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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 08-01-2021 , and ending 07-31-2022
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$17,080,560J 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 38,311 38,311 38,311
4 Dividends and interest from securities... 424,183 424,183 424,183
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 1,062,113
b Gross sales price for all assets on line 6a 2,298,506
7 Capital gain net income (from Part IV, line 2)... 976,619
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,524,607 1,439,113 462,494
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 39,143      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 8,988     8,988
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 16,265     16,265
c Other professional fees (attach schedule).... Click to see attachment 13,822 13,822    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 90,371     90,371
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 1,218     1,218
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 169,807 13,822   116,842
25 Contributions, gifts, grants paid....... 861,471 861,471
26 Total expenses and disbursements. Add lines 24 and 25 1,031,278 13,822   978,313
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 493,329
b Net investment income (if negative, enter -0-) 1,425,291
c Adjusted net income (if negative, enter -0-)... 462,494
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 185,659 253,604 253,604
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) bullet625,438
Less: allowance for doubtful accounts bullet   852,724 Click to see attachment625,438 625,438
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).......      
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).......... 15,945,934 Click to see attachment16,526,047 16,117,082
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment15,737 Click to see attachment84,436 Click to see attachment84,436
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 17,000,054 17,489,525 17,080,560
Liabilities 17 Accounts payable and accrued expenses.......... 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)......... 3,857 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 16,996,197 17,489,525
29 Total net assets or fund balances (see instructions)..... 16,996,197 17,489,525
30 Total liabilities and net assets/fund balances (see instructions). 17,000,054 17,489,525
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
16,996,197
2
Enter amount from Part I, line 27a .....................
2
493,329
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
17,489,526
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
17,489,525
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1a
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 976,619
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 19,812
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 19,812
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 84,436
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 84,436
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 64,624
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet30,000 RefundedBullet 11 34,624
Part VI-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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
     
     
    c
    ........bullet
    d
    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 2021? .............
    1d
     
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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
    000.00     		39,143 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 (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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 VIII-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 VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    17,826,798
    b
    Average of monthly cash balances.......................
    1b
    229,607
    c
    Fair market value of all other assets (see instructions)................
    1c
    702,092
    d
    Total (add lines 1a, b, and c).........................
    1d
    18,758,497
    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
    18,758,497
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    281,377
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    18,477,120
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    923,856
    Part X
    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 IX, line 6..................
    1
    923,856
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    19,812
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    19,812
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    904,044
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    904,044
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    904,044
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 904,044
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017...... 59,573
    c From 2018...... 34,572
    d From 2019...... 204,462
    e From 2020...... 200,181
    f Total of lines 3a through e ........ 498,788
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 978,313
    a Applied to 2020, 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 2021 distributable amount..... 904,044
    e Remaining amount distributed out of corpus 74,269
    5 Excess distributions carryover applied to 2021.    
    (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 5 573,057
    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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		573,057
    10 Analysis of line 9:
    a Excess from 2017.... 59,573
    b Excess from 2018.... 34,572
    c Excess from 2019.... 204,462
    d Excess from 2020.... 200,181
    e Excess from 2021.... 74,269
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    AIDVANTAGE
    PO BOX 4450
    PORTLAND,OR97208     		N/A PIBLIC SCHOLARSHIP 4,904
    AKRON CHILDREN'S HOSPITAL
    6505 MARKET STREET
    BOARDMAN,OH44512     		N/A PUBLIC HOSPITAL FUNDING 1,000
    ALZHEIMERS ASSOCCIATION
    255 N MICHIGAN AVE FIR 17
    CHICAGO,IL60601     		N/A PUBLIC RESEARCH AND CARE 1,200
    ANDY NOWACKI FOUNDATION
    PO BOX 129
    PAINSVILLE,OH44077     		N/A PUBLIC SCHOLARSHIP 450
    ANGELS FOR ANIMALS
    4750 WEST SOUTH RANGE RD
    CANFIELD,OH44406     		N/A PUBLIC ANIMAL RESCUE 200
    APPALACHIAN STATE UNIVERSITY
    ASU PO BOX 32005
    BOONE,NC28608     		N/A PUBLIC SHCOLARSHIP 2,500
    BARTON COLLEGE
    PO BOX 5000
    WILSON,NC27893     		N/A PUBLIC SCHOLARSHIP FUNDING 12,500
    BENEDICTINE HIGH SCHOOL
    2900 MARTIN LUTHER KING D
    CLEVELAND,OH44104     		M/A PUBLIC SCHOLARSHIP FUNDING 1,000
    BLACKFURN COLLEGE
    700 COLLEGE AVE
    CARINVILLE,IL62626     		N/A PUBLIC GENERAL FUNDING 1,000
    BLOC MINISTRIES INC
    911 W 8TH ST
    CINCINNATI,OH45203     		N/A PUBLIC COMMUNITY BLDG UNDERSERVED AREAS 10,000
    CATHOLIC SOCCIAL SERVICES
    922 W RIVERVIEW
    DAYTON,OH45402     		N/A PUBLIC ASSISTANCE FOR IMPOVERISHED 1,000
    CEDARVILLE TWP LOLUNTEER FIRE DEPT
    19 SOUTH ST
    CEDARVILLE,OH45314     		N/A PUBLIC DEEPARTMENT FUNDING 4,000
    CEDARVILLE UNIVERSITY
    251 N MAIN ST
    CEDARVILLE,OH45314     		N / A PUBLIC BECKY DEWINE SCHOLARSHIPS 22,500
    CHRIRST CHILD SOCIETY OF CLEVELAND
    7901 DETROIT AVE
    CLEVELAND,OH44102     		N/A PUBLIC CHILDREN IN NEE 150
    CLARK STATE COMMUNITY COLLEGE
    PO BOX 570
    SPRINGFIELD,OH45501     		N/A PUBLIC SCHOLARSHIP 2,500
    CLEVELAND MUSEUM OF ART
    11150 EAST BOULEVARD
    CLEVELAND,OH44106     		N/A PUBLIC EDUCATIONAL FUNDING 250
    COASTAL CAROLINA UNIVERSITY
    PO BOX 261954
    CONWAY,SC29528     		N/A PUBLIC SCHOLARSHIP 2,500
    COATS FOR KIDS CLEVELAND
    6200 OAK TREE BOULEVARD
    STE 400
    CLEVELAND,OH44131     		N/A PUBLIC SCHOLARSHIP 1,000
    COLLEGE NOW GREATER CLEVELAND
    200 PUBLIC SQ 3820
    CLEVELAND,OH44114     		N/A PUBLIC COLLEGE AID 3,000
    DARKE COUNTY CENTER FOR THE ARTS
    520 SYCAMORE ST
    GREENVILLE,OH45331     		N/A PUBLIC PROGRAM FUNDIG 150
    EASTER SEALS MILITARY
    2901 GILBERT AVENUE
    CINCINNATI,OH45206     		N/A PUBLIC PROGRAMS FOR DISABLED 250
    ELIZABETH NEW LIFE CENTER
    359 FOREST AVE STE 203
    DAYTON,OH45405     		N / A PUBLIC GENERAL RESEARCH FUNDING 10,000
    ENKA YOUTH SPORTS ORG
    1091 HENDERSONVILLE RD
    ASHEVILLE,NC28803     		N/A PUBLIC YOUTH SPORTS FACILITY 5,000
    EPILEPSY ALLIANCE OF OHIO
    895 CENTRAL AVENUE
    CINCINNATI,OH45202     		N/A PUBLIC RESEARCH AND SUPPORT 1,000
    FABRETTO CHILDRENS
    3124 NORTH 10TH ST
    2ND FLOOR
    ARLINGTON,VA22201     		N/A PUBLIC UNDERSERVED CHILDRE NICARAGUA 10,000
    FAITH AND FRIENDS RADIO
    PO BOX 24855
    DAYTON,OH45424     		N/A PUBLIC GENERAL OPERATIONS FUNDING 500
    FAMILY PROMISE OF GREENE COUNTY
    124 SOUTH DETROIT ST
    XENIA,OH45385     		N/A PUBLIC SHELTER HOUSE FUNDING 1,000
    FISHER HOUSES
    12300 TWINBROOK PKWY
    SUITE 410
    ROCKVILLE,MD20852     		N/A PUBLIC BLDG FOR MILITARY AND VETERAN FAMIIL 500
    FOP LODGE 20 FOUNDATION
    PO BOX 1335
    FINDLAY,OH45840     		N/A PUBLIC SUPPORT ACTIVE, RETIRED & FALLEN MEM 500
    FRENCH BORAD RIVER ACADEMY
    1990 RIVERSIDE DR
    WOODFIN,NC28804     		N/A PUBLIC SCHOOL FUNDING 750
    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 10,000
    GLEN HELEN ASSOCIATION
    405 CORRY STREET
    YELLOW SPRINGS,OH45387     		N / A PUBLIC FUND NATURE PRESERVE AND EDUCATION 5,000
    GREENE COUNTY YOUTH ACTIVIEY
    120 EAST MAIN ST
    XENIA,OH45385     		N/A PUBLIC YOUTH ACTIVITY & SCHOLARSHIP 500
    GRACE COLLEGE AND SEMINARY
    200 SEMINARY DRIVE
    WEST LAKE,IN46590     		N / A PUBLIC BECKY DEWINE SCHOLARSHIP 5,440
    HANDS TOGETHER
    P O BOX 80985
    SPRINGFIELD,MA01138     		N / A PUBLIC FUNDING FOR SCHOOL IN HAITI 400,000
    HAWKEN SCHOOL
    12465 COUNTY LINE RD
    GATES MILLS,OH44040     		N/A PUBLIC SCHOLARSHIP 5,000
    HAWKEN MASTERY SCHOOL
    11025 MAGNOLIZ DR
    CLEVELAND,OH44106     		N/A PUBLIC SCHOLARSHIP 2,500
    HILTON HEAD SEA PINES FOREST PRES
    175 GREENWOOD
    HILTON HEAD,SC29928     		N/A PUBLIC PRESERVATION FUNDING 250
    HOLOCOMB MARKUS
    100 FARIGROUND RD
    XENIA,OH45385     		N/A PUBLIC OHIO 4H 100
    INSPIRING MINDS
    PO BOX 8512
    WARREN,OH44484     		N/A PUBLIC AFTER SCHOOL FUNDING 500
    JAMES MCKEE SCHOLARSHIP FUND
    PO BOX 263
    YELLOW SPRINGS,OH45387     		N/A PUBLIC SCHOLARSHIP FUNDING 500
    JUDGE RONALD A PANIOTO SCHOLARSHIP
    NKU SALMON P CHASE LAW SC
    HIGHLAND HEIGHTS,KY41099     		N/A PUBLIC SCHOLARSHIP 250
    LAUREL SCHOOL
    1 LYMAN CIRCLE
    SHAKER HEIGHTS,OH44122     		N / A PUBLIC SCHOLARSHIP FUNDING 1,000
    LITTLE ART THEATRE
    247 XENIA AVENUE
    YELLOW SPRINGS,OH45387     		N / A PUBLIC FUNDS FOR COMMUNITY THEATRE 1,000
    MAGNIFCAT HIGH SCHOOL
    20770 HILLIARD BOULEVARD
    ROCKY RIVER,OH44116     		N/A PUBLIC DRUG & ALCOHOL 1,500
    MARIA TIBERI FOUNDATION
    PO BOX 4225
    DUBLIN,OH43016     		N/A PUBLIC AWARENESS OF DISTRACTED DRIVING 5,000
    MIAMI UNIVERSITY
    301 SOUTH CAMPUS AVE
    OXFORD,OH45056     		N / A PUBLIC BECKY DEWINE SCHOLARSHIP 11,102
    MIA TRUNER
    2801 CEDARVILLE YELLOW
    SPRINGS ROAD
    CEDARVILLE,OH45314     		N/A PUBLIC SCHOLARSHIP 1,121
    MICHAELS HOUSE CHILD ADVOCACY CTR
    1016 RAINBOW COURT
    FAIRBORN,OH45324     		N/A PUBLIC DRUG & ALCOHOL ADDICTION 750
    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
    NEW LIFE FOUNDATION
    4990 HOOVER RD D-304
    GROVE CITY,OH43123     		N/A PUBLIC RETREAT & RECOVERY CENTER 500
    NORTH CAROLINA A&T
    1601 E MARKET ST
    GREENSBORO,NC27401     		N/A PUBLIC SCHOLARSHIP FUNDING 586
    NORTHERN KENTUCKY UNIVERSITY
    AC235 NUNN DR
    HIGHLAND HEIGHTS,KY41099     		N/A PUBLIC SCHOLARSHIP FUNDING 5,097
    OHIO GOVERNORS IMAGINATION LIBRARY
    PO BOX 347034
    COLUMBUS,OH43234     		N/A PUBLIC FREE CHILDRENS BOOKS PROGRAM 10,000
    OHIO UNIVERSITY
    CHUBB HALL 010
    ATHENS,OH45701     		N / A PUBLIC BECKY DEWINE SCHOLARSHIPS 2,500
    OHIO RESTAURANT ASSOCIATION ED FD
    100 EAST CAMPUS VIEW BLVD
    SUITE 150
    COLUMBUS,OH43235     		N/A PUBLIC SCHOLARSHIPS 12,000
    OLD TIMERS CLUB
    224 WEST DAVIS ST
    YELLOW SPRINGS,OH45387     		N/A PUBLIC ELDER ACTIVITIES FUNDING 500
    SALT MINISTRIES
    854 HUTCHINS AVE
    CINCINNATI,OH45229     		N/A PUBLIC SUPPORT IMPOVERISHED NEIGHBORHOODS 1,250
    SAM'S FANS
    94355 SHELBOURNE LANE
    COLUMBUS,OH43220     		N / A PUBLIC MUSIC ART THERAPY HOSPITAL PATIENTS 2,000
    SINCLAIR COMMUNITY COLLEGE
    444 W THIRD STREET
    DAYTON,OH45402     		N / A PUBLIC BECKY DEWINE SCHOLARSHIPS 6,198
    SPRING HILL COLLEGE
    4000 DAUPHIN STREET
    MOBILE,AL36608     		N / A PUBLIC SCHOLARSHIPS FUNDING 144,000
    ST JOHNS PARISH FOUNDATION
    201 NORTH PIERCE ST
    DELPHOS,OH45833     		N/A PUBLIC GENERAL FUNDING 200
    ST JOSEPHO CATHEDRAL
    212 EAST BROAD ST
    COLUMBUS,OH43215     		N/A PUBLIC GENERAL FUNDING 1,100
    ST JUDES CHILDRENS RESEARCH HOSP
    501 ST JUDE PLACE
    MEMPIS,TN38105     		N/A PUBLIC FUNDING RESEARCH & SUPPORT 500
    TECUMSEH LAND TRUST
    P O BOX 417
    YELLOW SPRINGS,OH45387     		N / A PUBLIC FUNDING LAND PRESERVATION 500
    THE NATIONAL WWII MUSEUM
    945 MAGAZINE ST
    NEW ORLEANS,LA70130     		N/A PUBLIC GENERAL FUNDING 1,000
    THE OHIO CASA
    1801 SPIELBUSCH AVE
    TOLEDO,OH43604     		N/A PUBLIC CHILDRENS INTEREST ADVOCACY FD 500
    THE OHIO STATE UNIVERSITY
    2036 NEIL AVE
    COLUMBUS,OH43210     		N / A PUBLIC SCHOLARSHIP FUNDING 17,500
    TEMPLETON SCHOLARS PROGRAM
    517 BALL DRIVE
    HANOVER,IN47243     		N/A PUBLIC SCHOLARSHIP 1,000
    UNIVERSITY OF AKRON
    302 EAST BUCHTEL AVE
    AKRON,OH44325     		N/A PUBLIC SCHOLARSHIPS 10,000
    UNIVERSITY OF CINCINNATI
    51 GOODMAN DRIVE
    CINCINNATI,OH45219     		N / A PUBLIC BECKY DEWINE SCHOLARSHIP 7,500
    UNIVERSITY OF FINDLAY
    100 NARTH MAIN ST
    FINDLAY,OH45840     		N/A PUBLIC SCHOLARSHIP FUNDING 15,000
    UNIVERSITY OF MASSACHUSETTS
    100 MORRISSEY BLVD
    BOSTON,MA02125     		N/A PUBLIC SCHOLARSHIPS 2,500
    WEST SIDE CATHOLIC CHURCH
    3135 LORAIN AVE
    CLEVELAND,OH44113     		N/A PUBLIC GENERAL FUNDING 150
    WHEELING GUANT SCULPTURE PROJECT
    111 CORRY ST
    YELLOW SPRINGS,OH45314     		N/A PUBLIC ART FUNDING 1,000
    WEST PARK CLEVELAND POLICE
    1303 WEST 58TH ST
    CLEVELAND,OH44102     		N/A PUBLIC MEMORIAL FUND 1,000
    WESTONS FRIENDS
    7425 STATE TRE 3
    WESTERVILLE,OH43082     		N/A PUBLIC MEMORIAL FUNDING 250
    WILMINGTON COLLEGE
    1870 QUAKER WAY
    WILMINGTON,OH45177     		NJ / A PUBLIC BECKY DEWINE SCHOLARSHIP 15,000
    WINSTON-SALEM STATE UNIVERSITY
    601 S MARTIN LUTHER KING
    WINSTONSALEM,NC27110     		N / A PUBLIC BECKY DEWINE SCHOLARSHIP 3,591
    WRIGHT STATE UNIVERSITY
    3640 COLONEL GLENN HWY
    DAYTON,OH45435     		N / A PUBLIC BECKY DEWINE SCHOLARSHIPS 28,732
    YELLOW SPRINGS COMMUNITY FD
    PO BOX 55
    YELLOW SPRINGS,OH45387     		N/A PUBLIC COMMUNITY ACTIVITIES 500
    CLARK STATE FOUNDATION
    PO BOX 570
    SPRINGFIELD,OH45501     		N/A PUBLIC SCHOLARSHIPS 1,500
    Total .................................bullet 3a 861,471
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ...........     		        38,311
    4 Dividends and interest from securities ....          
    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 ............     		        1,062,113
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) ..     1,524,607
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,524,607
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    DEWINE FAMILY FOUNDATION INC
    EIN:
    31-1483132
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 16,000     16,000
    PAYROLL PROCESSING 265     265

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

    TY 2021 GainLossSaleOtherAssetsSch
    Name:
    DEWINE FAMILY FOUNDATION INC
    EIN:
    31-1483132
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    AMG GW&K SMALL MID CAP 2020-06 PURCHASE 2021-12   44,545 28,065     16,480  
    HARBOR CAP APPREC 2019-08 PURCHASE 2021-12   33,143 19,772     13,371  
    ISHARES COHEN & STEERS REIT ETF 2021-03 PURCHASE 2021-12   27,844 21,704     6,140  
    VANGUARD S&P 500 INDEX ETF 2020-09 PURCHASE 2021-12   254,434 186,174     68,260  
    BNY MELLON DYNAMIC VALUE 2021-02 PURCHASE 2021-12   114,116 121,602     -7,486  
    ISHARES COHEN & STEERS REIT ETF 2020-06 PURCHASE 2022-07   26,658 24,644     2,014  
    VANGUARD S&P 500 INDEX ETF 2020-09 PURCHASE 2022-07   257,691 225,799     31,892  
    AMG GW&K SMALL MID CAP 2020-06 PURCHASE 2022-07   41,095 32,467     8,628  
    AB DISCOVERY VALUE 2021-02 PURCHASE 2022-07   62,217 69,092     -6,875  
    BNY MELLON DYNAMIC VALUE 2021-02 PURCHASE 2022-07   435,164 477,945     -42,781  
    BLAACKROCK HIGH YIELD BOND 2021-02 PURCHASE 2022-07   23,205 26,838     -3,633  
    PIMCO EMERGING MARKETS BOND 2021-03 PURCHASE 2022-07   1,775 2,291     -516  

    TY 2021 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 1,476,648 1,662,843
    VANGUARD FEDERAL MONEY MKT AT COST 76,789 76,789
    HARDING LOEVNER INTL EQ INTSL AT COST 1,096,155 1,141,418
    HARBOR CAP APPREC INTSL CL AT COST 3,014,392 2,521,475
    ISHARES CORE MSCI EAFE ETF AT COST 1,038,703 950,668
    PIMCO EMERGING MARKETS AT COST 395,596 321,839
    VANGUARD S&P IND ETF AT COST 4,618,795 5,029,574
    AB DISCOVERY VALUE ADVISOR AT COST 535,292 500,875
    BNY MELLON DYNAMIC VALUE AT COST 2,566,621 2,481,642
    BLACKROCK HIGH YIELD BOND INSTL AT COST 356,566 318,567
    HARDING LOEVNER INSTL EMERGING MKTS AT COST 918,605 608,996
    ISHARES COHEN & STEERS REIT AT COST 431,885 502,396

    TY 2021 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 15,737 84,436 84,436


    TY 2021 OtherDecreasesSchedule
    Name:
    DEWINE FAMILY FOUNDATION INC
    EIN:
    31-1483132
    Description Amount
    ROUNDING 1


    TY 2021 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        
    ROUNDING -2     -2
    OFFICE SUPPLIES 20     20
    OHIO FILINGS 1,200     1,200


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    TY 2021 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 987,272 258,370 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 950,985 248,822 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 356,219 118,246 2010-11 1937-10 MONTHLY 3.51 % RESIDENCE AT 100 E FAIRFIELD PIKE PART OF TRUST CONTRIBUTIONS NOTES GIFTED TO THE FOUNDATION  

    TY 2021 OtherProfessionalFeesSchedule
    Name:
    DEWINE FAMILY FOUNDATION INC
    EIN:
    31-1483132
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADVISORY FEES 13,822 13,822    


    TY 2021 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 90,371     90,371