2013-10-10T14:18:12-05:00 2012-12-31 316063298 MELLOTT & MELLOTT PLL 312 ELM STREET - SUITE 1250 CINCINNATI OH 45202 990 2012-01-01 311441552 THE BEECHWOOD FOUNDATION BEEC 5133219294 2140 POGUE AVE CINCINNATI OH 45208 PATRICIA CLARK 5133219294 2013-10-03 1 GREGORY A DEYHLE P00341594 5132412940 2012 2016-02-25 16:41:14Z PATRICIA CLARK 2140 POGUE AVE CINCINNATI OH 45208 13689894 0 X N/A X 1995 OH TO SUPPORT BEECHWOOD HOME. 7 7 0 0 0 0 0 0 0 0 1053378 2648225 0 0 1053378 2648225 1938900 1979799 0 0 0 0 0 0 0 160483 153291 2099383 2133090 -1046005 515135 27777519 28579793 0 0 27777519 28579793 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 1979799 1979799 1814441 THE BEECHWOOD FOUNDATION IS A SUPPORTING ORGANIZATION OF BEECHWOOD HOME. THE BEECHWOOD FOUNDATION IS ORGANIZED AND OPERATED FOR THE BENEFIT OF BEECHWOOD HOME. 1979799 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 0 0 X 7 7 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 45208 X THOMAS L FINN 0.50 X 0 0 0 DAVID P OSBORN 0.50 X 0 0 0 GRANT V HESSER 0.50 X 0 0 0 RICHARD D OLIVER 0.50 X 0 0 0 JAMES VANCE 0.50 X 0 0 0 ADELE CRAFT 0.50 X 0 0 0 JOHN GOERING 0.50 X 0 0 0 0 0 0 0 0 0 0 0 833784 833784 12856110 11041669 1814441 1814441 1814441 2648225 1814441 0 833784 1979799 1979799 INVESTMENT FEES 153291 153291 2133090 1979799 153291 0 314139 354009 86121 70618 27377259 28155166 27777519 28579793 0 0 X 27777519 28579793 27777519 28579793 27777519 28579793 515135 287139 0 X X 1 X 0 1 0 X X 0 0 0 BEECHWOOD HOME 310537069 501(C)(3) 1 1 1 1979799 1 1979799 27777519 2935364 1979799 153291 28579793 28564396 1312506 1938900 160483 27777519 28283169 2612863 2172066 159570 28564396 25812641 4692850 2138540 83782 28283169 38976517 -10657622 2409508 96746 25812641 0 0 0 X DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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 2009. 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, 2012. 1 BEECHWOOD HOME 2140 POGUE AVENUE CINCINNATI OH 45208 310537069 501(C)(3) 1979799 FUND OPERATIONS OF BEECHWOOD HOME PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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 11 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. THE FINANCE COMMITTEE REVIEWS THE REVIEWED FINANCIAL STATEMENTS PRIOR TO ISSUANCE. BEECHWOOD HOME 2140 POGUE AVENUE CINCINNATI OH 452083234 310537069 TO CARE FOR PATIENTS 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 1979799