W 0 "n 'rM Form 990-PF Return of Private Foundation oMSNo.16 2 or Section 4947(a)(1) Nonexempt Charitable Trust ==an of:* m F Treated as a Private Foundation 2007 °° Note : The foundation may be able to use a copy of this retum to satisfy state reporting requirements. For calendar year 2007 , or tax year beginning OCT 1, 2007 , and ending SEP 30, 2008 n (thane ill th2t 2nnht * F__1 Initbi rofi,m F-1 CIn21 noh , m r__1 AmnndwA mh,m F-1 AAdmee nMenne rY__1 n,....e ti........ Use the IRS Name of foundation A Employer Identification number label. he Butler Foundation Otherwise , ka Robert M. Butler Memorial Foundation 31-0981683 print Number and street (or P.O. box number If mail Is not deWeisd to street address) I omfeulte B Telephone number ortypa • P.O. Box 75020 859-292-5500 See Specific Instructions ' City or town , state. and ZIP code C It exemption application is pending, d,ecX here ... OH 45275 Cinc innati , D 1- Foreign organizations , check here H Check type of organization : Section 501 ( c)(3) exempt private foundation 2. e„ "g,ti"1O °"! ,• Section 4947 (a )( 1 ) nonexem pt charitable trust 0 Other taxable p rivate foundation E If i f i pr vate oundat on status was terminated I Fair market value of all assets at end of year J Accounting method : ® Cash Q Accrual under section 507 ( b)(1)(A). check here E (from Port II, col. (c), line 16) Q Other (specify) F the fo undation is Ina ion t 11111. $ 4 10 67 9 4 e (Pan 1, column (co must be on cash basis.) B) chec k h h ere ere . . . . . ion 507 ( b )( 1 u under se section ) , check Analysis of Revenue and Expenses ( e) Revenue and ( b Net investment 1 (c) Adjusted net d ch bes Mw total or amounts In columns rol, (d. and (d) may not nermsarty equal the amounts In column (4) expenses per books Income Income ^ pu for Oss,, b"e on ly) 1 Contributions , gifts, grants , etc., received ..,...... 1 2 43 5 0 0 . >,i 3 k; '"`' ,''• ` k '° . )?~ Lle I Sd B 2C +n`€ 'z.o-` ► heck s a&*n S notm mdloat th a In=3 env and temvor.rr 10 10 Y 3 ........................................ . . .' 4 Dividends and Interest from securities .............. 134 , 041. 134 , 041. 5a Gross rents ................... ..................... . ..., +r. ,,ter r € a €' b Net rental Income or doss) ^: ., p :`}S.. {Y. ,^:f i}` f •r`} 5X .<; ,t qg : g:E•' '•}SS` 3 i r . %f:vft LF. { 3 ':- ^ {"i>+ `'i<+^ \y}L ;^^ J} { , a `.• n } x • b p 6a Net gain or (loss) from sale of assts not on line 10 form) Gross s l s ride - 141 84 9 . . . r °'v r}' ° s n '•; ° y++ ` , n= a ^ ` MAI Wen ` 9 ae p b s onli ne so 3, 587, 896 }r f :\^i: , i } r , '{; N;r , i ^tih;v^4 , €^ r+ ` t x y a 1 7 Capital own net income (from Pert N, line T) ,^r +4 K 4.}A\ war ,i.;.^°S# „$',• }'#.+ o- ccr^i 0 • ti ,` J} ^t{ r is k : J ^,', `.;x.';: z d £ :8'' ire;„ ^i, ^ ^, 4 r> i^a 3^• ? V ^ i 8 Net short-term capital gain ;;^'s rw^ : " MEMO 911 HIM Income mo ca clip ...EIV D ........ N G ma • M1 f M }<,. {r te ` n7^eek! ra 111f 1Oa Nid }, k S:^r r .rr •, ,} 'vr'r `` .+',t ,F4 c^^ 4S}'p 4 3, irk v'{v {r{ i\i rr "Jk } t ^•{C^?j {K^O:{vV0 ,v: 4^• b case coat or a sad s^.,rn k z} rs ' 3a . V ' ?'atsFfi 'er: + ,:+}n •air. ¢-'>fS+ ti } tiC h " , 1 a Gross profit 1 ss) .................. 11 Other incom ... .................. ........ 276. 276. low 12 Total . Add ll es r 1 L..1....... 1 235 978. 134 , 327. +A4v,,, 13 compensation to 0 . 0. 0. 14 Other employee salaries and wages .................. 16 Pension plans , employee benefits ................. 16a Legal fees .................................................. b Accounting fees .......................................... c Other professional fees ................................ 17 Interest .................................................... 18 Taxes ................... ........ ... tm.... ••.• 11 , 491. 11 , 491. 0 19 De p reciation and de p letion + }` 20 Occupancy ........................ ................... 21 Travel , conferences , and meetings ............. V 22 Printing and publications ...... ................... 23 Other expenses ................. Stm.... .... 32 , 241. 30 , 431. 1 , 810. 24 Total operating and administrative expenses . Add lines 13 through 23 43 , 732 . 41 , 922. 1 , 810 . 25 Contributions , gifts, grants paid .................... 319 5 4 2 319 , 542 . 26 Total expenses and disbursements. Add lines 24 and 25 ................................ 363 274. 41 , 922. 321 352. 27 Subtract line 26 from line 12: r ( i €'v }¢Y{ {T :.# v%'?#'+v R'Cri + Y <}4 h n}, + * }+ + Fi `f+i 14 &" J } ^}rv },#.}„ln}{n ^^ ^ ` 'v + },+}( y •Y^S.. ,rft`+ ^;l^, dF,^^ ^rj+wl}^rv.^ti^{NC'^'^.^ v^,^` L S/l ¢3 ^ 4tir \ OY 4$^i`ryr f f ^( `O \3C 6 B,^^N^JTi^^.}:ysh;+^}IVn ±'n} ^( ^C 7 04 87 2 + {, y 'r +rx } •,%r.".'}t ^ ^ z f o l } , ` ' i'}"3` }' ^} ^ \ `'y . `' % " } `^`` a Fps of revenue over expenses and disbursements Gn , { , ,^ , @, r a;} 3 ry + + ; } s r3+ i + • V b NetInvestment Income Gtnecw° enter -0-). .. My r + •4Y•fr .. ^,¢i}! Q}+nr r '$r +., 2 05. r ,. w.^ }}i ^[S^^r \^ . '- 'qzr., z,,, , u}3 {}+, .-{ x, 3u1,}v} >r i. ¢,4p+i J•4J o•+,^a ,. o f e Ad j usted net Income O f n"sdv% enter -0-. ;t ;fi }n h' ` x '% `.€'. +'s+r #`+' }+. }> } N/A LHA For Privacy Act and Paperwork Reduction Act Notice , see the instructions . Form 990-PF (2007) 723501 02.20.06 1 11490211 797470 3000 2007.07000 The Butler Foundation fka R 3000 1
Transcript
W
0"n'rM
Form 990-PF Return of Private Foundation oMSNo.16 2or Section 4947(a)(1) Nonexempt Charitable Trust
==anof:* m F Treated as a Private Foundation
2007°° Note : The foundation may be able to use a copy of this retum to satisfy state reporting requirements.For calendar year 2007 , or tax year beginning OCT 1, 2007 , and ending SEP 30, 2008n (thane ill th2t 2nnht * F__1 Initbi rofi,m F-1 CIn21 noh ,m r__1 AmnndwA mh,m F-1 AAdmee nMenne rY__1 n,....e ti........
Use the IRS Name of foundation A Employer Identification number
label. he Butler FoundationOtherwise , ka Robert M. Butler Memorial Foundation 31-0981683
print Number and street (or P.O. box number If mail Is not deWeisd to street address) I omfeulte B Telephone numberortypa • P.O. Box 75020 859-292-5500
See SpecificInstructions
'
City or town , state. and ZIP code C It exemption application is pending, d,ecX here ...OH 45275Cincinnati , D 1- Foreign organizations , check here
H Check type of organization : Section 501 (c)(3) exempt private foundation 2. e„ "g,ti"1O °"! ,•
Section 4947 (a )( 1 ) nonexempt charitable trust 0 Other taxable p rivate foundation E If i f ipr vate oundat on status was terminatedI Fair market value of all assets at end of year J Accounting method : ® Cash Q Accrual under section 507(b)(1)(A). check here E(from Port II, col. (c), line 16) Q Other (specify) F the foundation is Ina iont11111. $ 4 10 6 7 9 4 e (Pan 1, column (co must be on cash basis.)
B) checkhhereere
.
...
.ion507 (b)( 1
uunder
sesection ) , check
Analysis of Revenue and Expenses (e) Revenue and ( b Net investment1 (c) Adjusted net dch besMw total or amounts In columns rol, (d. and (d) may notnermsarty equal the amounts In column (4) expenses per books Income Income
16 Total assets (to be coby all filers ................................ 3 , 604 , 284. 4 476 988. 4 106 794.17 Accounts payable and accrued expenses ...... "" :` ` i Ate? L
C Foundations that do not follow SFAS 117 , check here ►LL and complete lines 27 through 31.
27 Capital stock , trust principal , or current funds ................................. 0. 0.
28 Paid-In or capital surplus , or land , bldg., and equipment fund ........... 0. 0. J , \\
29 Retained earnings, accumulated Income , endowment , or other funds ... 3 , 6 0 4 2 8 4. 4 , 476 , 988.Z 30 Total net assets or fund balances .... •.. 3 , 604 , 284. 4 4,7,6- f 988.
f
31 Total liabilities and net assets/fu nd balances .......................... 3 , 604 , 284. 1 4 476 988. , •; 4 f i.^ z
ffl 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 30
(must agree with end-of-year figure reported on prior year's return) .... ...... .......................... ............... ...............
2 Enter amount from Part I, line 27a ............................„_.......................... ...... ...............................................
3 Other Increases not Included In line 2 (itemize) ►4 Add lines 1, 2, and 3 ............ ......... ......................................................................... .................................
5 Decreases not Included in line 2 (itemize) ►6 Total net assets or fund balances at end of year (line 4 minus line 5) -Part II, column (b), line 30 .......... .... .....
3,604.284.872,704.
0.4,476,988.
0.4,476,988.
Form 990-PF (2007)723511o2-20-08
211490211 797470 3000 2007.07000 The Butler Foundation fka R 3000 1
The Butler FoundationForm 990-PF (2007) fka Robert M. Butler Memorial Foundation 31-0981683 Page310er#.N 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 acquiredP - PurchaseD - Donation
( c) Date acquired(mo., day, yr.)
( d) Date sold(mo ., day, yr.)
is Charles Schwab-Schedule attached Pb Charles Schwab-Schedule attached Pe Capital Gains Dividendsde
eComplete only for assets showing gain in column (h) and owned by the foundation on 12/31 /69 (I) Gains (Col. (h) gain minus
(I) F.M.V . as of 12/31/69(j) Adjusted basisas of 12/31 /69
(k) Excess of col. (I)over col . (1), If any
col. (k), but not less than -0-) orLosses (from col. (h))
a -59 , 932.b -128 , 439.C 46 , 522.de
2 Capital gain net income or (net capital loss)If ain , also enter in Part I, Une 7If ?loss ), enter -0- in Part I, line 7 ................... 2 -141 849 .
3 Net short-term capital gain or (loss ) as defined In sections 1222 (5) and (6):I gain , also enter in Part I, line 8 , column (c)If (loss ) , enter -0- In Part I , line 8 ... ......... ...................... ........ ... ......... .. .... .11 3 /A
}+ yj utuainicatlon unuer ,ection 4`J4V(e) Tor Fieaucea iax on Net investment income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net Investment Income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period ? ...... ........ ...... ...... ....... ....... ED Yes OX No
if 'Yes "the foundation does not quality under section 4940(e). Do not complete this part.I Enter the aooroorlate amount in each column for each vear see Instructions before making any entries.
e oBase prid yearsCalendar year or tax year be innin in
( b)Adjusted qualifying distributions(0
Net value of noncharitable-use assetsDistributlon ratio
2 Total of One 1 , column (d) ........................................................................ ...................................................... 2 .3769703 Average distribution ratio for the 5-year base period - divide the total on line 2 by 5 , or by the number of years
the foundation has been in existence if less than 5 years .............................................................. ......... .......... 3 .075394
4 Enter the net value of noncharitable -use assets for 2007 from Part X , fine 5 ........ ................ ................ .... .......... 4 3 , 842 , 177.
5 Multiply line 4 by line 3 ................................................................................................................... ........... 5 289 , 677 .
6 Enter 1% of net Investment Income (1% of Part I , line 27b ) ........................... .............. ........................ ........... 6 92 4 .
8 Enter qualifying distributions from Part XII, line 4 ....................................... ............... .......... ......... ...... 8 321 , 352 .
If line 8 Is equal to or greater than line 7, check the box In Part VI, line 1b, and complete that part using a 1% tax rate.See the Part VI Instructions.
723521,Q -20^08 Form 990-PF (2007)3
11490211 797470 3000 2007.07000 The Butler Foundation fka R 3000 1
The Butler FoundationForm990-PF 2007) fka Robert M. ButlerIPt! $14 Excise Tax Based on Investment Income
31-098168or 4948 - see Inst
1a Exempt operating foundations described In section 4940(d)(2), check here ► (J and enter NIA" on line 1.
Date of ruling letter. (attach copy of ruling letter It necessarysee Instructions) s. , ^ s tir : Yfb Domestic foundations that meet the section 4940( e) requirements In Part V, check here ►® and enter 1% 1 924.
of Part I, line 27b .............................................................................................................. ......$ ' •.ti^rx f
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12 , col. (b) r^ ^2 '^^
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)................ ......... 2 0.
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. ........ ........................... ... 5 924.
6 Credits/Payments: w' as K `+n au Q ti:
204- -4a 2007 estimated tax payments and 2006 overpayment credited to 2007 6a 1 4 4 0 . ';;y;VV......................
b Exempt foreign organizations - tax withheld at source 6b AN -o Tax paid with application for extension of time to file (Form 8868)..........•....• ............. 6cd Backup withholding erroneously withhold 8d
7 Total credits and payments. Add lines 6a through 6d ............................................................................................. 7 1 , 440.
8 Enter any penalty for underpayment of estimated tax. Check here 0 if Form 2220 is attached ..................................... 8
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed ........................................................ ► 9
10 Overpayment . If line 7 Is more than the total of lines 5 and 8, enter the amount overpaid .... ... ....... ► 10 516.
11 Enter the amount of tine 10 to be: Credited to 2008 estimated tax► 516. Refunded ► 1 0 .
1 a During the tax year, did the foundation attempt to Influence any national, state, or local legislation or did It participate or Intervene in
any political campalgn ? ............................................................................................................. ..........................................
b Did it spend more than $100 during the year (either directly or indirectly ) for political purposes (see Instructions for definition )? ...............
If the answer Is 'Yes" to I a or 1 b, attach a detailed descilptlon 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? ..................................................................................................................
d Enter the amount ( if any) of tax on political expenditures (section 4955) imposed during the year.
(1) On the foundation . ► $ 0 . (2) On foundation managers. ► $ 0
e Enter the reimbursement ( if any) paid by the foundation during the year for political expenditure tax Imposed on foundation
managers. ► $ 0.
2 Has the foundation engaged In any activities that have not previously been reported to the IRS? ........... .•.....•...... • •... .
If "Yes," attach a detailed descilptlon 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 ............................ ........... ............ ...
4a Did the foundation have unrelated business gross Income of $1,000 or more during the year? .......................... .........................
b It Yes: has it filed a tax return on Form 990-T for this year? ........................................................................................... N../A...
5 Was there a liquidation , termination , dissolution , or substantial contraction during the year? ..................................................................
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? ....................................................................................................................................
7 Did the foundation have at least $5,000 In assets at any time during the year? ...............................................................................
If 'Yes," complete Part ll, col. (4), and Part XV.
Be Enter the states to which the foundation reports or with which it Is registered (see Instructions) ►OH
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 ................................................... ........
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 2007 or the taxable year beginning in 2007 (see instructions for Part XIV)? if 'Yes," complete Part XIV ...........................
02 za-ce
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Form 990-PF (2007)
411490211 797470 3000 2007.07000 The Butler Foundation fka R 3000 1
The Butler FoundationForm990-PF(2007) fka Robert M. Butler ial Foundation 31-0981683 Pages
11 a 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 ) ...... ......... ......... . .. .. . ... ....... .... ... ...................................................... 11a X
b if Yes; did the foundation have a binding written contract In effect on August 17, 2006 , covering the interest , rents, royalties, and
annuities described In the attachment for tine 11a? N 11b
12 Did the foundation acquire a direct or indirect Interest In any applicable Insurance contract? ......... . .... .............. .. .............. .... 12 X
13 Did the foundation comply with the public inspection requirements for Its annual returns and exemption application? ............................ 13 X
16 Section 4947(a)(1) nonexempt charitable trusts tiling Form 990-PF in lieu of Form 1041 - Check here .......................................... ............... ►Qand Antar the amount of tax-exempt interest received or accrued durino the near ---- _______ ► 1 16 I N/A
).P V168-A Statements Regarding Activities for Which Form 4720 May Be RequiredFile Form 4720 if any item is checked In the °Yes" column, unless an exception applies.
1 a 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? ................................... ..... (J Yes ® No
(2) Borrow money from , lend money to, or otherwise extend credit to ( or accept it from)
a disqualified person? ................................. ................................................................. .... 0 Yes No
(3) Furnish goods , services , or facilities to (or accept them from) a disqualified person? ..................... ...... .. O Yu ®No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ...................... ........ ... ® Yes 0 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 )? ................................................................................... .... El Yes ® 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 .) ............................................. ....... ..... 0 Yes ® No
b If any answer is'Yes ' to ta(t)-(6 ), did any of the acts fall to qualify under the exceptions described In Regulations
section 53.4941 (d)-3 or In a current notice regarding disaster assistance (see page 22 of the instructions )? ......... .................................
Organizations relying on a current notice regarding disaster assistance check here .......................................... ..................... 0
c Did the foundation engage In a prior year in any of the acts described in la, other than excepted acts , that were not corrected
before the first day of the tax year beginning In 2007? ................................................................................. ..................................
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( )( 3) or 4942()(5)):
a At the end of tax year 2007 , did the foundation have any undistributed Income (lines 6d and Be , Part Xlii ) for tax year ( s) beginning
if Yes; list the years ►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? ( N applying section 4942(a)(2) to all years listed , answer "No' and attach
statement - see Instructions .) .. ......................................................... ........................................................................ N/A...
o If the provisions of section 4942(a)(2) are being applied to any of the years listed In 2a, list the years here.
► ,
3a Did the foundation hold more than a 2% direct or indirect Interest In any business enterprise at any time
during the year? .................................................................................................................................... 0 Yes ® No
b If Yes; did it have excess business holdings in 2007 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 N the foundation had excess business holdings in 2007.) .................................................. NIA...
4a Did the foundation Invest during the year any amount in a manner that would jeopardize Its charitable purposes? ...................................
b Did the foundation make any Investment In a prior year (but after December 31, 1969) that could jeopardize Its charitable purpose that
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Form 990-PF (2007)
72954102-20-M5
11490211 797470 3000 2007.07000 The Butler Foundation fka R 3000
The Butler Foundationfka Robert M. Butler ation 31-0981683
ba During the year did the foundation pay or Incur any amount to:
(1) Carry on propaganda, or otherwise attempt to Influence legislation (section 4945(e))? .................. ... ... . . 0 Yes [XI No
(2) Influence the outcome of any specific public election (see section 4955 ); or to carry on, directly or Indirectly,
any voter registration drive? ............................................................................................................. . El Yes [X] No
(3) Provide a grant to an individual for travel , study, or other similar purposes ? ............................................ .. . [] Yea ® No
(4) Provide a grant to an organization other than a charitable , etc., organization described in section
509(a )( 1), (2), or (3), or section 4940(d)(2)? .................................................................................. .. El Yes ® No
(5) Provide for any purpose other than religious , charitable , scientific, literary, or educational purposes, or for
b If any answer is Yes' to 5a ( 1)-(5), did any of the transactions fall to quality under the exceptions described in Regulations
section 53 .4945 or In a current notice regarding disaster assistance (see Instructions )? ...... .. .............. ....... .... ..........Organizations relying on a current notice regarding disaster assistance check here ............................................. .................. p0
e It the answer is 'Yes' to question 5a(4), does the foundation claim exemption from the tax because it maintained
expenditure responsibility for the grant? ..................... .......................................................... /A ..... .. [l Yes 0 No
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? .......................................................................... ................................ .. 0 Yes ® No
b Did the foundation , during the year , pay premiums , directly or Indirectly, on a personal benefit contract? .............. .............................
If you answered 'Yes' to 6b, also file Form 8870.
7a At any time during the tax year , was the foundation a party to a prohibited tax shelter transaction? ........................ .. 0 Yes ® No
X
PaidEmployeesandcars, ctorstors, Trustees, Foundation Managers, Highly
I List all officers. directors. trustees . foundation managers and their compensation.
(a) Name and address(b) Title, and average
hours per week devotedto position
(c) Compensation( it not paid ,enter -0-)
( connmueoroeooie m°
(e) Expenseaccount, otherallowances
See Statement 7 0. 0. 0.
9 C mmnAne5tinn of flu& hInhAct-nail AmninVAAC rnthnt than tMef5A Included nn line 11 IT nnnA enter "NONE."
(a) Name and address of each employee paid more than $50,000(b) Title and average
1^ours per weekdevoted to position
(c) CompensationM b
;m Dente(e)Ex^Anse
account, otherallowances
None
Total number of other employees paid over $50,000 ....... ............................... ......... ........................................ 100. I UForm 990-PF (2007)
723e5102-20.08
611490211 797470 3000 2007.07000 The Butler Foundation fka R 3000 1
The Butler FoundationForm 990-PF (2007) fka Robert M. Butler Memorial Foundation 31-0981683 Page7P II Information About Officers , Directors, Trustees, Foundation Managers , Highly
Paid Employees, and Contractors (continued
3 Five highest-paid independent contractors for professional services. 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 recelvin over $50 ,000 for p rofessional services ... . ..... ........... ......... 10. 1 0
t t'ac't ix.ALa ,ummary oT uirect t.narriaoie Activities
List the foundation' s four largest direct charitable activities during the tax year. Include relevant statistical information such as thenumber of organizations and other beneficiaries served, conferences convened , research papers produced, etc. Expenses
t N/A
2
3
4
t Pert IX..B I Ri immarv of Prnnram-RaIntarl Invectmaante
Describe the two largest program-related Investments made by the foundation during the tax year on lines t and 2. Amount
1 N/A
2
All other program-related Investments. See Instructions.
711490211 797470 3000 2007.07000 The Butler Foundation fka R 3000 1
The Butler FoundationForm 990•PF(2007) fka Robert M. Butler Memorial Foundation 31-0981683 Page8
j 4X 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: SAWa Average monthly fair market value of securities .. .................... .................................................................... 1 a 3 , 802 , 531.b Average of monthly cash balances ....................................................... ................................................... lb 98 , 156.
c Fair market value of all other assets .......... .............................................................................................. 10
d Total (add lines 1a , b, and c) ................................................................. ................................... ........ 1d 3 , 900 , 687.a Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation ) ............................................................... 1e 0.
2 Acquisition indebtedness applicable to line I assets ........................................................................... 2 0.
3 Subtract line 2 from line id ............................................................................... ................................... 3 3 , 900 , 687.4 Cash deemed held for charitable activities. Enter 1 1 /2% of line 3 (for greater amount, see Instructions ) ............... .... 4 58 , 510.5 Net value of noncharitable -use assets . Subtract line 4 from line 3 . Enter here and on Part V, line 4 ........................... 5 3 , 842 , 177.6 Minimum Investment return . Enter 5% of line 5 .. ... .......... .... .. ..... .. ............ . ...... ...... ........ 8 192 , 109.
Distributable Amount (see instructions) (Section 4942 (1)(3) and (j)(5) private operating foundations and certainforeign organizations check here ► and do not complete this part.)
1 Minimum investment return from Part X, line 6 .................................................... .................................... 1 19 2, 109.2a Tax on Investment Income for 2007 from Part VI, line 5 ............................. 2a 924 .
b Income tax for 2007 . (This does not Include the tax from Part VI.
c Add lines 2a and 2b ............................................................................................................................... 2c 924.
3 Distributable amount before adjustments . Subtract One 2c from line 1 ................................ ............................ 3 191 , 185.
4 Recoveries of amounts treated as qualifying distributions ................................................................................... 4 0.
6 Deduction from distributable amount (see Instructions ) ..................................................................... .......... 8 0.7 Distributable amount as adjusted . Subtract line 6 from One 5. Enter here and on Part XIII, line 1 185
a Expenses, contributions , gifts, etc . - total from Part 1, column (d). One 26 ................................................................ 1a 321 , 352.
b Program-related Investments - total from Part IX-8 ............
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: Wa Suitability test (prior IRS approval required ) ..... ............................... ............................ .............................. 3a
b Cash distribution test (attach the required schedule ) ........................... .......................................................... 3b
4 Qualifying distributions . Add lines 1a through 3b. Enter here and on Part V , line 8, and Part XIII, line 4 ......................... 4 321 , 352.
6 Foundations that qualify under section 4940(e) for the reduced rate of tax on net Investment
Income . Enter 1 % of Part 1, One 27b .................................................................................................................. 5 924.
6 Adjusted qualifying distributions . Subtract line 5 from line 4 .............................................................................. 6 320 , 428.
Note: The amount on fine 6 will be used In Part V, column (b), In subsequent years when calculating whether the foundation qualifies for the section4940(e) n3ductfon of tax In those years.
Form 990-PF (2007)
72357102-20-o8
811490211 797470 3000 2007.07000 The Butler Foundation fka R 3000 1
The Butler FoundationForm 990-PF (2007) fka Robert M. Butler Memorial Foundation 31-0981683 Page9
Undistributed Income (see instructions)
(t) (b) (c) (d)Corpus Years prior to 2006 2006 2007
1 Distributable amount for 2007 from Part XI , Y4 rti^^< K "M 'g11 JK,r +,,.\" t•: ', ^i<'f ;,+i , ?- ,' `` ..far. L.r i,r^, , 4 ^
K4` ♦ ti `y S'34, ``,^ \ +line 7 ... 191 185 .......................................... .2 Und thbuted Ifleon If any, as of the Intl O} 2008: `s#.''"` ``"F++ , ^n\, a r,\ 4^C,. `t^?R " x?4t` n1:.`F`.,`^.`'+`..^`,^'a,^xa;t;Y'., `,^K•, , \SC?3L ^`,4+ ;•`
..
,.o,^ Ci., +. vS< qtr; s}3 ,+c?; }',b,,. + ^{r t,.^^ yt, ,x tt,• { k< ,w* „^ vrv: hY^ir L^r `34` CrJr^`i • ,} r t+ , ` ^ Ca Enter amount for 2006 only „ ,... . . r+ x" "^ +•
C?;}5F•fb Total for p rior ears : Y +`.^k,:^? a' i+ `^`,L,< Y,:"`^ ` ? Lr;v+ ,4 ,ti a4 b 3}C,^ y+. , `.` 2` ^w^R
f.Sa .Lti 1, \h^k\ , TV }^ {YnM1;b„ , ,+.3
;tiy• a`^ .4,: ,',+^` 4 •^,t Q 4i a
8 Excess distributi 0ns carry u €$ ,w, s k< ♦ +, +, ?3 ,: ..r C,a:q• t,. r. $,{^^ ;+ e^• , `,4,r^4
`, , + `+^, ` x#+:,, }.,
,,',Y€
\ f, 4\+ \vSL^y N.fK r ,{ ,,.+yover, N any. to 2007 : v 4, t: `4?. ` ^, w y 4\.'., .`.?; } , 2 , ` r.• 4,\ t
• k^ =v£ + 3 t ^;4 f as *a „a. a ''YxCt^ ^ `£a Applied to 2006 , but not more than line 2a •., _-`` ^«.f K,r+ ;v ^ ^`+ ;va{tr :': ^^4w^;: 0 ^~:^, ,,a A,^+`:;; ;^,,<' + fh. +krn ^t S :, <, i}R `, >. 2++v ti<' • ^4 } ,, •3/J
bApplied to undistributed Income of prior fn u. ^ ,rrrsr%,+ ?:S rp vf ' f^ f' ,nc, v:-Cr•S t 1,i^S,^^ L, w 3,}\`4+=b"r^{'C'V,vy.^i s.#'C' +.+K` - \ ? }
years (Election required - see Instructions ) ,,. 0 •^r r S a. K•, d ,,+}^ , L^.,t, ^vn`°, #fF, x+,{\',. ,u
c Treated as distributions out of corpus wS{:;+rs:
(Election required - see Instructions) ........ri{rr , ; f. ^ . -
4+o', : %. , , "o`'t 2 dt''+>`#>v r ', Skri-r,<
"Ate 191 185d Applied to 2007 distributable amount ......... •
e Remaining amount distributed out of corpus 13 0 16 7 >f "c ;`° ;r k x a`"" " a;r x "hI %y` ; r*,? f:a`7 a:-}s
5 Exam dlstrlbutbns canywx applied to 2007 0 4` c? `> t4 %f gay , max, + € ` ,Lw3s' f w; r : "r
Of an amount eppeara In column (d% the sane ernount c r a Sv % at ++ )• r,:yv, t.t + c ;4r + • - " „? , , ,y „' ,rt }, 3,$r^ aS, u ^v 4 +^t^,^ ,;^r
ITWft be fhdlMn In CO{LLrt111 (y.) Kv r' f:, `^+} Y^ ^^``^,,,`-"aJ aw t' ^LS.CL^^^r^,, ray vKr: ` ,r ry r.r / {}yam:::, r iJ A. A*..^`6t}, .+. 2R `}v,},i, x ,?+;`rxs ` `^ C' t'+<, :,, ^^' ,+,..,^Ry9 ^^^•r''2;k` h^•:r r+. i',{,+^`++,^».
h.
K ,2 Fr^•••IM
8 Enter the nettota l of each column ^' "s"' f ?4$> w >' °'` ' +?t` x;^ <;S`' ` ^h' rs z^ g^; < 4yq`w^. +ys yQ?r2.^y° ^KL3r;,K+: a'<x`G,^^.+``^`,`` ,L• `'^,^"^^r,f'`' ,'^^^x'^k,,.:, pf`'^', }} \~•, ^y^i '^^'^
„nv.\:x4 ;'3 S n',^`+r <2, -€ ` ?:+^{x }h i.`} A^"E,n Coipw Add Ones 9t 44 and 4e. eubftd One a .... 557 . 046. r Kx „ ^ c '%f c a n a, 'n , 4 A f Kcs , %
Prior pawyears ' undistributed Income . Subtract ♦+^^
line 4b from Ilne 2b .. ,...., 0
c Enter the amount of prior years ' ` `.f <•-h iw ' x %'^ > ^ fix; "; r'`i.` ;Uce of r'{` ^ '?+ Krr ^r, t^•^`a^{^'^A , #K'.f,;r ^' y+Hm:undist ributed Income for which a no "
deficiency has been Issued , or on wh ich :^n`Q^,•^ t vJ `J , ;` , / `,$'. ` +'4^,i^^ \'vi,:
the section 4942 (a ) tax has been p revious ly `s`' ;$' `' y^•r^4^. `.. L
/Q-ti>^,^5•'i3 "-f >4,^'+,Ni'f ^f(^f•;J`
c,,srw ;assessed 0 . €./i ?„¢r ,.;`£:?} 3SN r { iTS „ < y
If Subtract line 6c from line 6b . Taxablext J s^su a {0 . J t • -- :;+? ♦ 4 ,, , ramount - see Instructions ^-$ .J, IM0
e UndisMbuted Income for 2006 . Subtract One
4a from line 2a. Taxable amount - see Instr . ,,, "'`tax •`' 2^ V a r : +(€; Mrri 0 • , ?
f Undistributed Income for 2007 . Subtractr;% #'<C :.}.,, r. frk vi `,."„', ;SM ' Y;€' '' )'x 3,,k+,`n. Y•tt.$
lines 4d and 5 from line 1. This amount must a- :, ^•> ' ,^ K ^♦.,. ^i:fm^+^"< ''y;;<G2 r,4;3.'h^^'') ^` {r^5^ r ^%^^^k3`'^rt.c.$".
a+.....'}'r f ,,.vd'
:^r^r' ,Ft^t`+4r>, v :` , F tf.. q
r'ffr^nFCrr`^'',''r•; rr•d.; E ♦?...bebe distributed in 2008 ; f , „' ,f, r< ,1' `'n \<}, ry}' ' { f, if r/
i r:#n+ 4`{„{• {<y' y, K4, ^C' K,
f:•+y ;{\t K 4 { ^'^+4 rt7 Amounts treated as distributions out of F <,^ # £
,..F,'+-•t ^`` , i.3'ft fo-x.c
corpus to satisfy requirements imposed by $r' k ', 'ff ` }'tc+ max%<i ^f r^ §r:+t`.t;`r ^,>^ fjr'r f,t + n• ^' x4`9 tC1U \ \.^ G' n3`f
Y i V S^.,+ YKit 44v: 4`t ^c.f
section 170(b)( 1)(F) or t
8 Excess distributions carryover from 2002 A;^a`.}. fS:,,rf,<r+f„ ,; M zr %;^V„+i^;;i^. z+^J^,,,^>;K^. X•^^r; r% z' ^^''`r,yi#
•<f: _ ` z,; ,,r%v' ::} r>` f f; t ?::r+`t^rFysM! ": r' ^< rs.not applied on One 5 or line 7 I'M
................... 36 , 809 .
9 Excess distributions carryover to 2008 . '% ""°N""f'i " ,{ ^' v'x" ;{^•. ` ''€ `' r, 4 ^ t+f-4 {' f ` r KJ , ,;r r,:Y> '^ . \ar trS. ,^'e"x'.z>r",. 3 frti.r ,,'l O, t 4:
Subtract lines l and 8 from line 6a ........... 520 , 237 . ; }'r'"I + > s a `4 t r` ^ h
K ,. ,x:- ' '.t,r'`J"<'^'S'+':,4," "'}.` ',<.•F•^ f'r"'"`.` ' `+L ,k: °` had^° {`s10 Ana lys is of line 9 . r ++ `•tr M•r f € " v4
z*t r r r rJ
Excess
f'E 9 O a r ,^j',„,r S {R \ r ?r`a,+x+ - , , },♦ af^ r r ;y,. #, { ,i%rrr$$ r,+#J ,cast ,^L, ^ 4 $ L;j , +Z
+ {^ 3:' ^ { ^rK w {^rrrr ,r r r rrr, ' r f^ €€ s r ' k,•. +<43 , 191 • va from 2003 . ? f K r r c`r^ r' ,y•. 5+tEK< 4 i. G} ` + , .: $ v, 4 \, & "r +f n+,+^r ,yr^ ^{ a
hExcessfrom2004 ... 161 095 a4F: :rh,. {^+Yx2
L'^`+'4+4 \`bt' '^oEt t..>^w_roffCMW{^F^'h`^ r3$
^ ^+•^;,•:,^. €:^s#^ ^,t„ ^}{K+ ,+^;;+..,+r t,.,+^, t ""tf ` ,^ ; e^^t,,,^, ^^` ^ '` `,y.+ ` , s
rY^r, f, r lr , \'' y+} ` + ir, rr,: ^r`,.r,., , ,• „,2..:2•♦ '^j^'' l` ',`,E.,+„^..d ?,:i^" r Ft`,^4+yrc Excess from 2005 . 84 , 415. . 'r fiL , { i r r x, ? j} a , ir;' "f : r, V'^,', • <^ .>, , <f*` C• , ,{^ },r
Excess from 2'< `rT4,,: ,r 4 „ :,?.3 43 3;' ',,,. f r ,+,')'. ♦ 4S3 +cri i' ,If 006 .
K:
101 369 t,N Mh,,`` # f> #.', ## k v` .ku ,<4 ^`Gta "+fi r ,4 `.cam ;°: #: aw , , + „' / h`tr `R
rrS ", ft :t +p^ 4t.>: : r { . w: ;:€: , f NJr%,-' ;.:^+; + ;%a Excess from 2007 . . 1 130 , 167 if %
Form 990-PF (2007)72.681Oil-40.08
911490211 797470 3000 2007.07000 The Butler Foundation fka R 3000 1
The Butler FoundationForm990-PF 2007 fka Robert M. Butler Memorial Foundation 31-0981683 PageloWWI Private Operating Foundations (see instructions and Part VII •A, question 9) N /A
1 a if the foundation has received a ruling or determination letter that 4 is a private operating
foundation , and the ruling is effective for 2007, enter the date of the ruling ................
b Check box to Indicate whether the foundation Is a p rivate o eratin foundation described
2 a Enter the lesser of the adjusted net Tax year
Income from Part I or the minimum (a) 2007 (b) 2006
Investment return from Part X for
each year listed ...........................
b 85% of One 2a ...........................
o Qualifying distributions from Part XII,
line 4 for each year listed .............
d Amounts Included In line 2c not
used directly for act ive 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 .................
............ pop
Prior
(2) Value of assets qualifyingunder section 4942(j)(3)(8)(1)
b'Endowment' alternative test - enter213 of minimum Investment returnshown in Part X , line 6 for each yearlisted ......................................
c 'Support' alternative test - enter:
(1) Total support other than grossInvestment Income (Interest,dividends , rents , payments onsecurities loans (section512(a)(5)), or royalties ) .........
(2) and5 orfmoreexemptpublkorganizations as provided Insection 49420)(3)(B)(lii) ..... ..
(3) Largest amount of support from
an exempt organization .......... .
2004 1 (e) Total
P. `XM Supplementary Information (Complete this part only if the foundation had $5,000 or more in assetsat any time during the year-see the instructions.)
1 Information Regarding Foundation Managers:
a List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation before the close of any taxyear (but only If they have contributed more than $5,000). (See section 507(d)(2).)
Noneb List 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.
None2 Information Regarding Contribution , Grant, Gi t, Loan, scholarship, etc., Programs:
Check here 01 0 If the foundation only makes contributions to preselected charitable organizations and does not accept unsolicited requests for funds. Ifthe foundation makes gifts , grants , etc. (see instructions ) to Individuals or organizations under other conditions , complete Items 2a , b, c, and d.
e The name, address, and telephone number of the person to whom applications should be addressed:
See Statement 8b The form In which applications should be submitted and information and materials they should include:
c Any submission deadlines:
d Any restrictions or limitations on awards, such as by geographical areas, charitable fields , kinds of institutions, or other factors:
n3so1nx:-2o-oa Form 990-PF (2007)10
11490211 797470 3000 2007.07000 The Butler Foundation fka R 3000 1
The Butler FoundationForm 990-PF (2007 ) fka Robert M. Butler Memorial Foundation 31-0981683 Pa allPit CV Supplementary Information (continued)
Grants and Contributions Paid Durin the Year or Approved for Future Pa ent
Recipient If recipient Is an individual,show any relationship to Foundation Purpose of g rant or
Name and address (home or business) any foundation manager status of contribution Amountor substantial contributor recipient
rE 3I Relationship of Activities to the Accomplishment of Exempt Purposes
Line No .y
Explain below how each activity for which Income Is reported In column (e) of Part XVI-A contributed Importantly to the accomplishment ofthe foundation ' s exempt purposes ( other than by providing funds for such purposes).
02-20-08 Form 990-PF (2007)12
11490211 797470 3000 2007.07000 The Butler Foundation fka R 3000 1
The Butler FoundationForm 99D-PF (2007) fka Robert M. Butler Memorial Foundation 31-0981683 Pa e131 P?IHII; Information Regarding Transfers To and Transactions and Relationships With Noncharitable
Exempt Oraanizations
1 Did the organization directly or indirectly engage In any of the following with any other organization described In section 501(c) of Ye
the Code (other than section 501 jc)(3) organizations ) or in section 527, relating to political organizations?
a Transfers from the reporting foundation to a noncharitable exempt organization of .;,X„(1) Cash ........................... ........................... .......................................... .............................. .................. ....... la ( l )
(2) Other assets .............................................................................................
b Other transactions:
(1) Sales of assets to a noncharitabie exempt organization ..................................... ......................................................... 1 b 1
(2) Purchases of assets from a noncharitable exempt organization .......................... ... ................. .............. ................ 1b(2 )
(3) Rental of facilities, equipment, or other assets ............ ......... .
(6) Performance of services or membership or fundraising solicitations ................... ................ ........................................ 1 6
c Sharing of facilities, equipment, mailing lists, other assets, or paid employees .. .......... . ............. ... ......... . ..... .... ... ........... 1e
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
( a) Name of organization (b) Type of organization ( c) Description of relationship
N/A
Under penalties of perjury , I declare that I h#e coed this return , including accompanying schedules and statements , and to the best of my knowledge and belief, It Is true, ^t,and complete. Daelaration of pro an taxpayer o uc ry) Is based Information of IM, nrhas any knowledge .
Signature of officer ortrustee
= Preparers°D signature
a am Fi„'sure(ory= Cro rwath LLP4) to 11sclfla,4 9600 nsboro Road, S
add^ess , mdZiPcode Louisville , Kentucky 4'
723502-20-08
11490211 797470 30-00 2007.07000
No-MMR
XX
XXXXXXX
2a Is the foundation directly or Indirectly affiliated with, or related to, one or more tax-exempt organizations described
In section 501(c) of the Code (other than section 501(c)(3)) or In section 527? .................... ..... .............. ....... ................ 0 Yes ® Noh If 'Voe' nmmnlato the fniinwinn arharl,do
Schedule B I Schedule of Contributors(Form 990, 990-EZ,or 990-PF) Supplementary Information foroepu inert of an Trmury line 1 of Form 990, 990-EZ, and 990-PF (see Instructions)Intbmal Revenue SeMcs
Name of organization
The Butler Foundationfka Robert M. Butler Memorial Foundat
Organization type (check one):
Filers of Section:
Form 990 or 990-EL [] 501 (c)( ) (enter number) organization
0 4947(a)(1) nonexempt charitable trust not treated as a private foundation
0 527 political organization
Form 990•PF ® 501(c)(3) exempt private foundation
0 4947(a)(1) nonexempt charitable trust treated as a private foundation
0 501(c)(3) taxable private foundation
OMB No. 1545.0047
2007Employer Identification number
31-0981683
Check if your organization Is covered by the General Rule or a Special Rule. (Note: Only a section 501(c)(7), (8), or (10) organization can check boxesfor both the General Rule and a Special Rule-see Instructions.)
General Rule-
For organizations filing Form 990, 990-EZ, or 990-PF that received, during the year, $5,000 or more (in money or property) from anyonecontributor. (Complete Parts I and II.)
Special Rules-
For a section 501(c)(3) organization filing Form 990, or Form 990-EZ, that met the 33113% support test of the regulations undersections 509(a)(1)/170(b)(1)(A)(vi), and received from any one contributor, during the year, a contribution of the greater of $5,000 or 2%of the amount on line 1 of these forms. (Complete Parts I and II.)
Q For a section 501 (c)(7),(8), or (10) organization filing Form 990 , or Form 990-EZ, that received from any one contributor , during the year,aggregate contributions or bequests of more than $1,000 for use exclusively for religious , charitable , scientific , literary , or educationalpurposes, or the prevention of cruelty to children or animals . (Complete Parts I , II, and III.)
For a section 501(c)(7), (8), or (10) organization filing Form 990, or Form 990-EZ, that received from any one contributor, during the year,
some contributions for use exclusively for religious, charitable , etc., purposes, but these contributions did not aggregate to more than
$1,000 . (if this box is checked , enter here the total contributions that were received during the year for an exclusively religious,charitable , etc., purpose. Do not complete any of the Parts unless the General Rule applies to this organization because It receivednonexclusively religious , charitable , etc., contributions of $5,000 or more during the year.) .......................... ► $
Caution: Organizations that are not covered by the General Rule and/or the Special Rules do not file Schedule B (Form 990, 990-E2; or990-PF), butthey must check the box In the heading of their Form 990, Form 990-EZ or on line 2 of their Form 990-PF, to certify that they do not meet the filingrequirements of Schedule B (Form 990, 990-EZ or 990-PF).
LHA For Paperwork Reduction Act Notice, see the Instructions Schedule B (Form 990, 990-EZ, or 990-PF) (2007)for Form 990, Form 990-EZ, and Form 990-PF.
723451 12-27-M
1411490211 797470 3000 2007.07000 The Butler Foundation fka R 3000 1
Schedule B (Form 990.99O or 990-PF) (2067) 1 of 2 of Part 1
Name of organization Employer Identification numberThe Butler Foundationfka Robert M. Butler Memorial Foundation 31-0981683
jh Contributors (See Specific Instructions.)
(a)
No.
(b)
Name, address , and LP + 4(c)
Aggregate contributions(CO
Type of contribution
1 Commonwealth Hotels, Inc. Person EXI
P.O. Box 75020 a _ 24,000 .
Payroll
Noncash Q
Cincinnati, OH 45275(Complete Part II if thereis a noncash contribution.)
(a)No.
(b)
Name, address , and ZIP + 4(c)
A re ate contributions(CO
Type of contribution
2 Corporex Companies, LLC Person
P.O. Box 75020 $ 1,180!000 .
Payroll
Noncash Q
Cincinnati, OH 45275(Complete Part II If thereIs anoncashcontribution.)
(a)
No.
(b)
Name, address, and ZIP + 4(c)
A regate contributions(d)
Type of contribution
3 Corporex Development & Construction Person
P. O. Box 7 5 0 2 0 $ 12,000.Payroll
Noneash Q
Cincinnati, OH 45275(Complete Part II If thereIs a noncash contribution.)
(a)No.
(b)Name, address, and ZIP + 4
(c)
Aggregate contributions(CO
Type of contribution
4 CPX Commercial Development, LLC Person
P.O. Box 75020 $ 12,000.Payroll
Noncash
Cincinnati, OH 45275(Complete Part II If thereIs a noncash contribution.)
(a)No.
(b)Name, address and ZIP + 4
(c)Ag re ate contributions
(COType of contribution
5 Five Seasons Country Clubs, LLC Person
P.O. Box 75020 $ 121000.PayrollNo«Cash
Cincinnati, OH 4 5 2 7 5(Complete Part II If thereis a noncash contribution)
(a)No.
(b)Name, address, and ZIP + 4
(c)Aggregate contributions
(COType of contribution
6 Sandra and Marty Butler Person 1XI
$ 1,000.Payroll QNoncash Q
Covington, KY 41011(Complete Part 11 if thereIs a noncash contribution.)
,,.,." 12.27-o, Schedule B (Form 990. 990-EZ. or 990-PF) (2007)
1511490211 797470 3000 2007.07000 The Butler Foundation fka R 3000 1
schedule a (Form 990. ego- EZ, or 9so-PF) 2 of 2 of Fart i
Name of organization Employer Identification numberThe Butler Foundationfka Robert M. Butler Memorial Foundation 31-0981683
Contributors (See Specific Instructions.)
(a)No.
(b)Name, address, and ZIP + 4
(c)A regate contributions
(d)Type of contribution
7 Bob and Dell Ann Sathe Person
$ 2,500.PayrollNoncash
Cincinnati, OH 45275(Complete Part II If thereIsanonc:ashcontribution.)
(a)No.
(b)Name, address, and ZIP + 4
(c)Ag ate contributions
(d)Type of contribution
Person
$
Payroll
Noncash
(Complete Part II if thereis a noncash contribution.)
(a)No.
(b)Name, address, and ZIP + 4
(o)Aggregate contributions
(d)Type of contribution
Person
$
Payroll
Noncash
(Complete Part II If thereis a nonc ash contribution.)
(a)No.
(b)Name, address, and ZIP + 4
(c)Aggregate contributions
(d)Type of contribution
Person
$
Payroll Q
Noncash
(Complete Part II if thereIs a noncash contribution.)
(a)No.
(b)Name, address, and ZIP + 4
(c)A re ate contributions
411Type of contribution
Person
$
Payroll Q
Noncash
(Complete Part II If thereIs a noncash contribution.)
(a)No.
(b)Name, address, and ZIP + 4
(c)Aggregate contributions
(d)Type of contribution
Person
$
Payroll Q
Noncash []
(Complete Part II If thereis a noncash contribution.)
721W11 12-27-07 Schedule B (Form 990.990-EZ. or 990 -PF) (2007)
1611490211 797470 3000 2007.07000 The Butler Foundation fka R 3000 1
The Butler Foundation fka Robert M. Butl 31-0981683
Form 990-PF Gain or (Loss ) from Sale of Assets Statement 1
(a) Manner DateDescription of Property Acquired Acquired Date Sold
Charles Schwab-Schedule attached Purchased
(b) (c) (d) (e) (f)Gross Cost or Expense of
Sales Price Other Basis Sale Deprec. Gain or Loss
1,426,038. 1,485,970. 0. 0. -59,932.
(a)Description of Property
Charles Schwab-Schedule attached
(b) (C)Gross Cost or
Sales Price Other Basis
2,115,336. 2,243,775. 0. 0. -128,439.
Capital Gains Dividends from Part IV 46,522.
Total to Form 990-PF, Part I, line 6a -141,849.
Form 990-PF Interest on Savings and Temporary Cash Investments Statement 2
Source
US Bank
Total to Form 990-PF, Part I, line 3, Column A
Manner DateAcquired Acquired Date Sold
rurcnasea
(d) (e) (f)Expense of
Sale Deprec. Gain or Loss
Amount
10.
10.
17 Statement(s) 1, 2
11490211 797470 3000 2007.07000 The Butler Foundation fka R 3000 1
The Butler Foundation fka Robert M. Butl 31-0981683
Form 990-PF Dividends and Interest from Securities Statement 3
Source
Charles SchwabCharles Schwab
Total to Fm 990-PF, Part I, In 4
Capital Gains Column (A)Gross Amount Dividends Amount
1,915. 0. 1,915.178,648. 46,522. 132,126.
180,563. 46,522. 134,041.
Form 990-PF Other Income Statement 4
Description
Securities litigation settlement
Total to Form 990 -PF, Part I, line 11 276.
(C)Adjusted
Net Income
276.
276.
Form 990-PF Taxes Statement 5
(a) (b) (C) (d)Expenses Net Invest- Adjusted Charitable
Description Per Books ment Income Net Income Purposes
Federal excise tax 11,491. 11,491. 0.
To Form 990-PF, Pg 1, In 18 11,491. 11,491. 0.
Form 990-PF Other Expenses Statement 6
(a) (b) (C) (d)Expenses Net Invest- Adjusted Charitable
Description Per Books ment Income Net Income Purposes
91763796 Oppenheimer International Bond Fu 10/31/2007 08/11/2008 91.604 601.84 578.94 -22.90 -22.9091763796 Oppenheimer International Bond Fu 11/30/2007 08/11/2008 95.201 630.23 601.67 -28,56 -28.5691763796 Oppenheimer International Bond Fu 01/31/2008 08/11/2008 93.261 611.79 589.41 .22.38 -22.3891763796 Oppenheimer International Bond Fu 02/15/2008 08/11/2008 1,107.281 7,208.40 6,998.02 -210.38 -210.3891763796 Oppenheimer International Bond Fu 02/29/2008 08/11/2008 104.374 698.26 659.64 -38.62 -38.6291763796 Oppenheimer International Bond Fu 03/06/2008 08/11/2008 238.838 1,607.38 1,509.46 .97.92 -97.9291763796 Oppenheimer International Bond Fu 03/07/2008 08/11/2008 28,837.792 193,789.96 182,254.84 -11,535.12 -11,535.1291763796 Oppenheimer International Bond Fu 03/31/2008 08/11/2008 185.956 1,255.20 1,175.24 -79.96 -79.9691763796 Oppenheimer International Bond Fu 04/23/2008 08/11/2008 3,880.597 26,000.00 24,525.37 -1,474.63 -1,474.6391763796 Oppenheimer International Bond Fu 04/30/2008 08/11/2008 223.956 1,484.83 1,415.40 .69.43 -69.4391763796 Oppenheimer International Bond Fu 05/09/2008 08/11/2008 4,286.634 28,463.25 27,091.53 .1,371.72 -1,371.7291763796 Oppenheimer International Bond Fu 05/30/2008 08/11/2008 268.748 1,760.30 1,698.49 -61,81 -61.81
Name of Corporation The Robert M. Butler Memorial Foundation
Charter Number 547374
Name of Officer Barbara Baumann Schaefer
Title Executive Director
q Please ahax It additional provisions atradled.
The above named Ohio corporation, does hereby certify that:
9 A meeting of the q shareholders 0 directors (norpvoet Doty
q members was duly called end held on July 29, 2008(Date)
at which meeting a quorum was present In person or by proxy, based upon the quorum present, an affirmativevote was cast which entitled them to exercise 100 % as the voting power of the corporation.
q In a writing signed by all of the q shareholders q directors (nonproatamended artld s ony)q members who would be entitled to the notice of a meeting or such other proportion not less than a majority as the
articles of regulations or bylaws permit.
Clause applies if amended box Is checked.
Resolved, that the following amended articles of incorporations be and the same are hereby adopted to supercedeand take the place of the existing articles of incorporation and all amendments thereto.
541 Page 1 of 2 Last Revised : May 2002
Page 2
ollowing Information must be completed If an amended box Is checked.dmenl box Is checked , complete the areas that apply.
The name of the corporation is: The Butler Foundation
The place in the State of Ohio where its principal ofilce Is located is In the City of.
(city. Wage or township ) (carry)
The purposes of the corporation are as follows:
The number of shares which the corporation Is authorized to have outstanding is:(Does not apply to box (2))
REQUIRED (^`i f 31 f oMust be authenticated _l4L
(signed) by an authorized Authorized Representative Daterepresentative
(See Instructions ) Barbara Baumann Schaefer(Print Name)Executive Director
