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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
GEORGE AND MARY JO BUDIG FAMILY
FOUNDATION C/O GEORGE J BUDIG
Number and street (or P.O. box number if mail is not delivered to street address)129 PARK ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
FORT MITCHELL, KY41011
A Employer identification number

35-2389585
B Telephone number (see instructions)

(513) 562-8244
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$5,109,797J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 780 780  
4 Dividends and interest from securities... 180,045 180,045  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 0
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 400 0  
12 Total. Add lines 1 through 11........ 181,225 180,825  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 714 0   0
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 124 0   62
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 838 0   62
25 Contributions, gifts, grants paid....... 101,000 101,000
26 Total expenses and disbursements. Add lines 24 and 25 101,838 0   101,062
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 79,387
b Net investment income (if negative, enter -0-) 180,825
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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.............      
2 Savings and temporary cash investments......... 237,410 316,797 316,797
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) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 5,632,000 Click to see attachment4,793,000 4,793,000
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,869,410 5,109,797 5,109,797
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 5,869,410 5,109,797
29 Total net assets or fund balances (see instructions)..... 5,869,410 5,109,797
30 Total liabilities and net assets/fund balances (see instructions). 5,869,410 5,109,797
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
5,869,410
2
Enter amount from Part I, line 27a .....................
2
79,387
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
5,948,797
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
839,000
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,109,797
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1a
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2  
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 2,513
c All other domestic foundations enter 1.39% 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 2,513
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 2,513
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 2,080
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,080
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 433
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the 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)
    bulletKY
    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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 ofbulletMR GEORGE J BUDIG Telephone no.bullet (513) 562-8244

    Located atbullet129 PARK ROADFORT MITCHELLKY ZIP+4bullet41011
    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 2020, 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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    GEORGE J BUDIG TRUSTEE
    2.00     		0 0 0
    129 PARK ROAD
    FORT MITCHELL,KY41011
    MARY JO BUDIG TRUSTEE
    2.00     		0 0 0
    129 PARK ROAD
    FORT MITCHELL,KY41011
    MELISSA COLLINS TRUSTEE
    2.00     		0 0 0
    129 PARK ROAD
    FORT MITCHELL,KY41011
    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 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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.............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  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    4,129,458
    b
    Average of monthly cash balances.......................
    1b
    298,268
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,427,726
    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
    4,427,726
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    66,416
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,361,310
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    218,066
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    218,066
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    2,513
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,513
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    215,553
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    400
    5
    Add lines 3 and 4............................
    5
    215,953
    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
    215,953
    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
    101,062
    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
    101,062
    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
    101,062
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 215,953
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 101,015
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 101,062
    a Applied to 2019, but not more than line 2a 101,015
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		Click to see attachment0
    d Applied to 2020 distributable amount..... 47
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 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 0
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		215,906
    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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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).)
    GEORGE J BUDIG
    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 (2020)
    Form 990-PF (2020)
    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
    AARP
    601 E STREET NW
    WASHINGTON,DC20049     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    ACTION MINISTRIES
    4375 BORON DR
    COVINGTON,KY41015     		NONE PUBLIC CHARITY GENERAL OPERATIONS 400
    ALICE LLOYD COLLEGE
    100 PURPOSE RD
    PIPPA PASSES,KY41844     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    ALZHEIMER'S ASSOCIATION
    644 LINN ST SUITE 1026
    CINCINNATI,OH45203     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    AMERICAN CANCER SOCIETY
    2808 READING RD
    CINCINNATI,OH45206     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    AMERICAN DIABETES ASSOCIATION
    2451 CRYSTAL DR STE 900
    ARLINGTON,VA22202     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    AMERICAN FOUNDATION FOR THE BLIND INC
    1401 S CLARK ST SUITE 730
    ARLINGTON,VA22202     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    AMERICAN INDIAN COLLEGE FUND
    8333 GREENWOOD BLVD
    DENVER,CO80221     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    AMERICAN INSTITUTE FOR CANCER RESEARCH
    1759 R STREET NW PO BOX 97167
    WASHINGTON,DC20090     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    AMERICAN PARKINSON DISEASE ASSOCIATION
    135 PARKINSON AVE-PARKINSON PL
    STATEN ISLAND,NY10305     		NONE PUBLIC CHARITY GENERAL OPERATIONS 400
    AMERICAN RED CROSS CINCINNATI REGION
    2111 DANA AVE
    CINCINNATI,OH45207     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    ANDERSON FERRY FOOD PANTRY
    380 GREENWELL AVE
    CINCINNATI,OH45238     		NONE PUBLIC CHARITY GENERAL OPERATIONS 600
    APPALACHIAN TRAIL CONSERVANCY
    PO BOX 807
    HARPERS FERRY,WV25425     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    ARBOR DAY FOUNDATION
    100 ARBOR AVENUE
    NEBRASKA CITY,NE68410     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    ARTHRITIS FOUNDATION
    4665 CORNELL RD SUITE 109
    CINCINNAGI,OH45241     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    BAWAC - BOONE COUNTY ADULT WORK AND ACTIVITY CENTER
    7970 KENTUCKY DR
    FLORENCE,KY41042     		NONE PUBLIC CHARITY GENERAL OPERATIONS 1,000
    BE CONCERNED
    1100 PIKE ST
    COVINGTON,KY41011     		NONE PUBLIC CHARITY GENERAL OPERATIONS 400
    BEECHWOOD BAND BOOSTERS
    54 BEECHWOOD RD
    FT MITCHELL,KY41017     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    BEECHWOOD EDUCATIONAL FDTN
    50 BEECHWOOD ROAD
    FT MITCHELL,KY41017     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    BEECHWOOD HOME
    2140 POGUE AVE
    CINCINNATI,OH45208     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    BEHRINGER-CRAWFORD MUSEUM
    1600 MONTAGUE RD - DEVOU PARK
    COVINGTON,KY41011     		NONE PUBLIC CHARITY GENERAL OPERATIONS 400
    BEREA COLLEGE
    101 CHESTNUT T
    BEREA,KY40403     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    BETA THETA PI
    5134 BONHAM RD
    OXFORD,OH45056     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    BETHANY HOUSE
    1841 FAIRMOUNT AVE
    CINCINNATI,OH45214     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    BOONE CONSERVANCY
    PO BOX 416
    BURLINGTON,KY41005     		NONE PUBLIC CHARITY GENERAL OPERATIONS 500
    BOONE COUNTY 4H
    PO BOX 876 6028 CAMP ERNST RD
    BURLINGTON,KY41005     		NONE PUBLIC CHARITY GENERAL OPERATIONS 400
    BOONE COUNTY ARBORETUM
    9190 CAMP ERNST RD
    UNION,KY41091     		NONE PUBLIC CHARITY GENERAL OPERATIONS 500
    BOONE COUNTY CASA COURT APPOINTED SPECIAL ADVOC
    2989 WASHINGTON SQUARE
    BURLINGTON,KY41005     		NONE PUBLIC CHARITY GENERAL OPERATIONS 400
    BOONE COUNTY HISTORICAL SOCIETY
    PO BOX 23
    FLORENCE,KY41022     		NONE PUBLIC CHARITY GENERAL OPERATIONS 600
    BOY SCOUTS OF AMERICA
    10078 READING RD
    CINCINNATI,OH45241     		NONE PUBLIC CHARITY GENERAL OPERATIONS 2,000
    BOYS HOPE GIRLS HOPE
    1725 RIVERSIDE DRIVE
    CINCINNATI,OH45202     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    BRAILLE BOOKS FOR BLIND CHILDREN
    1800 JOHNSON ST
    BALTIMORE,MD21230     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    BRIGHTON CENTERS - FOOD PANTRY
    PO BOX 325
    NEWPORT,KY41072     		NONE PUBLIC CHARITY GENERAL OPERATIONS 600
    CANCER SUPPORT COMMUNITY
    4918 COOPER RD
    CINCINNATI,OH45242     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    CARMEL MANOR
    100 CARMEL MANOR RD
    FT THOMAS,KY41075     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    CATHOLIC CHARITIES DEVELOPMENT OFFICE
    3629 CHURCH ST
    COVINGTON,KY41015     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    CATHOLIC CHARITIES SW OHIO
    7162 READING ROAD
    CINCINNATI,OH45237     		NONE PUBLIC CHARITY GENERAL OPERATIONS 600
    CATHOLIC RELIEF SERVICES
    228 W LEXINGTON ST
    BALTIMORE,MD21201     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    CEDAR VILLAGE FOUNDATION
    5467 CEDAR VILLAGE DRIVE
    MASON,OH45040     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    CENTER FOR COURAGEOUS KIDS
    1501 BURNLEY RD
    SCOTTSVILLE,KY42164     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    CENTRAL CLINIC BEHAVIORAL HEALTH
    311 ALBERT SABIN WAY
    CINCINNATI,OH45229     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    CENTRAL PARKWAY YMCA
    1105 ELM STREET
    CINCINNATI,OH45202     		NONE PUBLIC CHARITY GENERAL OPERATIONS 300
    CHILDHOOD FOOD SOLUTIONS
    2573 SAINT LEO PLACE
    CINCINNATI,OH45225     		NONE PUBLIC CHARITY GENERAL OPERATIONS 400
    CHILDREN'S CANCER RESEARCH FUND
    7301 OHMS LN - STE 355
    MINNEAPOLIS,MN55439     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    CHILDREN'S HOME OF CINCINNATI
    5050 MADISON ROAD
    CINCINNATI,OH45227     		NONE PUBLIC CHARITY GENERAL OPERATIONS 400
    CHILDREN'S HOME OF N KENTUCKY
    200 HOME ROAD DEVOU PARK
    COVINGTON,KY41011     		NONE PUBLIC CHARITY GENERAL OPERATIONS 500
    CHILDREN'S THEATRE OF CINTI
    4015 RED BANK RD
    CINCINNATI,OH45227     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    CHRISTIAN APPALACHIAN PROJECT 485 PONDEROSA DRIVE
    PO BOX 1768
    PAINTSVILLE,KY41240     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    CHRISTIANS UNITED FOR ISRAEL
    PO BOX 1307
    SAN ANTONIO,TX78295     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    CHURCH OF OUR SAVIOR
    246 EAST TENTH ST
    COVINGTON,KY41011     		NONE PUBLIC CHARITY GENERAL OPERATIONS 400
    CINCINNATI CHILDREN'S HOSPITAL
    3333 BURNET AVE
    CINCINNATI,OH45229     		NONE PUBLIC CHARITY GENERAL OPERATIONS 1,500
    CINCINNATI EDUCATIONAL TV-CET
    1223 CENTRAL PARKWAY
    CINCINNATI,OH45214     		NONE PUBLIC CHARITY GENERAL OPERATIONS 400
    CINCINNATI FIRE MUSEUM
    315 WEST COURT STREET
    CINCINNATI,OH45202     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    CINCINNATI HILLEL ROSE WARNER HOUSE
    2615 CLIFTON AVE
    CINCINNATI,OH45220     		NONE PUBLIC CHARITY GENERAL OPERATIONS 400
    CINCINNATI MUSEUM CENTER
    1301 WESTERN AVENUE
    CINCINNATI,OH45203     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    CINCINNATI SCHOLARSHIP FDTN
    602 MAIN ST SUITE 1000
    CINCINNATI,OH45202     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    CINCINNATI VA MEDICAL CENTER
    3200 VINE ST
    CINCINNATI,OH45220     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    CINCINNATI ZOO & BOTANICAL GARDENS
    3400 VINE ST
    CINCINNATI,OH45220     		NONE PUBLIC CHARITY GENERAL OPERATIONS 500
    CITY GOSPEL MISSION
    1805 DALTON AVE
    CINCINNATI,OH45214     		NONE PUBLIC CHARITY GENERAL OPERATIONS 1,000
    CITYLINK CENTER
    800 BANK STREET
    CINCINNATI,OH45214     		NONE PUBLIC CHARITY GENERAL OPERATIONS 500
    CLEVELAND CLINIC
    9500 EUCLID AVE
    CLEVELAND,OH44195     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    COAST GUARD FOUNDATION
    394 TAUGWONK RD
    STONINGTON,CT06378     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    COVENANT HOUSE
    461 EIGHTH AVE
    NEW YORK,NY10001     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    COVINGTON CATHOLIC HIGH SCHOOL
    1600 DIXIE HIGHWAY
    PARK HILLS,KY41011     		NONE PUBLIC CHARITY GENERAL OPERATIONS 600
    COVINGTON LADIES HOME
    702 GARRARD STREET
    COVINGTON,KY41011     		NONE PUBLIC CHARITY GENERAL OPERATIONS 600
    CRAYONS TO COMPUTERS
    1350 TENNESSEE AVENUE
    CINCINNATI,OH45229     		NONE PUBLIC CHARITY GENERAL OPERATIONS 600
    CRESCENT HILL UNITED METHODIST CHURCH
    201 S PETERSON AVE
    LOUISVILLE,KY40206     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    CUMBERLAND COLLEGE
    6191 COLLEGE STATION DR
    WILLIAMSBURG,KY40769     		NONE PUBLIC CHARITY GENERAL OPERATIONS 400
    CYSTIC FIBROSIS FOUNDATION
    4550 MONTGOMERY AVE STE 1100N
    BETHESDA,MD20814     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    DINSMORE HOMESTEAD
    PO BOX 453
    BURLINGTON,KY41005     		NONE PUBLIC CHARITY GENERAL OPERATIONS 400
    DIOCESAN CATHOLIC CHILDRENS HM 75 ORPHANAGE ROAD
    PO BOX 17007
    FT MITCHELL,KY41017     		NONE PUBLIC CHARITY GENERAL OPERATIONS 600
    DISCIPLE MAKERS
    4393 BORON DR
    LATONIA,KY41015     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    EASTER SEALS
    PO BOX 11128
    LEXINGTON,KY40512     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    EMERGENCY SHELTER OF NORTHERN KENTUCKY
    634 SCOTT STREET
    COVINGTON,KY41011     		NONE PUBLIC CHARITY GENERAL OPERATIONS 3,000
    EPILEPSY FOUNDATION 8301 PROFESSIONAL PLACE WEST
    SUITE 230
    LANDOVER,MD20785     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    EVERGREEN CEMETERY COMPANY
    25 SOUTH ALEXANDRIA PIKE
    SOUTHGATE,KY41072     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    FAIRHAVEN RESCUE MISSION 260 PIKE ST
    PO BOX 12761
    COVINGTON,KY41012     		NONE PUBLIC CHARITY GENERAL OPERATIONS 1,000
    FAMILY NURTURING CENTER
    5 SPIRAL DR STE 100
    FLORENCE,KY41042     		NONE PUBLIC CHARITY GENERAL OPERATIONS 300
    FAMILY PROMISE OF N KENTUCKY
    336 WEST 9TH ST
    NEWPORT,KY41071     		NONE PUBLIC CHARITY GENERAL OPERATIONS 400
    FEEDING AMERICA DONATION PROCESSING CENTER
    PO BOX 96749
    WASHINGTON,DC20077     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    FREESTORE FOODBANK
    1141 CENTRAL PARKWAY
    CINCINNATI,OH45202     		NONE PUBLIC CHARITY GENERAL OPERATIONS 8,000
    FRIARS CLUB
    4300 VINE ST
    CINCINNATI,OH45217     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    FRIENDS OF BIG BONE INC
    PO BOX 184
    PETERSBURG,KY41080     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    GEORGIA TECH ALUMNI ASSOC
    190 NORTH AVE
    ATLANTA,GA30313     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    GUIDE DOGS FOR THE BLIND
    350 LOS RANCHITOS RD
    SAN RAFAEL,CA94903     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    HABITAT FOR HUMANITY
    4910 PARA DRIVE
    CINCINNATI,OH45237     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    HAPPEN INC
    4201 HAMILTON AVE
    CINCINNATI,OH45223     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    HEALING PLACE
    1020 W MARKET STREET
    LOUISVILLE,KY40202     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    HEARING SPEECH & DEAF CENTER OF GREATER CINCINNATI
    2825 BURNET AVENUE
    CINCINNATI,OH45219     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    HEIFER INTERNATIONAL
    1 WORLD AVE
    LITTLE ROCK,AR72202     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    HENRY HOSEA HOUSE
    PO BOX 72046
    NEWPORT,KY41072     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    HERITAGE FOUNDATION COVINGTON AREA MEMBERSHIP DR
    214 MASSACHUSETTS AVE NE
    WASHINGTON,DC20002     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    HILLSDALE COLLEGE
    33 E COLLEGE ST
    HILLSDALE,MI49242     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    HOME OF THE INNOCENTS
    1100 EAST MARKET STREET
    LOUISVILLE,KY40206     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    HORIZON COMMUNITY FUNDS
    50 E RIVERCENTER BLVD-STE 431
    COVINGTON,KY41011     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    HOSPICE OF CINCINNATI
    4360 COOPER RD SUITE 300
    CINCINNATI,OH45242     		NONE PUBLIC CHARITY GENERAL OPERATIONS 400
    HOSPICE OF ST ELIZABETH HEALTHCARE
    483 SOUTH LOOP RD
    EDGEWOOD,KY41017     		NONE PUBLIC CHARITY GENERAL OPERATIONS 400
    HOSPICE OF THE BLUEGRASS
    2312 ALEXANDRIA DR
    LEXINGTON,KY40504     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    HOUSING OPPORTUNITIES OF NORTHERN KENTUCKY
    502 FRY STREET
    COVINGTON,KY41011     		NONE PUBLIC CHARITY GENERAL OPERATIONS 400
    INTERFAITH HOSPITALITY NETWORK OF GREATER CINCINNATI
    990 NASSAU STREET
    CINCINNATI,OH45206     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    INTL FELLOWSHIP OF CHRISTIANS & JEWS
    30 NORTH LASALLE ST SUITE 4300
    CHICAGO,IL60602     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    JEWISH FAMILY SERVICES
    8485 RIDGE RD
    CINCINNATI,OH45236     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    JEWISH NATIONAL FUND
    42 E 69TH ST
    NEW YORK,NY10021     		NONE PUBLIC CHARITY GENERAL OPERATIONS 500
    JUNIOR ACHIEVEMENT
    644 LINN ST SUITE 1024
    CINCINNATI,OH45203     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    KAREN CARNS FOUNDATION
    4600 N MASON-MONTGOMERY RD
    MASON,OH45040     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    KENTUCKY SYMPHONY
    PO BOX 72810
    NEWPORT,KY41072     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    KENTUCKY WATERWAYS ALLIANCE
    120 WEBSTER ST STE 217
    LOUISVILLE,KY40206     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    KET
    560 COOPER DR
    LEXINGTON,KY40502     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    LEUKEMIA & LYMPHOMA SOCIETY SOUTHERN OHIO CHAPTER
    4370 GLENDALE MILFORD RD
    CINCINNATI,OH45242     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    LIFE LEARNING CENTER
    20 W 18TH ST
    COVINGTON,KY41011     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    LIGHTHOUSE YOUTH SERVICES
    401 E MCMILLAN STREET
    CINCINNATI,OH45206     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    LITERACY NETWORK OF GR CINTI 635 W 7TH STREET
    19 BROADCAST PLAZA STE 300
    CINCINNATI,OH45203     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    LITTLE BROTHERS FRIENDS OF THE ELDERLY
    5530 COLERAIN AVENUE
    CINCINNATI,OH45239     		NONE PUBLIC CHARITY GENERAL OPERATIONS 400
    MADISON AVENUE CHRISTIAN CHURCH
    1530 MADISON AVE
    COVINGTON,KY41011     		NONE PUBLIC CHARITY GENERAL OPERATIONS 400
    MAKE A WISH FOUNDATION
    PO BOX 97104
    WASHINGTON,DC20090     		NONE PUBLIC CHARITY GENERAL OPERATIONS 400
    MARCH OF DIMES
    PO BOX 1549
    AKRON,OH44309     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    MARINE CORPS HERITAGE FOUNDATION
    18900 JEFFERSON DAVIS HWY
    TRAINGLE,VA22172     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    MARY ROSE MISSION
    272 MAIN ST
    FLORENCE,KY41042     		NONE PUBLIC CHARITY GENERAL OPERATIONS 1,000
    MASTER PROVISIONS
    7725 FOUNDATION DR
    FLORENCE,KY41042     		NONE PUBLIC CHARITY GENERAL OPERATIONS 500
    MATTHEW 25MINISTRIES
    11060 KENWOOD ROAD
    CINCINNATI,OH45242     		NONE PUBLIC CHARITY GENERAL OPERATIONS 4,000
    MERCY CORP
    45 SW ANKENY ST
    PORTLAND,OR97204     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    MERCY MONTESSORI
    2335 GRANDVIEW AVE
    CINCINNATI,OH45206     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    MIAMI PROJECT TO CURE PARALYSIS
    730 SW 69TH TERRACE
    PEMBROKE PINES,FL33023     		NONE PUBLIC CHARITY GENERAL OPERATIONS 500
    MIAMI UNIVERSITY
    725 E CHESTNUT ST
    OXFORD,OH45056     		NONE PUBLIC CHARITY GENERAL OPERATIONS 500
    MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH
    PO BOX 4777 GRAND CNTRL STN
    NEW YORK,NY10163     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    MULTIPLE SCLEROSIS ASSOC OF AM
    375 KINGS HIGHWAY NORTH
    CHERRY HILL,NJ08034     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    MUSCULAR DYSTROPHY ASSOCIATION
    1080 NIMITZVIEW DR 208
    CINCINNATI,OH45230     		NONE PUBLIC CHARITY GENERAL OPERATIONS 400
    NATL AUDUBON SOCIETY
    225 VARICK ST 7TH FLOOR
    NEW YORK,NY10014     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    NATL BREAST CANCER COALITION
    1010 VERMONT AVE NW STE 900
    WASHINGTON,DC20005     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    NATL CHILDREN'S CANCER SOCIETY
    PO BOX 2019
    MILFORD,NH03055     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    NATL FEDERATION OF THE BLIND
    200 EAST WELLS ST
    BALTIMORE,MD21230     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    NATL FOUNDATION FOR CANCER RESEARCH
    5515 SECURITY LANE SUITE 1105
    ROCKVILLE,MD20852     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    NATL GEOGRAPHIC SOCIETY
    1145 17TH ST NW
    WASHINGTON,DC20036     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    NATL MULTIPLE SCLEROSIS SOC OHIO VALLEY CHAPTER
    PO BOX 14030
    CINCINNATI,OH45250     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    NATL PARK FOUNDATION
    1110 VERMONT AVE NW SUITE 200
    WASHINGTON,DC20005     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    NATL PARKINSON FOUNDATION A174 GIFT PROCESSING CENTER
    PO BOX 5018
    HAGERSTOWN,MD21741     		NONE PUBLIC CHARITY GENERAL OPERATIONS 500
    NATL PARKS CONSERVATION ASSOC
    777 6TH STREET NW SUITE 700
    WASHINGTON,DC20001     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    NATL TRUST FOR HISTORIC PRESERVATION
    2600 VIRGINIA AVE NW STE 1100
    WASHINGTON,DC20037     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    NATL WILDLIFE FEDERATION
    11100 WILDLIFE CENTER DRIVE
    RESTON,VA20190     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    NATURE CONSERVANCY
    114 WOODLAND AVE
    LEXINGTON,KY40502     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    NEEDIEST KIDS OF ALL
    PO BOX 3426
    CINCINNATI,OH45201     		NONE PUBLIC CHARITY GENERAL OPERATIONS 3,000
    NEW HOPE CENTER
    228 THOMAS MORE PKWY
    CRESTVIEW HILLS,KY41017     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    NEW PERCEPTIONS INC
    ONE SPERTI DR
    EDGEWOOD,KY41017     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    NEWPORT HS SCHOLARSHIP FUND
    PO BOX 75129
    FT THOMAS,KY41075     		NONE PUBLIC CHARITY GENERAL OPERATIONS 400
    NORTHERN KENTUCKY UNIV FOUND NORTHERN KENTUCKY UNIVERSITY
    100 NUNN DR
    HIGHLAND HGHTS,KY41099     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    ONE WAY FARM CHILDREN'S HOME
    6131 E RIVER ROAD
    FAIRFIELD,OH45018     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    OPERATION SMILE
    3641 FACULTY BLVD
    VIRGINIA BEACH,VA23453     		NONE PUBLIC CHARITY GENERAL OPERATIONS 400
    OUR DAILY BREAD
    1730 RACE STREET
    CINCINNATI,OH45202     		NONE PUBLIC CHARITY GENERAL OPERATIONS 1,000
    OUR LORD CHRIST THE KING CHURCH
    3223 LINWOOD AVE
    CINCINNATI,OH45226     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    OVER-THE-RHINE KITCHEN
    PO BOX 6045
    CINCINNATI,OH45206     		NONE PUBLIC CHARITY GENERAL OPERATIONS 500
    PARALYZED VETERANS OF AMERICA
    801 EIGHTEENTH ST NW
    WASHINGTON,DC20006     		NONE PUBLIC CHARITY GENERAL OPERATIONS 400
    PARISH KITCHEN
    PO BOX 1234
    COVINGTON,KY41012     		NONE PUBLIC CHARITY GENERAL OPERATIONS 500
    PARKINSON'S DISEASE REHABILITATION INSTITUTE
    343 CITY VIEW PLACE
    CINCINNATI,OH45219     		NONE PUBLIC CHARITY GENERAL OPERATIONS 500
    PARKINSON'S FOUNDATION
    PO BOX 6003
    ALBERT LEA,MN56007     		NONE PUBLIC CHARITY GENERAL OPERATIONS 1,000
    PARKINSON'S FOUNDATION
    200 SE 1ST ST SUITE 800
    MIAMI,FL33131     		NONE PUBLIC CHARITY GENERAL OPERATIONS 1,000
    PERKINS SCHOOL FOR THE BLIND
    175 NORTH BEACON ST
    WATERTOWN,MA02472     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    POINTARC OF NORTHERN KENTUCKY
    104 WEST PIKE ST
    COVINGTON,KY41011     		NONE PUBLIC CHARITY GENERAL OPERATIONS 1,300
    POTTER'S RANCH
    5194 BEAVER ROAD
    UNION,KY41091     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    PRESBYTERIAN CHURCH OF WYOMING
    225 WYOMING AVE
    CINCINNATI,OH45215     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    PREVENT BLINDNESS OHIO
    1500 W THIRD AVE - STE 200
    COLUMBUS,OH43212     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    PRINCE OF PEACE LUTHERAN CHURCH
    PO BOX 881
    CINCINNATI,OH45201     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    PROSTATE CANCER FOUNDATION
    1250 FOURTH STREET
    SANTA MONICA,CA90401     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    RABBIT HASH HISTORIC SOCIETY
    6031 BISHOP BEND ROAD
    UNION,KY41091     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    RED CLOUD INDIAN SCHOOL
    100 MISSION DR
    PINE RIDGE,SD57770     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    REDWOOD SCHOOL
    71 ORPHANAGE ROAD
    FT MITCHELL,KY41017     		NONE PUBLIC CHARITY GENERAL OPERATIONS 1,000
    ROSE GARDEN CENTER FOR HOPE AND HEALING
    PO BOX 122038
    COVINGTON,KY41012     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    ROTARY INTERNATIONAL POLIO ERADICATION TASK FORCE
    1560 SHERMAN AVE
    EVANSTON,IL60201     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    SALVATION ARMY
    114 EAST CENTRAL PARKWAY
    CINCINNATI,OH45202     		NONE PUBLIC CHARITY GENERAL OPERATIONS 2,000
    SANTA MARIA COMMUNITY SERVICES
    617 STEINER AVE
    CINCINNATI,OH45204     		NONE PUBLIC CHARITY GENERAL OPERATIONS 500
    SCHOOL FOR CREATIVE & PERFORMING ARTS
    108 WEST CENTRAL PARKWAY
    CINCINNATI,OH45202     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    SHELTERHOUSE FOR MEN
    411 GEST ST - STE 1
    CINCINNATI,OH45203     		NONE PUBLIC CHARITY GENERAL OPERATIONS 500
    SHELTERHOUSE FOR WOMEN
    2499 READING RD
    CINCINNATI,OH45202     		NONE PUBLIC CHARITY GENERAL OPERATIONS 400
    SHRINERS HOSPITAL FOR CHILDREN
    3229 BURNET AVENUE
    CINCINNATI,OH45229     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    SIERRA CLUB FOUNDATION
    2101 WEBSTER ST STE 1250
    OAKLAND,CA94612     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    SMILE TRAIN
    633 3RD AVE FL 9
    NEW YORK,NY10017     		NONE PUBLIC CHARITY GENERAL OPERATIONS 500
    SPCA - SOCIETY FOR PREVENTION OF CRUELTY TO ANIMALS
    11900 CONREY RD
    CINCINNATI,OH45249     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    SPECIAL OLYMPICS KENTUCKY
    105 LAKEVIEW CT
    FRANKFORT,KY40601     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    SPECIAL OLYMPICS OHIO
    3303 WINCHESTER PIKE
    COLUMBUS,OH43232     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    ST BERNARD FOOD PANTRY
    401 BERRY AVE
    DAYTON,KY41074     		NONE PUBLIC CHARITY GENERAL OPERATIONS 1,000
    ST CHARLES COMMUNITY DEVELOPMENT OFFICE
    600 FARRELL DRIVE
    COVINGTON,KY41011     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    ST ELIZABETH HEALTHCARE FDTN
    1 MEDICAL VILLAGE DRIVE
    EDGEWOOD,KY41017     		NONE PUBLIC CHARITY GENERAL OPERATIONS 1,000
    ST JOHN CHURCH
    627 PIKE ST
    COVINGTON,KY41011     		NONE PUBLIC CHARITY GENERAL OPERATIONS 400
    ST JOHN'S UNITED CHURCH OF CHRIST
    415 PARK AVENUE
    NEWPORT,KY41071     		NONE PUBLIC CHARITY GENERAL OPERATIONS 1,000
    ST JOSEPH ACADEMY
    48 NEEDMORE ST
    WALTON,KY41094     		NONE PUBLIC CHARITY GENERAL OPERATIONS 400
    ST JOSEPH ORPHANAGE OFFICE OF COMMUNITY RELATIONS
    5400 EDALBERT DRIVE
    CINCINNATI,OH45239     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    ST JUDE HOSPITAL
    PO BOX 1000 DEPT 142
    MEMPHIS,TN38101     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    ST LABRE INDIAN SCHOOL
    TOUNGE RIVER ROAD
    ASHLAND,MT59004     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    ST PAUL'S OUTREACH MINISTRIES ST PAUL'S EPISCOPAL CHURCH
    7 COURT PLACE
    NEWPORT,KY41071     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    ST RITA SCHOOL FOR THE DEAF
    1720 GLENDALE MILFORD ROAD
    CINCINNATI,OH45215     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    ST VINCENT DE PAUL NO KY ATTN EXECUTIVE DIRECTOR
    2655 CRESCENT SPRINGS RD
    COVINGTON,KY41017     		NONE PUBLIC CHARITY GENERAL OPERATIONS 800
    STEPPING STONES
    5650 GIVEN RD
    CINCINNATI,OH45243     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    STRATEGIES TO END HOMELESSNESS PRINCE OF PEACE SHELTER
    2368 VICTORY PARKWAY - STE 600
    CINCINNATI,OH45206     		NONE PUBLIC CHARITY GENERAL OPERATIONS 500
    SUSAN G KOMEN FOR THE CURE GLOBAL HEADQUARTERS
    5005 LYNDON B JOHNSON FWY 526
    DALLAS,TX75244     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    TALBERT HOUSE
    2600 VICTORY PARKWAY
    CINCINNATI,OH45206     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    TENDER MERCIES INC
    27 W 12TH STREET
    CINCINNATI,OH45202     		NONE PUBLIC CHARITY GENERAL OPERATIONS 400
    TOYS FOR TOTS FOUNDATION GIFT PROCESSING ADMINISTRATOR
    18251 QUANTICO GATEWAY DR
    TRIANGLE,VA22172     		NONE PUBLIC CHARITY GENERAL OPERATIONS 600
    UC HEALTH FOUNDATION
    PO BOX 19970
    CINCINNATI,OH45219     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    UNITED CEREBRAL PALSY OF GREATER CINCINNATI
    2300 DREX AVE
    NORWOOD,OH45212     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    UNITED METHODIST WOMEN OFFICE OF THE TREASURER
    475 RIVERSIDE DR - 15TH FLOOR
    NEW YORK,NY10115     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    UNITED WAY OF GREATER CINTI
    2400 READING RD
    CINCINNATI,OH45202     		NONE PUBLIC CHARITY GENERAL OPERATIONS 400
    UPSPRING
    PO BOX 23300
    CINCINNATI,OH45223     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    USO
    PO BOX 96860
    WASHINGTON,DC20077     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    VENT HAVEN
    33 WEST MAPLE AVE
    FT MITCHELL,KY41011     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    VIETNAM VETERANS OF AMERICA
    8719 COLESVILLE RD - STE 100
    SILVER SPRING,MD20910     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    VILLA MADONNA ACADEMY
    2500 AMSTERDAM RD
    VILLA HILLS,KY41017     		NONE PUBLIC CHARITY GENERAL OPERATIONS 2,000
    VILLAGE HOME HEALTH & HOSPICE FUND
    11100 SPRINGFIELD PIKE
    CINCINNATI,OH45246     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    VOLUNTEERS OF AMERICA
    644 LINN ST STE 817
    CINCINNATI,OH45203     		NONE PUBLIC CHARITY GENERAL OPERATIONS 400
    WELCOME HOUSE OF NORTHERN KY
    205 PIKE STREET
    COVINGTON,KY41011     		NONE PUBLIC CHARITY GENERAL OPERATIONS 500
    WILDERNESS SOCIETY
    1615 M ST NW
    WASHINGTON,DC20036     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    WISH LISTUNITED WAY
    2400 READING RD
    CINCINNATI,OH45202     		NONE PUBLIC CHARITY GENERAL OPERATIONS 400
    WOMEN'S CRISIS CENTER
    835 MADISON AVE
    COVINGTON,KY41011     		NONE PUBLIC CHARITY GENERAL OPERATIONS 500
    WOOD HUDSON CANCER RESEARCH
    931 ISABELLA ST
    NEWPORT,KY41071     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    WORLD WILDLIFE FOUNDATION
    1250 TWENTY-FOURTH ST NW
    WASHINGTON,DC20037     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    WOUNDED WARRIER PROJECT
    4899 BELFORT RD SUITE 300
    JACKSONVILLE,FL32256     		NONE PUBLIC CHARITY GENERAL OPERATIONS 400
    WYMORE SCHOLARSHIP FUND
    EMANUEL CHRISTIAN SEMINARY
    MILLIGAN COLL,TN37682     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    YMCA CAMP ERNST
    7615 CAMP ERNST RD
    BURLINGTON,KY41005     		NONE PUBLIC CHARITY GENERAL OPERATIONS 5,000
    YMCA OF CINCINNATI
    1105 ELM STREET
    CINCINNATI,OH45202     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    UNC CHAPEL HILL
    PO BOX 309
    CHAPEL HILL,NC27514     		NONE PUBLIC CHARITY GENERAL OPERATIONS 300
    LUPUS FOUNDATION OF AMERICA
    2121 K STREET NW SUITE 200
    WASHINGTON,DC20037     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    MERCY SHIPS
    PO BOX 1930
    GARDEN VALLEY,TX75771     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    NATIONAL ALLIANCE MENTAL ILLNESS
    PO BOX 49104
    BALTIMORE,MD21297     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    BREAD FOR THE WORLD
    425 3RD ST SW 1200
    WASHINGTON,DC20024     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    DOCTORS WITHOUT BORDERS
    PO BOX 5023
    HAGERSTOWN,MD21741     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    VFW NATIONAL HEADQUARTERS
    PO BOX 8958
    TOPEKA,KS66608     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    CINCINNATI AREA SENIOR SERVICE
    644 LINN ST UNIT 304
    CINCINNATI,OH45203     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    AMERICAN LEGION
    PO BOX 361656
    INDIANAPOLIS,IN46236     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    AMVETS
    4647 FORBES BLVD
    LANHAM,MD20706     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    SOARING EAGLE
    922 WYOMING AVE
    BILLINGS,MT59103     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    THE VICTORIAN AT RIVERSIDE RESIDENCE FOR SENIOR WOMEN
    702 GARRAD ST
    COVINGTON,KY41011     		NONE PUBLIC CHARITY GENERAL OPERATIONS 200
    Total .................................bullet 3a 101,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 780  
    4 Dividends and interest from securities....     14 180,045  
    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 ............     		         
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aGRANTS RECOVERED     		        400
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 180,825 400
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    181,225
    (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.)
    11A GRANTS PREVIOUSLY EXPENSED BUT SINCE VOIDED
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 DistributionFromCorpusElection
    Name:
    GEORGE AND MARY JO BUDIG FAMILY
     
    FOUNDATION C/O GEORGE J BUDIG
    EIN:
    35-2389585
    Election:
    TREATMENT OF QUALIFYING DISTRIBUTIONS ELECTIONUNDER INTERNAL REVENUE CODE SECTION 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE NON OPERATING PRIVATE FOUNDATION ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF IMMEDIATELY PRECEEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF: CORPUS

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    GEORGE AND MARY JO BUDIG FAMILY
     
    FOUNDATION C/O GEORGE J BUDIG
    EIN:
    35-2389585
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORPORATE STOCK 4,793,000 4,793,000

    TY 2020 OtherDecreasesSchedule
    Name:
    GEORGE AND MARY JO BUDIG FAMILY
     
    FOUNDATION C/O GEORGE J BUDIG
    EIN:
    35-2389585
    Description Amount
    UNREALIZED GAINS/LOSSES 839,000


    TY 2020 OtherExpensesSchedule
    Name:
    GEORGE AND MARY JO BUDIG FAMILY
     
    FOUNDATION C/O GEORGE J BUDIG
    EIN:
    35-2389585
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK FEE 124 0   62


    TY 2020 OtherIncomeSchedule2
    Name:
    GEORGE AND MARY JO BUDIG FAMILY
     
    FOUNDATION C/O GEORGE J BUDIG
    EIN:
    35-2389585
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    GRANTS RECOVERED 400   400


    TY 2020 TaxesSchedule
    Name:
    GEORGE AND MARY JO BUDIG FAMILY
     
    FOUNDATION C/O GEORGE J BUDIG
    EIN:
    35-2389585
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAXES 714 0   0