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

22-3883114
B Telephone number (see instructions)

C bullet
G Check all that apply:

D 1. 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$20,094,387J Accounting method:
MODIFIED CASH
(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) 221,000
2 Check bullet.............
3 Interest on savings and temporary cash investments 105,024 105,024  
4 Dividends and interest from securities... 371,219 371,219  
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 691,838
b Gross sales price for all assets on line 6a 1,243,646
7 Capital gain net income (from Part IV, line 2)... 18
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 134,573    
12 Total. Add lines 1 through 11........ 1,523,654 476,261  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 2,450 2,450    
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 70,304 70,304    
17 Interest............... 53,250 52,350    
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 34,738 34,738    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 160,742 159,842   0
25 Contributions, gifts, grants paid....... 668,595 668,595
26 Total expenses and disbursements. Add lines 24 and 25 829,337 159,842   668,595
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 694,317
b Net investment income (if negative, enter -0-) 316,419
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............. 324,665 171,893 171,893
2 Savings and temporary cash investments......... 25,491 81,819 81,819
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) bullet5,147,728
Less: allowance for doubtful accounts bullet   5,647,043 Click to see attachment5,147,728 5,147,728
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 19,320 6,820 6,820
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 7,144,284 Click to see attachment6,830,205 13,304,204
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).......... 403,554 Click to see attachment728,065 728,065
14 Land, buildings, and equipment: basis bullet653,858
Less: accumulated depreciation (attach schedule) bullet   653,858 Click to see attachment653,858 653,858
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 14,218,215 13,620,388 20,094,387
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) Click to see attachment1,900,752 Click to see attachment626,944
23 Total liabilities (add lines 17 through 22)......... 1,900,752 626,944
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..................    
25 Temporarily restricted...............    
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 12,317,463 12,993,444
30 Total net assets or fund balances (see instructions)..... 12,317,463 12,993,444
31 Total liabilities and net assets/fund balances (see instructions). 14,218,215 13,620,388
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
12,317,463
2
Enter amount from Part I, line 27a .....................
2
694,317
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1,116
4
Add lines 1, 2, and 3 ..........................
4
13,012,896
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
19,452
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
12,993,444
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.)
1a
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 18
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 3,619,737 19,952,128 0.181421
2016 1,954,266 18,688,279 0.104572
2015 1,846,356 18,314,969 0.100811
2014 3,169,410 18,672,548 0.169736
2013 1,826,842 16,444,284 0.111093
2
Total of line 1, column (d) .....................
2
0.667633
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
0.133527
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
21,226,688
5
Multiply line 4 by line 3......................
5
2,834,336
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
3,164
7
Add lines 5 and 6........................
7
2,837,500
8
Enter qualifying distributions from Part XII, line 4,.............
8
1,384,196
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 6,328
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 6,328
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 6,328
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a  
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 10,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 10,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 134
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 3,538
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet3,538 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 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. Click to see attachment...............................
    10
    Yes
     
    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 addressbulletN/A
    14
    The books are in care ofbulletJOANN HUBERT Telephone no.bullet (513) 574-3272

    Located atbullet6170 WEST FORK ROADCINCINNATIOH ZIP+4bullet45247
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —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
     
     
    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
    JOANN HUBERT OFFICER
    2.00     		0 0 0
    6170 WEST FORK RD
    6170 WEST FORK RD
    CINTI,OH45247
    GREG OLSON OFFICER
    1.00     		0 0 0
    5165 BRECKENRIDGE DRIVE
    CINCINNATI,OH45247
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    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
    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 CIVIC - 37 RECIPIENTS 299,045
    2 EDUCATION - 21 RECIPIENTS 259,950
    3 RELIGIOUS - 9 RECIPIENTS 49,600
    4 JOB TRAINING - 3 RECIPIENTS 32,500
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 LOW INCOME HOUSING AND OTHER BLDGS LOANS 715,601
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet715,601
    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
    14,396,515
    b
    Average of monthly cash balances.......................
    1b
    623,771
    c
    Fair market value of all other assets (see instructions)................
    1c
    6,529,651
    d
    Total (add lines 1a, b, and c).........................
    1d
    21,549,937
    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
    21,549,937
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    323,249
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    21,226,688
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,061,334
    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
    1,061,334
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    6,328
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    6,328
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,055,006
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    1,214,916
    5
    Add lines 3 and 4............................
    5
    2,269,922
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    2,269,922
    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
    668,595
    b
    Program-related investments—total from Part IX-B..................
    1b
    715,601
    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
    1,384,196
    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
    1,384,196
    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 2,269,922
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017...... 1,477,378
    fTotal of lines 3a through e........ 1,477,378
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 1,384,196
    a Applied to 2017, 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 2018 distributable amount..... 1,384,196
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2018. 885,726 885,726
    (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 5 591,652
    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 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    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) .......     		 
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		591,652
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017.... 591,652
    e Excess from 2018....  
    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
    1 N 5 (JAMES W MILLER MEMORIAL FUND
    5030 OAKLAWN DR
    CINCINNATI,OH45227     		  NON-PROFIT EDUCATION 50,000
    AMERICAN CANCER SOCIETY
    P O BOX 54869
    CINCINNATI,OH45254     		  NON-PROFIT CIVIC 2,500
    BANISTER LEADERSHIP ACADEMY
    PO BOX 31512
    OMAHA,NE68131     		  NON-PROFIT EDUCATION 3,000
    BAYLEY PLACE (MARGARET HATER)
    990 BAYLEY DR
    CINCINNATI,OH45233     		  NON-PROFIT CIVIC 50
    BEECHWOOD HOME
    2140 POGUE AVE
    CINCINNATI,OH45208     		  NON-PROFIT CIVIC 2,500
    BETHANY HOUSE
    841 FAIRMOUNT AVE
    CINCINNATI,OH45214     		  NON-PROFIT CIVIC 2,500
    BLOC MINISTRIES
    3101 PRICE AVENUE
    CINCINNATI,OH45205     		  NON-PROFIT RELIGIOUS 30,000
    BOY SCOUNT TROOP 850
    5222 NORTH BEND ROAD
    CINCINNATI,OH45247     		  NON-PROFIT CIVIC 100
    CARNEGIE CENTER
    1028 SCOTT ST
    COVINGTON,KY41011     		  NON-PROFIT EDUCATION 2,000
    CATHOLIC CHURCH OF THE GOOD SHEPHER
    P O BOX 742
    CAMPTON,KY41301     		  NON-PROFIT RELIGIOUS 1,000
    CHANGING GEARS
    1995 CENTRAL AVE
    CINCINNATI,OH45214     		  NON-PROFIT CIVIC 5,000
    CINCINNATI AREA SENIOR SERVICES
    644 LINN ST SUITE 304
    CINCINNATI,OH45203     		  NON-PROFIT CIVIC 5,000
    CINCINNATI UNION BETHEL
    2401 READING ROAD
    CINCINNATI,OH45202     		  NON-PROFIT RELIGIOUS 2,500
    CINCINNATI WORKS
    708 WALNUT ST 200
    CINCINNATI,OH45202     		  NON-PROFIT JOB TRAINING 10,000
    CINCINNATI YOUTH COLLABORATIVE
    301 OAK ST
    CINCINNATI,OH45219     		  NON-PROFIT CIVIC 2,500
    CINCY SMILES
    5310 RAPID RUN RD
    CINCINNATI,OH45238     		  NON-PROFIT CIVIC 2,500
    CITIZENS FOR COMMUNITY VALUES
    11177 READING RD
    CINCINNATI,OH45241     		  NON-PROFIT CIVIC 1,000
    COOPERATIVE FOR EDUCATION
    2300 MONTANA AVE
    CINCINNATI,OH45211     		  NON-PROFIT EDUCATION 15,000
    CORPORATION FOR FINDLAY MARKET
    19 W ELDER ST
    CINCINNATI,OH45202     		  NON-PROFIT CIVIC 10,000
    CROSSROAD HEALTH CENTER -DONATION
    5 E LIBERTY ST
    CINCINNATI,OH45202     		  NON-PROFIT CIVIC 25,000
    DAUGHTERS OF ELIAS
    123 EAST 13TH STREET
    CINCINNATI,OH45202     		  NON-PROFIT RELIGIOUS 2,500
    DAYTON STEM WORKFORCE PROGRAM
    1808 SULKY TRAIL
    MIAMISBURG,OH45342     		  NON-PROFIT JOB TRAINING 20,000
    DRESS FOR SUCCESS
    205 W 4TH ST 900
    CINCINNATI,OH45202     		  NON-PROFIT CIVIC 1,000
    ELDER HIGH SCHOOL
    3900 VINCENT AVE
    CINCINNATI,OH45205     		  NON-PROFIT EDUCATION 10,000
    EXECUTIVE SERVICE CORP
    10921 REED HARTMAN HIGHWA
    CINCINNATI,OH45242     		  NON-PROFIT CIVIC 12,500
    FIRST STEP HOME
    2203 FULTON AVE
    CINCINNATI,OH45206     		  NON-PROFIT CIVIC 15,000
    FOCAS MINISTRIES
    64 E MCMICKEN AVE
    CINCINNATI,OH45202     		  NON-PROFIT RELIGIOUS 3,000
    FOOD FOR THE POOR
    6401 LYONS CREEK
    COCOMUT CREEK,FL33073     		  NON-PROFIT CIVIC 5,000
    FORUM FOR EDUCATIONAL OPTIONS
    1808 SULKY TRAIL
    MIAMISBURG,OH45342     		  NON-PROFIT EDUCATION 10,000
    FRIENDS OF BAREFOOT PARK PRESERVE
    P O BOX 564
    BONITA SPRINGS,FL34134     		  NON-PROFIT CIVIC 200
    GLAD HOUSE -DONATION
    1994 MADISON RD
    CINCINNATI,OH45208     		  NON-PROFIT CIVIC 1,000
    GOLD STAR INSTITUTE
    PO BOX 6147
    OMAHA,NE68106     		  NON-PROFIT LOW INCOME HOUSING 10,000
    GOOD SAMARITAN FOUNDATION
    7400 FLOYDSBURG RD
    CRESTWOOD,KY40014     		  NON-PROFIT CIVIC 50,000
    HEALTHY HOMES BLOCK BY BLOCK
    218 ST MICHAEL ST WEST
    CINCINNATI,OH45204     		  NON-PROFIT LOW INCOME HOUSING 10,000
    HOUSING OPPORTUNITIES OF N KENTUCKY
    502 FRY ST
    COVINGTON,KY41011     		  NON-PROFIT LOW INCOME HOUSING 5,000
    IMPACT 100
    4010 EXECUTIVE PARK DR
    CINCINNATI,OH45241     		  NON-PROFIT CIVIC 4,000
    INSURED SUCCESS
    765 HEDGEROW LN
    CINCINNATI,OH45246     		  NON-PROFIT EDUCATION 10,000
    JOBS PLUS
    1625 VINE ST
    CINCINNATI,OH45202     		  NON-PROFIT EDUCATION 27,100
    LA SALLE HIGH SCHOOL
    3091 NORTH BEND RD
    CINCINNATI,OH45239     		  NON-PROFIT EDUCATION 5,000
    LIGHTHOUSE YOUTH
    401 E MCMILLAN ST
    CINCINNATI,OH45206     		  NON-PROFIT CIVIC 2,500
    LITTLE SISTERS OF THE POOR
    476 RIDDLE RD
    CINCINNATI,OH45220     		  NON-PROFIT CIVIC 15,000
    MANGEN FOUNDATION
    6640 POE AVE 400
    DAYTON,OH45414     		  NON-PROFIT EDUCATION 5,000
    MATTHEW 25 MINISTRIES
    11060 KENWOOD RD
    BLUE ASH,OH45242     		  NON-PROFIT CIVIC 20,000
    MCAULEY HIGH SCHOOL
    6000 OAKWOOD AVE
    CINCINNATI,OH45224     		  NON-PROFIT EDUCATION 100
    MERCY MCAULEY HS
    6000 OAKWOOD AVE
    CINCINNATI,OH45224     		  NON-PROFIT EDUCATION 5,000
    MISSION PARTNER GUATAMALA
    3 FDR WALK
    CINCINNATI,OH45218     		  NON-PROFIT EDUCATION 3,000
    MOTHERS CUPBOARD COMM KITCHEN
    P O BOX 825
    NASHVILLE,IN47448     		  NON-PROFIT CIVIC 150
    MUSIC RECOURCE CENTER
    3032 WOODBURN AVE
    CINCINNATI,OH45206     		  NON-PROFIT EDUCATION 15,000
    OHIO JUSTICE & POLICY CENTER
    215 E 9TH ST
    CINCINNATI,OH45202     		  NON-PROFIT CIVIC 1,000
    OUR DAILY BREAD
    1730 RACE ST
    CINCINNATI,OH45202     		  NON-PROFIT CIVIC 2,500
    OUR LADY OF HOLY SPIRIT
    5440 MOELLER AVE
    NORWOOD,OH45212     		  NON-PROFIT RELIGIOUS 1,000
    POWER INSPIRES PROGRESS
    1301 VINE ST
    CINCINNATI,OH45202     		  NON-PROFIT JOB TRAINING 2,500
    PREGNANCY CENTER OF CINCINNATI
    411 GEST ST
    CINCINNATI,OH45203     		  NON-PROFIT CIVIC 2,500
    PRICE HILL WILL
    3724 ST LAWRENCE AVE
    CINCINNATI,OH45205     		  NON-PROFIT CIVIC 5,000
    PROSPECT HOUSE
    682 HAWTHORNE AVE
    CINCINNATI,OH45205     		  NON-PROFIT CIVIC 5,000
    QUEEN OF ALL SAINTS
    BEATTYVILLE
    BEATTYVILLE,KY41311     		  NON-PROFIT RELIGIOUS 2,000
    RIGHT TO LIFE
    1802 W GALBRAITH RD
    CINCINNATI,OH45239     		  NON-PROFIT CIVIC 2,500
    SANTA MARIA COMMUNITY SERVICE
    718 STATE AVE
    CINCINNATI,OH45204     		  NON-PROFIT EDUCATION 10,000
    SEVEN HILLS
    5400 RED BANK ROAD
    CINCINNATI,OH45227     		  NON-PROFIT EDUCATION 10,000
    SHELTER HOUSE
    411 GEST STREET SUITE 1
    CINCINNATI,OH45208     		  NON-PROFIT LOW INCOME HOUSING 2,500
    ST FRANCIS SERAPH PARISH
    1615 VINE ST
    CINCINNATI,OH45202     		  NON-PROFIT RELIGIOUS 2,500
    ST IGNATIUS SCHOOL
    5225 NORTH BEND RD
    CINCINNATI,OH45250     		  NON-PROFIT EDUCATION 51,250
    ST LEO CHURCH
    2573 ST LEO PL
    CINCINNATI,OH45225     		  NON-PROFIT CIVIC 2,000
    ST MARTIN OF TOURS
    3720 ST MARTINS PL
    CINCINNATI,OH45211     		  NON-PROFIT RELIGIOUS 5,100
    ST URSULA ACADEMY
    1339 E MCMILLAN ST
    CINCINNATI,OH45206     		  NON-PROFIT EDUCATION 10,000
    ST VINCENT DE PAUL
    1125 BANK ST
    CINCINNATI,OH45214     		  NON-PROFIT CIVIC 25,000
    STEVEN D KLEEMAN MD(ST JOSEPH HOSP
    7759 UNIVERSITY
    WEST CHESTER,OH45069     		  NON-PROFIT CIVIC 29,545
    TALBERT HOUSE
    2600 VICTORY PARKWAY
    CINCINNATI,OH45206     		  NON-PROFIT CIVIC 2,500
    THE HUMAN FUND
    7600 WINTON ROAD
    CINCINNATI,OH45224     		  NON-PROFIT EDUCATION 10,000
    UC FOUNDATION
    51 GOODMAN ST
    CINCINNATI,OH45221     		  NON-PROFIT EDUCATION 1,000
    WILLIAM S OLSON FOUNDATION
    5165 BRECKENRIDGE DR
    CINCINNATI,OH45247     		  NON-PROFIT CIVIC 10,000
    WORDPLAY CINCY
    4041 HAMILTON AVE
    CINCINNATI,OH45223     		  NON-PROFIT EDUCATION 7,500
    WORKING IN NEIGHBORHOODS
    1814 DREMAN AVE
    CINCINNATI,OH45223     		  NON-PROFIT CIVIC 1,500
    ZIEGLER PARK LLC
    1203 WALNUT ST 4TH FLOOR
    CINCINNATI,OH45202     		  NON-PROFIT CIVIC 25,000
    Total .................................bullet 3a 668,595
    bApproved for future payment
    Total .................................bullet 3b  
    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 ...........     		        105,024
    4 Dividends and interest from securities....         371,219
    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 ............     		        691,838
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aREPAYMENT ON LOAN L KLEMS     		        134,573
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..     1,302,654
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,302,654
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    3 THE ED AND JOANN HUBERT FAMILY FOUNDATION, INC. WAS
    4 ESTABLISHED TO DISTRIBUTE FUNDS FOR RELIGIOUS, CHARITABLE,
    5A SCIENTIFIC, LITERARY EDUCATIONAL USES OR FUNDING OF LOW INCOME HOUSING. FUNDING IS THROUGH CONTRIBUTIONS,
    8 INTEREST AND GAINS FROM THE SALE OF SECURITIES EXCLUSIVELY.
    Form 990-PF (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
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    ED & JOANN HUBERT FAMILY
    FOUNDATION INC
    Employer identification number

    22-3883114
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    ED & JOANN HUBERT FAMILY
    FOUNDATION INC         		Employer identification number
    22-3883114
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    JOANN HUBERT  
    6170 WEST FORK ROAD
     
    CINCINNATI, OH45247

    		$ 200,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    TIMOTHY JUDITH DOVE  
    4801 BONITA BAY BLVD 102
     
    BONITA SPRINGS, FL34134

    		$ 6,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    VYA INC
     
    1325 GLENDALE MILFORD ROAD
     
    CINCINNATI, OH45215

    		$ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    4
    JOHN GLASS  
    6730 FIELDHOUSE WAY
     
    CINCINNATI, OH45227

    		$ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    5
    JAMES GLASS  
    7147 RAVENS RUN
     
    CINCINNATI, OH45224

    		$ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    ED & JOANN HUBERT FAMILY
    FOUNDATION INC         		Employer identification number

    22-3883114
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    ED & JOANN HUBERT FAMILY
    FOUNDATION INC         		Employer identification number

    22-3883114
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

    Additional Data


    Software ID:  
    Software Version:  

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    TY 2018 GainLossSaleOtherAssetsSch
    Name:
    ED & JOANN HUBERT FAMILY
     
    FOUNDATION INC
    EIN:
    22-3883114
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    1965 SHRS REGAL ENTERTAINMENT 2015-12 PURCHASE 2018-03   45,195 36,165     9,030  
    SWEET GUMM II 1231 GAIN 2014-12 PURCHASE 2018-10   379,256       379,256  
    2000 SHS ASHLAND GLOBAL HOLDINGS INC   PURCHASE 2018-03   137,883 51,836     86,047  
    2000 SHS MARATHON OIL CORP   PURCHASE 2018-07   43,528 65,400     -21,872  
    2000 SHS OMEGA HEALTHCARE   PURCHASE 2018-06   60,640 66,112     -5,472  
    2000 SHS QUALCOMM INC   PURCHASE 2018-07   126,087 129,337     -3,250  
    8000 SHS REGAL   PURCHASE 2018-03   184,000 88,479     95,521  
    5490 SHS VALVOLINE INC   PURCHASE 2018-03   119,936 51,914     68,022  
    6000 SHS MARATHON OIL CORP   PURCHASE 2018-07   130,583 59,855     70,728  
    CALLS FROM HILLIARD LYON 2018-01 PURCHASE 2018-12   16,520 2,710     13,810  

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    ED & JOANN HUBERT FAMILY
     
    FOUNDATION INC
    EIN:
    22-3883114
    Name of Stock End of Year Book Value End of Year Fair Market Value
    HILLIARD LYONS 6,497,604 12,954,325
    CHARLES SCHWAB 332,601 349,879

    TY 2018 InvestmentsOtherSchedule2
    Name:
    ED & JOANN HUBERT FAMILY
     
    FOUNDATION INC
    EIN:
    22-3883114
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    INVESTMENTS AT COST 46,300 46,300
    CONNOR GROUP XII AT COST 107,462 107,462
    CONNOR GRP PREFFERED AT COST 531,728 531,728
    SWEET GUM II AT COST 42,575 42,575

    TY 2018 LandEtcSchedule2
    Name:
    ED & JOANN HUBERT FAMILY
     
    FOUNDATION INC
    EIN:
    22-3883114
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    BUILDING - 1806 CENTRAL PARKWAY 429,090   429,090 429,090
    BUILDING - 1905 ELM STREET 175,149   175,149 175,149
    LAND - 1806 CENTRAL PARKWAY CINTI OH 32,297   32,297 32,297
    LAND - 1905 ELM STREET 17,322   17,322 17,322


    TY 2018 LegalFeesSchedule
    Name:
    ED & JOANN HUBERT FAMILY
     
    FOUNDATION INC
    EIN:
    22-3883114
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INDIRECT LEGAL FEES 2,450 2,450    


    TY 2018 OtherDecreasesSchedule
    Name:
    ED & JOANN HUBERT FAMILY
     
    FOUNDATION INC
    EIN:
    22-3883114
    Description Amount
    CONNOR GRP XII NON DEDUCT 11
    CONNOR PREFFERED NON DEDUCT 2
    SWEET GUMM II K-1 23
    ADJUST YEAR END BALANCE 19,416


    TY 2018 OtherExpensesSchedule
    Name:
    ED & JOANN HUBERT FAMILY
     
    FOUNDATION INC
    EIN:
    22-3883114
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    SWEET GUM II LLC LOSS K-1 15,394 15,394    
    CONNOR GROUP XII LOSS K-1 17,884 17,884    
    CONNOR PREFFERED K-1 1,076 1,076    
    BANK CHARGES 384 384    


    TY 2018 OtherIncomeSchedule2
    Name:
    ED & JOANN HUBERT FAMILY
     
    FOUNDATION INC
    EIN:
    22-3883114
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    REPAYMENT ON LOAN L KLEMS 134,573    


    TY 2018 OtherIncreasesSchedule
    Name:
    ED & JOANN HUBERT FAMILY
     
    FOUNDATION INC
    EIN:
    22-3883114
    Description Amount
    NONTAXABLE RETURN OF PRINCIPAL H.LYON 1,116


    TY 2018 OtherLiabilitiesSchedule
    Name:
    ED & JOANN HUBERT FAMILY
     
    FOUNDATION INC
    EIN:
    22-3883114
    Description Beginning of Year - Book Value End of Year - Book Value
    HILLIARD LYON MARGIN ACCOUNT 1,900,752 626,944


    TY 2018 OtherNotesLoansRcvblShortSch2
    Name:
    ED & JOANN HUBERT FAMILY
     
    FOUNDATION INC
    EIN:
    22-3883114
    Name of 501(c)(3) Organization Balance Due
    LOAN RECEIVABLE
          		5,147,728


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    ED & JOANN HUBERT FAMILY
     
    FOUNDATION INC
    EIN:
    22-3883114
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 70,304 70,304    


    TY 2018 SubstantialContributorsSch
    Name:
    ED & JOANN HUBERT FAMILY
     
    FOUNDATION INC
    EIN:
    22-3883114
    Name Address
    TIMOTHY JUDITH DOVE 4801 BONITA BAY BLVD 102
    BONITA SPRINGS,FL34134
    VYA INC
          		1325 GLENDALE MILFORD ROAD
    CINCINNATI,OH45215
    JOHN GLASS 6730 FIELDHOUSE WAY
    CINCINNATI,OH45227
    JAMES GLASS 7147 RAVENS RUN
    CINCINNATI,OH45224