2017-10-09T09:51:35-05:00 2016-12-31 316063298 MELLOTT & MELLOTT PLL 312 WALNUT STREET - SUITE 2500 CINCINNATI OH 452024025 990 2016-01-01 311441552 THE BEECHWOOD FOUNDATION BEEC 5133219294 2140 POGUE AVE CINCINNATI OH 452083234 PATRICIA CLARK CEO 5133219294 2017-08-24 1 GREGORY A DEYHLE P00341594 5132412940 2017-08-24 209.173.128.218 2017-08-24 15:02:35 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 2016 2021-01-29 14:40:06Z PATRICIA CLARK 2140 POGUE AVE CINCINNATI OH 452083234 30235289 0 X N/A X 1995 OH TO SUPPORT BEECHWOOD HOME. 8 8 0 0 0 0 4368 2934 0 0 3594179 2174171 0 0 3598547 2177105 2027940 2084945 0 0 0 0 0 0 0 169617 165677 2197557 2250622 1400990 -73517 32220963 33156123 0 0 32220963 33156123 X THE BEECHWOOD FOUNDATION IS A SUPPORTING ORGANIZATION OF BEECHWOOD HOME. THE BEECHWOOD FOUNDATION IS ORGANIZED AND OPERATED FOR THE BENEFIT OF BEECHWOOD HOME. BEECHWOOD HOME IS A SECTION 501(C) PUBLIC ORGANIZATION CHARITY THAT WAS FORMED TO PROVIDE SHELTER, CARE, MEDICAL TREATMENT, AND PROTECTION FOR PERSONS WHO ARE AFFLICTED WITH INCURABLE DISEASES. 0 0 2084945 2084945 1297442 THE BEECHWOOD FOUNDATION IS A SUPPORTING ORGANIZATION OF BEECHWOOD HOME. THE BEECHWOOD FOUNDATION IS ORGANIZED AND OPERATED FOR THE BENEFIT OF BEECHWOOD HOME. 2084945 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 OH X BEECHWOOD HOME 5133219294 2140 POGUE AVE CINCINNATI OH 452083234 X SAMUEL E BORTZ TRUSTEE 0.50 X 0 0 0 DAVID P OSBORN TRUSTEE 0.50 X 0 0 0 ADELE CRAFT TRUSTEE 0.50 X 0 0 0 JAMES R GIBBS TRUSTEE 0.50 X 0 0 0 JOHN LAWRENCE TRUSTEE 0.50 X 0 0 0 JOHN GOERING TRUSTEE 0.50 X 0 0 0 TIMOTHY TOFT TRUSTEE 0.50 X 0 0 0 RICHARD D OLIVER PRESIDENT 0.50 X 0 0 0 0 0 0 0 0 0 0 0 2934 2934 876729 876729 29355626 28058184 1297442 1297442 1297442 2177105 1297442 0 876729 2084945 2084945 INVESTMENT FEES 165677 165677 2250622 2084945 165677 0 197066 100000 59558 59184 31964339 32996939 32220963 33156123 0 0 X 31723897 32656123 497066 500000 32220963 33156123 32220963 33156123 -73517 1008677 0 X X 1 X 0 1 0 X X 1 BEECHWOOD HOME 310537069 10 1 2084945 0 1 2084945 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 32220963 2934 3182848 2084945 165677 33156123 34882626 4368 -468474 2027940 169617 32220963 33810370 5782 3172880 1928892 177514 34882626 28579793 486916 6895894 1993488 158745 33810370 27777519 2935364 1979799 153291 28579793 0 0 0 X Part V, Line 4: The Home has a policy of appropriating for distribution each year 5 percent of its endowment fund's average fair value over the prior three years through the calendar year end preceding the year in which the distribution is planned. In establishing this policy, the Home considered the long term expected return on its endowment. Accordingly, over the long term, the Home expects the current spending policy to allow its endowment to grow at a rate that sufficiently satisfies the Homes ability to provide care to its residents at a consistent level indefinitely. This is consistent with the Home's objective to maintain the purchasing power of the endowment assets held in perpetuity or for a specified term as well as to provide additional real growth through new gifts and investment return. Part X, Line 2: The Foundation is exempt from income tax under Section 501(c)(3) of the Internal Revenue Code. Contributions to the Foundation qualify as charitable deductions. The Foundation has not entered into any transactions which would subject it to unrelated business income tax. The federal Return of Organizations Exempt From Income Tax for the Foundation is no longer subject to federal income tax examination by tax authorities for the years ending prior to 2013. In the normal course of business, however, the Foundation are subject to examination by various other taxing authorities. Although the outcome of tax audits is always uncertain, the Foundation believes that there is no significant unrecognized tax liabilities at December 31, 2016. 1 BEECHWOOD HOME 2140 POGUE AVENUE CINCINNATI OH 452083234 310537069 501(c)(3) 2084945 FUND OPERATIONS OF BEECHWOOD HOME Part I, Line 2: THE ORGANIZATION MONITORS THE USE OF THE GRANT FUNDS BY HAVING CONTROL OVER THE ELECTRONIC TRANSFER OF THE FUNDS FROM THE FOUNDATION TO BEECHWOOD HOME. Form 990, Part VI, Section B, line 11b THE CFO WILL E-MAIL A COPY OF THE FORM 990 TO THE FINANCE COMMITTEE TO REVIEW AND APPROVE. ONCE THE FINANCE COMMITTEE APPROVES THE FORM 990, THEY WILL INFORM THE CFO. THE CFO WILL THEN DISTRIBUTE THE FORM 990 TO THE BOARD OF TRUSTEE'S FOR THEIR REVIEW. THE CFO WILL THEN INFORM THE ACCOUNTING FIRM OF THE APPROVAL BY THE FINANCE COMMITTEE. Form 990, Part VI, Section C, line 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. Form 990, Part XII, Line 2c: THE FINANCE COMMITTEE REVIEWS THE REVIEWED FINANCIAL STATEMENTS PRIOR TO ISSUANCE. BEECHWOOD HOME 2140 POGUE AVENUE CINCINNATI OH 452083234 310537069 TO CARE FOR RESIDENTS WITH INCURABLE MEDICAL CONDITIONS. OH 501(c)(3) 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BEECHWOOD HOME B 2084945