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
ED & JOANN HUBERT FAMILY
FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)303 EDEN AVENUE 3A
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BELLEVUE, KY41073
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$24,583,245J 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) 51,900
2 Check bullet.............
3 Interest on savings and temporary cash investments 87,537 87,537  
4 Dividends and interest from securities... 388,090 386,699  
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 -11,271
b Gross sales price for all assets on line 6a 583,492
7 Capital gain net income (from Part IV, line 2)...  
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 516,256 474,236  
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 1,430 1,430    
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 78,441 78,441    
17 Interest............... 2,402 2,402    
18 Taxes (attach schedule) (see instructions)... Click to see attachment 27,474 27,474    
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 27,933 27,933    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 137,680 137,680   0
25 Contributions, gifts, grants paid....... 1,618,650 1,618,650
26 Total expenses and disbursements. Add lines 24 and 25 1,756,330 137,680   1,618,650
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,240,074
b Net investment income (if negative, enter -0-) 336,556
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............. 49,553 62,314 62,314
2 Savings and temporary cash investments......... 329,981 7,203 7,203
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) bullet4,641,939
Less: allowance for doubtful accounts bullet   5,005,963 Click to see attachment4,641,939 4,641,939
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 12,000 15,382 15,382
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 6,113,304 Click to see attachment7,218,609 18,754,316
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).......... 1,200,567 Click to see attachment537,198 537,198
14 Land, buildings, and equipment: basis bullet564,893
Less: accumulated depreciation (attach schedule) bullet   461,387 Click to see attachment564,893 564,893
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 13,172,755 13,047,538 24,583,245
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 attachment1,114,201
23 Total liabilities (add lines 17 through 22).........   1,114,201
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 13,172,755 11,933,337
29 Total net assets or fund balances (see instructions)..... 13,172,755 11,933,337
30 Total liabilities and net assets/fund balances (see instructions). 13,172,755 13,047,538
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
13,172,755
2
Enter amount from Part I, line 27a .....................
2
-1,240,074
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
675
4
Add lines 1, 2, and 3 ..........................
4
11,933,356
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
19
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
11,933,337
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 4,678
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  
3 Add lines 1 and 2........................... 3 4,678
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 4,678
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 15,382
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 15,382
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 34
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 10,670
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet10,670 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$   (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 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 ofbulletJOANN HUBERT Telephone no.bullet (513) 615-7783

    Located atbullet303 EDEN AVENUE 3ABELLEVUEKY ZIP+4bullet41073
    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
     
     
    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
    JOANN HUBERT OFFICER
    2.00     		0 0 0
    303 EDEN AVENUE 3A
    BELLEVUE,KY41073
    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 (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.............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 EDUCATION - 21 RECIPIENTS 856,600
    2 CIVIC - 41 RECIPIENTS 504,850
    3 LOW INCOME HOUSING - 11 RECIPIENTS 142,700
    4 RELIGIOUS - 10 RECIPIENTS 77,000
    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 108,876
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet108,876
    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
    15,573,315
    b
    Average of monthly cash balances.......................
    1b
    526,111
    c
    Fair market value of all other assets (see instructions)................
    1c
    5,734,573
    d
    Total (add lines 1a, b, and c).........................
    1d
    21,833,999
    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
    21,833,999
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    327,510
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    21,506,489
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,075,324
    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
    1,075,324
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    4,678
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,678
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,070,646
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    482,357
    5
    Add lines 3 and 4............................
    5
    1,553,003
    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
    1,553,003
    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
    1,618,650
    b
    Program-related investments—total from Part IX-B..................
    1b
    108,876
    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
    1,727,526
    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
    1,727,526
    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 1,553,003
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 113,972
    b Total for prior years:20, 20, 20  
    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........  
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,727,526
    a Applied to 2019, but not more than line 2a 113,972
    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 2020 distributable amount..... 1,553,003
    e Remaining amount distributed out of corpus 60,551
    5 Excess distributions carryover applied to 2020.    
    (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 60,551
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		60,551
    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.... 60,551
    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).)
    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
    1N5 (JAMES W MILLER MEMORIAL FUND)
    5030 OAKLAWN DR
    CINCINNATI,OH45227     		  NON-PROFIT EDUCATION 35,000
    3CDC GENEROSITY 513 FUND
    1805 DALTON AVE
    CINCINNATI,OH45214     		  NON-PROFIT CIVIC 10,000
    ART WORKS
    2460 GILBERT AVE
    CINCINNATI,OH45206     		  NON-PROFIT EDUCATION 10,000
    BANNISTER LEADERSHIP ACADEMY
    PO BOX 31512
    OMAHA,NE68131     		  NON-PROFIT EDUCATION 3,000
    BEECHWOOD HOME
    2140 POGUE AVE
    CINCINNATI,OH45208     		  NON-PROFIT CIVIC 2,500
    BETHANY HOUSE
    841 FAIRMOUNT AVE
    CINCINNATI,OH45214     		  NON-PROFIT CIVIC 25,000
    BLOC MINISTRIES INC
    3101 PRICE AVENUE
    CINCINNATI,OH45205     		  NON-PROFIT RELIGIOUS 7,500
    BRIGHTON CENTER
    741 CENTRAL AVENUE
    NEWPORT,KY41071     		  NON-PROFIT CIVIC 10,000
    CATHOLICS UNITED FOR THE POOR (CU
    PO BOX 14548
    CINCINNATI,OH45250     		  NON-PROFIT CIVIC 5,000
    CENTER FOR GREAT NEIGHBORHOODS
    321 MLK BLVD/W 12TH ST
    COVINGTON,KY41011     		  NON-PROFIT CIVIC 10,000
    CHANGING GEARS
    1995 CENTRAL AVE
    CINCINNATI,OH45214     		  NON-PROFIT CIVIC 10,000
    CINCINNATI AREA SENIOR SERVICES (CA
    644 LINN ST SUITE 304
    CINCINNATI,OH45203     		  NON-PROFIT CIVIC 10,000
    CINCINNATI CANCER FOUNDATION
    PO BOX 8280
    CINCINNATI,OH45208     		  NON-PROFIT CIVIC 10,000
    CINCINNATI CHILDREN'S HOME
    5050 MADISON RD
    CINCINNATI,OH45227     		  NON-PROFIT CIVIC 5,000
    CINCINNATI PRESERVATION ASSOCIATION
    430 READING RD
    CINCINNATI,OH45202     		  NON-PROFIT CIVIC 15,000
    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 2,500
    CINCINNATI YOUTH COLLABORATIVE
    301 OAK ST
    CINCINNATI,OH45219     		  NON-PROFIT CIVIC 2,500
    CITY GOSPEL MISSION
    1805 DALTON AVE
    CINCINNATI,OH45214     		  NON-PROFIT CIVIC 20,000
    COOPERATIVE FOR EDUCATION
    2300 MONTANA AVE
    CINCINNATI,OH45211     		  NON-PROFIT EDUCATION 10,000
    CORNERSTONE RENTER'S EQUITY
    1641 VINE ST
    CINCINNATI,OH45202     		  NON-PROFIT CIVIC 40,000
    CORPORATION FOR FINDLAY MARKET
    19 W ELDER ST
    CINCINNATI,OH45202     		  NON-PROFIT CIVIC 10,000
    CRAYONS TO COMPUTERS
    1350 TENNESSEE AVE
    CINCINNATI,OH45229     		  NON-PROFIT EDUCATION 10,000
    CROSSROADS HEALTH CENTER
    5 E LIBERTY ST
    CINCINNATI,OH45202     		  NON-PROFIT CIVIC 25,000
    DAUGHTER'S OF ST ELIAS
    123 EAST 13TH STREET
    CINCINNATI,OH45202     		  NON-PROFIT RELIGIOUS 10,000
    DAYTON WORKFORCE PARTNERSHIPS
    1808 SULKY TRAIL
    MIAMISBURG,OH45342     		  NON-PROFIT EDUCATION 10,000
    DIVINE MERCY PARISH
    318 DIVISION ST
    BELLEVUE,KY41073     		  NON-PROFIT RELIGIOUS 10,000
    DRESS FOR SUCCESS
    205 W 4TH ST 900
    CINCINNATI,OH45202     		  NON-PROFIT CIVIC 2,500
    ELDER HIGH SCHOOL
    3900 VINCENT AVE
    CINCINNATI,OH45205     		  NON-PROFIT EDUCATION 50,000
    EPIC HOUSE
    910 YORK ST
    CINCINNATI,OH45214     		  NON-PROFIT LOW INCOME HOUSING 10,000
    EPISCOPAL RETIREMENT SERVICES
    3893 BROTHERTON RD
    CINCINNATI,OH45209     		  NON-PROFIT LOW INCOME HOUSING 2,500
    FIRST STEP HOME
    2203 FULTON AVE
    CINCINNATI,OH45206     		  NON-PROFIT CIVIC 15,000
    FOCAS MINISTRIES
    64 E MCMICKEN AVE
    CINCINNATI,OH45202     		  NON-PROFIT RELIGIOUS 2,000
    GOLD STAR INSTITUTE
    PO BOX 6147
    OMAHA,NE68106     		  NON-PROFIT LOW INCOME HOUSING 15,000
    GOOD SAMARITAN HOSPITAL FOUNDATION
    7400 FLOYDSBURG RD
    CRESTWOOD,KY40014     		  NON-PROFIT CIVIC 25,000
    HABITAT FOR HUMANITY
    3970 NORTH BEND RD
    CINCINNATI,OH45211     		  NON-PROFIT LOW INCOME HOUSING 200
    HEALTHY HOMES BLOCK BY BLOCK
    218 ST MICHAEL ST WEST
    CINCINNATI,OH45204     		  NON-PROFIT LOW INCOME HOUSING 10,000
    HOSPICE OF CINCINNATI
    4310 COOPER RD
    CINCINNATI,OH45242     		  NON-PROFIT CIVIC 350
    HOUSING OPPORTUNITIES OF NORTHERN K
    502 FRY ST
    COVINGTON,KY41011     		  NON-PROFIT LOW INCOME HOUSING 5,000
    INSURED SUCCESS
    765 HEDGEROW LN
    CINCINNATI,OH45246     		  NON-PROFIT EDUCATION 10,000
    INTERPARISH MINISTRIES
    1075 OHIO PIKE
    CINCINNATI,OH45245     		  NON-PROFIT RELIGIOUS 5,000
    KICKO
    PO BOX 14487
    KNOXVILLE,TN37914     		  NON-PROFIT CIVIC 5,000
    LASALLE HIGH SCHOOL
    3091 NORTH BEND RD
    CINCINNATI,OH45239     		  NON-PROFIT EDUCATION 100,100
    LAST MILE FOOD RESCUE
    3523 PPMEU AVE
    CINCINNATI,OH45208     		  NON-PROFIT CIVIC 5,000
    LIGHTHOUSE YOUTH AND FAMILY SERVICE
    401 E MCMILLAN ST
    CINCINNATI,OH45206     		  NON-PROFIT CIVIC 5,000
    LITTLE SISTER'S OF THE POOR
    476 RIDDLE RD
    CINCINNATI,OH45220     		  NON-PROFIT CIVIC 5,000
    MATTHEW 25 MINISTRIES
    11060 KENWOOD RD
    BLUE ASH,OH45242     		  NON-PROFIT CIVIC 10,000
    MERCY MCAULEY HIGH SCHOOL
    6000 OAKWOOD AVE
    CINCINNATI,OH45224     		  NON-PROFIT EDUCATION 100,000
    MISSION PARTNERS GUATEMALA
    3 FDR WALK
    CINCINNATI,OH45218     		  NON-PROFIT EDUCATION 3,000
    MORTAR
    340 READING RD
    CINCINNATI,OH45202     		  NON-PROFIT JOB TRAINING 10,000
    MOTHER'S CUPBOARD COMMUNITY KITCHEN
    P O BOX 825
    NASHVILLE,IN47448     		  NON-PROFIT CIVIC 1,000
    MUSIC RESOURCE CENTER
    3032 WOODBURN AVE
    CINCINNATI,OH45206     		  NON-PROFIT EDUCATION 25,000
    NEST (NORTHSIDERS ENGAGED IN SUSTAI
    1546 KNOWLTON ST
    CINCINNATI,OH45223     		  NON-PROFIT CIVIC 10,000
    OHIO JUSTICE AND POLICY CENTER
    215 E 9TH ST
    CINCINNATI,OH45202     		  NON-PROFIT CIVIC 1,000
    ONE SOURCE
    936 DALTON AVE
    CINCINNATI,OH45203     		  NON-PROFIT CIVIC 12,500
    OTR REVITALIZATION CORPORATION
    1307 WALNUT ST
    CINCINNATI,OH45202     		  NON-PROFIT LOW INCOME HOUSING 75,000
    OUR DAILY BREAD
    1730 RACE ST
    CINCINNATI,OH45202     		  NON-PROFIT CIVIC 5,000
    OVER THE RHINE COMMUNITY HOUSING
    114 W 14TH ST
    CINCINNATI,OH45202     		  NON-PROFIT LOW INCOME HOUSING 5,000
    PEASLEE NEIGHBORHOOD CENTER
    215 14TH ST E
    CINCINNATI,OH45202     		  NON-PROFIT EDUCATION 5,000
    POWER INSPIRES PROGRESS
    1301 VINE ST
    CINCINNATI,OH45202     		  NON-PROFIT JOB TRAINING 25,000
    PREGNANCY CENTER WEST
    4900 GLENWAY AVE
    CINCINNATI,OH45238     		  NON-PROFIT CIVIC 5,000
    PRICE HILL WILL
    3724 ST LAWRENCE AVE
    CINCINNATI,OH45205     		  NON-PROFIT CIVIC 10,000
    PROSPECT HOUSE
    682 HAWTHORNE AVE
    CINCINNATI,OH45205     		  NON-PROFIT CIVIC 10,000
    QUEEN OF ALL SAINTS
    BEATTYVILLE
    BEATTYVILLE,KY41311     		  NON-PROFIT RELIGIOUS 5,000
    RIGHT TO LIFE
    1802 W GALBRAITH RD
    CINCINNATI,OH45239     		  NON-PROFIT CIVIC 5,000
    SANTA MARIA COMMUNITY SERVICE
    718 STATE AVE
    CINCINNATI,OH45204     		  NON-PROFIT EDUCATION 10,000
    SEVEN HILLS SCHOOL
    5400 RED BANK ROAD
    CINCINNATI,OH45227     		  NON-PROFIT EDUCATION 100,000
    SHELTER HOUSE
    411 GEST STREET SUITE 1
    CINCINNATI,OH45208     		  NON-PROFIT LOW INCOME HOUSING 5,000
    ST FRANCIS SERAPH PARISH
    1615 VINE ST
    CINCINNATI,OH45202     		  NON-PROFIT RELIGIOUS 5,000
    ST IGNATIUS CHURCH
    5225 NORTH BEND RD
    CINCINNATI,OH45250     		  NON-PROFIT RELIGIOUS 5,000
    ST IGNATIUS SCHOOL
    5225 NORTH BEND RD
    CINCINNATI,OH45250     		  NON-PROFIT EDUCATION 128,000
    ST JOSEPH ORPHANAGE
    5400 EDALBERT DR
    CINCINNATI,OH45239     		  NON-PROFIT EDUCATION 25,000
    ST LEO CHURCH
    2573 ST LEO PL
    CINCINNATI,OH45225     		  NON-PROFIT CIVIC 5,000
    ST MARTIN OF TOURS
    3720 ST MARTINS PL
    CINCINNATI,OH45211     		  NON-PROFIT RELIGIOUS 25,000
    ST URSULA ACADEMY
    1339 E MCMILLAN ST
    CINCINNATI,OH45206     		  NON-PROFIT EDUCATION 100,000
    ST VINCENT DEPAUL
    1125 BANK ST
    CINCINNATI,OH45214     		  NON-PROFIT CIVIC 100,000
    ST XAVIER HIGH SCHOOL
    600 W NORTH BEND ROAD
    CINCINNATI,OH45224     		  NON-PROFIT EDUCATION 100,000
    STARFIRE
    5030 OAKLAWN DR
    CINCINNATI,OH45227     		  NON-PROFIT CIVIC 10,000
    STRATEGIES TO END HOMELESSNESS
    2368 VICTORY PKWY 600
    CINCINNATI,OH45206     		  NON-PROFIT LOW INCOME HOUSING 10,000
    TALBERT HOUSE
    2600 VICTORY PARKWAY
    CINCINNATI,OH45206     		  NON-PROFIT CIVIC 7,500
    TANDANA FOUNDATION
    2933 LOWER BELLBROOK ROAD
    SPRING VALLEY,OH45370     		  NON-PROFIT EDUCATION 15,000
    TENDER MERCIES
    27 12TH ST W
    CINCINNATI,OH45202     		  NON-PROFIT LOW INCOME HOUSING 5,000
    VALLEYVIEW FOUNDATION
    1300 ARLINGTON
    ADA,OK74820     		  NON-PROFIT CIVIC 10,000
    WILLIAM S OLSON FOUNDATION
    5165 BRECKENRIDGE DR
    CINCINNATI,OH45247     		  NON-PROFIT CIVIC 25,000
    WORDPLAY
    4041 HAMILTON AVE
    CINCINNATI,OH45223     		  NON-PROFIT EDUCATION 7,500
    WORKING IN NEIGHBORHOODS
    1814 DREMAN AVE
    CINCINNATI,OH45223     		  NON-PROFIT CIVIC 5,000
    Total .................................bullet 3a 1,618,650
    bApproved for future payment
    Total .................................bullet 3b  
    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 ...........     		        87,537
    4 Dividends and interest from securities....         388,090
    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 ............     		        -11,271
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..     464,356
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    464,356
    (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 (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
    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
    2020
    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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    ED & JOANN HUBERT FAMILY
    FOUNDATION INC         		Employer identification number
    22-3883114
    Part I
    Contributors
    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
    303 EDEN AVENUE 3A
     
    BELLEVUE, KY41073

    		$ 50,000


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

    		$  


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

    		$  


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

    		$  


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

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    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) (2020)
    Additional Data


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    TY 2020 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
    585 SH BLCKRCK ULT SHT TERM BOND EFT 2020-04 PURCHASE 2020-09   29,564 29,400     164  
    187 ISHRS MSCI USA MIN VOLFCTR EFT 2020-06 PURCHASE 2020-11   12,456 11,088     1,368  
    220 SHRS SPDR FUND CONSUMERS EFT 2020-06 PURCHASE 2020-11   14,720 12,926     1,794  
    5 SHRS WABTEC 2019-02 PURCHASE 2020-04   217 390     -173  
    100 SHRS ARLINGTON ASSET INVT CLASS 2005-09 PURCHASE 2020-04   177 19,685     -19,508  
    666 SHS CORVETA INC 2018-06 PURCHASE 2020-04   15,008 13,974     1,034  
    666 SHRS DOW INC 2020-01 PURCHASE 2020-04   20,542 27,286     -6,744  
    666 SHRS DUPONT DE NEMOURS 2020-01 PURCHASE 2020-03   22,536 40,132     -17,596  
    1 SHRS ELAH HOLDINGS INC 2007-02 PURCHASE 2020-04   40 12,710     -12,670  
    1000 SHRS EXXON MOBILE 2010-08 PURCHASE 2020-04   41,390 58,509     -17,119  
    1000 SHRS GE 2006-01 PURCHASE 2020-03   6,898 32,660     -25,762  
    3000 SHRS GOODYEAR TIRE RUBBER 2006-03 PURCHASE 2020-03   17,691 41,256     -23,565  
    500 SHRS MARATHON OIL 2007-11 PURCHASE 2020-04   1,796 16,111     -14,315  
    500 SHRS MARATHON PETE CORP 2007-11 PURCHASE 2020-04   11,926 10,899     1,027  
    2000 SHRS MASCO 2005-10 PURCHASE 2020-03   75,558 52,815     22,743  
    222 SHRS TOPBUILD CORP 2018-06 PURCHASE 2020-04   13,342 6,448     6,894  
    50 WALT DISNEY CALL 2020-12 PURCHASE 2020-12   12,700 60,550     -47,850  
    25 3M CALL 2020-12 PURCHASE 2020-12   7,500 2,175     5,325  
    2000 SHRS DOW 2018-06 PURCHASE 2020-10   100,057 77,239     22,818  
    7000 SHRS GE 2006-01 PURCHASE 2020-07   49,489 68,508     -19,019  
    .185 SHR VIATRIS 1999-03 PURCHASE 2020-11   3 2     1  
    2000 SHRS TYSON 2019-12 PURCHASE 2020-10   116,862       116,862  
    K-1 CONNOR GROUP XII SECTION 1231 2019-12 PURCHASE 2020-12   13,020       13,020  

    TY 2020 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
    BAIRD 6,899,183 18,381,954
    CHARLES SCHWAB 319,426 372,362

    TY 2020 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
    CONNOR GROUP XI AT COST 440,725 440,725
    CONNOR GROUP XII AT COST 96,473 96,473
    CONNOR GRP PREFERRED AT COST    

    TY 2020 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 532,596   532,596 532,596
    LAND - 1806 CENTRAL PARKWAY CINTI OH 32,297   32,297 32,297


    TY 2020 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 1,430 1,430    


    TY 2020 OtherDecreasesSchedule
    Name:
    ED & JOANN HUBERT FAMILY
     
    FOUNDATION INC
    EIN:
    22-3883114
    Description Amount
    CONNOR GRP XII NON DEDUCT 19


    TY 2020 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        
    CONNOR GROUP XII LOSS K-1 27,250 27,250    
    BANK CHARGES 173 173    
    CONNOR GROUP XI LOSS K-1 510 510    


    TY 2020 OtherIncreasesSchedule
    Name:
    ED & JOANN HUBERT FAMILY
     
    FOUNDATION INC
    EIN:
    22-3883114
    Description Amount
    NONTAXABLE INCOME 675


    TY 2020 OtherLiabilitiesSchedule
    Name:
    ED & JOANN HUBERT FAMILY
     
    FOUNDATION INC
    EIN:
    22-3883114
    Description Beginning of Year - Book Value End of Year - Book Value
    BAIRD MARGIN ACCOUNT   1,114,201


    TY 2020 OtherNotesLoansRcvblShortSch2
    Name:
    ED & JOANN HUBERT FAMILY
     
    FOUNDATION INC
    EIN:
    22-3883114
    Name of 501(c)(3) Organization Balance Due
    NOTES RECEIVABLE
          		4,632,482
    RECEIVABLES - CONNOR XI
          		9,457


    TY 2020 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 78,441 78,441    


    TY 2020 TaxesSchedule
    Name:
    ED & JOANN HUBERT FAMILY
     
    FOUNDATION INC
    EIN:
    22-3883114
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAXES REAL ESTATE 15,531 15,531    
    TAXES OHIO 200 200    
    TAX - FOREIGN 125 125    
    TAX - EXCISE 11,618 11,618