Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
GEORGE AND MARY JO BUDIG FAMILY
FOUNDATION C/O GEORGE J BUDIG
Number and street (or P.O. box number if mail is not delivered to street address)129 PARK ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
FORT MITCHELL, KY41011
A Employer identification number

35-2389585
B Telephone number (see instructions)

(513) 562-8244
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$4,330,184J 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 right arrow.............
3 Interest on savings and temporary cash investments 443 443  
4 Dividends and interest from securities... 180,132 180,132  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 516,637
b Gross sales price for all assets on line 6a 2,511,323
7 Capital gain net income (from Part IV, line 2)... 516,637
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........ 697,212 697,212  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
21,160 21,160   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
189 189   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2 2   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 21,351 21,351   0
25 Contributions, gifts, grants paid....... 301,000 301,000
26 Total expenses and disbursements. Add lines 24 and 25 322,351 21,351   301,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 374,861
b Net investment income (if negative, enter -0-) 675,861
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 80,341 14,339 14,339
2 Savings and temporary cash investments......... 77,719 115,488 115,488
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
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)....... 4,702,172 Click to see attachment
List of Attached Documents:
// Content
4,200,357 		4,200,357
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,860,232 4,330,184 4,330,184
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 4,860,232 4,330,184
29 Total net assets or fund balances (see instructions)..... 4,860,232 4,330,184
30 Total liabilities and net assets/fund balances (see instructions). 4,860,232 4,330,184
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
4,860,232
2
Enter amount from Part I, line 27a .....................
2
374,861
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
5,235,093
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
904,909
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,330,184
Form 990-PF (2023)
Form 990-PF (2023)
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 SHWAB (7904) P    
b CHARLES SHWAB (1438) P    
c CHARLES SHWAB (1438) P    
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 1,066,808   1,022,989 43,819
b 127,573   40,172 87,401
c 1,316,942   931,525 385,417
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       43,819
b       87,401
c       385,417
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 2 516,637
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
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 right arrow 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) 1 9,394
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 0
3 Add lines 1 and 2........................... 3 9,394
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 9,394
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 27,930
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 27,930
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.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 18,536
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow18,536 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowKY
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 2023 or the taxable year beginning in 2023? 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
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 addressright arrowN/A
14
The books are in care ofright arrowMR GEORGE J BUDIG Telephone no.right arrow (513) 562-8244

Located atright arrow129 PARK ROADFORT MITCHELLKY ZIP+4right arrow41011
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
1d
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
GEORGE J BUDIG TRUSTEE
2.00 		0 0 0
129 PARK ROAD
FORT MITCHELL,KY41011
MARY JO BUDIG TRUSTEE
2.00 		0 0 0
129 PARK ROAD
FORT MITCHELL,KY41011
MELISSA COLLINS TRUSTEE
2.00 		0 0 0
129 PARK ROAD
FORT MITCHELL,KY41011
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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.............right arrow0
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  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
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
4,272,107
b
Average of monthly cash balances.......................
1b
199,874
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
4,471,981
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
4,471,981
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
67,080
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,404,901
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
220,245
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
220,245
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
9,394
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
9,394
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
210,851
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
210,851
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 XII, line 1 ...
7
210,851
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
301,000
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
301,000
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 210,851
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 267,952
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 301,000
a Applied to 2022, but not more than line 2a 267,952
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		Click to see attachment
List of Attached Documents:
// Content
0
d Applied to 2023 distributable amount..... 33,048
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		177,803
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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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).)
GEORGE J BUDIG
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
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 (2023)
Form 990-PF (2023)
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

ACTION MINISTRIES

4375 BORON DR
COVINGTON,KY41015 		  PUBLIC CHARITY GENERAL OPERATIONS 500

ALICE LLOYD COLLEGE

100 PURPOSE RD
PIPPA PASSES,KY41844 		  PUBLIC CHARITY GENERAL OPERATIONS 1,000

ALS ASSOCIATION

PO BOX 37022
BOONE,IA500370022 		  PUBLIC CHARITY GENERAL OPERATIONS 500

ALZHEIMER'S ASSOCIATION

PO BOX 96011
WASHINGTON,DC200906011 		  PUBLIC CHARITY GENERAL OPERATIONS 500

AMERICAN DIABETES ASSOCIATION

2451 CRYSTAL DR STE 900
ARLINGTON,VA22202 		  PUBLIC CHARITY GENERAL OPERATIONS 400

AMERICAN INDIAN COLLEGE FUND

8333 GREENWOOD BLVD
DENVER,CO80221 		  PUBLIC CHARITY GENERAL OPERATIONS 400

AMERICAN LEGION

PO BOX 1954
INDIANAPOLIS,IN46206 		  PUBLIC CHARITY GENERAL OPERATIONS 600

AMERICAN PARKINSON DISEASE ASSOCIATION

PO BOX 61420
STATEN ISLAND,NY10306 		  PUBLIC CHARITY GENERAL OPERATIONS 600

AMERICAN RED CROSS CINCINNATI REGION

PO BOX 37839
BOONE,IA500370839 		  PUBLIC CHARITY GENERAL OPERATIONS 600

AMVETS NATIONAL SERVICE FOUNDATION

4647 FORBES BLVD
LANHAM,MD20706 		  PUBLIC CHARITY GENERAL OPERATIONS 400

ANDERSON FERRY PANTRY

380 GREENWELL AVE
CINCINNATI,OH45238 		  PUBLIC CHARITY GENERAL OPERATIONS 1,000

APPALACHIAN TRAIL CONSERVANCY

799 W WASHINGTON ST
HARPERS FERRY,WV25425 		  PUBLIC CHARITY GENERAL OPERATIONS 400

ARBOR DAY FOUNDATION

211 N 12TH STREET
LINCOLN,NE68508 		  PUBLIC CHARITY GENERAL OPERATIONS 400

ARTHRITIS FOUNDATION

1355 PEACHTREE ST NE SUITE 600
ATLANTA,GA30309 		  PUBLIC CHARITY GENERAL OPERATIONS 400

BAWAC COMMUNITY REHABILITATION CENTER

7970 KENTUCKY DR
FLORENCE,KY41042 		  PUBLIC CHARITY GENERAL OPERATIONS 1,000

BEECHWOOD EDUCATIONAL FOUNDATION

54 BEECHWOOD RD
FT MITCHELL,KY41017 		  PUBLIC CHARITY GENERAL OPERATIONS 1,000

BEECHWOOD HOME

2140 POGUE AVE
CINCINNATI,OH45208 		  PUBLIC CHARITY GENERAL OPERATIONS 500

BEHRINGER-CRAWFORD MUSEUM

1600 MONTAGUE RD - DEVOU PARK
COVINGTON,KY41011 		  PUBLIC CHARITY GENERAL OPERATIONS 500

BEREA COLLEGE

CPO 2216
BEREA,KY40404 		  PUBLIC CHARITY GENERAL OPERATIONS 500

BEST POINT EDUCATION & BEHAVIORAL HEALTH

5050 MADISON RD
CINCINNATI,OH45227 		  PUBLIC CHARITY GENERAL OPERATIONS 1,000

BETA THETA PI MIAMI UNIVERSITY

PAYMENT PROCESSING PO BOX 2187
COLUMBUS,GA319022187 		  PUBLIC CHARITY GENERAL OPERATIONS 500

BETHANY HOUSE

4769 READING RD
CINCINNATI,OH45237 		  PUBLIC CHARITY GENERAL OPERATIONS 500

BOONE CONSERVANCY

PO BOX 416
BURLINGTON,KY41005 		  PUBLIC CHARITY GENERAL OPERATIONS 500

BOONE COUNTY 4H

6028 CAMP ERNST RD PO BOX 876
BURLINGTON,KY41005 		  PUBLIC CHARITY GENERAL OPERATIONS 500

BOONE COUNTY ARBORETUM

9190 CAMP ERNST RD
UNION,KY41091 		  PUBLIC CHARITY GENERAL OPERATIONS 500

BOONE COUNTY CASA INC

2989 WASHINGTON SQUARE
BURLINGTON,KY41005 		  PUBLIC CHARITY GENERAL OPERATIONS 500

BOONE COUNTY HISTORICAL SOCIETY

PO BOX 23
FLORENCE,KY410220023 		  PUBLIC CHARITY GENERAL OPERATIONS 500

BOY SCOUTS OF AMERICA

10078 READING RD
CINCINNATI,OH45241 		  PUBLIC CHARITY GENERAL OPERATIONS 2,000

BOYS HOPE GIRLS HOPE

2400 READING RD SUITE 139
CINCINNATI,OH45202 		  PUBLIC CHARITY GENERAL OPERATIONS 400

BRIGHTON CENTERS - FOOD PANTRY

PO BOX 325
NEWPORT,KY41072 		  PUBLIC CHARITY GENERAL OPERATIONS 2,000

CANCER SUPPORT COMMUNITY

4918 COOPER RD
CINCINNATI,OH45242 		  PUBLIC CHARITY GENERAL OPERATIONS 400

CARMEL MANOR

100 CARMEL MANOR RD
FT THOMAS,KY41075 		  PUBLIC CHARITY GENERAL OPERATIONS 500

CATHOLIC CHARITIES

3629 CHURCH STREET
COVINGTON,KY41015 		  PUBLIC CHARITY GENERAL OPERATIONS 300

CATHOLIC CHARITIES DEVELOPMENT OFFICE

3629 CHURCH ST
COVINGTON,KY41015 		  PUBLIC CHARITY GENERAL OPERATIONS 500

CATHOLIC CHARITIES SW OHIO

7162 READING RD SUITE 600
CINCINNATI,OH45237 		  PUBLIC CHARITY GENERAL OPERATIONS 500

CEDAR VILLAGE FOUNDATION

5467 CEDAR VILLAGE DR
MASON,OH45040 		  PUBLIC CHARITY GENERAL OPERATIONS 300

CENTER FOR COURAGEOUS KIDS

1501 BURNLEY RD
SCOTTSVILLE,KY42164 		  PUBLIC CHARITY GENERAL OPERATIONS 1,000

CENTRAL CLINIC BEHAVIORAL HEALTH

311 ALBERT SABIN WAY
CINCINNATI,OH45229 		  PUBLIC CHARITY GENERAL OPERATIONS 300

CENTRAL PARKWAY YMCA

1105 ELM ST
CINCINNATI,OH45202 		  PUBLIC CHARITY GENERAL OPERATIONS 500

CHILDHOOD FOOD SOLUTIONS

2573 SAINT LEO PLACE
CINCINNATI,OH45225 		  PUBLIC CHARITY GENERAL OPERATIONS 1,000

CHILDREN'S CANCER RESEARCH FUND

7301 OHMS LN - STE 355
MINNEAPOLIS,MN55439 		  PUBLIC CHARITY GENERAL OPERATIONS 300

CHILDREN'S HOME OF N KENTUCKY

200 HOME RD
COVINGTON,KY41011 		  PUBLIC CHARITY GENERAL OPERATIONS 1,000

CHILDREN'S THEATRE OF CINTI

4015 RED BANK RD
CINCINNATI,OH45227 		  PUBLIC CHARITY GENERAL OPERATIONS 500

CHRISTIAN APPALACHIAN PROJECT

485 PONDEROSA DR
PAINTSVILLE,KY41240 		  PUBLIC CHARITY GENERAL OPERATIONS 300

CHRISTIANS UNITED FOR ISRAEL

PO BOX 1307
SAN ANTONIO,TX78295 		  PUBLIC CHARITY GENERAL OPERATIONS 500

CHURCH OF OUR SAVIOR

246 EAST TENTH ST
COVINGTON,KY41011 		  PUBLIC CHARITY GENERAL OPERATIONS 1,000

CINCINNATI ASSOCIATION FOR THE BLIND & VISUALLY IMPAIRED (CABVI)

2045 GILBERT AVE
CINCINNATI,OH45202 		  PUBLIC CHARITY GENERAL OPERATIONS 3,000

CINCINNATI CHILDREN'S HOSPITAL

PO BOX 5202
CINCINNATI,OH452015202 		  PUBLIC CHARITY GENERAL OPERATIONS 2,000

CINCINNATI EDUCATIONAL TV-CET

1223 CENTRAL PARKWAY
CINCINNATI,OH45214 		  PUBLIC CHARITY GENERAL OPERATIONS 1,000

CINCINNATI FIRE MUSEUM

315 WEST COURT ST
CINCINNATI,OH45202 		  PUBLIC CHARITY GENERAL OPERATIONS 300

CINCINNATI HILLEL ROSE WARNER HOUSE

2615 CLIFTON AVE
CINCINNATI,OH45220 		  PUBLIC CHARITY GENERAL OPERATIONS 500

CINCINNATI MUSEUM CENTER

1301 WESTERN AVE
CINCINNATI,OH45203 		  PUBLIC CHARITY GENERAL OPERATIONS 500

CINCINNATI PUBLIC RADIO INC

1223 CENTRAL PKWY
CINCINNATI,OH45214 		  PUBLIC CHARITY GENERAL OPERATIONS 1,000

CINCINNATI ZOO & BOTANICAL GARDENS

3400 VINE ST
CINCINNATI,OH45220 		  PUBLIC CHARITY GENERAL OPERATIONS 1,000

CITY GOSPEL MISSION

1805 DALTON AVE
CINCINNATI,OH45214 		  PUBLIC CHARITY GENERAL OPERATIONS 2,000

CITYLINK CENTER

800 BANK ST
CINCINNATI,OH45214 		  PUBLIC CHARITY GENERAL OPERATIONS 2,000

CLEVELAND CLINIC

9500 EUCLID AVE
CLEVELAND,OH44195 		  PUBLIC CHARITY GENERAL OPERATIONS 500

COAST GUARD FOUNDATION

394 TAUGWONK RD
STONINGTON,CT06378 		  PUBLIC CHARITY GENERAL OPERATIONS 500

COMMUNITY SHARES OF GREATER CINCINNATI

315 W COURT ST
CINCINNATI,OH45202 		  PUBLIC CHARITY GENERAL OPERATIONS 1,000

COVENANT HOUSE

PO BOX 758636
TOPEKA,KS666759986 		  PUBLIC CHARITY GENERAL OPERATIONS 200

COVINGTON CATHOLIC HIGH SCHOOL

1600 DIXIE HIGHWAY
PARK HILLS,KY41011 		  PUBLIC CHARITY GENERAL OPERATIONS 1,000

CRAYONS TO COMPUTERS

1350 TENNESSEE AVE
CINCINNATI,OH45229 		  PUBLIC CHARITY GENERAL OPERATIONS 2,000

CRESCENT HILL UNITED METHODIST CHURCH

201 S PETERSON AVE
LOUISVILLE,KY40206 		  PUBLIC CHARITY GENERAL OPERATIONS 200

CYSTIC FIBROSIS FOUNDATION

4550 MONTGOMERY AVE STE 1100N
BETHESDA,MD20814 		  PUBLIC CHARITY GENERAL OPERATIONS 300

DEFENDERS OF WILDLIFE

1130 17TH ST NW
WASHINGTON,DC20036 		  PUBLIC CHARITY GENERAL OPERATIONS 200

DINSMORE HOMESTEAD

5656 BURLINGTON PIKE
BURLINGTON,KY41005 		  PUBLIC CHARITY GENERAL OPERATIONS 500

DIOCESAN CATHOLIC CHILDRENS HOME

75 ORPHANAGE RD PO BOX 17007
FT MITCHELL,KY410170007 		  PUBLIC CHARITY GENERAL OPERATIONS 2,000

DISCIPLE MAKERS

4393 BORON AVE
LATONIA,KY41015 		  PUBLIC CHARITY GENERAL OPERATIONS 400

DOCTORS WITHOUT BORDERS

40 RECTOR ST 16TH FLOOR
NEW YORK,NY10006 		  PUBLIC CHARITY GENERAL OPERATIONS 300

EASTERSEALS REDWOOD KENTUCKY

71 ORPHANAGE ROAD
FORT MITCHELL,KY41017 		  PUBLIC CHARITY GENERAL OPERATIONS 200

EMERGENCY SHELTER OF NORTHERN KY

PO BOX 332
COVINGTON,KY41012 		  PUBLIC CHARITY GENERAL OPERATIONS 10,000

EVERGREEN CEMETERY COMPANY

25 ALEXANDRIA PIKE
SOUTHGATE,KY41071 		  PUBLIC CHARITY GENERAL OPERATIONS 2,000

FAIRHAVEN RESCUE MISSION

260 PIKE ST
COVINGTON,KY41011 		  PUBLIC CHARITY GENERAL OPERATIONS 5,000

FAMILY NURTURING CENTER

5 SPIRAL DR STE 100
FLORENCE,KY41042 		  PUBLIC CHARITY GENERAL OPERATIONS 1,000

FEEDING AMERICA

PO BOX 96749
WASHINGTON,DC200906749 		  PUBLIC CHARITY GENERAL OPERATIONS 1,000

FIRST NATIONS DEVELOPMENT INSTITUTE

2432 MAIN ST
LONGMONT,CO80501 		  PUBLIC CHARITY GENERAL OPERATIONS 500

FREESTORE FOODBANK

3401 ROSENTHAL WAY
CINCINNATI,OH45204 		  PUBLIC CHARITY GENERAL OPERATIONS 20,000

FRIARS CLUB

4300 VINE ST
CINCINNATI,OH45217 		  PUBLIC CHARITY GENERAL OPERATIONS 400

FRIENDS OF BIG BONE INC

PO BOX 675
UNION,KY41091 		  PUBLIC CHARITY GENERAL OPERATIONS 500

GEORGIA TECH ALUMNI ASSOC

190 NORTH AVE
ATLANTA,GA30313 		  PUBLIC CHARITY GENERAL OPERATIONS 500

GO PANTRY

7960 KENTUCKY DR STE 1
FLORENCE,KY41042 		  PUBLIC CHARITY GENERAL OPERATIONS 500

HABITAT FOR HUMANITY

4910 PARA DR
CINCINNATI,OH45237 		  PUBLIC CHARITY GENERAL OPERATIONS 2,000

HAPPEN INC

4201 HAMILTON AVE
CINCINNATI,OH45223 		  PUBLIC CHARITY GENERAL OPERATIONS 1,000

HEALING PLACE

1020 W MARKET ST
LOUISVILLE,KY40202 		  PUBLIC CHARITY GENERAL OPERATIONS 400

HEARING SPEECH & DEAF CENTER OF GRTR CINTI

2825 BURNET AVE SUITE 330
CINCINNATI,OH45219 		  PUBLIC CHARITY GENERAL OPERATIONS 500

HEIFER INTERNATIONAL

1 WORLD AVE
LITTLE ROCK,AR72202 		  PUBLIC CHARITY GENERAL OPERATIONS 500

HENRY HOSEA HOUSE

901 YORK STREET
NEWPORT,KY41071 		  PUBLIC CHARITY GENERAL OPERATIONS 300

HERITAGE FOUNDATION

214 MASSACHUSETTS AVE NE
WASHINGTON,DC20002 		  PUBLIC CHARITY GENERAL OPERATIONS 200

HILLSDALE COLLEGE

33 E COLLEGE ST
HILLSDALE,MI49242 		  PUBLIC CHARITY GENERAL OPERATIONS 1,000

HOME OF THE INNOCENTS

1100 EAST MARKET ST
LOUISVILLE,KY40206 		  PUBLIC CHARITY GENERAL OPERATIONS 500

HOMES FOR OUR TROOPS

6 MAIN ST
TAUNTON,MA02780 		  PUBLIC CHARITY GENERAL OPERATIONS 300

HORIZON COMMUNITY FUNDS

50 E RIVERCENTER BLVD-STE 431
COVINGTON,KY41011 		  PUBLIC CHARITY GENERAL OPERATIONS 1,000

HOSPICE OF CINCINNATI

PO BOX 633597
CINCINNATI,OH452633597 		  PUBLIC CHARITY GENERAL OPERATIONS 1,000

HOUSING OPPORTUNITIES OF NKY

502 FRY ST
COVINGTON,KY41011 		  PUBLIC CHARITY GENERAL OPERATIONS 5,000

INTERFAITH HOSPITALITY NETWORK OF GR CINTI

990 NASSAU ST
CINCINNATI,OH45206 		  PUBLIC CHARITY GENERAL OPERATIONS 300

INTL FELLOWSHIP OF CHRISTIANS & JEWS

30 NORTH LASALLE ST SUITE 4300
CHICAGO,IL60602 		  PUBLIC CHARITY GENERAL OPERATIONS 300

JEWISH FAMILY SERVICE

9395 KENWOOD ROAD SUITE 100
CINCINNATI,OH45242 		  PUBLIC CHARITY GENERAL OPERATIONS 1,000

JEWISH NATIONAL FUND

78 RANDALL AVE
ROCKVILLE CENTRE,NY11570 		  PUBLIC CHARITY GENERAL OPERATIONS 2,000

JUNIOR ACHIEVEMENT OF OKI PARTNERS INC

644 LINN ST SUITE 1024
CINCINNATI,OH45203 		  PUBLIC CHARITY GENERAL OPERATIONS 1,000

KAREN CARNS FOUNDATION

4600 N MASON-MONTGOMERY RD
MASON,OH45040 		  PUBLIC CHARITY GENERAL OPERATIONS 500

KENTUCKY SYMPHONY

PO BOX 72810
NEWPORT,KY41072 		  PUBLIC CHARITY GENERAL OPERATIONS 200

KENTUCKY WATERWAYS ALLIANCE

330 NORTH HUBBARDS LANE
LOUISVILLE,KY40207 		  PUBLIC CHARITY GENERAL OPERATIONS 200

KET

560 COOPER DR
LEXINGTON,KY40502 		  PUBLIC CHARITY GENERAL OPERATIONS 2,000

LIFE LEARNING CENTER

20 W 18TH ST
COVINGTON,KY41011 		  PUBLIC CHARITY GENERAL OPERATIONS 1,000

LIGHTHOUSE YOUTH & FAMILY SERVICES

401 E MCMILLAN ST
CINCINNATI,OH45206 		  PUBLIC CHARITY GENERAL OPERATIONS 1,000

LITTLE BROTHERS FRIENDS OF THE ELDERLY

5530 COLERAIN AVE
CINCINNATI,OH45239 		  PUBLIC CHARITY GENERAL OPERATIONS 1,000

LUPUS FOUNDATION OF AMERICA

2121 K ST NW - STE 200
WASHINGTON,DC20037 		  PUBLIC CHARITY GENERAL OPERATIONS 300

MADISON AVENUE CHRISTIAN CHURCH

1530 MADISON AVE
COVINGTON,KY41011 		  PUBLIC CHARITY GENERAL OPERATIONS 1,000

MAKE A WISH OH KY & IN

2545 FARMERS DRIVE SUITE 300
COLUMBUS,OH43235 		  PUBLIC CHARITY GENERAL OPERATIONS 1,000

MARCH OF DIMES

1550 CRYSTAL DR - STE 1300
ARLINGTON,VA22202 		  PUBLIC CHARITY GENERAL OPERATIONS 500

MARINE CORPS HERITAGE FOUNDTN

1775 SEMPER FIDELIA WAY
TRIANGLE,VA22172 		  PUBLIC CHARITY GENERAL OPERATIONS 500

MARINE TOYS FOR TOTS FOUNDATION

18251 QUANTICO GATEWAY DR
TRIANGLE,VA221721776 		  PUBLIC CHARITY GENERAL OPERATIONS 2,000

MARY ROSE MISSION

272 MAIN ST
FLORENCE,KY41042 		  PUBLIC CHARITY GENERAL OPERATIONS 3,000

MASTER PROVISIONS

7725 FOUNDATION DR
FLORENCE,KY41042 		  PUBLIC CHARITY GENERAL OPERATIONS 2,000

MATTHEW 25MINISTRIES

11060 KENWOOD RD
CINCINNATI,OH45242 		  PUBLIC CHARITY GENERAL OPERATIONS 5,000

MEALS ON WHEELS SW OH & NKY

2091 RADCLIFF DR
CINCINNATI,OH45204 		  PUBLIC CHARITY GENERAL OPERATIONS 2,000

MERCY CORPS

PO BOX 37800
BOONE,IA500374800 		  PUBLIC CHARITY GENERAL OPERATIONS 1,000

MERCY MONTESSORI

2335 GRANDVIEW AVE
CINCINNATI,OH45206 		  PUBLIC CHARITY GENERAL OPERATIONS 500

MERCY SHIPS

PO BOX 1930
GARDEN VALLEY,TX75771 		  PUBLIC CHARITY GENERAL OPERATIONS 1,000

MIAMI UNIVERSITY

725 E CHESTNUT ST
OXFORD,OH45056 		  PUBLIC CHARITY GENERAL OPERATIONS 1,000

MICHAEL J FOX FOUNDATION

PO BOX 4777 GRAND CNTRL STN
NEW YORK,NY101634777 		  PUBLIC CHARITY GENERAL OPERATIONS 500

NATL ALLIANCE ON MENTAL ILLNESS

PO BOX 49104
BALTIMORE,MD21297 		  PUBLIC CHARITY GENERAL OPERATIONS 200

NATL AUDUBON SOCIETY

225 VARICK ST 7TH FLOOR
NEW YORK,NY10014 		  PUBLIC CHARITY GENERAL OPERATIONS 500

NATL BREAST CANCER COALITION

2001 L STREET NW SUITE 500 PMB50111
WASHINGTON,DC20036 		  PUBLIC CHARITY GENERAL OPERATIONS 500

NATL FOUNDATION FOR CANCER RESEARCH

5515 SECURITY LANE SUITE 1105
ROCKVILLE,MD20852 		  PUBLIC CHARITY GENERAL OPERATIONS 500

NATL PARK FOUNDATION

1500 K STREET NW SUITE 700
WASHINGTON,DC20005 		  PUBLIC CHARITY GENERAL OPERATIONS 500

NATL PARKS CONSERVATION ASSOC

777 6TH ST NW SUITE 700
WASHINGTON,DC20001 		  PUBLIC CHARITY GENERAL OPERATIONS 300

NATL TRUST FOR HISTORIC PRESERVATION

600 14TH STREET NW SUITE 500
WASHINGTON,DC20005 		  PUBLIC CHARITY GENERAL OPERATIONS 300

NATL WILDLIFE FEDERATION

11100 WILDLIFE CENTER DR
RESTON,VA20190 		  PUBLIC CHARITY GENERAL OPERATIONS 300

NATURE CONSERVANCY

114 WOODLAND AVE
LEXINGTON,KY40502 		  PUBLIC CHARITY GENERAL OPERATIONS 300

NEEDIEST KIDS OF ALL

PO BOX 636666
CINCINNATI,OH452636666 		  PUBLIC CHARITY GENERAL OPERATIONS 5,000

NEW DAY RANCH

14838 ROSENSTIEL RD
VERONA,KY41092 		  PUBLIC CHARITY GENERAL OPERATIONS 200

NEW HOPE CENTER

228 THOMAS MORE PKWY
CRESTVIEW HILLS,KY41017 		  PUBLIC CHARITY GENERAL OPERATIONS 200

NEW PERCEPTIONS INC

ONE SPERTI DR
EDGEWOOD,KY41017 		  PUBLIC CHARITY GENERAL OPERATIONS 300

NEWPATH (ST JOSEPH ORPHANAGE)

5400 EDALBERT DR
CINCINNATI,OH45239 		  PUBLIC CHARITY GENERAL OPERATIONS 500

NEWPORT HS ALUMNI & ASSOCIATES

C/O JORINE COMBS 3648 TAMBER RIDGE
DR
COVINGTON,KY41015 		  PUBLIC CHARITY GENERAL OPERATIONS 1,000

NORTHERN KENTUCKY UNIVERSITY

5320 CAMPUS DR AC 239
HIGHLAND HGHTS,KY41099 		  PUBLIC CHARITY GENERAL OPERATIONS 1,000

ONE WAY FARM CHILDREN'S HOME

6131 E RIVER RD
FAIRFIELD,OH45018 		  PUBLIC CHARITY GENERAL OPERATIONS 2,000

OPERATION SMILE

PO BOX 758588
TOPEKA,KS66675 		  PUBLIC CHARITY GENERAL OPERATIONS 1,000

OSTO GROUP

3500 45TH ST STE 16A
WEST PALM BEACH,FL33407 		  PUBLIC CHARITY GENERAL OPERATIONS 500

OUR DAILY BREAD

1730 RACE ST
CINCINNATI,OH45202 		  PUBLIC CHARITY GENERAL OPERATIONS 3,000

OUR LORD CHRIST THE KING CHURCH

3223 LINWOOD AVE
CINCINNATI,OH45226 		  PUBLIC CHARITY GENERAL OPERATIONS 1,000

PARALYZED VETERANS OF AMERICA

1875 EYE ST NW SUITE 1100
WASHINGTON,DC200065421 		  PUBLIC CHARITY GENERAL OPERATIONS 1,000

PARISH KITCHEN

PO BOX 1234
COVINGTON,KY41012 		  PUBLIC CHARITY GENERAL OPERATIONS 2,000

PARKINSON'S FOUNDATION

200 SE 1ST ST - STE 800
MIAMI,FL33131 		  PUBLIC CHARITY GENERAL OPERATIONS 1,000

POINT ARC OF NORTHERN KENTUCKY

104 WEST PIKE ST
COVINGTON,KY41011 		  PUBLIC CHARITY GENERAL OPERATIONS 1,000

POTTER'S RANCH

5194 BEAVER RD
UNION,KY41091 		  PUBLIC CHARITY GENERAL OPERATIONS 500

PRESBYTERIAN CHURCH OF WYOMING

225 WYOMING AVE
CINCINNATI,OH45215 		  PUBLIC CHARITY GENERAL OPERATIONS 300

PRINCE OF PEACE LUTHERAN CHURCH

PO BOX 881
CINCINNATI,OH45201 		  PUBLIC CHARITY GENERAL OPERATIONS 300

PROSTATE CANCER FOUNDATION

1250 FOURTH ST
SANTA MONICA,CA90401 		  PUBLIC CHARITY GENERAL OPERATIONS 300

QUEEN CITY KITCHEN

PO BOX 6045
CINCINNATI,OH45206 		  PUBLIC CHARITY GENERAL OPERATIONS 2,000

RED CLOUD INDIAN SCHOOL

100 MISSION DR
PINE RIDGE,SD57770 		  PUBLIC CHARITY GENERAL OPERATIONS 1,000

REDWOOD SCHOOL

71 ORPHANAGE RD
FT MITCHELL,KY41017 		  PUBLIC CHARITY GENERAL OPERATIONS 3,000

RICHWOOD PRESBYTERIAN CHURCH

1070 RICHWOOD RD
WALTON,KY41094 		  PUBLIC CHARITY GENERAL OPERATIONS 2,000

ROSE GARDEN CENTER FOR HOPE & HEALING

2020 MADISON AVENUE
COVINGTON,KY41014 		  PUBLIC CHARITY GENERAL OPERATIONS 400

SALVATION ARMY

120 EAST CENTRAL PARKWAY
CINCINNATI,OH45202 		  PUBLIC CHARITY GENERAL OPERATIONS 10,000

SANTA MARIA COMMUNITY SERVICES

617 STEINER AVE
CINCINNATI,OH45204 		  PUBLIC CHARITY GENERAL OPERATIONS 1,000

SCHOOL FOR CREATIVE & PERFORMING ARTS

108 WEST CENTRAL PARKWAY
CINCINNATI,OH45202 		  PUBLIC CHARITY GENERAL OPERATIONS 500

SHELTERHOUSE

PO BOX 643924
CINCINNATI,OH452643924 		  PUBLIC CHARITY GENERAL OPERATIONS 2,000

SHELTERHOUSE FOR MEN

PO BOX 643924
CINCINNATI,OH452643924 		  PUBLIC CHARITY GENERAL OPERATIONS 1,000

SHRINERS HOSPITALS FOR CHILDREN

ATTN PROCESSING CENTER PO BOX
947765
ATLANTA,GA30394 		  PUBLIC CHARITY GENERAL OPERATIONS 1,000

SIERRA CLUB FOUNDATION

2101 WEBSTER ST STE 1250
OAKLAND,CA94612 		  PUBLIC CHARITY GENERAL OPERATIONS 300

SMILE TRAIN

PO BOX 96231
WASHINGTON,DC20090 		  PUBLIC CHARITY GENERAL OPERATIONS 1,000

SOARING EAGLE

922 WYOMING AVE PO DRAWER 879
BILLINGS,MT59101 		  PUBLIC CHARITY GENERAL OPERATIONS 500

SPCA-SOC FOR PRVNTN OF CRLTY TO ANMLS

11900 CONREY RD
CINCINNATI,OH45249 		  PUBLIC CHARITY GENERAL OPERATIONS 500

SPECIAL OLYMPICS KENTUCKY

105 LAKEVIEW CT
FRANKFORT,KY40601 		  PUBLIC CHARITY GENERAL OPERATIONS 1,000

SPECIAL OLYMPICS OHIO

921 EASTWIND DR SUITE 120
WESTERVILLE,OH43081 		  PUBLIC CHARITY GENERAL OPERATIONS 1,000

ST BERNARD FOOD PANTRY

401 BERRY ST
DAYTON,KY41074 		  PUBLIC CHARITY GENERAL OPERATIONS 5,000

ST CHARLES COMMUNITY DEVELOPMENT OFFICE

600 FARRELL DR
COVINGTON,KY41011 		  PUBLIC CHARITY GENERAL OPERATIONS 500

ST ELIZABETH FDTN CO HOSPICE PROGRAMS

1 MEDICAL VILLAGE DRIVE
EDGEWOOD,KY41017 		  PUBLIC CHARITY GENERAL OPERATIONS 2,000

ST ELIZABETH FOUNDATION

1 MEDICAL VILLAGE DR
EDGEWOOD,KY41017 		  PUBLIC CHARITY GENERAL OPERATIONS 3,000

ST JOHN'S UNITED CHURCH OF CHRIST

415 PARK AVE
NEWPORT,KY41071 		  PUBLIC CHARITY GENERAL OPERATIONS 10,000

ST JOSEPH ACADEMY

48 NEEDMORE ST
WALTON,KY41094 		  PUBLIC CHARITY GENERAL OPERATIONS 500

ST JUDE CHILDREN'S RESEARCH HOSP

501 ST JUDE PLACE
MEMPHIS,TN38105 		  PUBLIC CHARITY GENERAL OPERATIONS 2,000

ST PAUL'S OUTREACH MINISTRIES

7 COURT PLACE
NEWPORT,KY41071 		  PUBLIC CHARITY GENERAL OPERATIONS 500

ST RITA SCHOOL FOR THE DEAF

1720 GLENDALE MILFORD RD
CINCINNATI,OH45215 		  PUBLIC CHARITY GENERAL OPERATIONS 500

ST VINCENT DE PAUL NO KY

2655 CRESCENT SPRINGS RD
COVINGTON,KY41017 		  PUBLIC CHARITY GENERAL OPERATIONS 2,000

STEPPING STONES

5650 GIVEN RD
CINCINNATI,OH45243 		  PUBLIC CHARITY GENERAL OPERATIONS 500

STRATEGIES TO END HOMELESSNESS

2368 VICTORY PARKWAY - STE 600
CINCINNATI,OH45206 		  PUBLIC CHARITY GENERAL OPERATIONS 2,000

SUSAN G KOMEN

13770 NOEL ROAD SUITE 801889
DALLAS,TX75380 		  PUBLIC CHARITY GENERAL OPERATIONS 200

TALBERT HOUSE

2600 VICTORY PARKWAY
CINCINNATI,OH45206 		  PUBLIC CHARITY GENERAL OPERATIONS 5,000

TENDER MERCIES INC

27 W 12TH ST
CINCINNATI,OH45202 		  PUBLIC CHARITY GENERAL OPERATIONS 800

THE ION CENTER (FORMERLY WOMEN'S CRISIS CTR)

835 MADISON AVE
COVINGTON,KY41011 		  PUBLIC CHARITY GENERAL OPERATIONS 1,000

THE ROTARY FOUNDATION POLIOPLUS FUND

14280 COLLECTIONS CENTER DR
CHICAGO,IL60693 		  PUBLIC CHARITY GENERAL OPERATIONS 500

TUNNEL TO TOWERS FOUNDATION

2361 HYLAN BOULEVARD
STATEN ISLAND,NY19176 		  PUBLIC CHARITY GENERAL OPERATIONS 1,000

UC FOUNDATION SUNFLOWER REV IT UP FOR PARKINSON'S

PO BOX 19970
CINCINNATI,OH45219 		  PUBLIC CHARITY GENERAL OPERATIONS 1,500

UC HEALTH FOUNDATION

3200 BURNET AVENUE
CINCINNATI,OH45229 		  PUBLIC CHARITY GENERAL OPERATIONS 500

UNC-CHAPEL HILL ARMY ROTC GIFT FUND (104559)

523 E FRANKLIN ST
CHAPEL HILL,NC27514 		  PUBLIC CHARITY GENERAL OPERATIONS 300

UNITED WAY OF GREATER CINTI

PO BOX 632840
CINCINNATI,OH452632840 		  PUBLIC CHARITY GENERAL OPERATIONS 5,000

UNIVERSITY OF THE CUMBERLANDS

6191 COLLEGE STATION DR
WILLIAMSBURG,KY40769 		  PUBLIC CHARITY GENERAL OPERATIONS 500

VENT HAVEN

33 WEST MAPLE AVE
FT MITCHELL,KY41011 		  PUBLIC CHARITY GENERAL OPERATIONS 300

VFW NATIONAL HEADQUARTERS

406 W 34TH STREET
KANSAS CITY,MO64111 		  PUBLIC CHARITY GENERAL OPERATIONS 500

VIETNAM VETERANS OF AMERICA

8719 COLESVILLE RD - STE 100
SILVER SPRING,MD20910 		  PUBLIC CHARITY GENERAL OPERATIONS 500

VILLA MADONNA ACADEMY

2500 AMSTERDAM RD
VILLA HILLS,KY41017 		  PUBLIC CHARITY GENERAL OPERATIONS 10,000

VOLUNTEERS OF AMERICA OH & IN

1780 EAST BROAD STREET
COLUMBUS,OH43203 		  PUBLIC CHARITY GENERAL OPERATIONS 600

WELCOME HOUSE OF NORTHERN KY

1132 GREENUP ST
COVINGTON,KY41011 		  PUBLIC CHARITY GENERAL OPERATIONS 1,000

WOOD HUDSON CANCER RESEARCH

931 ISABELLA ST
NEWPORT,KY41071 		  PUBLIC CHARITY GENERAL OPERATIONS 500

WORLD WILDLIFE FOUNDATION

1250 TWENTY-FOURTH ST NW PO BOX
97180
WASHINGTON,DC200907180 		  PUBLIC CHARITY GENERAL OPERATIONS 300

WOUNDED WARRIER PROJECT

PO BOX 758516
TOPEKA,KS666758516 		  PUBLIC CHARITY GENERAL OPERATIONS 300

YMCA CAMP ERNST

7615 CAMP ERNST RD
BURLINGTON,KY41005 		  PUBLIC CHARITY GENERAL OPERATIONS 50,000
Total .................................right arrow 3a 301,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
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 ........... 		    14 443  
4 Dividends and interest from securities ....     14 180,132  
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 ............ 		    18 516,637  
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) .. 0 697,212 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
697,212
(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 (2023)
Form 990-PF (2023)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 DistributionFromCorpusElection
Name:
GEORGE AND MARY JO BUDIG FAMILY
 
FOUNDATION C/O GEORGE J BUDIG
EIN:
35-2389585
Election:
TREATMENT OF QUALIFYING DISTRIBUTIONS ELECTIONUNDER INTERNAL REVENUE CODE SECTION 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE NON OPERATING PRIVATE FOUNDATION ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF IMMEDIATELY PRECEEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF: CORPUS

TY 2023 InvestmentsCorpStockSchedule
Name:
GEORGE AND MARY JO BUDIG FAMILY
 
FOUNDATION C/O GEORGE J BUDIG
EIN:
35-2389585
Name of Stock End of Year Book Value End of Year Fair Market Value
CORPORATE STOCK 4,200,357 4,200,357

TY 2023 OtherDecreasesSchedule
Name:
GEORGE AND MARY JO BUDIG FAMILY
 
FOUNDATION C/O GEORGE J BUDIG
EIN:
35-2389585
Description Amount
UNREALIZED GAINS/LOSSES 904,909


TY 2023 OtherExpensesSchedule
Name:
GEORGE AND MARY JO BUDIG FAMILY
 
FOUNDATION C/O GEORGE J BUDIG
EIN:
35-2389585
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK CHARGES 2 2   0


TY 2023 OtherProfessionalFeesSchedule
Name:
GEORGE AND MARY JO BUDIG FAMILY
 
FOUNDATION C/O GEORGE J BUDIG
EIN:
35-2389585
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 21,160 21,160   0


TY 2023 TaxesSchedule
Name:
GEORGE AND MARY JO BUDIG FAMILY
 
FOUNDATION C/O GEORGE J BUDIG
EIN:
35-2389585
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 189 189   0