Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2010
For calendar year 2010, or tax year beginning 01-01-2010 , and ending 12-31-2010
G
Check all that apply:
Name of foundation
ENGLISH-BONTER-MITCHELL FDN
 

Number and street (or P.O. box number if mail is not delivered to street address)P O BOX 94651   Room/suite
City or town, state, and ZIP code
CLEVELAND, OH44101
A Employer identification number

35-6247168
B Telephone number (see page 10 of the instructions)

(216) 257-4699
C bullet
D 1. bullet
H Check type of organization:
2. bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$117,220,707J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see page 11 of the instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 3,028,145 3,028,145  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,606,518
b Gross sales price for all assets on line 6a 34,000,953
7 Capital gain net income (from Part IV, line 2)... 1,606,518
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 6,687 5,233  
12 Total. Add lines 1 through 11........ 4,641,350 4,639,896  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 564,455 281,228   283,228
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment 700 0 0 700
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see page 14 of the instructions) Click to see attachment 28,723 28,723   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 48,391     48,391
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 642,269 309,951 0 332,319
25 Contributions, gifts, grants paid........ 4,559,000 4,559,000
26 Total expenses and disbursements. Add lines 24 and 25 5,201,269 309,951 0 4,891,319
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -559,919
b Net investment income (if negative, enter -0-) 4,329,945
c Adjusted net income (if negative, enter -0-)... 0
For Privacy Act and Paperwork Reduction Act Notice, see page 30 of the instructions.
Cat. No. 11289X Form 990-PF (2010)
Form 990-PF (2010)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 4,585,715 2,995,162 2,995,162
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule) 6,971,694 6,971,694 7,848,711
b Investments—corporate stock (attach schedule)........ 62,010,090 59,559,261 78,210,633
c Investments—corporate bonds (attach schedule)........ 26,798,300 32,219,436 26,805,115
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 3,303,375 Click to see attachment1,353,375 1,294,110
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment66,976 Click to see attachment66,976 Click to see attachment66,976
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 103,736,150 103,165,904 117,220,707
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 103,736,150 103,165,904
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 103,736,150 103,165,904
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 103,736,150 103,165,904
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 103,736,150
2 Enter amount from Part I, line 27a...................... 2 -559,919
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 18,776
4 Add lines 1, 2, and 3.......................... 4 103,195,007
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 29,103
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30.. 6 103,165,904
Form 990-PF (2010)
Form 990-PF (2010)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a 550000. GEN ELEC CAP CRP GE DTD 01-19-00 7.375% DUE 01-19-10   2000-01-19 2010-01-19
b 1854.67 FEDERAL NATL MTG ASSN POOL 747528   2003-10-10 2010-01-25
c 7900. AT&T INC   2008-08-07 2010-01-27
d 15300. CVS CORPORATION (DEL)   2006-01-31 2010-01-27
e 21875. EQT CORPORATION     2010-01-27
13530. ISHARES TR RUSSELL 2000     2010-01-27
8730. JACOBS ENGINEERING GROUP INC   2006-11-13 2010-01-27
8700. NATIONAL-OILWELL INC COM   2008-02-08 2010-01-27
18250. NOKIA CORP SPONSORED ADR   2008-05-01 2010-01-27
15000. OMNICOM GROUP INC   2008-11-26 2010-01-27
8400. PEPSICO INC   2004-06-15 2010-01-27
38625. QUANTA SVCS INC COM     2010-01-27
6400. SECTOR SPDR TR SBI BASIC INDS   2008-10-31 2010-01-27
19000. INDUSTRIAL SELECT SECTOR SPDR ETF LARGE CAP   2008-10-23 2010-01-27
8600. TEXAS INSTRUMENTS     2010-01-27
50. UNION PACIFIC CORP   2006-01-31 2010-01-27
5600. WAL-MART STORES INC   2004-06-15 2010-01-27
35000. WEATHERFORD INTL LTD SEDOL B5KL6S7   2007-06-05 2010-01-27
1760.22 FEDERAL NATL MTG ASSN POOL 747528   2003-10-10 2010-02-25
3113.68 FEDERAL NATL MTG ASSN POOL 747528   2003-10-10 2010-02-28
2400. COLGATE PALMOLIVE COMPANY     2010-03-17
1000000. FEDERAL HOME LOAN BANK BDS   2005-09-20 2010-03-17
7450. LOCKHEED MARTIN CORP     2010-03-17
25100. SECTOR SPDR TR SBI BASIC INDS   2008-10-31 2010-03-17
3575. WAL-MART STORES INC   2004-06-15 2010-03-17
2818.86 FEDERAL NATL MTG ASSN POOL 747528   2003-10-10 2010-03-31
400000. E.I. DU PONT DE NEMOURS NOTES   2005-07-21 2010-04-30
2677.53 FEDERAL NATL MTG ASSN POOL 747528   2003-10-10 2010-04-30
600000. UNITED TECHNOLOGIES CORP NOTES   2005-08-30 2010-05-01
9750. CVS CORPORATION (DEL)     2010-05-18
3580. COLGATE PALMOLIVE COMPANY   2004-10-05 2010-05-18
9100. NOVARTIS AG-ADR   2006-01-31 2010-05-18
14000. US BANCORP DEL COM NEW   1910-03-17 2010-05-18
36000. WILLIAMS COS INC   1910-01-27 2010-05-18
3527.58 FEDERAL NATL MTG ASSN POOL 747528   2003-10-10 2010-05-31
2209.25 FEDERAL NATL MTG ASSN POOL 747528   2003-10-10 2010-06-30
600000. WAL MART STORES NOTES   2005-07-21 2010-07-01
16533. CVS CORPORATION (DEL)   2006-11-28 2010-07-08
13500. OWENS ILL INC COM NEW   2009-09-14 2010-07-08
12765. PEABODY ENERGY CORP COM     2010-07-08
71946.419 T ROWE PRICE EMERGING MARKETS STOCK FUND     2010-07-08
12900. ST JUDE MEDICAL INC   2009-09-14 2010-07-08
11000. STATE STREET CORP   2009-06-04 2010-07-08
27200. SYMANTEC CORP COM   2006-11-30 2010-07-08
31000. FOSTER WHEELER AG SEDOL B4Y5TZ6   2006-09-19 2010-07-08
4080. FRONTIER COMMUNICATIONS CO   2009-06-04 2010-07-15
17000. VERIZON COMMUNICATIONS COM   2009-06-04 2010-07-15
.68 FRONTIER COMMUNICATIONS CO   2009-06-04 2010-07-16
4122.96 FEDERAL NATL MTG ASSN POOL 747528   2003-10-10 2010-07-31
6164.64 FEDERAL NATL MTG ASSN POOL 747528   2003-10-10 2010-08-31
14000. DOMINION RES INC VA NEW COM   2006-10-26 2010-09-16
6500. FEDEX CORP COM   2010-01-27 2010-09-16
8485. FREEPORT MCMORAN COPPER & GOLD CL B     2010-09-16
12000. ILLINOIS TOOL WORKS INC COM   2010-01-27 2010-09-16
15600. MARATHON OIL CORP COM   2006-02-01 2010-09-16
5000. MEDCO HEALTH SOLUTIONS INC   2009-06-04 2010-09-16
37100. TEXAS INSTRUMENTS   2004-08-23 2010-09-16
550000. ALCOA INC DTD 05-23-01 6.50% DUE 06-01-11   2002-08-12 2010-09-27
5575.78 FEDERAL NATL MTG ASSN POOL 747528   2003-10-10 2010-09-30
5407.28 FEDERAL NATL MTG ASSN POOL 747528   2003-10-10 2010-10-31
600000. MERRILL LYNCH & CO NOTES SER MTNB   2005-08-30 2010-11-04
4388.38 FEDERAL NATL MTG ASSN POOL 747528   2003-10-10 2010-11-30
12075. CONOCOPHILLIPS     2010-12-02
18000. EBAY INC COM   2010-01-27 2010-12-02
14000. JOHNSON CONTROLS INC.   2009-09-14 2010-12-02
14000. METLIFE INC COM   2010-01-27 2010-12-02
8800. PARKER HANNIFIN CORP COM   2010-07-08 2010-12-02
30500. STAPLES INC.   2008-11-26 2010-12-02
5000. THE TRAVELERS COS INC   2008-11-26 2010-12-02
22655. INVESCO LTD ISIN BMG491BT1088 SEDOL B28XP76   2008-09-12 2010-12-02
8000. FIRST ENERGYCORP   2008-11-26 2010-12-15
6950. FRANKLIN RESOURCES INC     2010-12-15
14000. JOHNSON CONTROLS INC.   2009-09-14 2010-12-15
32775. KBR INC   2007-03-28 2010-12-15
5000. NIKE INC CL B   2008-11-03 2010-12-15
18301. QUALCOMM INC COM     2010-12-15
5180.9 FEDERAL NATL MTG ASSN POOL 747528   2003-10-10 2010-12-31
CAPITAL GAIN DIVIDENDS P    
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 550,000   546,167 3,833
b 1,855   1,834 21
c 199,156   241,126 -41,970
d 497,484   449,550 47,934
e 923,579   743,823 179,756
821,528   1,028,098 -206,570
341,723   348,949 -7,226
366,614   494,206 -127,592
229,947   547,827 -317,880
539,243   391,424 147,819
500,802   462,750 38,052
694,160   910,498 -216,338
197,757   167,788 29,969
524,393   441,182 83,211
198,313   187,590 10,723
3,193   2,183 1,010
297,804   318,560 -20,756
567,266   965,162 -397,896
1,760   1,740 20
3,114   3,079 35
202,422   131,358 71,064
1,000,000   1,002,339 -2,339
632,951   625,069 7,882
854,996   658,042 196,954
200,270   203,366 -3,096
2,819   2,787 32
400,000   396,144 3,856
2,678   2,647 31
600,000   599,916 84
349,392   268,133 81,259
300,189   160,191 139,998
428,129   502,061 -73,932
354,274   368,900 -14,626
772,338   786,460 -14,122
3,528   3,488 40
2,209   2,184 25
600,000   589,896 10,104
481,759   447,942 33,817
389,921   497,541 -107,620
539,672   503,672 36,000
2,097,238   1,652,387 444,851
468,163   503,995 -35,832
392,980   512,156 -119,176
389,984   577,328 -187,344
681,145   599,850 81,295
29,702   31,745 -2,043
453,894   471,028 -17,134
5   5  
4,123   4,077 46
6,165   6,095 70
609,106   571,243 37,863
533,331   513,719 19,612
693,220   505,191 188,029
561,354   523,170 38,184
498,781   599,415 -100,634
235,032   227,085 7,947
922,684   761,140 161,544
572,682   601,656 -28,974
5,576   5,513 63
5,407   5,346 61
600,000   598,074 1,926
4,388   4,339 49
769,683   789,699 -20,016
537,754   429,449 108,305
544,728   381,024 163,704
565,606   495,957 69,649
739,188   499,402 239,786
697,358   529,160 168,198
275,127   207,984 67,143
518,455   560,063 -41,608
286,750   457,138 -170,388
814,240   647,614 166,626
534,218   381,024 153,194
950,121   663,071 287,050
443,973   283,407 160,566
897,777   784,091 113,686
5,181   5,123 58
      1,222
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       3,833
b       21
c       -41,970
d       47,934
e       179,756
      -206,570
      -7,226
      -127,592
      -317,880
      147,819
      38,052
      -216,338
      29,969
      83,211
      10,723
      1,010
      -20,756
      -397,896
      20
      35
      71,064
      -2,339
      7,882
      196,954
      -3,096
      32
      3,856
      31
      84
      81,259
      139,998
      -73,932
      -14,626
      -14,122
      40
      25
      10,104
      33,817
      -107,620
      36,000
      444,851
      -35,832
      -119,176
      -187,344
      81,295
      -2,043
      -17,134
       
      46
      70
      37,863
      19,612
      188,029
      38,184
      -100,634
      7,947
      161,544
      -28,974
      63
      61
      1,926
      49
      -20,016
      108,305
      163,704
      69,649
      239,786
      168,198
      67,143
      -41,608
      -170,388
      166,626
      153,194
      287,050
      160,566
      113,686
      58
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,606,518
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see pages 13 and 17 of the instructions).
If (loss), enter -0- in Part I, line 8 . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax 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?
If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2009 6,108,574 100,968,293 0.0605
2008 6,443,326 122,287,052 0.05269
2007 6,412,833 139,018,429 0.046129
2006 6,028,471 127,771,068 0.047182
2005 5,781,256 121,755,394 0.047483
2 Total of line 1, column (d) ...................... 2 0.253984
3 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 0.050797
4 Enter the net value of noncharitable-use assets for 2010 from Part X, line 5..... 4 108,933,590
5 Multiply line 4 by line 3....................... 5 5,533,474
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 43,299
7 Add lines 5 and 6......................... 7 5,576,773
8 Enter qualifying distributions from Part XII, line 4.............. 8 4,891,319
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 on page 18.
Form 990-PF (2010)
Form 990-PF (2010)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 86,599
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 86,599
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 86,599
6 Credits/Payments:
a 2010 estimated tax payments and 2009 overpayment credited to 2010 6a 27,955
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 27,955
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 58,644
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2011 estimated taxBullet   Refunded Bullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?.............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • 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?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see page 19 of the
    instructions)bulletIN
    b
    If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If “No,” attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2010 or the taxable year beginning in 2010 (see instructions for Part XIV on
    page 27)? If “Yes,” complete Part XIV...........................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see page 20 of the instructions) .......
    11
     
    No
    12
    Did the foundation acquire a direct or indirect interest in any applicable insurance contract before August 17, 2008?
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletPNC BANK Telephone no.bullet (216) 257-4699
    Located atbulletP O BOX 94651CLEVELANDOH ZIP+4bullet441014651
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2010, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
    No
    See page 20 of the instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (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)?.................
    (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.).........
    b
    If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2010?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2010, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2010?...............
    If “Yes,” list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer “No” and attach statement—see page 20 of the instructions.) .........
    2b
    Yes
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business
    enterprise at any time during the year?.....................
    b
    If “Yes,” did it have excess business holdings in 2010 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2010.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2010?
    4b
     
    No
    5a
    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))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (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)? (see page 22 of the instructions)...
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see page 22 of the instructions)?
    5b
     
     
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    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?....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see page 22 of the instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    PNC BANK NA TRUSTEE
    50     		563,455    
    P O BOX 94651
    CLEVELAND OH,OH441014651
    M JAMES JOHNSTON COMMITTEE MEMBER
    2     		1,000    
    110 W BERRY 10TH FL
    FORT WAYNE,IN46802
    2 Compensation of five highest-paid employees (other than those included on line 1—see page 23 of the instructions).
    If none, enter “NONE.”
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see page 23 of the instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see page 23 of the instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3...........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see page 24 of the instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    110,592,477
    b
    Average of monthly cash balances.......................
    1b
    0
    c
    Fair market value of all other assets (see page 24 of the instructions)............
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    110,592,477
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) ..............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d..........................
    3
    110,592,477
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ............................
    4
    1,658,887
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    108,933,590
    6
    Minimum investment return. Enter 5% of line 5...................
    6
    5,446,680
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    5,446,680
    2a
    Tax on investment income for 2010 from Part VI, line 5......
    2a
    86,599
    b
    Income tax for 2010. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    86,599
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    5,360,081
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    5,000
    5
    Add lines 3 and 4.............................
    5
    5,365,081
    6
    Deduction from distributable amount (see page 25 of the instructions)...........
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1.................................
    7
    5,365,081
    Part XII
    Qualifying Distributions (see page 25 of the instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    4,891,319
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes................................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    4,891,319
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see page 26 of the instructions)............
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4...............
    6
    4,891,319
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 8
    Part XIII
    Undistributed Income (see page 26 of the instructions)
    (a)
    Corpus     		(b)
    Years prior to 2009     		(c)
    2009     		(d)
    2010
    1 Distributable amount for 2010 from Part XI, line 7 5,365,081
    2 Undistributed income, if any, as of the end of 2010:
    a Enter amount for 2009 only....... 4,643,128
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2010:
    a From 2005....... 0
    b From 2006....... 0
    c From 2007....... 0
    d From 2008....... 0
    e From 2009....... 0
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2010 from Part
    XII, line 4: bullet$ 4,891,319
    a Applied to 2009, but not more than line 2a 4,643,128
    b Applied to undistributed income of prior years
    (Election required—see page 26 of the instructions)    		 0
    c Treated as distributions out of corpus (Election
    required—see page 26 of the instructions)...     		0
    d Applied to 2010 distributable amount..... 248,191
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2010. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable
    amount—see page 27 of the instructions ...     		0
    e Undistributed income for 2009. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........     		0
    f Undistributed income for 2010. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2011 ..........     		5,116,890
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see page 27
    of the instructions) ...........     		0
    8Excess distributions carryover from 2005 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............     		0
    9Excess distributions carryover to 2011.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2006.... 0
    b Excess from 2007.... 0
    c Excess from 2008.... 0
    d Excess from 2009.... 0
    e Excess from 2010.... 0
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 9
    Part XIV
    Private Operating Foundations (see page 27 of the instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2010, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2010 (b) 2009 (c) 2008 (d) 2007
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support” alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see page 27 of the instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    FORT WAYNE URBAN LEAGUE
    JONATHAN RAY EXECUTIVE DIRECTOR
    2135 SOUTH HANNA STREET
    FORT WAYNE,IN46803     		NONE PUBLIC GENERAL SUPPORT 50,000
    UNITED HISPANIC-AMERICANS INC
    ROSA GERRA EXECUTIVE DIRECTOR
    2424 FAIRFIELD AVENUE
    FORT WAYNE,IN46807     		NONE PUBLIC GENERAL SUPPORT 30,000
    UNITED WAY OF ALLEN COUNTY INC
    JERRY PETERSON PRESIDENT/CEO
    334 E BERRY ST PO BOX 11784
    FORT WAYNE,IN46802     		NONE PUBLIC GENERAL SUPPORT 190,000
    JUNIOR ACHIEVEMENT INC
    LENA YARIAN PRESIDENT
    601 NOBLE DRIVE
    FORT WAYNE,IN46825     		NONE PUBLIC GENERAL SUPPORT 155,000
    AIDS TASK FORCE INC
    GREGORY MANIFOLD EXEC DIRECTOR
    525 OXFORD STREET
    FORT WAYNE,IN46806     		NONE PUBLIC GENERAL SUPPORT 5,000
    ALLEN COUNTY EDUCATION PARTNERSHIP
    BRIAN WHITE EXECUTOR DIRECTOR
    709 CLAY ST STE 101
    FORT WAYNE,IN46802     		NONE PUBLIC GENERAL SUPPORT 60,000
    ALLLEN COUNTY - FORT WAYNE
    HISTORICAL SOCIETY INC
    302 EAST BERRY STREET
    FORT WAYNE,IN46802     		NONE PUBLIC GENERAL SUPPORT 136,000
    ALLEN COUNTY CASA COALITION
    IAN BOYCE PRESIDENT
    11801 LIMA ROAD
    FORT WAYNE,IN46818     		NONE PUBLIC GENERAL SUPPORT 10,000
    AUDIENCES UNLIMITED INC
    LILLIAM EMBICK EXECUTIVE DIRECTOR
    227 E WASHINGTON BLVD RM 301
    FORT WAYNE,IN46802     		NONE PUBLIC GENERAL SUPPORT 12,000
    BIG BROTHERSBIG SISTERS
    OF NORTHEAST INDIANA INC
    2439 FAIRFIELD AVENU
    FORT WAYNE,IN46807     		NONE PUBLIC GENERAL SUPPORT 42,000
    BLESSINGS IN A BACKPACK INC
    MICHAEL S GOULOFF CHAIRMAN
    111 EAST WAYNE ST STE 555
    FORT WAYNE,IN46802     		NONE PUBLIC GENERAL SUPPORT 20,000
    BOY SCOUTS OF AMERICA
    ANTHONY WAYNE AREA COUNCIL
    8315 W JEFFERSON BLVD
    FORT WAYNE,IN468048306     		NONE PUBLIC GENERAL SUPPORT 65,000
    ARCH INC
    ANGELA QUINN EXECUTIVE DIRECTOR
    437 E BERRY ST STE 204
    FORT WAYNE,IN46802     		NONE PUBLIC GENERAL SUPPORT 5,000
    ARTLINK INC
    DEB WASHLER EXECUTIVE DIRECTOR
    437 E BERRY ST STE 202
    FORT WAYNE,IN46802     		NONE PUBLIC GENERAL SUPPORT 7,000
    ARTS UNITED OF GREATER FORT WAYNE
    JIM SPARROW EXECUTIVE DIRECTOR
    114 E SUPERIOR STREET
    FORT WAYNE,IN46802     		NONE PUBLIC GENERAL SUPPORT 190,000
    ASSOCIATED CHURCHES OF
    FORT WAYNE/ALLEN COUNTY
    602 EAST WAYNE STREET
    FORT WAYNE,IN46802     		NONE PUBLIC GENERAL SUPPORT 70,000
    AUBURN AUTOMOTIVE HERITAGE INC
    LAURA BRINKMAN EXECUTIVE DIRECTOR
    1600 S WAYNE STREET
    AUBURN,IN46706     		NONE PUBLIC GENERAL SUPPORT 40,000
    BOYS & GIRLS CLUB OF FORT WAYNE
    JOE JORDAN EXECUTIVE DIRECTOR
    2609 FAIRFIELD AVENUE
    FORT WAYNE,IN46807     		NONE PUBLIC GENERAL SUPPORT 60,000
    CANCER SERVICES OF ALLEN COUNTY
    DIANNE MAY EXECUTIVE DIRECTOR
    6316 MUTUAL DRIVE
    FORT WAYNE,IN46285     		NONE PUBLIC GENERAL SUPPORT 50,000
    CEDARS HOPE INC
    JODY NORTON EXECUTIVE DIRECTOR
    527 W BERRY STREET
    FORT WAYNE,IN468022103     		NONE PUBLIC GENERAL SUPPORT 7,500
    CENTER FOR NONVIOLENCE INC
    DAWN WITTE FINANCE COORDINATOR
    235 W CREIGHTON
    FORT WAYNE,IN46807     		NONE PUBLIC GENERAL SUPPORT 15,000
    CHILDREN'S HOPE INC
    CINDY ATKINSON EXECUTIVE DIRECTOR
    7922 W JEFFERSON BLVD
    FORT WAYNE,IN46804     		NONE PUBLIC GENERAL SUPPORT 8,000
    UNITED NEGRO COLLEGE FUND
    ANDREA NEELYU IN AREA DEV DIRECTOR
    3737 N MERIDIAN ST STE 203
    INDIANAPOLIS,IN46208     		NONE PUBLIC GENERAL SUPPORT 20,000
    COME2GO MINISTRIES INC
    REVEREND MARK MINNICK
    323 W BAKER ST PO BOX 10636
    FORT WAYNE,IN468530636     		NONE PUBLIC GENERAL SUPPORT 30,000
    COMMUNITY HARVEST FOOD BANK
    OF NORTHEAST INDIANA INC
    999 E TILLMAN RD PO BOX 10967
    FORT WAYNE,IN46816     		NONE PUBLIC GENERAL SUPPORT 90,000
    COMMUNITY TRANSPORTATION NETWORK
    BECKY WEIMERSKIRCH EXEC DIRECTOR
    2701 S COLISEUM BLVD PO BOX 13371
    FORT WAYNE,IN46806     		NONE PUBLIC GENERAL SUPPORT 20,000
    EAST ALLEN FAMILY RESOURCE CENTER
    SHARON WILSON EXECUTIVE DIRECTOR
    6330 PRIZE STREET
    FORT WAYNE,IN46803     		NONE PUBLIC GENERAL SUPPORT 15,000
    EAST WAYNE STREET CENTER
    ATTN EXECUTIVE DIRECTOR
    801 EAST WAYNE STREET
    FORT WAYNE,IN46803     		NONE PUBLIC GENERAL SUPPORT 40,000
    EASTER SEALS OF ARC OF NE INDIANA
    BILLS ANDREAS EXECUTIVE DIRECTOR
    4919 COLDWATER ROAD
    FORT WAYNE,IN46825     		NONE PUBLIC GENERAL SUPPORT 35,000
    EMBASSY THEATRE FOUNDATION
    KELLY UPDIKE EXECUTIVE DIRECTOR
    125 W JEFFERSON BLVD
    FORT WAYNE,IN468023012     		NONE PUBLIC GENERAL SUPPORT 120,000
    EARLY CHILDHOOD ALLIANCE
    MADELEINE BAKER EXEC DIRECTOR
    3320 FAIRFIELD AVENUE
    FORT WAYNE,IN46807     		NONE PUBLIC GENERAL SUPPORT 20,000
    EUELL A WILSON CENTER
    SHIRLEY WOODS PRESIDENT
    1512 OXFORD STREET
    FORT WAYNE,IN46806     		NONE PUBLIC GENERAL SUPPORT 15,000
    AFRICANAFRICAN-AMERICAN
    HISTORICAL SOCIETY
    436 E DOUGLAS AVENUE
    FORT WAYNE,IN46802     		NONE PUBLIC GENERAL SUPPORT 10,000
    F A M E
    IPFW 2101 E COLISEUM BLVD
    RHINEHART MUSIC BLDG RM 230A
    FORT WAYNE,IN468051499     		NONE PUBLIC GENERAL SUPPORT 5,000
    FAMILY & CHILDREN'S SERVICES INC
    STEPHEN A JARRELL EXEC DIRECTOR
    2712 S CALHOUN STREET
    FORT WAYNE,IN46807     		NONE PUBLIC GENERAL SUPPORT 15,000
    FELLOWSHIP OF CHRISTIAN ATHLETES
    KRAIG CABE N INDIANA DIRECTOR
    576 GEIGER DRIVE
    ROANOKE,IN46783     		NONE PUBLIC GENERAL SUPPORT 5,000
    ERIN'S HOUSE FOR GRIEVING CHILDREN
    DEBBIE MEYER EXEC DIRECTOR
    3811 ILLINOIS ROAD STE 205
    FORT WAYNE,IN46804     		NONE PUBLIC GENERAL SUPPORT 15,000
    TEACH OUR CHILDREN FUND INC
    DIANA YNGSTROM-BUGGE RESOURCE MGR
    3310 MALLARD COVE LANE
    FORT WAYNE,IN46804     		NONE PUBLIC GENERAL SUPPORT 10,000
    FORT WAYNE CHILDREN'S CHOIR INC
    IPFW RHINEHART MUSIC CENTER
    2101 E COLISEUM BLVD
    FORT WAYNE,IN468051445     		NONE PUBLIC GENERAL SUPPORT 7,000
    FORT WAYNE CIVIC THEATER
    PHILLIP COLGLAZIER EXEC DIRECTOR
    303 E MAIN STREET
    FORT WAYNE,IN46802     		NONE PUBLIC GENERAL SUPPORT 75,000
    FORT WAYNE BALLET INC
    KAREN GIBBONS-BROWN EXEC DIRECTOR
    324 PENN AVENUE
    FORT WAYNE,IN46805     		NONE PUBLIC GENERAL SUPPPORT 30,000
    FORT WAYNE DANCE COLLECTIVE INC
    LIZ NOMMIER ARTISTIC DIRECTOR
    437 E BERRY ST STE 203
    FORT WAYNE,IN46802     		NONE PUBLIC GENERAL SUPPORT 10,000
    FORT WAYNE MUSEUM OF ART
    CHARLES SHEPARD EXEC DIRECTOR
    311 EAST MAIN STREET
    FORT WAYNE,IN46802     		NONE PUBLIC GENERAL SUPPORT 135,000
    FT WAYNE PARKS & RECREATION INC
    AL MOLL EXECUTIVE DIRECTOR
    705 EAST STATE BLVD
    FORT WAYNE,IN46805     		NONE PUBLIC GENERAL SUPPORT 65,000
    FORT WAYNE CLUBHOUSE INC
    ANDREW WILSON EXECUTIVE DIRECTOR
    3327 LAKE AVENUE
    FORT WAYNE,IN46805     		NONE PUBLIC GENERAL SUPPORT 30,000
    FORT WAYNE WOMEN'S BUREAU INC
    PATRICIA VAN LEUVEN INTERIM COO
    3521 LAKE AVENUE STE 1
    FORT WAYNE,IN46805     		NONE PUBLIC GENERAL SUPPORT 20,000
    FORT WAYNE YOUTHEATRE INC
    HARVEY COCKS EXECUTIVE DIRECTOR
    303 E MAIN STREEET
    FORT WAYNE,IN46802     		NONE PUBLIC GENERAL SUPPORT 4,000
    FORT WAYNE ZOOLOGICAL SOCIETY
    JIM ANDERSON DIRECTOR
    3411 SHERMAN BLVD
    FORT WAYNE,IN46808     		NONE PUBLIC GENERAL SUPPORT 140,000
    FRANCISCAN CENTER INC
    SALLY LEY CEO FOUNDER
    4643 GAYWOOD DRIVE
    FORT WAYNE,IN46806     		NONE PUBLIC GENERAL SUPPORT 10,000
    FORT WAYNE PUBLIC TELEVISION INC
    BRUCE HAINES PRESIDENT
    2501 E COLISEUM BLVD
    FORT WAYNE,IN468051562     		NONE PUBLIC GENERAL SUPPORT 10,000
    FORT WAYNE RESCUE MISSION
    JIM DANCE PASTORPRESIDENT
    301 SUPERIOR ST PO BOX 11116
    FORT WAYNE,IN468551116     		NONE PUBLIC GENERAL SUPPORT 70,000
    FORT WAYNE SOCIETY
    OF ST VINCENT DEPAUL INC
    1600 S CALHOUN STREET
    FORT WAYNE,IN46802     		NONE PUBLIC GENERAL SUPPORT 5,000
    GENESIS OUTREACH INC
    LINDA GOLDEN EXEC DIRECTOR
    2812 GAY STREET
    FORT WAYNE,IN46806     		NONE PUBLIC GENERAL SUPPORT 10,000
    GIRL SCOUTS OF N INDIANA-MICHIANA
    SHERRI WEIDMAN EXECUTIVE DIRECTOR
    10008 DUPONT CIRCLE DRIVE EAST
    FORT WAYNE,IN46825     		NONE PUBLIC GENERAL SUPPORT 65,000
    GOODWILL INDUSTRIES OF FORT WAYNE
    BILL WARRINGER PRESIDENT/CEO
    1516 MAGNAVOX WAY
    FORT WAYNE,IN46804     		NONE PUBLIC GENERAL SUPPORT 10,000
    GREATER FT WAYNE CHAMBER
    OF COMMERCE FOUNDATION
    826 EWING STREET
    FORT WAYNE,IN46802     		NONE PUBLIC GENERAL SUPPORT 25,000
    HARLAN CHRISTIAN YOUTH CENTER
    17308 SECOND ST PO BOX 467
    HARLAN,IN46743     		NONE PUBLIC GENERAL SUPPORT 7,500
    HAROLD W MCMILLEN CENTER
    FOR HEALTH EDUCATION
    600 JIM KELLEY BLVD
    FORT WAYNE,IN46816     		NONE PUBLIC GENERAL SUPPORT 20,000
    HEADWATERS PARK ALLIANCE
    110 WEST BERRY ST STE 1006
    FORT WAYNE,IN46802     		NONE PUBLIC GENERAL SUPPORT 25,000
    HEARTLAND CHAMBER CHORALE INC
    2701 SPRING STREET NC122
    FORT WAYNE,IN46808     		NONE PUBLIC GENERAL SUPPORT 25,000
    HOMEBOUND MEALS INC
    611 WEST BERRY STREET
    FORT WAYNE,IN46802     		NONE PUBLIC GENERAL SUPPORT 7,000
    INDEPENDENT COLLEGES OF INDIANA FDN
    3135 NORTH MERIDIAN STREET
    INDIANAPOLIS,IN462084717     		NONE PUBLIC GENERAL SUPPORT 90,000
    INDIANA UNIVERSITY
    IU SCHOOL OF MEDICINE
    1120 SOUTH DRIVE PO BOX 7059
    INDIANAPOLIS,IN462077059     		NONE PUBLIC GENERAL SUPPORT 40,000
    INDIANA YOUTH INSTITUTE INC
    603 E WASHINGTON STREET STE 800
    INDIANAPOLIS,IN462042692     		NONE PUBLIC GENERAL SUPPORT 5,000
    INTERFAITH HOSPITALITY NETWORK
    OF GREATER FORT WAYNE INC
    2605 GAY STREET PO BOX 13326
    FORT WAYNE,IN46868     		NONE PUBLIC GENERAL SUPPORT 10,000
    IVY TECH FOUNDATION
    3800 NORTH ANTHONY BLVD
    FORT WAYNE,IN468051489     		NONE PUBLIC GENERAL SUPPORT 50,000
    INDIANA PURDUE FOUNDATION
    2101 E COLISEUM BLVD
    FORT WAYNE,IN468051499     		NONE PUBLIC GENERAL SUPPORT 180,000
    LIFELINE YOUTH & FAMILY SERVICES
    7136 GETTYSBURG PIKE PO BOX 80487
    FORT WAYNE,IN468980487     		NONE PUBLIC GENERAL SUPPORT 10,000
    THE LITERACY ALLIANCE INC
    709 CLAY ST STE 100
    FORT WAYNE,IN46802     		NONE PUBLIC GENERAL SUPPORT 20,000
    LITTLE RIVER WETLANDS PROJECT INC
    2403 FAIROAK DRIVE
    FORT WAYNE,IN468092301     		NONE PUBLIC GENERAL SUPPORT 20,000
    LEADERSHIP FORT WAYNE INC
    2101 E COLISEUM BLVD
    FORT WAYNE,IN46805     		NONE PUBLIC GENERAL SUPPORT 20,000
    MARTIN LUTHER KING SCHOOL INC
    4615 WERLING DRIVE
    FORT WAYNE,IN46806     		NONE PUBLIC GENERAL SUPPORT 15,000
    MATTHEW 25 INC
    413 E JEFFERSON BLVD
    FORT WAYNE,IN46802     		NONE PUBLIC GENERAL SUPPORT 25,000
    MENTAL HEALTH ASSOCIATION
    IN ALLEN COUNTY
    277 E WASHINGTON BLVD
    FORT WAYNE,IN46802     		NONE PUBLIC GENERAL SUPPORT 15,000
    MUSTARD SEED FURNITURE BANK
    OF FORT WAYNE INC
    5429 KEYSTONE DRIVE
    FORT WAYNE,IN46825     		NONE PUBLIC GENERAL SUPPORT 5,000
    NORTHEAST INDIANA FOUNDATION
    300 E MAIN ST STE 210
    FORT WAYNE,IN46802     		NONE PUBLIC GENERAL SUPPORT 50,000
    NORTHERN INDIANA HISTORICAL
    SOCIETY FOUNDATION
    808 WEST WASHINGTON
    SOUTH BEND,IN46601     		NONE PUBLIC GENERAL SUPPORT 20,000
    NEIGHBORHOOD HEALTH CLINICS INC
    1717 S CALHOUN ST PO BOX 11949
    FORT WAYNE,IN468621949     		NONE PUBLIC GENERAL SUPPORT 25,000
    SCAN INC
    500 W MAIN STREET
    FORT WAYNE,IN46802     		NONE PUBLIC GENERAL SUPPORT 20,000
    SCIENCE CENTRAL INC
    1950 N CLINTON STREET
    FORT WAYNE,IN468054049     		NONE PUBLIC GENERAL SUPPORT 60,000
    SOUTHEAST YOUTH COUNCIL INC
    123 MEYER DR PO BOX 236
    MONROEVILLE,IN46773     		NONE PUBLIC GENERAL SUPPORT 25,000
    PARKVIEW FOUNDATION
    2200 RANDALLIA DRIVE
    FORT WAYNE,IN468054699     		NONE PUBLIC GENERAL SUPPORT 85,000
    PATHWAYS INC
    4302 E STATE BLVD
    FORT WAYNE,IN468056971     		NONE PUBLIC GENERAL SUPPORT 10,000
    PLYMOUTH CONGREGATIONAL CHURCH
    501 WEST BERRY STREET
    FORT WAYNE,IN46802     		NONE PUBLIC GENERAL SUPPORT 70,000
    ST MARY'S CATHOLIC CHURCH
    ST MARY'S SOUP KITCHEN
    1101 SOUTH LAFAYETTE STREET
    FORT WAYNE,IN46802     		NONE PUBLIC FOOD PROGRAM SUPPORT 5,000
    TURNSTONE CENTER FOR
    DISABLED CHILDREN/ADULTS INC
    3320 NORTH CLINTON STREET
    FORT WAYNE,IN46805     		NONE PUBLIC GENERAL SUPPORT 150,000
    UNIVERSITY OF ST FRANCIS
    2701 SPRING STREET
    FORT WAYNE,IN46808     		NONE PUBLIC GENERAL SUPPORT 50,000
    VINCENT VILLAGE INC
    2827 HOLTON AVENUE
    FORT WAYNE,IN46806     		NONE PUBLIC GENERAL SUPPORT 15,000
    WELLSPRING INTERFAITH SOCIAL SVCS
    1316 BROADWAY AVENUE
    FORT WAYNE,IN468023306     		NONE PUBLIC GENERAL SUPPORT 25,000
    YMCA OF FORT WAYNE INC
    347 W BERRY ST STE 500
    FORT WAYNE,IN46802     		NONE PUBLIC GENERAL SUPPORT 75,000
    YWCA FORT WAYNE INC
    1610 SPY RUN AVENUE
    FORT WAYNE,IN468054033     		NONE PUBLIC GENERAL SUPPORT 90,000
    FT WAYNE PHILHARMONIC ORCHESTRA
    4901 FULLER DRIVE
    FORT WAYNE,IN46835     		NONE PUBLIC GENERAL SUPPORT 170,000
    FRIENDS OF THE LINCOLN COLLECTION
    7611 HOPE FARM ROAD
    FORT WAYNE,IN468156541     		NONE PUBLIC GENERAL SUPPORT 60,000
    GENERAL HOSPITAL CORPORATION
    55 FRUIT ST CNY 149/8301
    BOSTON,MA02114     		NONE PUBLIC GENERAL SUPPORT 50,000
    LEAGUE FOR THE BLINDDISABLED INC
    5821 SOUTH ANTHONY BLVD
    FORT WAYNE,IN46816     		NONE PUBLIC GENERAL SUPPORT 10,000
    THE NATURE CONSERVANCY
    1505 N DELAWARE ST STE 200
    INDIANAPOLIS,IN46202     		NONE PUBLIC GENERAL SUPPORT 35,000
    HUNTINGTON UNIVERSITY
    2303 COLLEGE AVENUE
    HUNTINGTON,IN46750     		NONE PUBLIC GENERAL SUPPORT 20,000
    INDIANA INSTITUTE OF TECHNOLOGY
    1600 EAST WASHINGTON BLVD
    FORT WAYNE,IN46803     		NONE PUBLIC GENERAL SUPPORT 25,000
    SALVATION ARMY
    2901 N CLINTON STREET
    FORT WAYNE,IN46805     		NONE PUBLIC GENERAL SUPPORT 10,000
    WHITINGTON HOMES & SERVICES
    FOR CHILDREN AND FAMILIES
    2423 FAIRFIELD AVENUE
    FORT WAYNE,IN46807     		NONE PUBLIC GENERAL SUPPORT 25,000
    ACRES INC
    1802 CHAPMAN ROAD
    HUNTERTOWN,IN46748     		NONE PUBLIC GENERAL SUPPORT 10,000
    AMERICAN RED CROSS
    1212 E CALIFORNIA RD PO BOX 5508
    FORT WAYNE,IN46895     		NONE PUBLIC GENERAL SUPPORT 50,000
    FORT WAYNE AREA YOUTH FOR CHRIST
    2825 HILLEGAS ROAD
    FORT WAYNE,IN46808     		NONE PUBLIC GENERAL SUPPORT 10,000
    FORT WAYNE CHILDREN'S HOME
    OF THE UNITED CHURCH OF CHRIST
    2525 LAKE AVENUE
    FORT WAYNE,IN468055457     		NONE PUBLIC GENERAL SUPPORT 65,000
    UNITY PERFORMING ARTS FOUNDATION
    YOUTH CHORAL PROGRAM
    PO BOX 10394
    FORT WAYNE,IN46852     		NONE PUBLIC GENERAL SUPPORT 50,000
    ISAAC KNAPP DENTAL EDUCATION FDN
    4640 WEST JEFFERSON BLVD
    FORT WAYNE,IN46804     		NONE PUBLIC GENERAL SUPPORT 10,000
    DRUG & ALCOHOL CONSORTIUM
    532 W JEFFERSON BLVD
    FORT WAYNE,IN46802     		NONE PUBLIC GENERAL SUPPORT 6,000
    POWER HOUSE YOUTH CENTER
    830 MAIN STREET
    NEW HAVEN,IN46774     		NONE PUBLIC GENERAL SUPPORT 5,000
    VISITING NURSE SERVICE & HOSPICE
    5910 HOMESTEAD ROAD
    FORT WAYNE,IN46814     		NONE PUBLIC GENERAL SUPPORT 10,000
    FORT WAYNE COMMUNITY SCHOOLS
    826 EWING STREET
    FORT WAYNE,IN46803     		NONE PUBLIC GENERAL SUPPORT 10,000
    FORT WAYNE MEDICAL SOCIETY FDN
    709 CLAY STREET 300
    FORT WAYNE,IN46802     		NONE PUBLIC GENERAL SUPPORT 15,000
    BUTLER UNIVERSITY
    4600 SUNSET AVE
    INDIANAPOLIS,IN46208     		NONE PUBLIC GENERAL SUPPORT 50,000
    MANCHESTER COLLEGE
    604 E COLLEGE AVE
    NORTH MANCHESTER,IN46962     		NONE PUBLIC GENERAL SUPPORT 50,000
    ALLEN COUNTY COUNCIL ON AGING
    233 WEST MAIN STREET
    FORT WAYNE,IN46802     		NONE PUBLIC GENERAL SUPPORT 15,000
    FORT WAYNE ALLEN COUNTY
    ECONOMIC DEVELOPMENT
    111 WEST WAYNE STREET
    FORT WAYNE,IN46802     		NONE PUBLIC GENERAL SUPPORT 20,000
    Total .................................bullet 3a 4,559,000
    bApproved for future payment
    Total ..................................bullet 3b  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See page 28 of
    the instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments          
    4 Dividends and interest from securities....     14 3,028,145  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6Net rental income or (loss) from personal property          
    7 Other investment income.....     15 5,233  
    8Gain or (loss) from sales of assets other than inventory     18 1,606,518  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aOTHER REVENUE       1,454  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   4,641,350  
    13Total. Add line 12, columns (b), (d), and (e)...................
    134,641,350
    (See worksheet in line 13 instructions on page 28 to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the organization’s exempt purposes (other than by providing funds for such purposes). (See
    page 28 of the instructions.)
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash....................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements............................
    1b(4)
     
    No
    (5) Loans or loan guarantees..............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    SignHere
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    Signature of officer or trustee Date Title
    PaidPreparersUseOnly Preparer's SignatureBullet Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2010)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2010 AccountingFeesSchedule
    Name:
    ENGLISH-BONTER-MITCHELL FDN
    EIN: 35-6247168
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PNC BANK, NA 700     700

    TY 2010 CompensationExplanation
    Name:
    ENGLISH-BONTER-MITCHELL FDN
    EIN: 35-6247168
    Person Name Explanation
    PNC BANK NA TRUSTEE FEES

    TY 2010 InvestmentsOtherSchedule2
    Name:
    ENGLISH-BONTER-MITCHELL FDN
    EIN: 35-6247168
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ALTERNATIVE INVESTMENTS AT COST 1,353,375 1,294,110

    TY 2010 OtherAssetsSchedule
    Name:
    ENGLISH-BONTER-MITCHELL FDN
    EIN: 35-6247168
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    SANTA CLAUS DISPLAY 66,976 66,976 66,976


    TY 2010 OtherDecreasesSchedule
    Name:
    ENGLISH-BONTER-MITCHELL FDN
    EIN: 35-6247168
    Description Amount
    POSTED SUBSEQ YR FOR CURR YR 23,810
    TRADE DATE/SETTLEMENT DATE 58
    ROUNDING ADJUSTMENT 2
    ACCRUED MARKET DISCOUNT INTEREST 5,233


    TY 2010 OtherExpensesSchedule
    Name:
    ENGLISH-BONTER-MITCHELL FDN
    EIN: 35-6247168
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MISC FOUNDATION EXPENSES 48,334 0   48,334
    MISC FOUNDATION EXPENSES 57 0   57


    TY 2010 OtherIncreasesSchedule
    Name:
    ENGLISH-BONTER-MITCHELL FDN
    EIN: 35-6247168
    Description Amount
    POSTED CURR YR FOR PR YR 5,917
    MARKETING FEE REBATE 7,859
    RECOVERY OF PRIOR YEAR DISTRIBUTION 5,000


    TY 2010 TaxesSchedule
    Name:
    ENGLISH-BONTER-MITCHELL FDN
    EIN: 35-6247168
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 3,541 3,541   0
    FOREIGN TAXES ON QUALIFIED FOR 22,000 22,000   0
    FOREIGN TAXES ON NONQUALIFIED 3,182 3,182   0