNATI,OH45242     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 100
    GREATER CINCINNATI FOUNDATION
    200 WEST FOURTH ST
    CINCINNATI,OH45202     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 100
    HANNAH CRAWFORD ELEMENTARY
    5444 CRESLINE ROAD
    CRESTLINE,OH44827     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 100
    HOSPICE OF CINCINNATI
    10500 MONTGOMERY ROAD
    CINCINNATI,OH45242     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 10,490
    JAMES A GARFIELD ELEMENTARY
    10207 ST 88
    GARRETTSVILLE,OH44231     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 1,750
    JC SOMMER ELEMENTARY
    3055 KINGSTON AVE
    GROVE CITY,OH43123     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 500
    JDFR OF SOUTHWEST OHIO CHAPTER
    8050 HOSBROOKE RD
    CINCINNATI,OH45236     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 100
    JEWISH FAMILY SERVICE
    8487 RIDGE RD
    CINCINNATI,OH45236     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 100
    JUNIOR ACHIEVEMENT
    644 LINN ST SUITE 1024
    CINCINNATI,OH45203     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 1,800
    LADD INC
    3606 VITCTORY PARKWAY
    CINCINNATI,OH45229     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 1,500
    LA'S BEST
    711 E 14TH PLACE
    LOS ANGELES,CA90021     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 2,500
    LEAGUE OF WOMEN VOTERS CINCINNATI AREA EDUCATION FUND
    103 WM HOWARD TAFT ROAD
    CINCINNATI,OH45219     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 200
    LEUKEMIA & LYMPHONA SOCIETY
    4370 GLENDALE MILFORD RD
    CINCINNATI,OH45242     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 100
    LINKS FOUNDATION
    PO BOX 9265
    CINCINNATI,OH45209     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 281
    LITERACY NETWORK
    635 WEST 7TH STREET
    CINCINNATI,OH45203     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 100
    LOCKHART ELEMENTARY SCHOOL
    1834 KONGENS GADE
    ST THOMAS,VI00802     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 100
    MARTHA JANE POTTER SHOOL
    55 KONA DR
    WHITESBURG,KY41858     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 200
    MIRANDA PLUNKETT
    625 EDEN PARK DR SUITE 200
    CINCINNATI,OH45202     		N/A INDIVIDUAL GENERAL CHARITABLE PURPOSE 100
    MOST VALUABLE KIDS INC
    7530 FERNWOOD DR
    CINCINNATI,OH45237     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 100
    NORTH AMERICAN MENOPAUSE SOCIETY FOUNDATION
    5900 LANDERBROOK DRIVE
    CLEVELAND,OH44124     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 1,000
    NORTH DECATUR ELEMENTARY
    3300 N SR 3
    GREENSBURG,IN47240     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 1,000
    OHIO CANCER RESEARCH
    50 W BROAD STREET SUITE 1132
    COLUMBUS,OH43215     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 100
    OHIO CLEATS FOR KIDS
    PO BOX 42251
    CINCINNATI,OH45242     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 100
    OSHKOSH AREA SCHOOL DISTRICT
    215 SOUTH EAGLE STREET
    OSHKOSH,WI54902     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 1,000
    OWEN COX DANCE GROUP MOVING ARTS
    1008 HOHN STREET
    CINCINNATI,OH45203     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 3,000
    PATTY BRISBEN FOUNDATION
    655 PLUM STREET
    CINCINNATI,OH45202     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 3,200
    PAULDING ELEMENTARY
    405 N WATER ST
    PAULDING,OH45879     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 500
    PLANNED PARENT HOOD OF SW OHIO
    2314 AUBURN AVE
    CINCINNATI,OH45219     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 250
    PLEASANT HILL ELEMENTARY SCHOOL
    1107 OWENS ROAD WEST
    MARION,OH43302     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 100
    POMONA UNIFIED SCHOOL DISTRICT
    1460 E HOLT AVE SUITE 132
    POMONA,CA91767     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 3,000
    PRO - YOUTH HEART
    505 N COURT ST
    VISALIA,CA93921     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 1,500
    PRO SENIORS
    7162 READING ROAD SUITE 1150
    CINCINNATI,OH452373849     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 100
    RYAN PARK ELEMENTARY
    1000 S JOHN MCBRIDE AVE
    ANGOLA,IN46703     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 250
    SALVATION ARMY WEST PHILADELPHIA AFTER SCHOOL PROGRAM
    5501 MARKET ST
    PHILADELPHIA,PA19139     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 1,000
    SANDSAR INC
    27303 LUTHER DRIVE
    CANYON COUNTRY,CA91351     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 300
    SBCUSDCAPS
    1535 W HIGHLAND AVENUE
    SAN BERNIDINO,CA92411     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 3,600
    SCPA FUND
    108 CENTRAL PARKWAY
    CINCINNATI,OH452027211     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 5,150
    SISTERS OF CHARITY RETIREMENT FUND
    5900 DELHI ROAD
    MT ST JOSEPH,OH45051     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 2,250
    ST BARNABAS CATHOLIC SCHOOL
    8300 RAHKE RD
    INDIANAPOLIS,IN46217     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 2,000
    ST MARK CATHOLIC SCHOOL
    541 E EDGEWOOD AVE
    INDIANAPOLIS,IN46227     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 500
    ST PETER AND PAUL ACADEMY
    231 CLARK ROAD
    CINCINNATI,OH45215     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 1,000
    STRONGSVILLE CITY SCHOOLS
    13200 PEARL ROAD
    STRONGSVILLE,OH44136     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 2,500
    TEHAMA COUNTY DEPT OF EDUCATION SERRF AFTER SCHOOL PROGRAM
    1135 LINCOLN STREET
    RED BLUFF,CA96080     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 300
    THE PINK RIBBON
    5400 KENNEDY AVENUE
    CINCINNATI,OH452132664     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 100
    TIPTON ELEMENTARY SCHOOL
    1099 S MAIN ST
    TIPTON,IN46072     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 100
    TODD COUNTY 4H TODD COUNTY MIDDLE SCHOOL
    515 WEST MAIN ST
    ELKTON,KY42220     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 500
    UNIVERSITY OF CINCINNATI
    2600 CLIFTON AVE
    CINCINNATI,OH45221     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 70,067
    URBAN LEAGUE OF GREATER CINCINNATI
    3458 READING RD
    CINCINNATI,OH45229     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 100
    WICOMICA COUNTY BOARD OF EDUCATION AFTER-SCHOOL PROGRAM
    2424 NORTHGATE DRIVE SUITE 100
    SALISBURY,MD21801     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 500
    YMCA OF GREATER CINCINNATI
    1105 ELM STREET
    CINCINNATI,OH45202     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 75
    YMCA OF ORANGE COUNTY
    13821 NEWPORT AVE SUITE 200
    TUSTIN,CA92780     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 1,000
    YWCA OF CINCINNATI
    898 WALNUT STREET
    CINCINNATI,OH45202     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 3,000
    ZONTA SERVICE FUND
    PO BOX 428546
    CINCINNATI,OH45242     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 1,500
    Total .................................bullet 3a 295,741
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 1,124,758  
    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 2,357,044  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aMISCELLANEOUS     		    01 593  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 3,482,395 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    3,482,395
    (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 (2018)
    Form 990-PF (2018)
    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) (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) (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 (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

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

    TY 2018 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 9,765 9,765 SL 10.000000000000 0 0    
    OFFICE FURNITURE 2009-01-01 86,646 80,646 SL 10.000000000000 1,476 0    
    LEASEHOLD IMPROVEMENTS 2009-01-01 60,251 42,556 SL 3.000000000000 5,024 0    
    IT EQUIPMENT AND SOFTWARE 2009-01-01 190,937 140,714 SL 3.000000000000 13,492 0    

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

    TY 2018 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
    OFFICE FURNITURE   PURCHASED       5,225   0   5,225
    IT EQUIPMENT AND SOFTWARE   PURCHASED       17,284   0   17,284

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    BUILDING HEALTHY LIVES FOUNDATION
    EIN:
    30-0214078
    Name of Stock End of Year Book Value End of Year Fair Market Value
    INVESTMENTS 38,294,434 39,239,352

    TY 2018 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 9,765 9,765 0  
    OFFICE FURNITURE 86,646 82,122 4,524  
    LEASEHOLD IMPROVEMENTS 60,251 47,580 12,671  
    IT EQUIPMENT AND SOFTWARE 190,937 154,206 36,731  


    TY 2018 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
    TRADEMARK 100,104 114,494 114,494
    UNCONDITIONAL PROMISES TO GIVE 52,565 0 0


    TY 2018 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 51,945 0   23,039
    INSURANCE 8,693 0   3,725
    INVESTMENT MANAGEMENT FEES 75,861 75,861   0
    MISCELLANEOUS 21,471 0   8,109
    CHILDRENS PROJECTS 1,740,729 0   1,740,729
    POSTAGE AND SHIPPING 299 0   130
    OFFICE EQUIPMENT MAINTENACE AND REPAIR 28,497 0   12,213
    FUNDRAISING COST 2,396 0   0


    TY 2018 OtherIncomeSchedule2
    Name:
    BUILDING HEALTHY LIVES FOUNDATION
    EIN:
    30-0214078
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MISCELLANEOUS 593   593


    TY 2018 OtherLiabilitiesSchedule
    Name:
    BUILDING HEALTHY LIVES FOUNDATION
    EIN:
    30-0214078
    Description Beginning of Year - Book Value End of Year - Book Value
    DEFERRED COMPENSATION 376,748 364,412


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    BUILDING HEALTHY LIVES FOUNDATION
    EIN:
    30-0214078
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROFESSIONAL SERVICES 11,735 0   0


    TY 2018 TaxesSchedule
    Name:
    BUILDING HEALTHY LIVES FOUNDATION
    EIN:
    30-0214078
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX 106,739 0   0
    PAYROLL TAXES 45,017 0   27,916