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
2011
For calendar year 2011, or tax year beginning 01-01-2011 , and ending 12-31-2011
G
Check all that apply:
Name of foundation
RUTH LILLY PHILANTHROPIC FOUNDATION
 

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

34-7206415
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$98,862,283J 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) 50,173,996
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 2,308,641 2,308,641  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,378,392
b Gross sales price for all assets on line 6a 46,705,338
7 Capital gain net income (from Part IV, line 2)... 2,378,392
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).......      
12 Total. Add lines 1 through 11........ 54,861,029 4,687,033  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 291,158 145,579   145,579
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment 162,772 0 0 162,772
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 78,308 36,078   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 77,633     77,633
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 610,571 181,657 0 386,684
25 Contributions, gifts, grants paid........ 16,473,847 16,473,847
26 Total expenses and disbursements. Add lines 24 and 25 17,084,418 181,657 0 16,860,531
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 37,776,611
b Net investment income (if negative, enter -0-) 4,505,376
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 (2011)
Form 990-PF (2011)
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............... 2,286,086 1,944,666 1,944,666
2 Savings and temporary cash investments..........      
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)   1,025,710 1,170,880
b Investments—corporate stock (attach schedule)........ 33,887,420 62,271,459 65,615,313
c Investments—corporate bonds (attach schedule)........ 15,761,960 14,608,214 14,566,844
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 9,581,756 14,298,617 15,564,580
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 61,517,222 94,148,666 98,862,283
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......... 61,517,222 94,148,666
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).................... 61,517,222 94,148,666
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 61,517,222 94,148,666
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 61,517,222
2 Enter amount from Part I, line 27a..................... 2 37,776,611
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 124
4 Add lines 1, 2, and 3.......................... 4 99,293,957
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 5,145,291
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 94,148,666
Form 990-PF (2011)
Form 990-PF (2011)
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 3675. AT&T INC   2009-06-08 2011-01-03
b 2000. ABBOTT LABORATORIES   2009-04-28 2011-01-03
c 600. AMERICAN EXPRESS COMPANY   2010-04-28 2011-01-03
d 2400. AMGEN   2009-04-28 2011-01-03
e 900. APACHE CORP COM   2010-02-04 2011-01-03
2000. APACHE CORP COM   2009-04-28 2011-01-03
125. APPLE COMPUTER INC   2010-12-08 2011-01-03
3700. BROADCOM CORP CL A   2010-04-28 2011-01-03
3000. CELGENE CORP COM   2009-04-28 2011-01-03
1700. CHUBB CORP   2009-08-11 2011-01-03
4000. CHURCH & DWIGHT INC COM   2009-04-28 2011-01-03
6500. CISCO SYS INC   2009-04-28 2011-01-03
29750. CITIGROUP INC   2010-06-16 2011-01-03
2000. CLOROX CO COM   2009-09-21 2011-01-03
2000. COLGATE PALMOLIVE COMPANY   2009-11-09 2011-01-03
975. CUMMINS ENGINE INCORPORATED   2010-11-10 2011-01-03
825. DOLLAR TREE INC   2010-04-28 2011-01-03
6000. EBAY INC COM   2010-02-04 2011-01-03
6000. EBAY INC COM   2009-11-09 2011-01-03
3200. EMERSON ELECTRIC   2010-04-28 2011-01-03
3000. ENERGEN CORP COM   2009-02-24 2011-01-03
4000. EXELON CORP COM   2009-04-28 2011-01-03
1300. EXXON MOBIL CORP COM   2010-04-28 2011-01-03
2000. FREEPORT MCMORAN COPPER & GOLD CL B   2010-02-04 2011-01-03
9000. GENERAL ELECTRIC CO   2010-02-04 2011-01-03
1425. GENERAL MILLS INC   2010-02-04 2011-01-03
225. GOOGLE INC CL A   2009-04-28 2011-01-03
6000. HOME DEPOT   2009-04-28 2011-01-03
8000. HUDSON CITY BANCORP INC   2009-06-01 2011-01-03
650. INTERNATIONAL BUSINESS MACHINES CORP   2009-06-08 2011-01-03
1800. J P MORGAN CHASE & CO COM   2009-06-08 2011-01-03
200. J P MORGAN CHASE & CO COM   2010-04-28 2011-01-03
2350. JOHNSON & JOHNSON   2009-11-09 2011-01-03
7900. JOHNSON CONTROLS INC.   2010-04-28 2011-01-03
8000. KBR INC   2009-04-28 2011-01-03
2000. LUBRIZOL CORP COM   2009-09-01 2011-01-03
3000. MCDONALDS CORP   2009-06-08 2011-01-03
775. MERCK & CO INC   2010-04-28 2011-01-03
4000. METLIFE INC COM   2010-02-04 2011-01-03
4000. METLIFE INC COM   2009-04-28 2011-01-03
3000. MICROSOFT CORP   2009-04-28 2011-01-03
2000. OCCIDENTAL PETE CORP COM   2010-02-04 2011-01-03
3000. OCCIDENTAL PETE CORP COM   2009-04-28 2011-01-03
5450. ORACLE CORPORATION   2009-06-08 2011-01-03
525. PPG INDUSTRIES   2010-04-28 2011-01-03
700. PEPSICO INC   2010-04-28 2011-01-03
275. PEPSICO INC   2009-04-28 2011-01-03
1700. PRICE T ROWE GROUP INC COM   2009-11-09 2011-01-03
1100. PROCTER AND GAMBLE COMPANY   2010-04-28 2011-01-03
4000. SCHLUMBERGER LTD   2009-04-28 2011-01-03
4000. SPECTRA ENERGY CORP   2009-02-24 2011-01-03
1400. STATE STREET CORP   2009-02-24 2011-01-03
2000. TARGET CORP   2009-04-28 2011-01-03
3000. 3M COMPANY COM   2010-02-04 2011-01-03
2000. 3M COMPANY COM   2009-11-09 2011-01-03
5000. THE TRAVELERS COS INC   2009-04-28 2011-01-03
700. UNITED TECHNOLOGIES CORP   2010-04-28 2011-01-03
4775. UNITEDHEALTH GROUP INC COM   2010-02-04 2011-01-03
5000. VERIZON COMMUNICATIONS COM   2009-06-08 2011-01-03
500. VIACOM INC   2010-04-28 2011-01-03
550. VIACOM INC   2009-06-08 2011-01-03
2225. WAL-MART STORES INC   2009-04-28 2011-01-03
4000. WASTE MANAGEMENT INC   2009-06-16 2011-01-03
5000. WILLIAMS COS INC   2010-02-04 2011-01-03
2500. PRICE T ROWE GROUP INC COM   2010-02-04 2011-01-13
800. PRICE T ROWE GROUP INC COM   2009-11-09 2011-01-13
1000000. FEDERAL HOME LOAN BANK BONDS CALL 01/18/2011 @100   2008-09-23 2011-01-18
2000. DEERE & COMPANY   2009-02-24 2011-01-21
15000. INTEL CORP   2009-06-08 2011-01-21
5000. MEDCO HEALTH SOLUTIONS INC   2009-04-28 2011-01-21
. NIKE INC CALL @ 85 EXPIRES 01/22/11   2000-12-31 2011-01-27
. COACH INC CALL @ 55 EXPIRES 01/22/11   2000-12-31 2011-01-27
800. AT&T INC   2009-06-08 2011-03-18
1000. AMAZON.COM INC COM   2011-01-03 2011-03-18
4375. AMERICAN ELECTRIC POWER COMPANY   2011-01-03 2011-03-18
300. BROADCOM CORP CL A   2010-04-28 2011-03-18
4000. BROADCOM CORP CL A   2009-08-11 2011-03-18
400. COACH INC COM   2010-04-28 2011-03-18
475. COACH INC COM   2010-02-04 2011-03-18
2350. DOLBY LABORATORIES INC CLASS A   2011-01-03 2011-03-18
675. NATIONAL-OILWELL INC COM   2011-01-03 2011-03-18
2275. NEWFIELD EXPL CO   2011-01-03 2011-03-18
1000000. PALM BEACH CNTY FLA REF TAXABLE LAND ACQ   2008-11-20 2011-03-18
3725. PEPSICO INC   2009-04-28 2011-03-18
150. AT&T INC   2009-06-08 2011-05-09
75. ALLERGAN INC COM   2011-01-03 2011-05-09
50. AMERICAN EXPRESS COMPANY   2010-04-28 2011-05-09
125. AMERISOURCEBERGEN CORP COM   2011-03-18 2011-05-09
100. AMERIPRISE FINANCIAL INC   2011-03-18 2011-05-09
25. APACHE CORP COM   2011-03-18 2011-05-09
50. APPLE COMPUTER INC   2011-03-18 2011-05-09
150. BANK OF AMER CORP COM   2010-04-28 2011-05-09
50. BORG WARNER AUTO COM   2011-03-18 2011-05-09
100. CAPITAL ONE FINANCIAL CORP COM   2011-03-18 2011-05-09
125. CELANESE CORP-SERIES A   2011-01-03 2011-05-09
125. CENTURYTEL INC COM   2011-01-03 2011-05-09
100. CHEVRONTEXACO CORP COM   2011-03-18 2011-05-09
50. CHUBB CORP   2011-03-18 2011-05-09
4525. COACH INC COM   2010-02-04 2011-05-09
75. COCA COLA COMPANY   2011-01-03 2011-05-09
25. CUMMINS ENGINE INCORPORATED   2011-03-18 2011-05-09
50. DEERE & COMPANY   2011-03-18 2011-05-09
75. DOLLAR TREE INC   2011-03-18 2011-05-09
100. DOVER CORP COM   2011-03-18 2011-05-09
75. E I DUPONT DE NEMOURS AND CO   2011-03-18 2011-05-09
250. EMC CORP/MASS   2011-03-18 2011-05-09
75. EATON CORPORATION   2011-03-18 2011-05-09
125. EBAY INC COM   2011-03-18 2011-05-09
75. EQUITY RESIDENTIAL PPTYS TR SBI   2011-03-18 2011-05-09
150. EXXON MOBIL CORP COM   2011-03-18 2011-05-09
225. GENERAL ELECTRIC CO   2011-03-18 2011-05-09
300. GENERAL MILLS INC   2011-03-18 2011-05-09
5775. GENERAL MILLS INC     2011-05-09
25. GOOGLE INC CL A   2009-04-28 2011-05-09
100. HERSHEY FOODS CORPORATION   2011-03-18 2011-05-09
50. HESS CORPORATION   2011-03-18 2011-05-09
50. HEWLETT PACKARD CO.   2011-01-03 2011-05-09
150. INTEL CORP   2011-03-18 2011-05-09
25. INTERNATIONAL BUSINESS MACHINES CORP   2011-03-18 2011-05-09
175. J P MORGAN CHASE & CO COM   2011-03-18 2011-05-09
75. JOHNSON & JOHNSON   2009-11-09 2011-05-09
175. LIMITED INC COM   2011-01-03 2011-05-09
225. MATTEL INC   2011-01-03 2011-05-09
100. MERCK & CO INC   2010-04-28 2011-05-09
275. MICROSOFT CORP   2009-04-28 2011-05-09
125. NATIONAL-OILWELL INC COM   2011-01-03 2011-05-09
75. NORTHEAST UTILS COM   2011-03-18 2011-05-09
225. ORACLE CORPORATION   2011-03-18 2011-05-09
50. PPG INDUSTRIES   2011-03-18 2011-05-09
375. PFIZER INC   2011-03-18 2011-05-09
100. PRICE T ROWE GROUP INC COM   2011-03-18 2011-05-09
100. PROCTER AND GAMBLE COMPANY   2010-04-28 2011-05-09
75. QUALCOMM INC COM   2011-03-18 2011-05-09
50. SHIRE PHARMACEUTICALS GROUP PLC SPONSORED ADR   2011-03-18 2011-05-09
50. SMUCKER J M CO COM NEW   2011-03-18 2011-05-09
125. STARBUCKS CORP   2011-03-18 2011-05-09
75. TEXAS INSTRUMENTS   2011-03-18 2011-05-09
50. TIFFANY & CO NEW COM   2011-03-18 2011-05-09
50. UNION PACIFIC CORP   2011-03-18 2011-05-09
75. UNITED TECHNOLOGIES CORP   2011-03-18 2011-05-09
100. UNITEDHEALTH GROUP INC COM   2011-03-18 2011-05-09
100. VIACOM INC   2011-03-18 2011-05-09
100. WAL-MART STORES INC   2009-04-28 2011-05-09
100. WALGREEN COMPANY   2011-03-18 2011-05-09
200. WELLS FARGO COMPANY   2011-03-18 2011-05-09
200. WISCONSIN ENERGY CORP   2011-03-18 2011-05-09
100. COOPER INDUSTRIES PLC SEDOL B40K911 ISIN IE00B40K9117   2011-03-18 2011-05-09
125. COVIDIEN PLC ISIN IE00B68SQD29 SEDOL B68SQD2   2011-03-18 2011-05-09
1625. CORD LABORATORIES     2011-05-09
249463.266 FIDELITY SPARTAN 500 INDEX FUND ADV CLASS   1982-06-10 2011-05-19
1000000. FEDERAL HOME LOAN BANK BONDS CALL 06/17/11 @100   2009-02-17 2011-06-17
2000. AMGEN   2009-04-28 2011-06-21
20. APPLE COMPUTER INC   2011-03-18 2011-06-21
100. CHUBB CORP   2011-03-18 2011-06-21
1530. CHUBB CORP     2011-06-21
16500. CISCO SYS INC     2011-06-21
2000. CLOROX CO COM   2009-09-21 2011-06-21
75. DOLLAR TREE INC   2011-03-18 2011-06-21
785. DOLLAR TREE INC   2010-04-28 2011-06-21
5000. ENERGEN CORP COM   2009-04-28 2011-06-21
750. GOLDMAN SACHS GROUP INC COM   2009-09-21 2011-06-21
130. GOOGLE INC CL A   2009-04-28 2011-06-21
3325. HEWLETT PACKARD CO.     2011-06-21
3080. INTEL CORP   2009-04-28 2011-06-21
50. INTERNATIONAL BUSINESS MACHINES CORP   2011-03-18 2011-06-21
190. INTERNATIONAL BUSINESS MACHINES CORP   2009-06-08 2011-06-21
200. J P MORGAN CHASE & CO COM   2011-03-18 2011-06-21
1410. J P MORGAN CHASE & CO COM   2009-06-08 2011-06-21
10000. KBR INC   2009-04-28 2011-06-21
1500. LUBRIZOL CORP COM   2009-11-09 2011-06-21
2500. MARATHON OIL CORP COM   2009-04-28 2011-06-21
4000. MEDCO HEALTH SOLUTIONS INC   2009-04-28 2011-06-21
3000. METLIFE INC COM   2009-04-28 2011-06-21
850. NATIONAL-OILWELL INC COM   2011-01-03 2011-06-21
170. NATIONAL-OILWELL INC COM   2008-12-24 2011-06-21
225. ORACLE CORPORATION   2011-03-18 2011-06-21
3335. ORACLE CORPORATION   2009-06-08 2011-06-21
525. PEPSICO INC   2009-09-01 2011-06-21
450. PFIZER INC   2011-03-18 2011-06-21
4140. PFIZER INC   2008-12-24 2011-06-21
3375. PRICE T ROWE GROUP INC COM   2011-03-18 2011-06-21
1120. PROCTER AND GAMBLE COMPANY   2010-04-28 2011-06-21
1500. SCHLUMBERGER LTD   2009-04-28 2011-06-21
590. SHIRE PHARMACEUTICALS GROUP PLC SPONSORED ADR     2011-06-21
5000. SPECTRA ENERGY CORP   2009-04-28 2011-06-21
8000. STAPLES INC.   2009-04-28 2011-06-21
6725. STARBUCKS CORP     2011-06-21
2700. STATE STREET CORP   2008-12-24 2011-06-21
1000. TARGET CORP   2009-04-28 2011-06-21
5000. TEVA PHARMACEUTICAL IND ADR   2009-04-28 2011-06-21
1000. 3M COMPANY COM   2009-11-09 2011-06-21
4000. THE TRAVELERS COS INC   2009-04-28 2011-06-21
100. VIACOM INC   2011-03-18 2011-06-21
3060. VIACOM INC   2009-06-08 2011-06-21
2420. WAL-MART STORES INC   2009-04-28 2011-06-21
4000. WASTE MANAGEMENT INC   2009-06-16 2011-06-21
2000. ACE LIMITED ISIN CH0044328745 SEDOL B3BQMF6   2009-04-28 2011-06-21
5795. WALGREEN COMPANY     2011-06-29
2960. DEERE & COMPANY     2011-07-18
325. DEERE & COMPANY   2009-04-28 2011-07-18
2515. HESS CORPORATION     2011-07-18
970. NATIONAL-OILWELL INC COM   2008-12-24 2011-07-18
275. APPLE COMPUTER INC   2010-12-08 2011-08-05
5. APPLE COMPUTER INC   2011-03-18 2011-08-05
1940. CELANESE CORP-SERIES A   2011-06-21 2011-08-05
5510. CENTURYTEL INC COM     2011-08-05
3700. LIMITED INC COM     2011-08-05
1340. NATIONAL-OILWELL INC COM   2008-12-24 2011-08-05
1300. TIFFANY & CO NEW COM     2011-08-05
1000000. FEDERAL HOME LOAN BANK BDS CALL 4/11/12 @ 100   2008-09-23 2011-08-19
37083. ISHARES TR S&P 500 INDEX FD   2011-05-19 2011-08-19
4787. ISHARES BARCLAYS 1-3 YEAR CRED ETF   2010-08-30 2011-08-19
60272.154 T ROWE PRICE EQUITY INCOME FUND     2011-08-19
6185. TEXAS INSTRUMENTS     2011-08-19
3340. COOPER INDUSTRIES PLC SEDOL B40K911 ISIN IE00B40K9117     2011-08-19
2660. COOPER INDUSTRIES PLC SEDOL B40K911 ISIN IE00B40K9117   2011-01-03 2011-08-22
5. COOPER INDUSTRIES PLC SEDOL B40K911 ISIN IE00B40K9117   2011-01-03 2011-08-30
345. APACHE CORP COM     2011-09-19
1250. APACHE CORP COM     2011-09-19
7925. WALT DISNEY COMPANY     2011-09-19
. CUMMINS INC CALL @ 135 EXPIRES 09/17/11   2000-12-31 2011-09-22
643. AMERISOURCEBERGEN CORP COM   2011-06-21 2011-09-29
1247. AMERISOURCEBERGEN CORP COM   2011-06-21 2011-09-29
1429. UNITEDHEALTH GROUP INC COM   2011-06-21 2011-09-29
391. UNITEDHEALTH GROUP INC COM   2011-06-21 2011-09-29
510. VIACOM INC   2009-06-08 2011-10-12
5880. VIACOM INC     2011-10-12
. NIKE INC CALL @ 95 EXPIRES 10/22/11   2000-12-31 2011-10-27
350. APPLE COMPUTER INC   2010-12-08 2011-11-11
3050. BAKER HUGHES INC.     2011-11-11
420. INTERNATIONAL BUSINESS MACHINES CORP     2011-11-11
2445. BAKER HUGHES INC.     2011-11-14
3145. TIFFANY & CO NEW COM   2011-03-18 2011-12-01
20821. ISHARES TR RUSSELL MIDCAP INDEX FD   2009-08-11 2011-12-14
27801. ISHARES TR RUSSELL 2000     2011-12-14
835. PPG INDUSTRIES     2011-12-15
1875. PPG INDUSTRIES   2010-04-28 2011-12-15
. FORD MOTOR COMPANY CALL @ 15 EXPIRES 12/17/11   2000-12-31 2011-12-22
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 108,999   104,425 4,574
b 95,639   108,450 -12,811
c 25,998   27,502 -1,504
d 133,249   138,120 -4,871
e 108,732   89,590 19,142
241,626   207,830 33,796
41,164   39,689 1,475
163,481   134,168 29,313
180,001   169,155 10,846
102,168   84,133 18,035
277,353   246,200 31,153
132,925   156,650 -23,725
144,026   119,292 24,734
122,718   123,500 -782
159,645   165,730 -6,085
108,649   91,445 17,204
46,587   33,809 12,778
172,091   136,320 35,771
172,091   142,500 29,591
183,046   165,000 18,046
151,160   143,115 8,045
167,606   197,440 -29,834
97,030   89,765 7,265
238,896   133,664 105,232
163,998   145,080 18,918
50,558   49,449 1,109
135,790   139,583 -3,793
211,796   174,810 36,986
102,959   110,440 -7,481
95,893   85,592 10,301
78,263   74,565 3,698
8,696   8,634 62
147,813   152,233 -4,420
312,489   266,309 46,180
243,459   155,960 87,499
213,468   146,920 66,548
230,212   189,690 40,522
27,978   26,633 1,345
184,121   140,007 44,114
184,121   140,720 43,401
83,894   93,135 -9,241
195,850   153,773 42,077
293,775   246,024 47,751
172,218   135,569 36,649
44,409   36,464 7,945
46,074   44,674 1,400
18,100   16,819 1,281
111,790   90,848 20,942
71,202   68,844 2,358
334,630   260,540 74,090
100,040   82,500 17,540
66,695   61,341 5,354
121,638   96,950 24,688
260,538   238,377 22,161
173,692   167,960 5,732
278,658   250,000 28,658
55,341   51,796 3,545
177,063   155,954 21,109
181,799   156,360 25,439
19,895   17,625 2,270
21,884   16,462 5,422
121,684   120,417 1,267
147,119   136,000 11,119
123,701   104,000 19,701
166,147   122,629 43,518
53,167   42,752 10,415
1,000,000   1,015,469 -15,469
173,256   109,940 63,316
312,892   306,375 6,517
316,038   323,375 -7,337
9,719     9,719
4,783     4,783
22,257   22,732 -475
161,693   184,340 -22,647
147,632   158,692 -11,060
11,813   10,830 983
157,509   125,373 32,136
20,173   16,944 3,229
23,955   16,323 7,632
112,472   158,533 -46,061
53,124   45,232 7,892
162,999   165,419 -2,420
1,101,120   1,038,468 62,652
235,291   227,821 7,470
4,680   4,262 418
6,066   5,279 787
2,511   2,292 219
5,205   4,690 515
6,130   6,063 67
3,146   3,001 145
17,374   16,645 729
1,825   2,672 -847
3,833   3,730 103
5,370   5,195 175
6,124   5,281 843
5,061   5,831 -770
10,346   10,359 -13
3,255   2,921 334
270,549   155,493 115,056
5,034   4,898 136
2,922   2,542 380
4,614   4,542 72
4,416   4,049 367
6,572   6,421 151
4,129   3,987 142
6,760   6,495 265
3,872   3,921 -49
4,086   3,833 253
4,387   4,127 260
12,400   12,321 79
4,484   4,423 61
11,583   11,022 561
222,967   200,353 22,614
13,304   15,509 -2,205
5,615   5,398 217
3,936   4,055 -119
2,053   2,145 -92
3,409   3,000 409
4,218   3,907 311
7,868   7,877 -9
4,890   4,859 31
7,187   5,378 1,809
6,003   5,815 188
3,636   3,437 199
7,103   8,537 -1,434
8,801   8,376 425
2,623   2,553 70
7,839   6,964 875
4,542   4,438 104
7,717   7,513 204
6,206   6,294 -88
6,488   6,259 229
4,231   3,858 373
4,575   4,413 162
3,696   3,514 182
4,557   4,415 142
2,638   2,492 146
3,374   2,859 515
5,096   4,778 318
6,702   6,057 645
4,991   4,267 724
5,058   4,411 647
5,520   5,412 108
4,268   4,153 115
5,658   6,388 -730
6,206   6,006 200
6,295   6,294 1
6,839   6,479 360
151,738   146,021 5,717
11,802,107   10,444,384 1,357,723
1,000,000   1,047,344 -47,344
116,292   115,100 1,192
6,500   6,658 -158
6,277   5,843 434
96,036   75,720 20,316
255,653   393,500 -137,847
135,559   123,500 12,059
4,906   4,049 857
51,352   32,170 19,182
281,425   238,525 42,900
102,095   124,114 -22,019
63,961   80,648 -16,687
117,671   142,464 -24,793
66,558   62,909 3,649
8,312   7,815 497
31,585   25,019 6,566
8,162   9,002 -840
57,541   58,409 -868
355,921   194,950 160,971
201,331   110,190 91,141
129,938   78,275 51,663
224,344   258,700 -34,356
124,801   105,540 19,261
61,045   56,958 4,087
12,209   7,563 4,646
7,344   6,964 380
108,855   82,958 25,897
36,167   32,109 4,058
9,188   9,016 172
84,531   76,528 8,003
197,575   212,427 -14,852
71,947   70,096 1,851
125,490   97,703 27,787
53,105   43,953 9,152
136,362   103,125 33,237
123,412   199,940 -76,528
246,805   226,666 20,139
119,142   118,301 841
47,689   48,475 -786
237,113   278,300 -41,187
93,521   83,980 9,541
232,291   200,000 32,291
4,899   4,411 488
149,902   91,586 58,316
128,816   130,970 -2,154
149,526   136,000 13,526
129,606   100,590 29,016
242,172   243,529 -1,357
235,508   263,492 -27,984
25,858   17,865 7,993
181,391   196,792 -15,401
75,471   43,155 32,316
102,753   87,317 15,436
1,868   1,665 203
85,183   98,439 -13,256
186,213   248,077 -61,864
129,364   132,484 -3,120
90,190   59,617 30,573
89,802   99,312 -9,510
1,030,060   1,057,031 -26,971
4,206,077   4,993,589 -787,512
499,610   503,653 -4,043
1,248,236   1,500,000 -251,764
154,866   203,313 -48,447
140,904   201,602 -60,698
111,282   156,723 -45,441
229   295 -66
32,749   41,137 -8,388
118,655   125,086 -6,431
256,264   331,598 -75,334
2,235     2,235
24,806   26,761 -1,955
47,177   51,899 -4,722
66,306   74,479 -8,173
18,535   20,379 -1,844
22,299   15,264 7,035
254,362   175,988 78,374
10,303     10,303
134,212   111,130 23,082
177,227   217,398 -40,171
78,706   55,306 23,400
139,833   151,179 -11,346
209,588   179,829 29,759
1,973,941   1,734,181 239,760
1,970,708   1,753,409 217,299
66,900   71,724 -4,824
150,225   130,227 19,998
9,515     9,515
      933
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       4,574
b       -12,811
c       -1,504
d       -4,871
e       19,142
      33,796
      1,475
      29,313
      10,846
      18,035
      31,153
      -23,725
      24,734
      -782
      -6,085
      17,204
      12,778
      35,771
      29,591
      18,046
      8,045
      -29,834
      7,265
      105,232
      18,918
      1,109
      -3,793
      36,986
      -7,481
      10,301
      3,698
      62
      -4,420
      46,180
      87,499
      66,548
      40,522
      1,345
      44,114
      43,401
      -9,241
      42,077
      47,751
      36,649
      7,945
      1,400
      1,281
      20,942
      2,358
      74,090
      17,540
      5,354
      24,688
      22,161
      5,732
      28,658
      3,545
      21,109
      25,439
      2,270
      5,422
      1,267
      11,119
      19,701
      43,518
      10,415
      -15,469
      63,316
      6,517
      -7,337
      9,719
      4,783
      -475
      -22,647
      -11,060
      983
      32,136
      3,229
      7,632
      -46,061
      7,892
      -2,420
      62,652
      7,470
      418
      787
      219
      515
      67
      145
      729
      -847
      103
      175
      843
      -770
      -13
      334
      115,056
      136
      380
      72
      367
      151
      142
      265
      -49
      253
      260
      79
      61
      561
      22,614
      -2,205
      217
      -119
      -92
      409
      311
      -9
      31
      1,809
      188
      199
      -1,434
      425
      70
      875
      104
      204
      -88
      229
      373
      162
      182
      142
      146
      515
      318
      645
      724
      647
      108
      115
      -730
      200
      1
      360
      5,717
      1,357,723
      -47,344
      1,192
      -158
      434
      20,316
      -137,847
      12,059
      857
      19,182
      42,900
      -22,019
      -16,687
      -24,793
      3,649
      497
      6,566
      -840
      -868
      160,971
      91,141
      51,663
      -34,356
      19,261
      4,087
      4,646
      380
      25,897
      4,058
      172
      8,003
      -14,852
      1,851
      27,787
      9,152
      33,237
      -76,528
      20,139
      841
      -786
      -41,187
      9,541
      32,291
      488
      58,316
      -2,154
      13,526
      29,016
      -1,357
      -27,984
      7,993
      -15,401
      32,316
      15,436
      203
      -13,256
      -61,864
      -3,120
      30,573
      -9,510
      -26,971
      -787,512
      -4,043
      -251,764
      -48,447
      -60,698
      -45,441
      -66
      -8,388
      -6,431
      -75,334
      2,235
      -1,955
      -4,722
      -8,173
      -1,844
      7,035
      78,374
      10,303
      23,082
      -40,171
      23,400
      -11,346
      29,759
      239,760
      217,299
      -4,824
      19,998
      9,515
       
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 2,378,392
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))
2010 11,477,695 26,867,364 0.427198
2009 10,028,116 7,529,907 1.331772
2008 10,183,296 6,847,468 1.487162
2007 10,348,220 6,800,723 1.521635
2006 15,615,543 17,277,659 0.9038
2 Total of line 1, column (d) ...................... 2 5.671567
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 1.134313
4 Enter the net value of noncharitable-use assets for 2011 from Part X, line 5..... 4 91,148,800
5 Multiply line 4 by line 3....................... 5 103,391,269
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 45,054
7 Add lines 5 and 6......................... 7 103,436,323
8 Enter qualifying distributions from Part XII, line 4.............. 8 16,860,531
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 (2011)
Form 990-PF (2011)
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 90,108
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 90,108
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 90,108
6 Credits/Payments:
a 2011 estimated tax payments and 2010 overpayment credited to 2011 6a 21,254
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 75,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 96,254
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 6,146
11 Enter the amount of line 10 to be: Credited to 2012 estimated taxBullet6,146 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 2011 or the taxable year beginning in 2011 (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.Click to see attachment
    10
    Yes
     
    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 NA Telephone no.bullet (216) 257-4699
    Located atbulletPO 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 2011, 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 (2011)
    Form 990-PF (2011)
    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 2011?.............
    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 2011, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2011?...............
    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
     
    No
    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 2011 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 2011.)....................
    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 2011?
    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 (2011)
    Form 990-PF (2011)
    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
    3     		291,158    
    PO BOX 94651
    CLEVELAND,OH441014651
    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 (2011)
    Form 990-PF (2011)
    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
    92,536,853
    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
    92,536,853
    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
    92,536,853
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ...........................
    4
    1,388,053
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    91,148,800
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    4,557,440
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    4,557,440
    2a
    Tax on investment income for 2011 from Part VI, line 5......
    2a
    90,108
    b
    Income tax for 2011. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    90,108
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    4,467,332
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    4,467,332
    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
    4,467,332
    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
    16,860,531
    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
    16,860,531
    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
    16,860,531
    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 (2011)
    Form 990-PF (2011)
    Page 8
    Part XIII
    Undistributed Income (see page 26 of the instructions)
    (a)
    Corpus     		(b)
    Years prior to 2010     		(c)
    2010     		(d)
    2011
    1 Distributable amount for 2011 from Part XI, line 7 4,467,332
    2 Undistributed income, if any, as of the end of 2011:
    a Enter amount for 2010 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2011:
    a From 2006....... 15,277,674
    b From 2007....... 10,015,337
    c From 2008....... 9,844,654
    d From 2009....... 9,652,249
    e From 2010....... 10,155,619
    fTotal of lines 3a through e......... 54,945,533
    4Qualifying distributions for 2011 from Part
    XII, line 4: bullet$ 16,860,531
    a Applied to 2010, but not more than line 2a 0
    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 2011 distributable amount..... 4,467,332
    e Remaining amount distributed out of corpus 12,393,199
    5 Excess distributions carryover applied to 2011. 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 67,338,732
    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 2010. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........     		0
    f Undistributed income for 2011. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2011 ..........     		0
    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 2006 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............     		15,277,674
    9Excess distributions carryover to 2012.
    Subtract lines 7 and 8 from line 6a ......     		52,061,058
    10 Analysis of line 9:
    a Excess from 2007.... 10,015,337
    b Excess from 2008.... 9,844,654
    c Excess from 2009.... 9,652,249
    d Excess from 2010.... 10,155,619
    e Excess from 2011.... 12,393,199
    Form 990-PF (2011)
    Form 990-PF (2011)
    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 2011, 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) 2011 (b) 2010 (c) 2009 (d) 2008
             
    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 (2011)
    Form 990-PF (2011)
    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
    ANIMAL WELFARE LEAGUE OF KOSCIUSKO
    3489 E 100 S
    WARSAW,IN46581     		NONE PUBLIC GENERAL SUPPORT 50,000
    HUMANE SOCIETY OF THE UNITED STATES
    PO BOX 993
    OLD CHELSEA STATION
    NEW YORK,NY10013     		NONE PUBLIC GENERAL SUPPORT 150,000
    DUKE UNIVERSITY DIVINITY SCHOOL
    BOX 90966
    DURHAM,NC27708     		NONE PUBLIC RECONCILIATION SCHOLARSHIP FUND 225,000
    JUMPSTART YOUTH CONNECTION INC
    C/O JOSEPH S COSTELLO PRESIDENT
    5 MARKET ST STE 203C
    AMESBURY,MA01913     		NONE PUBLIC GENERAL SUPPORT 50,000
    FAMILY SERVICES OF GREATER BOSTON
    31 HEATH ST
    JAMAICA PLAN,MA02130     		NONE PUBLIC GENERAL SUPPORT 100,000
    GREENWOOD SCHOOL
    ATTN STEWART MILLER
    14 GREENWOOD LANE
    PUTNEY,VT05346     		NONE PUBLIC SCHOLARSHIPS 485,610
    THE AMERICAN FUND FOR CHARITIES
    C/O THE CHAPEL & YORK LIMITED
    601 PENNSYLVANIA AVE NW STE 900
    WASHINGTON,DC20004     		NONE PUBLIC INSTITUTE OF CHILD HEALTH 1,267,000
    LEGACY HOUSE
    2050 N ARLINGTON AVE
    INDIANAPOLIS,IN46218     		NONE PUBLIC GENERAL SUPPORT 56,000
    GIRL'S INC
    3959 N CENTRAL AVE
    INDIANAPOLIS,IN46205     		NONE PUBLIC GENERAL SUPPORT 56,000
    FAIRBANKS HOSPITAL INC
    8102 CLEARVISTA PARKWAY
    INDIANAPOLIS,IN46256     		NONE PUBLIC GENERAL SUPPORT 56,000
    VOLUNTEERS OF AMERICA INDIANA
    927 N PENNSYLVANIA ST
    INDIANAPOLIS,IN46204     		NONE PUBLIC THEODORA HOUSE 106,000
    WAWASEE AREA CONSERVANCY FOUNDATION
    PO BOX 548
    SYRACUSE,IN46567     		NONE PUBLIC GENERAL SUPPORT 20,000
    NASHOBA BROOKS SCHOOL
    1200 STRAWBERRY HILL RD
    CONCORD,MA01742     		NONE PUBLIC GENERAL SUPPORT 60,000
    THE MIND TRUST
    407 N FULTON ST STE 102
    INDIANAPOLIS,IN46202     		NONE PUBLIC GENERAL SUPPORT 40,000
    CAPE COD HEALTHCARE FDN
    348C GIFFORD ST
    FALMOUTH,MA02540     		NONE PUBLIC MENTAL HEALTH/SUBSTANCE ABUSE PROGRAMS 50,000
    MASSACHUSETTS GENERAL HOSPITAL
    165 CAMBRIDGE ST STE 600
    BOSTON,MA02114     		NONE PUBLIC HOME BASE PROGRAM 20,000
    UNITED WAY OF CENTRAL INDIANA
    3901 N MERIDIAN ST PO BOX 88409
    INDIANAPOLIS,IN46208     		NONE PUBLIC READY TO LEARN/EARN PROGRAM 2,001,334
    GOODWILL INDUSTRIES FOUNDATION
    OF CENTRAL INDIANA INC
    1635 W MICHIGAN ST
    INDIANAPOLIS,IN46222     		NONE PUBLIC METROPOLITAN HIGH SCHOOL/ R SCIENCE/WELLNES 170,000
    THE AMERICAN PORPHYRIA FOUNDATION
    4900 WOODWAY STE 780
    HOUSTON,TX77056     		NONE PUBLIC GENERAL SUPPORT 30,000
    INDIANA UNIVERSITY FOUNDATION
    950 N MERIDIAN ST STE 250
    INDIANAPOLIS,IN46204     		NONE PUBLIC KELLEY SCHOOL OF BUSINESS 106,652
    THE CHESTNUT HILL SCHOOL
    428 HAMMOND ST
    NEWTON,MA02467     		NONE PUBLIC GENERAL SUPPORT 5,000
    INDIANA UNIVERSITYKENYA PARTNERSHI
    1001 WEST 10TH ST M299
    INDIANAPOLIS,IN46202     		NONE PUBLIC GENERAL SUPPORT 150,000
    INDIANAPOLIS SYMPHONY ORCHESTRA
    32 E WASHINGTON STREET STE 600
    INDIANAPOLIS,IN46204     		NONE PUBLIC GENERAL SUPPORT 210,000
    INDIANAPOLIS ZOOLOGICAL SOCIETY INC
    1200 W WASHINGTON STREET
    INDIANAPOLIS,IN46222     		NONE PUBLIC GENERAL SUPPORT 510,000
    CHILDREN'S MUSEUM OF INDIANAPOLIS
    PO BOX 3000
    INDIANAPOLIS,IN46206     		NONE PUBLIC GENERAL SUPPORT 110,000
    ST MARGARET'S HOSPITAL GUILD
    PO BOX 40793
    INDIANAPOLIS,IN46240     		NONE PUBLIC GENERAL SUPPORT 25,000
    HERITAGE MUSEUMS & GARDENS
    67 GROVE STREET
    SANDWICH,MA02563     		NONE PUBLIC GENERAL SUPPORT 465,334
    INDIANA NATIONAL GUARD RELIEF FUND
    9339 PRIORITY WAY W DRIVE STE 130
    INDIANAPOLIS,IN46202     		NONE PUBLIC GENERAL SUPPORT 20,000
    CONNOR PRAIRIE LIVING HISTORY
    MUSEUM
    13400 ALLISONVILLE ROAD
    FISHERS,IN46038     		NONE PUBLIC GENERAL SUPPORT 200,000
    THE CHRISTAMORE HOUSE GUILD
    502 N TREMONT
    INDIANAPOLIS,IN46222     		NONE PUBLIC GENERAL SUPPORT 40,000
    MARIAN UNIVERSITY
    3200 COLD SPRING RD
    INDIANAPOLIS,IN46222     		NONE PUBLIC GENERAL SUPPORT 20,000
    CROSSROADS OF AMERICA COUNCILBOY
    SCOUTS OF AMERICA
    1900 N MERIDIAN ST
    INDIANAPOLIS,IN46222     		NONE PUBLIC GENERAL SUPPORT 40,000
    DYSLEXIA INSTITUTE OF INDIANA INC
    2511 E 46TH ST STE 0-2
    INDIANAPOLIS,IN46204     		NONE PUBLIC GENERAL SUPPORT 130,000
    DAVID JAMIESON MEMORIAL GOLF
    84 FULLER POND RD
    MIDDLETON,MA01949     		NONE PUBLIC GENERAL SUPPORT 15,834
    FRIENDS OF MINUTE MAN NATIONAL PARK
    174 LIBERTY ST
    CONCORD,MA01742     		NONE PUBLIC GENERAL SUPPORT 5,000
    BARBARA BUSH FDN FOR FAMILY LITERAC
    1201 15TH ST NW STE 420
    WASHINGTON,DC20005     		NONE PUBLIC LITERACY PROGRAMS IN CLAY COUNTY, INDIANA 20,000
    NATIONAL ASSOC OF MENTAL ILLNESS
    OF INDIANA
    PO BOX 22697
    INDIANAPOLIS,IN46204     		NONE PUBLIC GENERAL SUPPORT 100,000
    AMERICAN FDN FOR PHARMACEUTICAL ED
    ONE CHURCH ST STE 400
    ROCKVILLE,MD20850     		NONE PUBLIC GENERAL SUPPORT 80,000
    JOHN ASHFORD LINK HOUSE INC
    ATTN NICHOLAS J COSTELLO EX DIR
    197 ELM STREET
    SALISBURY,MA01952     		NONE PUBLIC GENERAL SUPPORT 150,000
    WWOZ RADIO
    PO BOX 51840
    NEW ORLEANS,LA70151     		NONE PUBLIC GENERAL SUPPORT 5,000
    BUSCH WILDLIFE SANCTUARY
    2500 JUPITER PARK DRIVE
    JUPITER,FL33458     		NONE PUBLIC GENERAL SUPPORT 10,000
    FALMOUTH SERVICE CENTER
    PO BOX 208
    FALMOUTH,MA02541     		NONE PUBLIC GENERAL SUPPORT 20,000
    REMOTE AREA MEDICAL FDN
    1834 BEECH STREET
    KNOXVILLE,TN37920     		NONE PUBLIC GENERAL SUPPORT 198,107
    INDIAN GOSPEL MISSION
    STATE BANK OF NEW YORK
    39 BROADWAY
    NEW YORK,NY11935     		NONE PUBLIC GENERAL SUPPORT 20,000
    SAMARITAN EDUCATION
    CITIBANK FSB
    ENGLEWOOD CLIFFS,NJ12345     		NONE PUBLIC CONSTRUCTION OF SCHOOL BUILDING/SAMARITAN RES 50,000
    CHRIST CHURCH CATHEDRAL
    ATTN REES OLANDER DIRECTOR
    55 MONUMENT CIR STE 600
    INDIANAPOLIS,IN46204     		NONE PUBLIC GENERAL SUPPORT 60,000
    IU HERRON SCHOOL OF ART
    C/O INDIANA UNIVERSITY FDN
    PO BOX 500
    BLOOMINGTON,IN47402     		NONE PUBLIC GENERAL SUPPORT 834,436
    AMERICAN RED CROSS
    2025 E STREET NE
    WASHINGTON,DC20006     		NONE PUBLIC GENERAL SUPPORT 853,599
    LIFE LEADERSHIP DEVELOPMENT CORP
    2055 N SENATE AVENUE
    INDIANAPOLIS,IN46202     		NONE PUBLIC GENERAL SUPPORT 834,436
    YMCA OF NORWALK
    370 WEST AVENUE
    NORWALK,CT06850     		NONE PUBLIC GENERAL SUPPORT 150,833
    PROGRESS HOUSE
    201 SOUTH SHELBY STREET
    INDIANAPOLIS,IN46202     		NONE PUBLIC GENERAL SUPPORT 14,000
    GENNESARET FREE CLINICS
    510 E 24TH STREET
    INDIANAPOLIS,IN46205     		NONE PUBLIC GENERAL SUPPORT 14,000
    BIG BROTHERSBIG SISTERS OF
    MASSACHUSETTS BAY
    75 FEDERAL STREET 8TH FLOOR
    BOSTON,MA02110     		NONE PUBLIC GENERAL SUPPORT 150,000
    HOSPICE OF THE NORTH SHORE
    75 SYLVAN STREET STE B-102
    DANVERS,MA01923     		NONE PUBLIC COMPLEMENTARY THERAPIES PROGRAM 150,000
    HOUSING FAMILIES
    354 CROSS STREET
    MALDEN,MA02148     		NONE PUBLIC CHILDRENS PROGRAMS(15000) 150,000
    WGBH
    ONE GUEST STREET
    BOSTON,MA02135     		NONE PUBLIC GENERAL SUPPORT 300,000
    ISLAND SCHOOL FOUNDATION
    PO BOX 6006
    LAWRENCEVILLE,NJ08648     		NONE PUBLIC GENERAL SUPPORT 100,000
    JEANNE GEIGER CRISIS CENTER
    2 HARRIS STREET
    NEWBURYPORT,MA01950     		NONE PUBLIC GENERAL SUPPORT 100,000
    RIGHT TURN BIZ INC
    299 BROADWAY
    ARLINGTON,MA02474     		NONE PUBLIC GENERAL SUPPORT 10,000
    THE NEW YORK CITY LEADERSHIP CENTER
    4604 31ST AVE SECOND FLOOR
    LONG ISLAND CITY,NY11103     		NONE PUBLIC GENERAL SUPPORT 35,000
    NEW ORLEANS MUSICIANS CLINIC
    3700 SAINT CHARLES AVE
    NEW ORLEANS,LA70115     		NONE PUBLIC GENERAL SUPPORT 200,000
    IU CENTER OF PHILANTHROPY
    PO BOX 500
    BLOOMINGTON,IN47402     		NONE PUBLIC GENERAL SUPPORT 2,503,309
    DUKE UNIVERSITY
    PO BOX 90966
    DURHAM,NC27708     		NONE PUBLIC GENERAL SUPPORT 50,000
    EMILY KRZYZEWSKI FAMILY LIFE CENTER
    904 W CHAPEL HILL ST
    DURHAM,NC27701     		NONE PUBLIC GENERAL SUPPORT 50,000
    NEW ENGLAND CONSERVATORY
    290 HUNTINGTON AVENUE
    BOSTON,MA02115     		NONE PUBLIC GENERAL SUPPORT 250,000
    BOYS AND GIRLS CLUB OF BOSTON
    50 CONGRESS STREET STE 730
    BOSTON,MA02109     		NONE PUBLIC GENERAL SUPPORT 706,000
    AMERICAN ACADEMY OF ARTS AND SCIENC
    136 IRVING STREET
    CAMBRIDGE,MA02138     		NONE PUBLIC GENERAL SUPPORT 50,000
    INNOVATION NETWORK FOR COMM
    1625 K STREET NW SUITE 1050
    WASHINGTON,DC20006     		NONE PUBLIC GENERAL SUPPORT 25,000
    RIGHT TO LIFE OF INDIANAPOLIS
    1060 EAST 86TH STREET SUITE 61 B
    INDIANAPOLIS,IN46240     		NONE PUBLIC GENERAL SUPPORT 15,000
    ASPPIRE INDIANA INC
    602 RANSDELL ROAD
    LEBANON,IN46052     		NONE PUBLIC GENERAL SUPPORT 10,000
    GRACE COLLEGE
    200 SEMINARY DRIVE WINONA DRIVE
    WINONA LAKE,IN46590     		NONE PUBLIC GENERAL SUPPORT 5,000
    THE FOUNDATION FOR EVANGELISM
    PO BOX 985
    LAKE JUNALUSKA,NC28745     		NONE PUBLIC GENERAL SUPPORT 12,000
    WESTPORT WESTON FAMILY YMCA
    59 POST ROAD EAST
    WESTPORT,CT06880     		NONE PUBLIC GENERAL SUPPORT 50,000
    UNIVERSITY OF PITTSBURGH
    128 NORTH CRAIG STREET
    PITTSBURGH,PA15260     		NONE PUBLIC GENERAL SUPPORT 100,000
    INDIANA LANDMARKS
    1201 CENTRAL AVENUE
    INDIANAPOLIS,IN46202     		NONE PUBLIC GENERAL SUPPORT 120,000
    CHARLES A TINDLEY ACCELERATED SCHOO
    3960 MEADOWS DRIVE
    INDIANAPOLIS,IN46205     		NONE PUBLIC GENERAL SUPPORT 10,000
    INDIANA VIRTUAL SCHOOL
    2206 E 96TH STREET
    INDIANAPOLIS,IN46240     		NONE PUBLIC GENERAL SUPPORT 30,000
    INSTITUTE FOR GLOBAL ENGAGEMENT
    PO BOX 12205
    ARLINGTON,VA22219     		NONE PUBLIC GENERAL SUPPORT 30,000
    SNOWLINE HOSPICE
    6520 PLEASANT VALLEY ROAD
    DIAMOND SPRINGS,CA95619     		NONE PUBLIC GENERAL SUPPORT 100,000
    MENNONITE CENTRAL COMMITTEE
    21 S 12TH ST PO BOX 500
    AKRON,PA17501     		NONE PUBLIC GENERAL SUPPORT 18,200
    ESKENAZI HEALTH FOUNDATION
    1001 W TENTH ST
    INDIANAPOLIS,IN46202     		NONE PUBLIC GENERAL SUPPORT 20,000
    BOCA GRANDE WOMAN'S CLUB INC
    PO BOX 65
    BOCA GRANDE,FL33921     		NONE PUBLIC GENERAL SUPPORT 20,000
    INDIANA GOLF FOUNDATION
    PO BOX 516
    FRANKLIN,IN46131     		NONE PUBLIC GENERAL SUPPORT 5,000
    RUTH LILLY HEALTH EDUCATION CENTER
    2055 N SENATE AVE
    INDIANAPOLIS,IN46202     		NONE PUBLIC GENERAL SUPPORT 19,163
    BOYS AND GIRLS CLUB OF LOWER
    PO BOX 209
    SHELTON,CT06484     		NONE PUBLIC GENERAL SUPPORT 100,000
    INDIANA REPERATORY THEATRE
    140 W WASHINGTON STREET
    INDIANAPOLIS,IN46204     		NONE PUBLIC GENERAL SUPPORT 5,000
    HOUSING ASSISTANCE CORPORATION
    2811 EAST 10TH STREET
    INDIANAPOLIS,IN46201     		NONE PUBLIC GENERAL SUPPORT 10,000
    ST VINCENT HOSPITAL FOUNDATION
    8402 HARCOURT ROAD STE 210
    INDIANAPOLIS,IN46260     		NONE PUBLIC GENERAL SUPPORT 5,000
    FALMOUTH YOUTH HOCKEY LEAGUE
    9 TECHNOLOGY PARK DRIVE
    EAST FALMOUTH,MA02536     		NONE PUBLIC GENERAL SUPPORT 500,000
    Total .................................bullet 3a 16,473,847
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2011)
    Form 990-PF (2011)
    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 2,308,641  
    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.....          
    8Gain or (loss) from sales of assets other than inventory     18 2,378,392  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   4,687,033  
    13Total. Add line 12, columns (b), (d), and (e)..................
    134,687,033
    (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 (2011)
    Form 990-PF (2011)
    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 (2011)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    OMB No. 1545-0047
    2011
    Name of organization
    RUTH LILLY PHILANTHROPIC FOUNDATION
     
    Employer identification number

    34-7206415
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......................... Arrow Bullet   $    
    Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on Part I, line 2, of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2011)

    Page 2
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    Name of organization
    RUTH LILLY PHILANTHROPIC FOUNDATION
          		Employer identification number

    34-7206415
    Part I
    Contributors (see Instructions). Use duplicate copies of Part I if additional space is needed.
    		     
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    RUTH LILLY IRR SPECIAL TRUST
     

         
    PO BOX 94651
       
    CLEVELAND, OH   44101

    		$50,173,996




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is a noncash contribution.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

    Page 3
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    Name of organization
    RUTH LILLY PHILANTHROPIC FOUNDATION
          		Employer identification number

    34-7206415
    Part II
    Noncash Property (see Instructions). Use duplicate copies of Part II if additional space is needed.
    		     
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions).     		(d)
    Date received
    1
    		 PUBLICLY TRADED SECURITES REAL ESTATE, HOUSEHOLD GOODS & FURNITURE CEMETERY BURIAL PLOT   $39,175,000 2011-05-18
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions).     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions).     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions).     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions).     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions).     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

    Page 4
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    Name of organization
    RUTH LILLY PHILANTHROPIC FOUNDATION
          		Employer identification number

    34-7206415
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
    Use duplicate copies of Part III if additional space is needed
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2011 AccountingFeesSchedule
    Name:
    RUTH LILLY PHILANTHROPIC FOUNDATION
    EIN: 34-7206415
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PNC BANK, NA 700     700

    TY 2011 LegalFeesSchedule
    Name:
    RUTH LILLY PHILANTHROPIC FOUNDATION
    EIN: 34-7206415
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES - PRINCIPAL (ALLOCA 90,093     90,093
    LEGAL FEES - INCOME (ALLOCABLE 72,679     72,679


    TY 2011 OtherDecreasesSchedule
    Name:
    RUTH LILLY PHILANTHROPIC FOUNDATION
    EIN: 34-7206415
    Description Amount
    POSTED SUBSEQ YEAR FOR CURR YEAR 11,135
    ADJUSTMENT DUE TO PUBLICLY TRADED STOCKS CONTRIBUTED 5,134,156


    TY 2011 OtherExpensesSchedule
    Name:
    RUTH LILLY PHILANTHROPIC FOUNDATION
    EIN: 34-7206415
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MISC FOUNDATION EXPENSES 15,578 0   15,578
    MISC FOUNDATION EXPENSES 62,055 0   62,055


    TY 2011 OtherIncreasesSchedule
    Name:
    RUTH LILLY PHILANTHROPIC FOUNDATION
    EIN: 34-7206415
    Description Amount
    POSTED CURR YR FOR PRIOR YR 122
    ROUNDING ADJUSTMENT 2


    TY 2011 SubstantialContributorsSch
    Name:
    RUTH LILLY PHILANTHROPIC FOUNDATION
    EIN: 34-7206415
    Name Address
    RUTH LILLY IRR SPECIAL TRUST
          		PO BOX 94651
    CLEVELAND,OH44101


    TY 2011 TaxesSchedule
    Name:
    RUTH LILLY PHILANTHROPIC FOUNDATION
    EIN: 34-7206415
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 268 268   0
    FEDERAL TAX PAYMENT - PRIOR YR 21,030 0   0
    FEDERAL ESTIMATES - PRINCIPAL 21,200 0   0
    FOREIGN TAXES ON QUALIFIED FOR 30,121 30,121   0
    FOREIGN TAXES ON NONQUALIFIED 5,689 5,689   0