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
BUILDING HEALTHY LIVES FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)625 EDEN PARK DR NO 200
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CINCINNATI, OH452026057
A Employer identification number

30-0214078
B Telephone number (see instructions)

(513) 419-6587
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$43,736,504J 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) 10,335
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 546,147 546,147  
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 121,728
b Gross sales price for all assets on line 6a 15,496,716
7 Capital gain net income (from Part IV, line 2)... 123,836
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 1,027 0  
12 Total. Add lines 1 through 11........ 679,237 669,983  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 499,808 0   308,734
14 Other employee salaries and wages...... 486,497 0   379,048
15 Pension plans, employee benefits....... 217,066 0   148,574
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 144,040 0   132,460
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 67,030 0   43,288
19 Depreciation (attach schedule) and depletion... Click to see attachment 29,500 0  
20 Occupancy.............. 100,449 0   77,112
21 Travel, conferences, and meetings....... 5,248 0   5,075
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 1,306,254 66,701   1,198,068
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,855,892 66,701   2,292,359
25 Contributions, gifts, grants paid....... 303,625 313,625
26 Total expenses and disbursements. Add lines 24 and 25 3,159,517 66,701   2,605,984
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,480,280
b Net investment income (if negative, enter -0-) 603,282
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............. 34,828 12,684 12,684
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet20,593
Less: allowance for doubtful accounts bullet   23,178 20,593 20,593
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet   25,000    
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use.............. 160 990 990
9 Prepaid expenses and deferred charges.......... 58,301 58,288 58,288
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 34,975,066 Click to see attachment32,599,738 43,440,268
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet372,453
Less: accumulated depreciation (attach schedule) bullet295,961 70,235 Click to see attachment76,492 76,492
15 Other assets (describe bullet) Click to see attachment121,479 Click to see attachment127,189 Click to see attachment127,189
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 35,308,247 32,895,974 43,736,504
Liabilities 17 Accounts payable and accrued expenses.......... 34,956 34,921
18 Grants payable................. 40,000 30,000
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 attachment437,998 Click to see attachment516,040
23 Total liabilities (add lines 17 through 22)......... 512,954 580,961
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........... 34,770,293 32,315,013
25 Net assets with donor restrictions............ 25,000 0
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    
29 Total net assets or fund balances (see instructions)..... 34,795,293 32,315,013
30 Total liabilities and net assets/fund balances (see instructions). 35,308,247 32,895,974
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
34,795,293
2
Enter amount from Part I, line 27a .....................
2
-2,480,280
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
32,315,013
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
32,315,013
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 CHARLES SCHWAB- A/C 6679 P    
b CHARLES SCHWAB- A/C 6679 P    
c CHARLES SCHWAB- A/C 2732 P    
d CHARLES SCHWAB- A/C 2732 P    
e CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 139,446   153,851 -14,405
b 11,964,455   12,139,995 -175,540
c 831,918   877,883 -45,965
d 2,477,291   2,201,151 276,140
e 83,606     83,606
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       -14,405
b       -175,540
c       -45,965
d       276,140
e       83,606
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 2 123,836
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 8,386
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 8,386
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 8,386
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 14,464
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 14,464
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 6,078
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet6,078 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    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 addressbulletWWW.CLEVERCRAZES.COM
    14
    The books are in care ofbulletDIANNE DUNKELMAN Telephone no.bullet (513) 419-6587

    Located atbullet625 EDEN PARK DRIVE SUITE 200CINCINNATIOH ZIP+4bullet45202
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    DIANNE DUNKELMAN PRESIDENT
    40.00     		382,147 61,171 8,620
    625 EDEN PARK DRIVE SUITE 200
    CINCINNATI,OH45202
    PATRICIA SMITSON DIRECTOR
    1.00     		0 0 0
    625 EDEN PARK DRIVE SUITE 200
    CINCINNATI,OH45202
    LORRENCE KELLAR SECRETARY/TREASURER
    2.00     		0 0 0
    625 EDEN PARK DRIVE SUITE 200
    CINCINNATI,OH45202
    GUY M HILD DIRECTOR
    1.00     		0 0 0
    625 EDEN PARK DRIVE SUITE 200
    CINCINNATI,OH45202
    SANDRA LOBERT DIRECTOR
    1.00     		0 0 0
    625 EDEN PARK DRIVE SUITE 200
    CINCINNATI,OH45202
    PHOEBE D PARDO VICE-PRESIDENT
    40.00     		117,661 42,174 12,190
    625 EDEN PARK DRIVE SUITE 200
    CINCINNATI,OH45202
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    KATHERINE A KATRAK ANALYTICS MANAGER
    40.00     		107,517 19,695 0
    625 EDEN PARK DRIVE SUITE 200
    CINCINNATI,OH45202
    JASON SHARP DIRECTOR OF WEBSITE
    40.00     		95,135 22,829 0
    625 EDEN PARK DRIVE SUITE 200
    CINCINNATI,OH45202
    THOMAS A MANNER DIRECTOR OF FINANCE
    40.00     		86,634 18,770 0
    625 EDEN PARK DRIVE SUITE 200
    CINCINNATI,OH45202
    GABRIELLA E SCACCHETTI CURRICULUM EDITOR &
    40.00     		76,871 17,584 0
    625 EDEN PARK DRIVE SUITE 200
    CINCINNATI,OH45202
    AUDREY A STITES PROJECT COORDINATOR
    40.00     		56,245 17,882 0
    625 EDEN PARK DRIVE SUITE 200
    CINCINNATI,OH45202
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    CUSTOMIZED COMMUNICATIONS PRODUCE AND PRINT MATERIALS TO DISTRIBUTE IN TEACHER FREE STORES 1,000,000
    3407 AVENUE E EAST
    ARLINGTON,TX76011
    I SYSTEMS COMPUTER (IT) CONSULTANT & COMPUTER EQUIPMENT PURCHASES 131,063
    7905 BLACKHAWK COURT SUITE B
    WEST CHESTER,OH45069
    DALE LAMSONINC GRAPHIC DESIGN FOR WEBSITE AND PRINTED MATERIALS FOR DISTRIBUTION 112,000
    814 CAMINO ATALAYA
    SANTA FE,NM87505
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 THE FOUNDATION IS FOCUSED ON ENHANCING THE EDUCATION, FITNESS, CRITICAL THINKING ABILITY, HEALTH, WELL-BEING AND PERSONAL SAFETY OF CHILDREN AND THEIR FAMILIES. ADDITIONALLY, THE PURPOSE OF THE FOUNDATION IS TO EDUCATE THE PUBLIC ABOUT ISSUES RELATED TO IMPROVING THEIR PERSONAL WELL-BEING. 2,282,359
    2 CONTRIBUTIONS AND SPONSORSHIPS 313,625
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A 0
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (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
    30,432,691
    b
    Average of monthly cash balances.......................
    1b
    8,535,165
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    38,967,856
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    38,967,856
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    584,518
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    38,383,338
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,919,167
    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
    1,919,167
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    8,386
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    8,386
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,910,781
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,910,781
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    1,910,781
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    2,605,984
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    2,605,984
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    2,605,984
    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 1,910,781
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 629,210
    b From 2016...... 759,189
    c From 2017...... 556,913
    d From 2018...... 578,174
    e From 2019...... 716,043
    fTotal of lines 3a through e........ 3,239,529
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 2,605,984
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 1,910,781
    e Remaining amount distributed out of corpus 695,203
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 3,934,732
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		629,210
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		3,305,522
    10 Analysis of line 9:
    a Excess from 2016.... 759,189
    b Excess from 2017.... 556,913
    c Excess from 2018.... 578,174
    d Excess from 2019.... 716,043
    e Excess from 2020.... 695,203
    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
    ALTA VISTA ELEMENTARY SCHOOL
    2293 E CRABTREE AVE
    PORTERVILLE,CA932575225     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 200
    AMERICAN HEART ASSOCIATION
    PO BOX 163549
    COLUMBUS,OH43216     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 2,700
    AMERICAN RED CROSS
    2111 DANA AVENUE
    CINCINNATI,OH45207     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 1,000
    ARTSWAVE
    20 EAST CENTRAL PARKWAY SUITE 200
    CINCINNATI,OH45202     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 9,000
    BREAST CANCER ORG
    7 EAST LANCASTER AVE 3RD FLOOR
    ARDMORE,PA19903     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 3,000
    CENTER FOR ADDICTION TREATMENT
    830 EZZARD CHARLES DRIVE
    CINCINNATI,OH45214     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 1,000
    CENTRAL CLINIC
    311 ALBERT SABIN WAY
    CINCINNATI,OH45229     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 6,000
    CET
    1223 CENTRAL PARKWAY
    CINCINNATI,OH45214     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 10,000
    CHANDLER ELEMENTARY SCHOOL
    401 S JAYCEE ST
    CHANDLER,IN47610     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 100
    CINCINNATI ART MUSEUM
    953 EDEN PARK DRIVE
    CINCINNATI,OH45202     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 1,500
    CINCINNATI ASSOCIATION FOR THE BLIND AND VISUALLY IMPAIRED
    2045 GILBERT AVENUE
    CINCINNATI,OH45202     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 1,500
    CINCINNATI BALLET
    1555 CENTRAL PARKWAY
    CINCINNATI,OH45214     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 32,000
    CINCINNATI PUBLIC SCHOOLS DATER MONTESSORI ELEMENTARY
    2840 BOUDINOT AVE
    CINCINNATI,OH45238     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 100
    CINCINNATI PUBLIC SCHOOLS KILGOUR ELEMENTARY SCHOOL
    1339 HERSCHEL AVE
    CINCINNATI,OH45208     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 500
    CINCINNATI SEXUAL HEALTH CONORTIUM
    3908 MIAMI ROAD
    CINCINNATI,OH45227     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 15,000
    CINCINNATI SYMPHONY ORCHRESTRA
    1241 ELM STREET
    CINCINNATI,OH45202     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 19,000
    CINCINNATI USA REGIONAL CHAMBER
    3 EAST FOURTH ST
    CINCINNATI,OH452023728     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 175
    CINCINNATI WOMAN'S CLUB PRESIDENT'S PROJECT
    330 LAFAYETTE AVENUE
    CINCINNATI,OH45220     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 5,250
    CITY OF CINCINNATI CCROW
    801 PLUM STREET
    CINCINNATI,OH45202     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 1,500
    CITY OF PARAMOUNT STAR AFTERSCHOOL PROGRAM
    15300 DOWNEY AVE
    PARAMOUNT,CA90723     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 250
    CLEVELAND CLINIC FOUNDATION
    9500 EUCLID AVENUE
    CLEVELAND,OH44195     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 60,000
    CONTEMPORARY ARTS CENTER
    44 EAST 6TH STREET
    CINCINNATI,OH45202     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 2,500
    EXCELLENCE IN LEARNING COMMUNITY CO-OP
    PO BOX 4422
    NEWARK,OH430584422     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 100
    EYE OF THE ARTISTS FOUNDATION
    1860 WYNNEWOOD LANE
    CINCINNATI,OH45237     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 700
    HANNAH CRAWFORD ELEMENTARY
    5444 CRESTLINE ROAD
    CRESTLINE,OH44827     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 100
    HOSPICE OF CINCINANTI
    10500 MONTGOMERY ROAD
    CINCINNATI,OH45242     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 5,000
    INTEGRATIVE MEDICINE FOUNDATION
    6400 E GALBRAITH ROAD
    CINCINNATI,OH45236     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 250
    ISANA ACADEMIES EXPANDED LEARNING PROGRAM
    3580 WILSHIRE BLVD
    LOS ANGELES,CA90010     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 100
    JAMES A GARFIELD ELEMENTARY
    10207 SR 88
    GARRETTSVILLE,OH44231     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 500
    JUNIOR ACHIEVEMENT
    644 LINN ST SUITE 1024
    CINCINNATI,OH45203     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 2,500
    KIDS CAMPUS YOUTH CENTER
    4316 PECK ROAD
    EL MONTE,CA91732     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 1,000
    LA'S BEST
    711 E 14TH PLACE
    LOS ANGELES,CA90021     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 250
    LEAGUE OF WOMEN VOTERS CINCINNATI AREA EDUCATION FUND
    103 WM HOWARD TAFT ROAD
    CINCINNATI,OH45219     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 100
    LEASURE ELEMENTARY SCHOOL
    1015 CHURCH ROAD
    NEWARK,DE19702     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 500
    LEBANON SPECIAL SCHOOL DISTRICT SACC AFTER-SCHOOL PROGRAM
    665 COLE FERRY PIKE
    LEBANON,TN37087     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 100
    LESTER B SOMMER ELEMENTARY
    3794 W US HWY 136
    CRAWFORDSVILLE,IN47933     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 500
    MADI'S HOUSE INC
    5081 GLENWAY CROSSING WAY
    CINCINNATI,OH45238     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 250
    MIAMI UNIVERSITY
    725 E CHESTNUT ST
    OXFORD,OH45056     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 1,300
    MOVING ARTS CINCINNATI
    1008 JOHN ST
    CINCINNATI,OH45203     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 1,000
    NATHANIEL R JONES CENTER
    C/O UNIVERSITY OF CINCINNATI
    CINCINNATI,OH452190970     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 250
    NATIONAL UNDERGROUND RAILROAD FREEDOM CENTER
    50 E FREEDOM WAY
    CINCINNATI,OH45202     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 2,500
    NEW RIVER MIDDLE SCHOOL
    3100 RIVERLAND ROAD
    FT LAUDERDALE,FL33312     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 500
    NEWBURG ELEMENTARY SCHOOL
    306 STATE STREET
    NEWBURGH,IN476301232     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 1,000
    NORTH AMERICAN MENOPAUSE SOCIETY FOUNDATION
    5900 LANDERBROOK DRIVE
    CLEVELAND,OH44124     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 1,000
    POMONA UNIFIED SCHOOL DISTRICT
    1460 E HOLT AVE SUITE 132
    POMONA,CA91767     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 100
    PORTSMOUTH ELEMENTARY SCHOOL
    514 UNION ST
    PORTSMOUTH,OH45662     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 500
    PRO-YOUTH HEART
    505 N COURT ST
    VISALIA,CA93921     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 500
    REDWOOD SCHOOL
    71 ORPHANAGE ROAD
    FT MITCHELL,KY41017     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 3,000
    RYLANDER ELEMENTARY SCHOOL
    24831 WESTHEIMER PKWY
    KATY,TX77494     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 100
    SBCUSDCAPS
    1535 W HIGHLAND AVENUE
    SAN BERNIDINO,CA92411     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 3,350
    SCPA FUND
    108 CENTRAL PARKWAY
    CINCINNATI,OH452027211     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 200
    SEMINOLE MIDDLE SCHOOL
    6200 SW 16TH ST
    FT LAUDERDALE,FL33317     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 500
    SOUTH ALLEGHENY ELEMENTARY
    1707 WASHINGTON BLVD
    MCKEESPORT,PA15133     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 500
    STRONGSVILLE CITY SCHOOLS
    13200 PEARL ROAD
    STRONGSVILLE,OH44136     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 1,000
    STS PETER & PAUL ACADEMY
    231 CLARK ROAD
    CINCINNATI,OH45215     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 1,000
    THE KAREN WELLINGTON FOUNDATION
    3825 EDWARD ROAD SUITE 103
    CINCINNATI,OH45209     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 1,000
    THE PINK RIBBON
    5400 KENNEDY AVENUE
    CINCINNATI,OH452132664     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 100
    UNITED WAY
    2400 READING ROAD
    CINCINNATI,OH45202     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 2,000
    UNIVERSITY OF CINCINNATI
    2600 CLIFTON AVE
    CINCINNATI,OH45221     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 102,200
    URBAN LEAGUE OF GREATER CINCINNATI
    3458 READING
    CINCINNATI,OH452293128     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 100
    VALIENTE COLLEGE PREPARATORY CHARTER SCHOOL
    8691 CALIFORNIA AVENUE
    SOUTH GATE,CA90280     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 500
    WILLIE J WILLIAMS MIDDLE SCHOOL
    950 4TH ST SW 5418
    MOULTRIE,GA31768     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 200
    YWCA OF CINCINNATI
    898 WALNUT STREET
    CINCINNATI,OH45202     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 4,000
    ZONTA SERVICE FUND
    PO BOX 428546
    CINCINNATI,OH45242     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 1,000
    Total .................................bullet 3a 313,625
    bApproved for future payment
    CINCINNATI BALLET
    1555 CENTRAL PARKWAY
    CINCINNATI,OH45214     		  PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 30,000
    Total .................................bullet 3b 30,000
    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 ...........     		         
    4 Dividends and interest from securities....     14 546,147  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 121,728  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aMISCELLANEOUS     		    01 1,027  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 668,902 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    668,902
    (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
    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
    BUILDING HEALTHY LIVES FOUNDATION
     
    Employer identification number

    30-0214078
    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
    BUILDING HEALTHY LIVES FOUNDATION
          		Employer identification number
    30-0214078
    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
    UNIVERSITY OF CINCINNATI
     
    2600 CLIFTON AVE
     
    CINCINNATI, OH45220

    		$ 9,600


    (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
    BUILDING HEALTHY LIVES FOUNDATION
          		Employer identification number

    30-0214078
    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
    BUILDING HEALTHY LIVES FOUNDATION
          		Employer identification number

    30-0214078
    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


    Software ID:  
    Software Version:  

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    TY 2020 DepreciationSchedule
    Name:
    BUILDING HEALTHY LIVES FOUNDATION
    EIN:
    30-0214078
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    OFFICE FURNITURE 2009-01-01 9,765 9,765 SL 10.000000000000 0 0    
    OFFICE FURNITURE 2009-01-01 88,239 84,113 SL 10.000000000000 1,800 0    
    LEASEHOLD IMPROVEMENTS 2009-01-01 60,251 53,145 SL 3.000000000000 3,323 0    
    IT EQUIPMENT AND SOFTWARE 2009-01-01 214,198 119,438 SL 3.000000000000 24,377 0    

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

    TY 2020 GainLossSaleOtherAssetsSch
    Name:
    BUILDING HEALTHY LIVES FOUNDATION
    EIN:
    30-0214078
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    IT EQUIPMENT AND SOFTWARE   PURCHASED       8,385 COST 0 -2,108 6,277

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    BUILDING HEALTHY LIVES FOUNDATION
    EIN:
    30-0214078
    Name of Stock End of Year Book Value End of Year Fair Market Value
    INVESTMENTS 32,599,738 43,440,268

    TY 2020 LandEtcSchedule2
    Name:
    BUILDING HEALTHY LIVES FOUNDATION
    EIN:
    30-0214078
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    OFFICE FURNITURE 9,765 9,765 0  
    OFFICE FURNITURE 88,239 85,913 2,326  
    LEASEHOLD IMPROVEMENTS 60,251 56,468 3,783  
    IT EQUIPMENT AND SOFTWARE 214,198 143,815 70,383  


    TY 2020 OtherAssetsSchedule
    Name:
    BUILDING HEALTHY LIVES FOUNDATION
    EIN:
    30-0214078
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    TRADEMARK 121,479 127,189 127,189


    TY 2020 OtherExpensesSchedule
    Name:
    BUILDING HEALTHY LIVES FOUNDATION
    EIN:
    30-0214078
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE SUPPLIES 26,280 0   20,932
    INSURANCE 23,921 0   19,053
    INVESTMENT MANAGEMENT FEES 66,701 66,701   0
    MISCELLANEOUS 35,464 0   25,937
    GIFTS AND PRIZES 46,627 0   46,627
    POSTAGE AND SHIPPING 8,739 0   8,582
    OFFICE EQUIPMENT MAINTENACE AND REPAIR 88,117 0   68,241
    FUNDRAISING COST 1,709 0   0
    EDUCATIONAL PRODUCTS 1,000,000 0   1,000,000
    WEBSITE 8,696 0   8,696


    TY 2020 OtherIncomeSchedule2
    Name:
    BUILDING HEALTHY LIVES FOUNDATION
    EIN:
    30-0214078
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MISCELLANEOUS 1,027   1,027


    TY 2020 OtherLiabilitiesSchedule
    Name:
    BUILDING HEALTHY LIVES FOUNDATION
    EIN:
    30-0214078
    Description Beginning of Year - Book Value End of Year - Book Value
    DEFERRED COMPENSATION 437,998 516,040


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    BUILDING HEALTHY LIVES FOUNDATION
    EIN:
    30-0214078
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROFESSIONAL SERVICES 144,040 0   132,460


    TY 2020 TaxesSchedule
    Name:
    BUILDING HEALTHY LIVES FOUNDATION
    EIN:
    30-0214078
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX 8,386 0   0
    PAYROLL TAXES 58,644 0   43,288