EDWARD M WILSON FAMILY FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
EDWARD M WILSON FAMILY FOUNDATION (EIN 31-0976337)
Tax period
2013-10-01 to 2014-09-30
Filed
2015-01-12
IRS object ID
201530129349100153
Schema version
2013v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2015-01-12T07:48:21-06:00ReturnTs
Tax Period End2014-09-30TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2013-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN310976337EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EDWARD M WILSON FOUNDATION PNC BANK NABusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlWILSBusinessNameControlTxt
Phone4127625188PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 609AddressLine1
CityPITTSBURGHCity
StatePAState
ZIP Code152309738ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN ALRUTZPersonNm
Person TitleASSISTANT VICE PRESIDENTPersonTitleTxt
Phone4127625188PhoneNum
Signature2015-01-12SignatureDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$34,731,480FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$365InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$365InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$763,755DividendsRevAndExpnssAmt
Dividends Net Invst Incm$763,755DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,294,739NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$12,501,932GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,328,862CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$24OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$3,058,883TotalRevAndExpnssAmt
Total Net Invst Incm$3,092,982TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$188,396CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$90,698CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$97,698CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$95,009TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,416TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$164,950OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$164,944OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$448,355TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$92,114TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$262,642TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,410,750ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,410,750ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,859,105TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$92,114TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,673,392TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,199,778ExcessRevenueOverExpensesAmt
Net Investment Income$3,000,868NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$817,274SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,328,953SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,328,953SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$0USGovernmentObligationsBOYAmt
US Government Obligations EOY$1,477,201USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,612,440USGovtObligationsEOYFMVAmt
Corporate Stock BOY$1,069,605CorporateStockBOYAmt
Corporate Stock EOY$12,974,288CorporateStockEOYAmt
Corporate Stock EOYFMV$16,665,631CorporateStockEOYFMVAmt
Corporate Bonds BOY$0CorporateBondsBOYAmt
Corporate Bonds EOY$3,257,185CorporateBondsEOYAmt
Corporate Bonds EOYFMV$3,357,179CorporateBondsEOYFMVAmt
Other Investments BOY$25,736,053OtherInvestmentsBOYAmt
Other Investments EOY$10,219,238OtherInvestmentsEOYAmt
Other Investments EOYFMV$11,767,277OtherInvestmentsEOYFMVAmt
Total Assets BOY$27,622,932TotalAssetsBOYAmt
Total Assets EOY$29,256,865TotalAssetsEOYAmt
Total Assets EOYFMV$34,731,480TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$27,622,932CapitalStockBOYAmt
Capital Stock EOY$29,236,999CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$19,866RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$27,622,932TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$29,256,865TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$27,622,932TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$29,256,865TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$27,622,932TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,199,778ExcessRevenueOverExpensesAmt
Other Increases$434,155OtherIncreasesAmt
Subtotal$29,256,865SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$29,256,865TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
SALES OF PUBLICLY TRADED SECURITIES$12,399,678$10,173,094$2,226,584$2,226,584
CLASS ACTION SETTLEMENTS$24$24$24P
CAPITAL GAINS DIVIDENDS$102,254$102,254$102,254P
FieldValueIRS element (for citing)
Capital Gain Net Income$2,328,862CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,482,591AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$31,353,412NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.047286DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,474,631AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$29,821,435NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.049449DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,344,591AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$29,768,538NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.045168DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,228,919AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$27,560,728NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.044589DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,688,971AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$24,707,667NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.068358DistributionYr5Rt
Total Distribution0.254850TotalDistributionRt
Average Distribution0.050970AverageDistributionRt
Net Vl Noncharitable Assets$33,760,410NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,720,768AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$30,009NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,750,777AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,673,392QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$60,017InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$60,017SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$60,017TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$56,290EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$56,290TotalPaymentsAndCreditsAmt
Tax Due$3,727TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateINOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressPNCSITES.COM/PNCFOUNDATION/CHARITABLE_TRUSTS.HTMLWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1PNC BANK NABusinessNameLine1
FieldValueIRS element (for citing)
Phone4127625188PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1620 LIBERTY AVENUEAddressLine1
CityPITTSBURGHCity
StatePAState
ZIP Code152222705ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PNC BANK NA
PO BOX 94651CLEVELANDOH441014651TRUSTEE36.00$181,396$0$0
DON A WOLF
11718 AUTUMN TREE DRFORT WAYNEIN46845DISTRIBUTION COMMITTEE MEM1.00$1,500$0$0
THOMAS QUIRK
7130 BLUE CREEK DRFORT WAYNEIN46804DISTRIBUTION COMMITTEE MEM1.00$1,500$0$0
THOMAS M SHOAFF
111 E WAYNE STE 800FORT WAYNEIN46802DISTRIBUTION COMMITTEE MEM1.00$1,000$0$0
JUDGE WILLIAM LEE
1607 DODGE AVENUEFORT WAYNEIN46805DISTRIBUTION COMMITTEE MEM1.00$1,500$0$0
JANET C CHRZAN
3734 SHINNECOCK COURTFORT WAYNEIN46814DISTRIBUTION COMMITTEE MEM1.00$1,500$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$34,274,528AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$34,274,528TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$34,274,528AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$514,118CashDeemedCharitableAmt
Net Vl Noncharitable Assets$33,760,410NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,688,021MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,688,021MinimumInvestmentReturnAmt
Tax Based On Investment Income$60,017TaxBasedOnInvestmentIncomeAmt
Total Tax$60,017TotalTaxAmt
Distributable Before Adj$1,628,004DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,628,004DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,628,004DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,673,392ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,673,392QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,673,392AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,628,004DistributableAsAdjustedAmt
Undistributed Income PY$1,405,216UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$1,673,392QualifyingDistributionsAmt
Applied To Year1$1,405,216AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$268,176AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$1,359,828UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonPNC CHARITABLE TRUST GRANT REVIEW CRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PNC BANK 249 FIFTH AVENUE 20THAddressLine1
Address Line2FLOORAddressLine2
CityPITTSBURGHCity
StatePAState
ZIP Code15222ZIPCode
FieldValueIRS element (for citing)
Recipient Phone2162223226RecipientPhoneNum
Form And Info And MaterialsSEE WEBSITE: WWW.PNCSITES.COM/PNCFOUNDATION/CHARITABLE_TRUSTS.HTML FOR CONTACT INFORMATION, APPLICATION, SUBMISSION GUIDELINES AND DEADLINES. ORGANIZATIONS INTERESTED IN SUBMITTING A GRANT PROPOSAL ARE URGED TO CONTACT THE CHARITABLE TRUST GRANT REVIEW COMMITTEE PRIOR TO SUBMITTING.FormAndInfoAndMaterialsTxt
Submission DeadlinesSEE WEBSITE: WWW.PNCSITES.COM/PNCFOUNDATION/CHARITABLE_TRUSTS.HTML FOR SPECIFIC INFORMATIONSubmissionDeadlinesTxt
Restrictions On AwardsSEE WEBSITE: WWW.PNCSITES.COM/PNCFOUNDATION/CHARITABLE_TRUSTS.HTML FOR SPECIFIC INFORMATIONRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (96 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALLEN COUNTY EDUCATION PARTNERSHIP
709 CLAY ST STE 101FORT WAYNEIN46802NONEPCPROJECT READS NEIGHBORHOOD LITERACY SITE PROGRAM$7,500
ALLEN COUNTY FT WAYNE HISTORICAL SOCIETY
302 EAST BERRY STREETFORT WAYNEIN46802NONEPCHERITAGE EDUCATION FUND$25,000
ARCH INC
818 LAFAYETTE STREETFORT WAYNEIN46802NONEPCCOMMUNITY EDUCATION PROGRAMS$3,000
ARTLINK INC
437 E BERRY ST STE 2FORT WAYNEIN46802NONEPCEXHIBIT/EDUCATION PROGRAMMING$5,000
ARTS UNITED OF GREATER FT WAYNE
300 EAST MAIN STREETFORT WAYNEIN46802NONEPCFIVE YEAR PLEDGE MILLENIUM CENTER$50,000
ARTS UNITED OF GREATER FT WAYNE
303 E MAIN STFORT WAYNEIN46802NONEPCANNUAL FUND DRIVE$40,000
ASSOCIATED CHURCHES OF FT WAYNE
602 E WAYNE STEFORT WAYNEIN46802NONEPCGENERAL SUPPORT$35,000
AUBURN AUTOMOTIVE HERITAGE INC
1600 S WAYNE ST PO BOX 271AUBURNIN46706NONEPCGENERAL SUPPORT$25,000
AUBURN AUTOMOTIVE HERITAGE INC
1600 S WAYNE ST PO BOX 271AUBURNIN46706NONEPCTELLING THE STORY CAP CAMP$60,000
AUBURN AUTOMOTIVE HERITAGE INC
1600 S WAYNE ST PO BOX 271FORT WAYNEIN46706NONEPCGENERAL SUPPORT$25,000
AUDIENCES UNLIMITED
227 E WASHINGTON BLVD STE 301FORT WAYNEIN46802NONEPCLONG-TERM CARE AUDIENCES$7,500
BIG BROTHERS AND BIG SISTERS OF NE INDIANA
2439 FAIRFIELD AVEFORT WAYNEIN46807NONEPCHONORING DON WOLF FOR RECEIPT OF THE 2013 SACHEM AWARD$125
BIG BROTHERS AND BIG SISTERS OF NE INDIANA
2439 FAIRFIELD AVEFORT WAYNEIN46807NONEPCYOUTH MENTORING PROGRAMS$25,000
BLUE JACKET INC
2826 S CALHOUN STFORT WAYNEIN46807NONEPCCAREER ACADEMY PROGRAM$3,000
BOY SCOUTS OF AMERICA
8315 WEST JEFFERSONFORT WAYNEIN46804NONEPCAT-RISK YOUTH SCOUTING OUTREACH PROGRAM$10,000
BOYS & GIRLS CLUB OF FT WAYNE
2609 FAIRFIELD AVENUEFORT WAYNEIN46807NONEPCPROJECT LEARN PROGRAM$15,000
BOYS & GIRLS CLUB OF HUNTINGTON
608 E STATE STHUNTINGTONIN46750NONEPCBUILDING GREAT FUTURES FOR KIDS$15,000
CANCER PATIENTS ASSISTANCE FUND
11143 PARKVIEW PLAZA DRFORT WAYNEIN46845NONEPCPAT DYER MEMORIAL FUND, TRANSPORTATION ASSISTANCE FOR CANCER PATIENTS$1,000
CANCER SERVICES OF ALLEN COUNTY
6316 MUTUAL DRFORT WAYNEIN46825NONEPCCLIENT ADVOCATE PROGRAM$12,000
CARING ABOUT PEOPLE INC
1417 NORTH ANTHONY BLVDFORT WAYNEIN46805NONEPCACTIVE PARENTING PROGRAM$2,500
CENTER FOR NONVIOLENCE INC
235 W CREIGHTON AVEFORT WAYNEIN46807NONEPCDOMESTIC VIOLENCE PROGRAMS$5,000
CHILD ADVOCACY CTR ALLEN COUNTY
2730 E STATE BLVD STE CFORT WAYNEIN46805NONEPCLEWIS CENTER OPERATING SUPPORT$2,500
CHILDREN'S HOPE INC
7922 W JEFFERSON BOULEVARDFORT WAYNEIN46804NONEPCGIVING A FAMILY HOPE PROGRAM$7,500
CLINICA MADRE DE DIOS
2120 S HARRISON STFORT WAYNEIN46802NONEPCDIABETIC CLINIC OPERATING$1,500
COMMUNITY FOUNDATION OF GREATER FORT WAYNE
555 E WAYNE STFORT WAYNEIN46802NONEPCJOHN F YOUNG SCHOLARSHIP$40,000
COMMUNITY HARVEST FOOD BANK
999 EAST TILMMAN ROADFORT WAYNEIN46816NONEPCPLEDGE ON CAPITAL CAMPAIGN$50,000
COMMUNITY TRANSPORTATION NETWORK
227 E WASHINGTON BLVD STE 104FORT WAYNEIN46802NONEPCNEW OPERATIONS CENTER$25,000
COMMUNITY TRANSPORTATION NETWORK
227 E WASHINGTON BLVD STE 104FORT WAYNEIN46802NONEPCSPECIALIZED MEDICAL TRANSPORTATION PROGRAM$15,000
EARLY CHILDHOOD ALLIANCE
3320 FAIRFIELD AVEFORT WAYNEIN46807NONEPCEARLY CHILDHOOD CARE/EDUCATION$10,000
EAST ALLEN FAMILY RESOURCE CENTER
6330 PRIZE AVEFORT WAYNEIN46803NONEPCOUT-OF-SCHOOL PROGRAMS$5,000
EAST WAYNE STREET CENTER
801 EAST WAYNE STREETFORT WAYNEIN46803NONEPCADULT BASIC EDUCATION PROGRAMS$7,500
EASTER SEALS ARC OF NE INDIANA
4919 COLDWATER RDFORT WAYNEIN46825NONEPCASSISTIVE TECHNOLOGY AWARD PROGRAM$5,000
ERIN'S HOUSE FOR GRIEVING CHILDREN
3811 ILLINOIS RD STE 205FORT WAYNEIN46804NONEPCCAPITAL CAMPAIGN NEW FACILITY$25,000
FORENSIC NURSING SPECIALTIES INC
2270 LAKE AVEFORT WAYNEIN46805NONEPCGENERAL SUPPORT$5,000
FORT WAYNE BALLET
300 EAST MAIN STREETFORT WAYNEIN46802NONEPCGENERAL SUPPORT$7,500
FORT WAYNE CHILDREN'S CHOIR
2101 E COLISEUM BLVDFORT WAYNEIN46805NONEPCGENERAL SUPPORT$2,500
FORT WAYNE CIVIC THEATRE
303 EAST MAIN STREETFORT WAYNEIN46802NONEPCIN THE WINGS ARTS-IN-EDUCATION PROGRAM$7,500
FORT WAYNE CLUBHOUSE
3327 LAKE AVENUEFORT WAYNEIN46805NONEPCMENTAL HEALTH PROGRAMMING$6,500
FORT WAYNE COMMUNITY SCHOOLS
1200 SOUTH CLINTON STFORT WAYNEIN46802NONEPCHONORING DON WOLF FOR RECEIPT OF THE 2013 SACHEM AWARD$125
FORT WAYNE MEDICAL SOCIETY FOUNDATION
709 CLAY STREETFORT WAYNEIN46802NONEPCHEALTHIER MOMS/BABIES$5,000
FORT WAYNE MUSEUM OF ART
311 MAIN STREETFORT WAYNEIN46802NONEPC2014-2015 EXHIBITIONS PROGRAM$35,000
FORT WAYNE PARK FOUNDATION
620 LIBERTY AVENUEPITTSBURGHPA15222NONEPCGENERAL SUPPORT$10,000
FORT WAYNE PHILHARMONIC ORCHESTRA
4901 FULLER DRFORT WAYNEIN46835NONEPCGENERAL SUPPORT$20,000
FORT WAYNE RESCUE MISSION
301 W SUPERIOR STFORT WAYNEIN46802NONEPCGENERAL SUPPORT$7,500
FORT WAYNE SOCEITY OF ST VINCENT DEPAUL
1600 S CALHOUN STFORT WAYNEIN46802NONEPCGENERAL SUPPORT$2,500
FORT WAYNE TRAILS
300 MAIN STFORT WAYNEIN46802NONEPCFORT WAYNE TRAILS PRIORITY PROJECTS$10,000
FORT WAYNE URBAN LEAGUE
2135 SOUTH HANNA STREETFORT WAYNEIN46803NONEPCGENERAL SUPPORT$10,000
FORT WAYNE ZOOLOGICAL SOCIETY
3411 SHERMAN BLVDFORT WAYNEIN46808NONEPCAUSTRALIAN ADVENTURE CAMPAIGN$50,000
FOUNDATION FOR ART MUSIC IN EDUCATION
300 EAST MAIN STREETFORT WAYNEIN46802NONEPCMULTICULTURAL ARTS PROGRAM$5,000
FT WAYNE DANCE COLLECTIVE
437 E BERRY STFORT WAYNEIN46802NONEPCGENERAL SUPPORT$5,000
GIRL SCOUTS OF N INDIANA-MICHIGAN
10008 DUPONT CIRCLE DRIVE EASTFORT WAYNEIN46825NONEPCLEADERSHIP EXPERIENCE PROGRAM$20,000
HARLAN CHRISTIAN YOUTH CENTER
17308 SECOND ST PO BOX 467HARLANIN46743NONEPCGENERAL SUPPORT$15,000
HAROLD W MCMILLEN CENTER
600 JIM KELLEY BLVDFORT WAYNEIN46816NONEPCHEALTH PROGRAMS$5,000
HEADWATERS PARK ALLIANCE
110 W BERRY ST STE 2012FORT WAYNEIN46802NONEPCGENERAL SUPPORT$5,000
HEARCARE CONNECTION INC
5933 EAST STATE BLVDFORT WAYNEIN46815NONEPCHEARING CLINIC PROGRAM SUPPORT FOR LOW-INCOME$2,500
HOMEBOUND MEALS
611 W BERRY STFORT WAYNEIN46802NONEPCGENERAL SUPPORT$6,000
INDIANA INSTITUTE OF TECHNOLOGY
1600 E WASHINGTON BLVDFORT WAYNEIN46803NONEPCCRIMINAL SCIENCES LABORATORY$25,000
INDIANA PURDUE FOUNDATION
2101 E COLISEUM BLVDFORT WAYNEIN46802NONEPCMINI DONS SOCCER PROGRAM$6,000
INTERFAITH HOSPITALITY NETWORK
2925 E STATE BLVDFORT WAYNEIN46805NONEPCGENERAL SUPPORT$7,500
JUNIOR ACHIEVEMENT OF N INDIANA
601 NOBLE DRIVEFORT WAYNEIN46825NONEPCELEMENTARY ECONOMICS/JABIZ TOWN PROGRAM$30,000
LEAGUE FOR THE BLINDDISABLED INC
5821 S ANTHONY BLVDFORT WAYNEIN46816NONEPCDEAFLINK PROGRAM$10,000
LIFELINE YOUTHFAMILY SERVICES INC
PO BOX 80487FORT WAYNEIN46898NONEPCBROOKMILL INCENTIVE PROGRAM$5,000
LITERACY ALLIANCE
709 CLAY ST STE 100FORT WAYNEIN46802NONEPCADULT INSTRUCTION, GED PREP$10,000
LUTHERAN HOMES INC
6701 S ANTHONY BLVDFORT WAYNEIN46816NONEPCCAPITAL UPGRADES/IMPROVEMENTS TO FACILITY$15,000
MARTIN LUTHER KING SCHOOL
333 W LEWIS STREETFORT WAYNEIN46802NONEPC2014-15 SCHOOL YR/2015 SUMMER PROGRAMS$6,000
MATTHEW 25 INC
413 E JEFFERSON BLVDFORT WAYNEIN46802NONEPCGENERAL SUPPORT$7,500
MAUMEE VALLEY ANTIQUE STEAM
1720 S WEBSTER RDNEW HAVENIN46774NONEPCFACILITY IMPROVEMENTS$25,000
MENTAL HEALTH AMERICA ALLEN CTY
227 EAST WASHINGTON LANEFORT WAYNEIN46802NONEPCGENERAL SUPPORT$2,500
MUSTARD SEED FURNITURE BANK
3636 ILLINOIS ROADFORT WAYNEIN46804NONEPCGENERAL SUPPORT$2,500
NATIONAL LEAGUE OF CUBAN AMERICAN
3000 S WAYNE AVEFORT WAYNEIN46807NONEPCGENERAL SUPPORT$2,500
NATIONAL SOCCER FESTIVAL
5525 HOPKINTON DRIVEFORT WAYNEIN46814NONEPC2014 SOCCER FESTIVAL IN FORT WAYNE$30,000
NEIGHBORHOOD HEALTH CLINICS
1717 S CALHOUN STFORT WAYNEIN46802NONEPCMEDICAL DENTAL CARE PROGRAM TO UNINSURED$5,000
NORTHEAST INDIANA FOUNDATION
200 EAST MAIN ST STE 910FORT WAYNEIN46802NONEPCVISION 2020$25,000
NORTHEAST INDIANA INNOVATION CENTER
3201 STELLHORN ROADFORT WAYNEIN46815NONEPCFUNDING FOR STUDENT VENTURE LAB$25,000
NORTHEAST INDIANA PUBLIC RADIO
PO BOX 13786FORT WAYNEIN46804NONEPCGENERAL SUPPORT$15,000
SALVATION ARMY
2901 N CLINTON STFORT WAYNEIN46805NONEPCCOMMUNITY YOUTH CENTER PROGRAMS$15,000
SCIENCE CENTRAL INC
1950 N CLINTON STFORT WAYNEIN46805NONEPCGENERAL SUPPORT$5,000
SOULMEDIC MEDIA GROUP
6429 OAKBROOK PARKWAYFORT WAYNEIN46825NONEPC24/7 SOULMEDIC CAMPAIGN$2,500
SOUTHEAST YOUTH COUNCIL INC
1701 FREEMAN STFORT WAYNEIN46802NONEPCGENERAL SUPPORT$12,000
SPECIALIZED ALTERNATIVES FOR FAMILY & YOUTH
705 E STATE BLVD STE 200FORT WAYNEIN46805NONEPCTHE COURTYARD PROJECT$10,000
ST MARY'S CATHOLIC CHURCH
1101 SOUTH LAFAYETTE STFORT WAYNEIN46802NONEPCST MARY'S SOUP KITCHEN$7,500
SUPER SHOT INC
1818 CAREW STFORT WAYNEIN46805NONEPCIMMUNIZATION PROGRAM$6,000
TEACH OUR CHILDREN FUND INC
800 BROADWAY STE 215FORT WAYNEIN46802NONEPCSCHOLARSHIP PROGRAM FOR LOW INCOME STUDENTS$2,500
TURNSTONE CENTER
3320 N CLINTON STFORT WAYNEIN46805NONEPCCORE PROGRAMS SUPPORT$50,000
UNITED WAY OF ALLEN COUNTY
334 E BERRY STFORT WAYNEIN46802NONEPCGENERAL SUPPORT$45,000
UNITY PERFORMING ARTS FOUNDATION
2101 E COLISEUM BLVDFORT WAYNEIN46805NONEPCVOICES OF UNITY AMGASSADOR TOUR$10,000
UNITY PERFORMING ARTS FOUNDATION
2101 E COLISEUM BLVDFORT WAYNEIN46805NONEPCGENERAL SUPPORT$10,000
UNIVERSITY OF ST FRANCIS
2701 SPRING STFORT WAYNEIN46808NONEPCCAPITAL CAMP-SCHOOL OF ART/SCIENCES BUILDING$50,000
VILLAGES OF INDIANA
2405 N SMITH PIKEBLOOMINGTONIN47404NONEPCPATHWAYS/VILLAGES YOUTH PROGRAM$5,000
VINCENT VILLAGES
2827 HOLTON ROADFORT WAYNEIN46806NONEPCFAMILY CONNECTION PROGRAM$2,500
VOLUNTEER LAWYER PROGRAM
927 S HARRISON STFORT WAYNEIN46802NONEPCGENERAL SUPPORT$10,000
WELLSPRING INTERFAITH SOCIAL SVC
1316 BROADWAYFORT WAYNEIN46802NONEPCNEIGHBORHOOD SERVICES PROGRAMS$15,000
WOMEN'S BUREAU INC
2417 FAIRFIELD AVENUEFORT WAYNEIN46805NONEPCREACT/RAPE AWARENESS PROGRAM$5,000
YMCA OF DEKALB COUNTY
310 N MAIN STREETAUBURNIN46706NONEPCBUILDING RENOVATION/ADDITION$50,000
YMCA OF FORT WAYNE
347 WEST BERRY STE 500FORT WAYNEIN46802NONEPCWELL COUNTY YMCA$25,000
YWCA NORTHEAST INDIANA
1610 SPY RUN AVEFORT WAYNEIN46805NONEPCDOMESTIV VIOLENCE SERVICES$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,410,750TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$365ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$763,755ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,294,739ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescCLASS ACTION PROCEEDSDesc
Exclusion14ExclusionCd
Exclusion$24ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$3,058,883ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,058,883TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescN/ADesc
Amt$0Amt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$3,257,185EOYBookValueAmt
EOYFMV$3,357,179EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$12,974,288EOYBookValueAmt
EOYFMV$16,665,631EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$1,477,201USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$1,612,440USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDS - FIXED INCOMEAT COST$4,695,878$4,751,808
MUTUAL FUNDS - EQUITIESAT COST$5,523,360$7,015,469

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INTEREST ON PENALTY FOR UNDERPAYMENT OF ESTIMATED TAXES$6$0$0
COMMITTEE LUNCHEONS$258$0$258
GRANTMAKING FEE$164,686$0$164,686

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescCLASS ACTION PROCEEDSDesc
Revenue And Expenses Per Books$24RevenueAndExpensesPerBooksAmt
Adjusted Net Income$24AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescriptionDIFFERENCE BETWEEN TAX COST AND CARRYING VALUEDescription
Amount$434,155Amount

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PRIOR YEAR EXCISE TAX BALANCE DUE$37,303$0$0
ESTIMATED EXCISE TAX PAID FOR 9/30/14$56,290$0$0
FOREIGN TAXES PAID$1,416$1,416$0

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