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 08-01-2020 , and ending 07-31-2021
Name of foundation
DEWINE FAMILY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)3030 GRIEST AVE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CINCINNATI, OH45208
A Employer identification number

31-1483132
B Telephone number (see instructions)

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

D 1. 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$19,815,942
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 48,186 48,186 48,186
4 Dividends and interest from securities... 259,979 259,979 259,979
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 5,784,582
b Gross sales price for all assets on line 6a 13,983,797
7 Capital gain net income (from Part IV, line 2)... 5,784,582
8 Net short-term capital gain......... 281,722
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)....... -1,359   -1,359
12 Total. Add lines 1 through 11........ 6,091,388 6,092,747 588,528
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 44,083     44,083
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 5,664     5,664
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 16,008     16,008
c Other professional fees (attach schedule).... 18,392 18,392    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 5,750     5,750
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 2,168     2,168
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 92,065 18,392   73,673
25 Contributions, gifts, grants paid....... 931,618 931,618
26 Total expenses and disbursements. Add lines 24 and 25 1,023,683 18,392   1,005,291
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 5,067,705
b Net investment income (if negative, enter -0-) 6,074,355
c Adjusted net income (if negative, enter -0-)... 588,528
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............. 135,766 185,659 185,659
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet852,724
Less: allowance for doubtful accounts bullet   1,069,993 Click to see attachment852,724 852,724
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)....... 10,700,593    
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)..........   Click to see attachment15,945,934 18,761,822
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment15,665 Click to see attachment15,737 Click to see attachment15,737
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 11,922,017 17,000,054 19,815,942
Liabilities 17 Accounts payable and accrued expenses.......... 3,319 3,857
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)......... 3,319 3,857
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 11,918,698 16,996,197
29 Total net assets or fund balances (see instructions)..... 11,918,698 16,996,197
30 Total liabilities and net assets/fund balances (see instructions). 11,922,017 17,000,054
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
11,918,698
2
Enter amount from Part I, line 27a .....................
2
5,067,705
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
9,794
4
Add lines 1, 2, and 3 ..........................
4
16,996,197
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
16,996,197
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.)
1 a ARCHER DANIELS MIDLAND P 1981-10-05 2020-09-16
b AT&T INC. P 2011-03-07 2020-11-11
c CITIGROUP INC REPSGT P 2014-01-30 2021-02-22
d IBM CORP P 2016-09-21 2021-02-22
e VIATRIS INC P 1994-05-06 2021-02-22
HARDING LOEVNER INTL EQUITY P 2021-02-23 2021-03-12
CISCO SYSTEMS P 2010-12-09 2020-12-09
ABBOTT LABORATORIES P 2007-03-01 2020-11-11
CITIGROUP INC P 2012-07-19 2021-02-22
JP MORGAN CHASE & CO P 2002-10-16 2021-02-22
WESTERN UNION P 2012-12-18 2021-02-22
BLACKROCK HIGH YIELD BOND P 2021-02-23 2021-03-23
CINTAS P 2008-01-28 2020-09-16
CINTAS P 2008-01-28 2020-11-11
COCA COLA FEMSA SAB DE P 2018-05-01 2021-02-22
MCDONALDS P 2003-01-06 2021-02-22
WOLVERINE WORLD WIDE INC P 1999-01-25 2021-02-22
ISHARES COHN & STEERS REIT P 2021-03-12 2021-03-23
GENERAL ELECTRIC P 2012-02-02 2020-09-16
GLOBAL PAYMENTS P 2012-07-19 2020-11-11
COMPANHA DE SANEAMENTO P 2015-02-26 2021-02-22
MEDALLION FINANCIAL CORP P 2016-09-21 2021-02-22
TRONOX HOLDINGS PLC P 2016-04-01 2021-02-22
ISHARES CORE MSCI EAFE P 2020-09-16 2021-03-23
HARDING LOEVNER INTL EQUITY P 2018-01-22 2020-09-16
MICROSOFT CORP P 2012-02-02 2020-11-11
CONSOLIDATED EDISON INC P 2014-01-31 2021-02-22
MICROSOFT CORP P 2012-02-02 2021-02-22
HARBOR CAPITAL APPRECIATION P 2019-08-05 2021-02-23
PMCO EMERGING MARKETS BOND P 2021-03-09 2021-03-23
MCDONALDS P 2002-12-04 1950-11-04
VIATRIS INC P 1994-05-06 2020-11-20
DIAGEO PLC NEW SPON ADR P 2008-08-28 2021-02-22
MONMOUTH REAL ESTATE INVESTMENT P 2008-06-04 2021-02-22
ISHARES MSCI EAFER ETF P 2020-06-22 2021-02-23
BNY MELLON DYNAMIC VALUE P 2021-02-23 2021-07-08
MEDALLION FINANCIAL CORP P 2010-12-09 2020-09-16
AMERICA MOVIL SAB DE P 1991-05-21 2021-02-22
DUKE ENERGY CORP P 2010-09-27 2021-02-22
NEW YORK COMMUNITY BANCORP P 2018-05-01 2021-02-22
AMG GW&K SMALL MID CAP P 2020-06-22 2021-03-09
HARBOR CAPITAL APPRECIATION P 2019-08-05 2021-07-08
MICROSOFT CORP P 2010-09-27 2020-09-16
BANK NEW YOUR MELLON P 2010-06-23 2021-02-22
ENTERGY CORP P 1991-07-12 2021-02-22
NOVATRIS AG SPON ADT P 2012-07-19 2021-02-22
AB DISCOVERY VALUE ADVISOR P 2021-02-23 2021-03-09
ISHARES COHN & STEERS REIT P 2021-03-12 2021-07-08
OWNES MINOR P 1982-11-01 2020-09-16
BERKSHIRE HATHAWAY INC P 2008-02-22 2021-02-22
ENTERPRISE PRODUCTS PARTNERS P 2006-08-18 2021-02-22
PEMBINA PIPELINE CORP P 2009-10-30 2021-02-22
BNY MELLON DYNAMIC VALUE P 2021-02-23 2021-03-09
VANGUARD S&P 500 INDEX P 2020-09-16 2021-07-08
PAYPAL HOLDINGS P 2008-04-22 2020-09-16
BLACK KNIGHT INC P 2010-02-04 2021-02-22
FAIRFAX FINANCIAL HOLDING P 2008-09-18 2021-02-22
PFIZER IND P 2009-10-16 2021-02-22
BLACKROCK HIGH YIELD BOND P 2021-02-23 2021-03-09
TELEFONICA SA P 2006-04-01 2020-09-16
BROADCOM INC P 2018-07-25 2021-02-22
FIDELITY NATION FINANCIAL INC P 2010-02-04 2021-02-22
RETAIL OPPORTUNITY INVESTMENTS P 2011-05-18 2021-02-22
VANGUARD FEDERAL MONEY MARKET P 2020-01-22 2021-03-09
VANGUARD SHORT TERM TREASURY P 2016-09-13 2020-09-16
CANNAE HOLDINGS INC P 2010-02-04 2021-02-22
FIFTH THIRD BANCORP P 1995-09-11 2021-02-22
SIMMONS FIRST NATIONAL CORP P 2011-03-04 2021-02-22
VANGUARD S&P 500 INDEX P 2020-09-16 2021-03-09
VANGUARD SHORT TERM TREASURY P 2020-09-01 2020-09-16
CEDAR FAIR LTD P 2018-12-08 2021-02-22
GLAXOSMITHKLINE PLC P 2014-10-24 2021-02-22
TEKLA LIFE SCIENCES INVS P 2006-01-09 2021-02-22
AMG GW&K SMALL MID CAP P 2020-06-22 2021-03-12
WESBANCO INC P 2000-04-05 2020-09-16
CISCO SYSTEMS P 2014-01-31 2021-02-22
GLOBAL PAYMENTS P 2012-07-19 2021-02-22
TOTAL SE SPON ADR P 2016-04-20 2021-02-22
HARBOR CAPITAL APPRECIATION P 2019-08-05 2021-03-12
WESTERN UNION P 2012-12-18 2020-09-16
CINTAS P 2008-01-28 2021-02-22
INTEL CORP P 2010-12-09 2021-02-22
UNILEVER PLC P 2014-01-31 2021-02-22
HARDING LOEVNER INTL EQUITY P 2018-01-22 2021-03-12
(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 72,283   40,290 31,993
b 86,548   83,839 2,709
c 136,009   130,108 5,901
d 120,380   156,018 -35,638
e 12,477     12,477
15,060   15,411 -351
102,685   49,530 53,155
383,025   133,942 249,083
265,476   121,480 143,996
224,710   57,233 167,477
179,059   106,106 72,953
916   927 -11
82,366   5,871 76,495
89,728   5,871 83,857
111,723   159,200 -47,477
211,905   56,638 155,267
209,929   68,235 141,694
13,966   13,791 175
54,039   152,626 -98,587
191,334   23,050 168,284
138,226   136,669 1,557
103,523   63,698 39,825
420,204   242,829 177,375
13,791   11,960 1,831
143,980   138,978 5,002
216,875   30,509 186,366
201,626   150,477 51,149
348,999   45,763 303,236
503,113   334,845 168,268
1,060   1,050 10
79,105   19,068 60,037
18     18
254,972   92,491 162,481
71,214   28,857 42,357
645,232   522,407 122,825
45,913   42,418 3,495
42,956   169,952 -126,996
397,245   453,456 -56,211
58,294   33,118 25,176
239,236   262,493 -23,257
16,679   11,887 4,792
224,977   139,186 85,791
207,775   27,775 180,000
174,164   105,619 68,545
150,816   123,667 27,149
176,101   98,645 77,456
32,354   31,237 1,117
56,869   48,213 8,656
184,183   309,920 -125,737
303,852   80,540 223,312
118,201     118,201
195,716   91,453 104,263
84,759   83,748 1,011
252,685   200,955 51,730
183,436   9,210 174,226
97,151   11,985 85,166
203,270   118,752 84,518
218,403   121,335 97,068
3,254   3,288 -34
76,619   292,255 -215,636
359,432   168,562 190,870
162,122   32,087 130,035
162,326   109,291 53,035
3,347   3,347  
190,678   183,937 6,741
50,644   6,326 44,318
257,524   76,156 181,368
474,110   235,513 238,597
179,464   157,870 21,594
30,117   29,090 1,027
120,797     120,797
137,736   183,817 -46,081
217,609   121,311 96,298
12,200   8,382 3,818
40,067   44,541 -4,474
339,396   160,443 178,953
391,106   45,099 346,007
138,438   165,067 -26,629
123,290   85,477 37,813
56,668   28,431 28,237
170,147   11,741 158,406
306,618   95,365 211,253
270,727   171,993 98,734
5,373   4,495 878
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       31,993
b       2,709
c       5,901
d       -35,638
e       12,477
      -351
      53,155
      249,083
      143,996
      167,477
      72,953
      -11
      76,495
      83,857
      -47,477
      155,267
      141,694
      175
      -98,587
      168,284
      1,557
      39,825
      177,375
      1,831
      5,002
      186,366
      51,149
      303,236
      168,268
      10
      60,037
      18
      162,481
      42,357
      122,825
      3,495
      -126,996
      -56,211
      25,176
      -23,257
      4,792
      85,791
      180,000
      68,545
      27,149
      77,456
      1,117
      8,656
      -125,737
      223,312
      118,201
      104,263
      1,011
      51,730
      174,226
      85,166
      84,518
      97,068
      -34
      -215,636
      190,870
      130,035
      53,035
       
      6,741
      44,318
      181,368
      238,597
      21,594
      1,027
      120,797
      -46,081
      96,298
      3,818
      -4,474
      178,953
      346,007
      -26,629
      37,813
      28,237
      158,406
      211,253
      98,734
      878
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 5,784,582
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 3 281,722
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 84,434
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 84,434
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 84,434
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 15,000
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 15,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 69,434
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$   (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 ofbulletKAREN DEWINE Telephone no.bullet (513) 533-3561

    Located atbullet3030 GRIEST AVECINCINNATIOH ZIP+4bullet45208
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —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
    R MICHAEL DEWINE PRESIDENT
    000.00
    0 0 0
    2587 CONLEY ROAD
    CEDARVILLE,OH45314
    JILL E DEWINE DARLING TRUSTEE
    000.00
    0 0 0
    6796 BOWERMAN STREET EAST
    WORTHINGTON,OH43085
    KAREN DEWINE SEC/TREAS
    20.00
    44,083 0 0
    3030 GRIEST AVE
    CINCINNATI,OH45208
    FRANCES DEWINE VICE PRES
    000.00
    0 0 0
    2587 CONLEY ROAD
    CEDARVILLE,OH45314
    JOHN DEWINE TRUSTEE
    000.00
    0 0 0
    100 FAIRFIELD-YELLOW SPRINGS ROAD
    YELLOW SPRINGS,OH45387
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    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  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (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
    16,857,756
    b
    Average of monthly cash balances.......................
    1b
    242,696
    c
    Fair market value of all other assets (see instructions)................
    1c
    961,359
    d
    Total (add lines 1a, b, and c).........................
    1d
    18,061,811
    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
    18,061,811
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    270,927
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    17,790,884
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    889,544
    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
    889,544
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    84,434
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    84,434
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    805,110
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    805,110
    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
    805,110
    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
    1,005,291
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,005,291
    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
    1,005,291
    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 7 805,110
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    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...... 59,573
    d From 2018...... 34,572
    e From 2019...... 204,462
    fTotal of lines 3a through e........ 298,607
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,005,291
    a Applied to 2019, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions)........
     
    d Applied to 2020 distributable amount..... 805,110
    e Remaining amount distributed out of corpus 200,181
    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 5 498,788
    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 ......
    498,788
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017.... 59,573
    c Excess from 2018.... 34,572
    d Excess from 2019.... 204,462
    e Excess from 2020.... 200,181
    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
    ARCHBISHOP ALTER HIGH SCHOOL
    940E DAVID ROAD
    DAYTON,OH45429
    NA PUBLIC SCHOOL FUNDING 200
    ASHEVILLE GREENWORKS
    2 SULPHUR SPRINGS ROAD
    ASHEVILLE,NC28806
    N/A PUBLIC CONSERVATION 500
    AULLWOOD AUDUBON CNETER & FARM
    1000 AULLWOOD ROAD
    DYATON,OH45414
    N/A PUBLIC PROGRAM FUNDING 250
    BARTON COLLEGE
    PO BOX 5000
    WILSON,NC27893
    N/A PUBLIC SCHOLARSHIP FUNDING 5,000
    BENEDICTINE HIGH SCHOOL
    2900 MARTIN LUTHER KING D
    CLEVELAND,OH44104
    M/A PUBLIC SCHOLARSHIP FUNDING 5,000
    BLANCHESTER SCHOOL FOUNDATION
    97 N SOUTH ST
    WILMINGTON,OH45177
    N/A PUBLIC ACTIVITIES FUNDING 500
    BLOC MINISTRIES INC
    911 W 8TH ST
    CINCINNATI,OH45203
    N/A PUBLIC COMMUNITY BLDG UNDERSERVED AREAS 10,000
    BLOCK 43 COURTYARD
    3610 CLIFTON ROAD
    GREENSBORO,NC27407
    N/A PUBLIC SCHOLARSHIP FUNDING 565
    CARROLL HIGH SCHOOL
    4524 LINDEN AVE
    DAYTON,OH45432
    N/A PUBLIC SHCOLARSHIP FUND 1,000
    CATHOLIC UNIVERSITY OF AMERICA
    PO BOX 426036
    WASHINGTON,DC20042
    N/A PUBLIC SCHOLARSHIP FUNDING 1,500
    CEDARVILLE UNIVERSITY
    251 N MAIN ST
    CEDARVILLE,OH45314
    N / A PUBLIC BECKY DEWINE SCHOLARSHIPS 22,500
    CISE
    100 E EIGHT ST
    CINCINNATI,OH45202
    N / A PUBLIC CATHOLIC EDUCATION FUNDING FOR YOUTH 12,000
    CHAMPAIGN COUNT GHOST GOBBLERS
    384 PARK AVE
    URBANA,OH43078
    N/A PUBLIC WILDLIFE EDUCATION 150
    CLEVELAND STATE UNIVERSITY
    2121 EUCLID AVE BH002
    CLEVELAND,OH44115
    N/A PIBLIC SCHOLARSHIP FUNDING 4,190
    CMA FUND FOR EDUCATION
    11150 EAST BOULEVARD
    CLEVELAND,OH44106
    N/A PUBLIC EDUCATION 200
    COLLEGE NOW GREATER CLEVELAND
    200 PUBLIC SQ 3820
    CLEVELAND,OH44114
    N/A PUBLIC COLLEGE AID 3,000
    CORNERS AT CRSTAL LAKE
    2700 REYNOLDS ROAD
    WINSTON SALEM,NC27106
    N/A PUBLIC SCHOLARSHIP FUNDING 808
    DORIC PROPERTIES
    1816 N HIGH ST
    COLUMBUS,OH43201
    N/A PUBLIC SHCOLARSHIP FUNDING 1,050
    EAST RICHLAND EVANGELICAL FRIENDS
    67885 FRIENDS CHURCH ROAD
    CLARVILLE,OH43950
    N/A PUBLIC GENERAL FUNDING 1,000
    ELIZABETH NEW LIFE CENTER
    359 FOREST AVE STE 203
    DAYTON,OH45405
    N / A PUBLIC GENERAL RESEARCH FUNDING 2,500
    ENKA YOUTH SPORTS ORG
    1091 HENDERSONVILLE RD
    ASHEVILLE,NC28803
    N/A PUBLIC YOUTH SPORTS FACILITY 5,000
    FABRETTO CHILDRENS
    3124 NORTH 10TH ST
    2ND FLOOR
    ARLINGTON,VA22201
    N/A PUBLIC UNDERSERVED CHILDRE NICARAGUA 5,000
    FAITH AND FRIENDS RADIO
    PO BOX 24855
    DAYTON,OH45424
    N/A PUBLIC GENERAL OPERATIONS FUNDING 500
    FATHER FREDERICK SCHOLARSHIP FUND
    1478 EAGLE WAY
    MARIN,OH43302
    N/A PUBLIC SCHOLARSHIP FUNDING 1,000
    GALA OF HOPE FOUNDATION
    3500 PENTAGON BLVD
    STE 500
    BEAVERCREEK,OH45431
    N/A PUBLIC TREATMENT FUNDING 5,000
    GIFTS FOR YANKS
    AMERICN LEGION OF OHIO
    60 BIG RUND ROAD
    DELAWARE,OH43015
    N/A PUBLIC VA MEDICAL CENTERS VOLUNTEERS 500
    GIRL SCOUTS OF WESTERN OHIO
    450 SHOUP MILL ROAD
    DAYTON,OH45415
    N / A PUBLIC FEMALE LEADERSHIP ORGANIZATION 10,000
    GLEN HELEN ASSOCIATION
    405 CORRY STREET
    YELLOW SPRINGS,OH45387
    N / A PUBLIC FUND NATURE PRESERVE AND EDUCATION 5,600
    GREEN COUNT DEVELOPMENTAL DISABILIT
    245 N VALLEY RD
    XENIA,OH45385
    N/A PIBLIC INDIVIDUALS WITH DISABILITIES 1,000
    GREEN GIVING
    941 WEST 2ND ST
    XENIA,OH45385
    N/A PUBLIC FUNDING COMMUNITY PARKS & PLAYGROUND 1,250
    GRACE COLLEGE AND SEMINARY
    200 SEMINARY DRIVE
    WEST LAKE,IN46590
    N / A PUBLIC BECKY DEWINE SCHOLARSHIP 5,000
    GREATER CINCINNATI FOUNDATION
    200 W FOURTH ST
    CINCINATI,OH45202
    N/A PUBLIC FOUNDATION FUNDING 1,000
    GUERNSEY COUNTY DOG SHELTER
    62824 BENNETT AVE
    CAMBRIDGE,OH43725
    N/A PUBLIC STRAY & ADOPTABLE DOGS 200
    HANDS TOGETHER
    P O BOX 80985
    SPRINGFIELD,MA01138
    N / A PUBLIC FUNDING FOR SCHOOL IN HAITI 405,000
    HIRAM COLLEGE
    P O BOX 1808
    HIRAM,OH44234
    N / A PUBLIC BECKY DEWINE SCHOLARSHIP 1,500
    HOCKING COLLEGE
    3301 HOCKING PKWY
    NELSONVILLE,OH45764
    N / A PUBLIC BECKY DEWINE SCHOLARSHP 966
    HOLLINS UNIVERSITY
    P O BOX 9658
    ROANOKE,VA24020
    N / A PUBLIC BECKY DEWINE SCHOLARSHIP 1,904
    HOSPICE OF GUERNSEY COUNTY
    PO BOX 1165
    CAMBRIDGE,OH43725
    N/A PUBLIC FUNDING FOR HOSPICE 150
    HOWARD HANNA
    1495 WARREN RD
    LAKEWOOD,OH44107
    N/A INDIVIDUAL SHCOLARSHIP 650
    KETTTERING MEDICAL CENTER CANCER
    3700 SOUTHERN BOULEVARD
    KETTERING,OH45429
    N/A PUBLIC CANCER RESEARCH 2,500
    KETTERING COLLEGE OF MEDICAL ARTS
    3700 SOUTHERN BOULEVARD
    KETTERING,OH45429
    N/A PUBLIC SCHOLARSHIP FUNDING 5,000
    LAUREL SCHOOL
    1 LYMAN CIRCLE
    SHAKER HEIGHTS,OH44122
    N / A PUBLIC SCHOLARSHIP FUNDING 1,352
    LITTLE ART THEATRE
    247 XENIA AVENUE
    YELLOW SPRINGS,OH45387
    N / A PUBLIC FUNDS FOR COMMUNITY THEATRE 500
    LOURDES UNIVERSITY
    6832 COVENT BOULEVARD
    SYLVANIA,OH43560
    N/A PUBLIC GENERAL FUNDING 2,000
    MALAWI TALENT FUND
    5207 NORWICH
    HILLIARD,OH43026
    N/A PUBLIC FUNDING JOB CREATION 500
    MIAMI UNIVERSITY
    301 SOUTH CAMPUS AVE
    OXFORD,OH45056
    N / A PUBLIC BECKY DEWINE SCHOLARSHIP 13,670
    MOTTS MILITARY MUSEUM
    5075 S HAMILTON RD
    GROVEPORT,OH43125
    N/A PUBLIC PROGRAM FUNDING 250
    NATIONAL BASEBALL HALL OF FAME
    25 MAIN STREET
    COOPERSTOWN,NY13326
    N / A PUBLIC OPERATIONS FUNDING 5,000
    NEGRO LEAGUE BASEBALL MUSEUM
    1616 E 18TH ST
    KANSAN CITY,MO64108
    N/A PUBLIC GENERAL FUNDING 5,000
    NORTH CAROLINA A&T
    1601 E MARKET ST
    GREENSBORO,NC27401
    N/A PUBLIC SCHOLARSHIP FUNDING 4,576
    NORTHERN KENTUCKY UNIVERSITY
    AC235 NUNN DR
    HIGHLAND HEIGHTS,KY41099
    N/A PUBLIC SCHOLARSHIP FUNDING 4,672
    NORTHMOUNT EDUCATION FOUNDATION
    4001 OLD SALEM ROAD
    ENGLEWOOD,OH45322
    N/A PUBLIC SCHOLARSHIP FUNDING 500
    OHIO UNIVERSITY
    CHUBB HALL 010
    ATHENS,OH45701
    N / A PUBLIC BECKY DEWINE SCHOLARSHIPS 6,248
    OHIO NATURAL AREAS & PRESERVE
    PO BOX 415
    JOHNSTOWN,OH43031
    N/A PUBLIC FUNDING FOR PROTECTION OF NATURAL A 1,000
    OHIO STATE PARK FOUNDATION
    6505 MAHOGANY DR
    GALENA,OH43201
    N/A PUBLIC PRESERVATION OF PARKS 5,000
    ORZA LLC
    14411 TRISKETT RD
    CLEVELAND,OH44111
    N/A PUBLIC SHCOLARSHIP FUNDING 1,300
    PREGNANCY CENTER EAST
    3944 EDWARDS RD
    CINCINNATI,OH45209
    N/A PUBLIC CARE & SUPPORT 1,000
    REDS HALL OF FAME
    100 JOE NUXALL WAY
    CINCINNATI,OH45202
    N / A PUBLIC MUSEUM AND PROGRAM FUNDING 1,000
    RICHLAND COUNTY FOUNDATION
    181 S MAIN ST
    MANSFIELD,OH44902
    N/A PUBLIC COUNTY ACTIVITIES 1,000
    RONICIA POLLOCK
    1891 TAHOW DR
    XENIA,OH45385
    N/A INDIVIDUAL SHCOLARHIP FUNDING 113
    SALVATION ARMY
    PO BOX 596
    CINCINNATI,OH45201
    N/A PUBLIC HUMANITARIAN AID 500
    SAM'S FANS
    94355 SHELBOURNE LANE
    COLUMBUS,OH43220
    N / A PUBLIC MUSIC ART THERAPY HOSPITAL PATIENTS 1,000
    SINCLAIR COMMUNITY COLLEGE
    444 W THIRD STREET
    DAYTON,OH45402
    N / A PUBLIC BECKY DEWINE SCHOLARSHIPS 4,537
    SPRING HILL COLLEGE
    4000 DAUPHIN STREET
    MOBILE,AL36608
    N / A PUBLIC SCHOLARSHIPS FUNDING 251,862
    SPRINGFIELD FOUNDATION
    4 W MAIN ST
    SPRINGFIELD,OH45502
    N/A PUBLIC COMMUNITY ENDOWMENTS 1,000
    ST IGNATIUS
    1911 WEST 30TH ST
    CLEVELAND,OH44113
    N/A PUBLIC SCHOLARSHIP FUNDING 2,250
    ST MARYS CATHOLIC CHURCH
    5TH MARKET ST
    PORTSMOUTH,OH45662
    N/A PUBLIC GENERAL FUNDING 150
    TECUMSEH COUNCIL BSA
    326 THOMPSON AVE
    SPRINGFIELD,OH45506
    N / A PUBLIC PROGRAMS & FACILITIES FOR BOY SCOUTS 1,000
    TECUMSEH LAND TRUST
    P O BOX 417
    YELLOW SPRINGS,OH45387
    N / A PUBLIC FUNDING LAND PRESERVATION 1,000
    THE OHIO STATE UNIVERSITY
    2036 NEIL AVE
    COLUMBUS,OH43210
    N / A PUBLIC SCHOLARSHIP FUNDING 17,651
    THOMAS E RUZZO ENDOWMENT FUND
    504 S STATE ST
    MARION,OH43302
    N/A PUBLIC MEMORIAL FUNDING 500
    TRISKETT LLC
    14411 TRISKETT
    CLEVELAND,OH44111
    N/A PUBLIC SCHOLARSHIP FUNDING 650
    UH GEAUGA MED CTR ICU
    13207 RAVENNA RD
    CHARDON,OH44024
    N/A PUBLIC GENERAL FUNDING 400
    UNC CHAPEL HILL
    SUITE 2215 SASB NORTH
    450 RIDGE ROAD CBI400
    CHAPEL HILL,NC27599
    N/A PUBLIC SCHOLARSHIP FUNDING 6,263
    UNIVERSITY NORTH CAROLINA ASHEVILLE
    ONE UNIVERSITY HEIGHTS
    ASHEVILLE,NC28808
    N / A PUBLIC BECKY DEWINE SCHOLARSHIP 5,000
    UNIVERSITY OF CINCINNATI
    51 GOODMAN DRIVE
    CINCINNATI,OH45219
    N / A PUBLIC BECKY DEWINE SCHOLARSHIP 4,000
    UNIVERSITY OF FINDLAY
    100 NARTH MAIN ST
    FINDLAY,OH45840
    N/A PUBLIC SCHOLARSHIP FUNDING 15,000
    USA MITCHELL CANCER INSTITUTE
    30 ALUMNI CIRCLE
    MOBILE,AL36688
    N / A PUBLIC RESEARCH FUNDING 1,000
    WESTERN CAROLINA UNIVERSITY
    118 KILLIAN ANNEX
    CULLOSHEE,NC28723
    N / A PUBLIC BECKY DEWINE SCHOLARSHIPS 854
    WESTWOOD UNITED METHODIST CHURCH
    3460 EPWORTH AVE
    CINCINNATI,OH45211
    N/A PUBLIC GENERAL FUNDING 200
    WILMINGTON COLLEGE
    1870 QUAKER WAY
    WILMINGTON,OH45177
    NJ / A PUBLIC BECKY DEWINE SCHOLARSHIP 10,000
    WINSTON-SALEM STATE UNIVERSITY
    601 S MARTIN LUTHER KING
    WINSTONSALEM,NC27110
    N / A PUBLIC BECKY DEWINE SCHOLARSHIP 4,192
    WOMEN'S CARE CENTER
    935 EAST BROAD SST
    COLUMBUS,OH43205
    N/A PUBLIC WOMENS HEALTH 1,000
    WRIGHT STATE UNIVERSITY
    3640 COLONEL GLENN HWY
    DAYTON,OH45435
    N / A PUBLIC BECKY DEWINE SCHOLARSHIPS 12,045
    WYANDOT RIGHT TO LIFE
    226 E WYANDOT AVE
    UPPER SANDUSKY,OH43351
    N/A PUBLIC FUNDING FOR RIGHT TO LIFE 250
    XAVIER UNIVERSITY
    3800 VICTORY PARKWAY
    CINCINNATI,OH45207
    N / A PUBLIC BECKY DEWINE SCHOLARSHIP 3,000
    YOUNGSTOWN STATE UNIVERSITY
    1 UNIVERSITY PLAZA
    YOUNGSTOWN,OH44555
    N/A PUBLIC SCHOLARSHIP FUNDING 1,000
    Total .................................bullet 3a 931,618
    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 ...........
            48,186
    4 Dividends and interest from securities....         259,979
    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 ............
            5,784,582
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aGIFTS RECEIVED
            1,089
    bPARTNERSHIPS         -2,448
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..     6,091,388
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    6,091,388
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (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 AccountingFeesSchedule
    Name:
    DEWINE FAMILY FOUNDATION INC
    EIN:
    31-1483132
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 14,950     14,950
    PAYROLL PROCESSING 1,058     1,058

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    DEWINE FAMILY FOUNDATION INC
    EIN:
    31-1483132
    Name of Stock End of Year Book Value End of Year Fair Market Value
    A T & T INC    
    ABBOTT LABORATORIES    
    ALCON INC    
    ALLIANCE DATA SYSTEMS    
    AMERICA MOVIL S A DE C V    
    AMG GW&K SMALL MID CAP CL I    
    ARCHER DANIELS MIDLAND CO    
    ASSURED GUARANTY MUNI HOLDINGS    
    BANCO SANTANDER S A SPONS ADR    
    BANK OF NEW YORK MELLON CORP    
    BERSHIRE HATHAWAY INC DE CL B    
    BLACK KNIGHT INC    
    BROADCOM INC    
    BUCKEYE PARTNERS LP    
    CALIFORNIA WATER SERVICE GROUP    
    CANADIAN IMPERIAL BANK    
    CANNAE HOLDINGS INC    
    CARBO CERAMICS INC    
    CEDAR FAIR LP    
    CENTURYLINK INC    
    CINTAS CORP    
    CISCO SYSTEMS INC    
    CITIGROUP INC    
    CITIGROUP INC REPSTG SER K 6.875    
    COCA-COLA COMPANY    
    COMPANHIA DE SANEAMENTO BASICO    
    CONSOLIDATED EDISON INC    
    CORTEVA INC    
    DELL TECHNOLOGIES INC    
    DESIGNER BRANDS INC (DSW INC)    
    DIAGEO PLC NEW SPON ADR    
    DOW INC    
    DSA FINANCIAL CORPORATION    
    DUKE ENERGY CORP    
    DUPONT DE NEMOURS INC (DOWDUPONT)    
    EBAY INC    
    ENTERGY CORP NEW    
    ENTERPRISE PRODUCTS PARTNERS    
    FAIRFAX FINANCIAL HOLDING PLC    
    FEDERATED INVS INC PA CL B    
    FIDELITY NATIONAL FINANCIAL INC CL A    
    FIFTH THIRD BANCORP    
    FRONTIER COMMUNICATIONS CORP    
    GENERAL ELECTRIC COMPANY    
    GENUINE PARTS COMPANY    
    GLAXOSMITHKLINE PLC    
    GLOBAL PAYMENTS INC    
    HARBOR CAP APPRREC INSTL CL    
    HARDING LOEVNER INTL EQUITY    
    HOLOGIC INC    
    HOME CITY FINANCIAL CORP    
    INTEL CORP    
    INTERNATIONAL BUSINESS MACHINES    
    ISHARES MSCI EAFE ETF    
    JEFFERIES FINANCIAL GROUP INC    
    JOHNSON & JOHNSON    
    JP MORGAN CHASE & CO    
    LKQ CORP    
    MBIA INC    
    MCDONALDS CORP    
    MEDALLION FINANCIAL CORP    
    MICROSOFT CORP    
    MONMOUTH REAL ESTATE INVESTMENT CORP    
    NAVIGATOR HOLDINGS LTD    
    NEW YORK COMMUNITY BANCORP INC    
    NORDSTROM INC    
    NOVARTIS AG    
    OBSIDIAN ENERGY    
    OWENS & MINOR INC    
    PAYPAL HOLDINGS INC    
    PEMBINA PIPELINE INC FUND TRUST    
    PENNANTPARK INVESTMENT CORP    
    PFIZER INC    
    PNC FINANCIAL SERVICES GROP INC    
    RETAIL OPPORTUNITY INVESTMENTS    
    SHIRE PLC    
    SIMMONS FIRST NATIONAL CORP    
    TAKEDA PHARMACEUTICALS    
    TEKLA LIFE SCIENCES INVESTORS    
    TELEFONICA S A SPONSORED ADR    
    TEMPLETON GLOBAL BOND FD CL C    
    TESSCO TECHNOLOGIES INC    
    TOTAL S E SPONSORED ADR    
    TRONOX LTD CL A    
    TSAKOS ENERGY NAVIGATION LTD    
    TUPPERWARE CORP    
    UNILEVER PLC SPONS ADR    
    VANGUARD SHORT TERM TREASURY    
    WABTEC    
    WAL-MART STORES INC    
    WESBANCO INC    
    WESTERN UNION COMPANY    
    WILLIAMS COS INC DEL    
    WOLVERINE WORLD WIDE INC    

    TY 2020 InvestmentsOtherSchedule2
    Name:
    DEWINE FAMILY FOUNDATION INC
    EIN:
    31-1483132
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    AMG FW&K SMALL MID CAP AT COST 1,434,840 1,904,701
    VANGUARD FEDERAL MONEY MKT AT COST 88,669 88,669
    HARDING LOEVNER INTL EQ INTSL AT COST 1,011,717 1,358,708
    HARBOR CAP APPREC INTSL CL AT COST 2,196,425 2,837,743
    ISHARES CORE MSCI EAFE ETF AT COST 986,766 1,099,857
    PIMCO EMERGING MARKETS AT COST 356,681 369,405
    VANGUARD S&P IND ETF AT COST 5,030,768 5,881,152
    AB DISCOVERY VALUE ADVISOR AT COST 509,893 551,229
    BNY MELLON DYNAMIC VALUE AT COST 2,574,653 2,854,356
    BLACKROCK HIGH YIELD BOND INSTL AT COST 364,562 368,347
    HARDING LOEVNER INSTL EMERGING MKTS AT COST 912,727 867,992
    ISHARES COHEN & STEERS REIT AT COST 478,233 579,663

    TY 2020 OtherAssetsSchedule
    Name:
    DEWINE FAMILY FOUNDATION INC
    EIN:
    31-1483132
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    PREPAID FEDERAL INCOME TAX 15,665 15,737 15,737


    TY 2020 OtherExpensesSchedule
    Name:
    DEWINE FAMILY FOUNDATION INC
    EIN:
    31-1483132
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    BANK & ADR FEES 481     481
    OFFICE SUPPLIES 1,687     1,687


    TY 2020 OtherIncomeSchedule2
    Name:
    DEWINE FAMILY FOUNDATION INC
    EIN:
    31-1483132
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    GIFTS RECEIVED 1,089   1,089
    PARTNERSHIPS -2,448   -2,448


    TY 2020 OtherIncreasesSchedule
    Name:
    DEWINE FAMILY FOUNDATION INC
    EIN:
    31-1483132
    Description Amount
    PTP NEGTIVE BASIS 9,791
    ROUNDING 3


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

    TY 2020 OtherNotesLoansRcvblLongSch
    Name:
    DEWINE FAMILY FOUNDATION INC
    EIN:
    31-1483132

    Borrower's Name Relationship to Insider Original Amount of Loan Balance Due Date of Note Maturity Date Repayment Terms Interest Rate Security Provided by Borrower Purpose of Loan Description of Lender Consideration Consideration FMV
    JEAN DEWINE TRUST TRUST OF PRINCIPLE CONTRIBUTOR 987,272 336,654 2009-10 2024-11 ANNUAL PAYMENT 5.00 % STOCK OF DEWINE ENTERPRISES, INC. PART OF TRUST CONTRIBUTIONS NOTES GIFTED TO THE FOUNDATION  
    RICHARD DEWINE TRUST TRUST OF PRINCIPLE CONTRIBUTOR 950,985 324,231 2009-11 2024-11 ANNUAL PAYMENT 5.00 % STOCK OF DEWINE ENTERPRISES, INC. PART OF TRUST CONTRIBUTIONS NOTES GIFTED TO THE FOUNDATION  
    JOHN M DEWINE GRANDSON OF PRINCIPLE CONTRIBUTOR 356,219 191,839 2010-11 1937-10 MONTHLY 3.51 % RESIDENCE AT 100 E FAIRFIELD PIKE PART OF TRUST CONTRIBUTIONS NOTES GIFTED TO THE FOUNDATION  

    TY 2020 OtherProfessionalFeesSchedule
    Name:
    DEWINE FAMILY FOUNDATION INC
    EIN:
    31-1483132
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADVISORY FEES 18,392 18,392    


    TY 2020 TaxesSchedule
    Name:
    DEWINE FAMILY FOUNDATION INC
    EIN:
    31-1483132
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL INCOME TAX PAID 5,750     5,750