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
E F WILDERMUTH FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)1014 DUBLIN ROAD   Room/suite
City or town, state, and ZIP code
COLUMBUS, OH432151116
A Employer identification number

31-6050202
B Telephone number (see page 10 of the instructions)

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$3,293,979
J 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...... 82,986 82,986  
5a Gross rents.............. 21,960 21,960  
b Net rental income or (loss) 8,988
6a Net gain or (loss) from sale of assets not on line 10 -28,133
b Gross sales price for all assets on line 6a 1,006,729
7 Capital gain net income (from Part IV, line 2)...  
8 Net short-term capital gain.........  
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)....... 3,268 3,268  
12 Total. Add lines 1 through 11........ 80,081 108,214  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 9,620 4,810    
c Other professional fees (attach schedule).... 34,017 26,517   7,500
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions) 6,888 5,430    
19 Depreciation (attach schedule) and depletion... 2,762 2,762  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 39,017     39,017
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 12,663 5,639   200
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 104,967 45,158   46,717
25 Contributions, gifts, grants paid........ 166,010 166,010
26 Total expenses and disbursements. Add lines 24 and 25 270,977 45,158   212,727
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -190,896
b Net investment income (if negative, enter -0-) 63,056
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 Savings and temporary cash investments.......... 136,497 50,661 50,661
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
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 bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges........... 9,725 7,038 7,038
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 2,556,871 Click to see attachment2,458,493 2,970,507
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet270,376
Less: accumulated depreciation (attach schedule) bullet187,752 78,693 Click to see attachment82,624 265,773
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)   Click to see attachment-1  
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,781,786 2,598,815 3,293,979
Liabilities 17 Accounts payable and accrued expenses.......... 2,743  
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) 27,903 Click to see attachment38,850
23 Total liabilities (add lines 17 through 22).......... 30,646 38,850
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......... 2,751,140 2,559,965
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).................... 2,751,140 2,559,965
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 2,781,786 2,598,815
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 2,751,140
2 Enter amount from Part I, line 27a..................... 2 -190,896
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 2,560,244
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 279
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 2,559,965
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 KELLOG COMPANY 1200 SHARES P 2010-02-01 2011-01-06
b KELLOG CO 500 SHARES P 2011-06-28 2011-01-06
c WALTER ENERGY INC 500 SHARES P 2011-05-06 2011-11-25
d WALTER NERGY INC P 2011-08-09 2011-11-25
e SYSCO CORP 1588 SHARES P 2008-12-05 2011-01-06
SYSCO CORP 812 SHARES P 2008-12-05 2011-01-06
NESTLE S A 700 SHARES P 2009-03-09 2011-01-07
NESTLE S A 700 SHARES P 2009-06-25 2011-01-07
HEWLETT PACKARD CO 1500 SHARES P 2007-09-04 2011-04-11
DANAHER CORP 600 SHARES P 2007-02-28 2011-05-31
BECKTON DICKINSON & CO 200 SHARES P 2008-05-09 2011-06-13
ACCENTURE LTD P 2004-12-09 2011-07-25
ACCENTURE LTD 500 SHARES P 2004-12-27 2011-07-25
AFLAC INC 1200 SHARES P 2007-04-13 2011-07-25
CISCO SYSTEMS INC 2000 SHARES P 2001-08-30 2011-07-25
CISCO SYSTEMS INC 1200 SHARES P 2007-04-13 2011-07-25
DUKE ENERGY 300 SHARES P 2009-12-22 2011-07-25
GENERAL ELECTRIC 3500 SHARES P 2009-10-13 2011-07-25
JOHNSON & JOHNSON 500 SHARES P 2002-11-26 2011-07-25
NEXTERA ENERGY INC 400 SHARES P 2009-12-22 2011-07-25
WAL MART STORES INC 300 SHARES P 2006-12-12 2011-07-25
AFLAC INC 300 SHARES P 2007-04-13 2011-11-25
AFLAC INC 700 SHARES P 2007-04-27 2011-12-25
BECKTON DICKINSON & CO 1000 SHARES P 2008-05-09 2011-11-25
FORD MOTOR COMPANY 5200 SHARES P 2010-08-31 2011-12-05
GOLDMAN SACHS GROUP 500 SHARES P 2010-06-28 2011-12-05
MEDTRONIC INC P 2010-06-28 2011-12-05
VALE SA VDR 2200 SHARES P 2010-06-28 2011-12-05
ROUNDING P 2010-06-28 2011-12-05
CAPITAL GAIN DISTRIBUTION P 2010-06-28 2011-12-05
(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 61,143   66,120 -4,977
b 25,476   26,600 -1,124
c 34,111   58,162 -24,051
d 20,466   23,398 -2,932
e 46,366   34,714 11,652
23,746   17,750 5,996
40,321   21,693 18,628
40,321   25,830 14,491
61,739   73,140 -11,401
31,951   22,248 9,703
16,990   17,689 -699
6,139   2,713 3,426
30,694   13,525 17,169
54,491   57,684 -3,193
31,639   36,340 -4,701
18,984   31,188 -12,204
5,645   5,213 432
65,694   56,455 9,239
33,088   29,625 3,463
22,804   21,760 1,044
16,170   13,962 2,208
12,354   14,421 -2,067
28,827   34,587 -5,760
71,955   88,445 -16,490
53,845   58,758 -4,913
46,805   67,575 -20,770
54,090   56,085 -1,995
50,688   59,180 -8,492
    2 -2
187     187
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       -4,977
b       -1,124
c       -24,051
d       -2,932
e       11,652
      5,996
      18,628
      14,491
      -11,401
      9,703
      -699
      3,426
      17,169
      -3,193
      -4,701
      -12,204
      432
      9,239
      3,463
      1,044
      2,208
      -2,067
      -5,760
      -16,490
      -4,913
      -20,770
      -1,995
      -8,492
      -2
      187
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 -28,133
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 -33,084
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 239,332 4,116,700 0.058137
2009 203,541 3,733,845 0.054512
2008 266,268 4,476,843 0.059477
2007 292,443 5,028,483 0.058157
2006 280,505 4,749,743 0.059057
2 Total of line 1, column (d) ...................... 2 0.28934
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 0.057868
4 Enter the net value of noncharitable-use assets for 2011 from Part X, line 5..... 4 3,464,926
5 Multiply line 4 by line 3....................... 5 200,508
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 631
7 Add lines 5 and 6......................... 7 201,139
8 Enter qualifying distributions from Part XII, line 4.............. 8 212,727
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 1 631
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............................ 3 631
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- ..... 5 631
6 Credits/Payments:
a 2011 estimated tax payments and 2010 overpayment credited to 2011 6a 1,458
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 1
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,459
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 828
11 Enter the amount of line 10 to be: Credited to 2012 estimated taxBullet827 Refunded Bullet 11 1
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)bulletOH
    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.
    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
     
    No
    Website addressbullet  
    14
    The books are in care ofbulletROBERT W LEE Telephone no.bullet (614) 487-0040
    Located atbullet1014 DUBLIN ROADCOLUMBUSOH ZIP+4bullet432151116
    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
     
     
    .........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
    PATRICK CAMPBELL PRESIDENTCHAIR
    1
    0 0 0
    8900 BEL AIR PLACE
    POTOMAC,MD20854
    DAVID T PATTERSON VICE PRESIDENT
    1
    0 0 0
    88 EAST BROAD ST
    COLUMBUS,OH43215
    ROBERT W LEE TREASURER
    1
    0 0 0
    1014 DUBLIN ROAD
    COLUMBUS,OH432151116
    KARL BORTON VICE PRESIDENT
    1
    0 0 0
    2409 N 550 E RD
    DE LAND,IL61839
    THOMAS BORTON TRUSTEE
    1
    0 0 0
    144 W 17TH ST
    GIBSON CITY,IL60936
    HARRIET SLAUGHTER TRUSTEE
    1
    0 0 0
    4613 N ROYAL CENTRE PIKE
    ROYAL CENTER,IN46978
    JONATHON SLAUGHTER TRUSTEE
    1
    0 0 0
    9850 HARBOUR PINTE DR
    BLOOMINGTON,IN474018423
    CHRIS CAMPBELL TRUSTEE
    1
    0 0 0
    703 WASHINGTON STREET
    VALPARAISO,IN46383
    MATHEW PATTERSON TRUSTEE
    1
    0 0 0
    1160 VINETTA DR
    SAINT LOUIS,MO63131
    ELIZABETH PATTERSON TRUSTEE
    1
    0 0 0
    4609 JEFFERSON APT 505 N
    KANSAS CITY,MO64112
    JOHN CAMPBELL TRUSTEE
    1
    0 0 0
    1742 N PROSPECT AVE APT 307
    MILWAUKEE,WI53202
    KATHLEEN PATTERSON TRUSTEE
    1
    0 0 0
    1634 ANDOVER RD
    COLUMBUS,OH43212
    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  
    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.............bullet  
    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 NOT APPLICABLE 0
    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 NOT APPLICABLE 0
    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
    3,135,376
    b
    Average of monthly cash balances.......................
    1b
    109,504
    c
    Fair market value of all other assets (see page 24 of the instructions)............
    1c
    272,811
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,517,691
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    3,517,691
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ...........................
    4
    52,765
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,464,926
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    173,246
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    173,246
    2a
    Tax on investment income for 2011 from Part VI, line 5......
    2a
    631
    b
    Income tax for 2011. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    631
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    172,615
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    172,615
    6
    Deduction from distributable amount (see page 25 of the instructions)...........
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    172,615
    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
    212,727
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    212,727
    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
    631
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    212,096
    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 7 172,615
    2 Undistributed income, if any, as of the end of 2011:
    a Enter amount for 2010 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2011:
    a From 2006....... 49,046
    b From 2007....... 52,310
    c From 2008....... 43,364
    d From 2009....... 17,615
    e From 2010....... 36,414
    fTotal of lines 3a through e......... 198,749
    4Qualifying distributions for 2011 from Part
    XII, line 4: bullet$ 212,727
    a Applied to 2010, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see page 26 of the instructions)
     
    c Treated as distributions out of corpus (Election
    required—see page 26 of the instructions)...
     
    d Applied to 2011 distributable amount..... 172,615
    e Remaining amount distributed out of corpus 40,112
    5 Excess distributions carryover applied to 2011.    
    (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 5 238,861
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........
     
    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......
     
    d Subtract line 6c from line 6b. Taxable
    amount—see page 27 of the instructions ...
     
    e Undistributed income for 2010. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........
     
    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) ...........
     
    8Excess distributions carryover from 2006 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............
    49,046
    9Excess distributions carryover to 2012.
    Subtract lines 7 and 8 from line 6a ......
    189,815
    10 Analysis of line 9:
    a Excess from 2007.... 52,310
    b Excess from 2008.... 43,364
    c Excess from 2009.... 17,615
    d Excess from 2010.... 36,414
    e Excess from 2011.... 40,112
    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).)
    NONE
    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.
    NONE
    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:
    ROBERT W LEE TREAS
    1014 DUBLIN ROAD
    COLUMBUS,OH43215
    (614) 487-0040
    bThe form in which applications should be submitted and information and materials they should include:
    NO SPECIFIC FORM REQUIRE PROOF OF TAX EXEMPT STATUS
    cAny submission deadlines:
    JULY 1ST EACH YEAR
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    PREFER OHIO AND CONTIGUOUS STATES
    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
    CHILDRENS HOSPITAL
    700 CHILDRENS DRIVE
    COLUMBUS,OH43205
    NONE TAX EXEMPT GENERAL FUND 7,500
    COMMUNITY OF THE HOLY ROSARY
    648 SOUTH OHIO AVE
    COLUMBUS,OH43205
    NONE TAX EXEMPT GENERAL FUND 7,500
    FAIRFIELD HERITAGE ASSOCIATION
    105 EAST WHEELING ST
    LANCASTER,OH43130
    NONE TAX EXEMPT GENERAL FUND 1,000
    INDIANA UNIVERSITY
    800 EAST ATWATER AVE
    BLOOMINGTON,IN474053680
    NONE TAX EXEMPT OPTOMETRY COLLEGE 7,000
    ILLINOIS COLLEGE OF OPTOMETRY
    3241 SO MICHIGAN AVE
    CHICAGO,IL60616
    NONE TAX EXEMPT OPTOMETRY COLLEGE 7,000
    OHIOANA LIBRARY
    274 EAST FIRST AVE
    COLUMBUS,OH43201
    NONE TAX EXEMPT GENERAL FUND 2,500
    OHIO HEALTH FOUNDATION
    180 EAST BROAD STREET
    COLUMBUS,OH43215
    NONE TAX EXEMPT GENERAL FUND 15,000
    PREVENT BLINDNESS OHIO
    1500 WEST THIRD AVE
    COLUMBUS,OH43212
    NONE TAX EXEMPT OUTREACH PROG 2,000
    OHIO STATE UNIVERSITY OPTOMETR
    2400 OLENTANGY RIVER ROAD
    COLUMBUS,OH43210
    NONE TAX EXEMPT OPTOMETRY COLLEGE 35,000
    PENNSLYVANNIA COLLEGE OF OPT
    8360 OLD YORK ROAD
    ELKINS PARK,PA190271598
    NONE TAX EXEMPT OPTOMETRY COLLEGE 20,000
    BALLET METROPOLITAN
    322 MT VERNON AVE
    COLUMBUS,OH43215
    NONE TAX EXEMPT GENERAL FUND 20,000
    HEART OF OHIO RCD SENSORY
    557 SUNBURY ROAD
    DELAWARE,OH430158656
    NONE TAX EXEMPT GENERAL FUND 1,000
    AMORA BALLET
    3 TOWANDA RD
    BLOOMINGTON,IL61701
    NONE TAX EXEMPT GENERAL FUND 2,000
    CASA
    CO KARL BORTON N 550 E RD
    DE LAND,IL61839
    NONE TAX EXEMPT GENERAL FUND 1,000
    WILDERMUTH MEMORIAL CHURCH
    3405 CARROLL-EASTERN RD
    CARROLL,OH43112
    NONE TAX EXEMPT GENERAL FUND 37,510
    Total .................................bullet 3a 166,010
    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
    aCLASS ACTIONS     14 3,268  
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments     14 5,603  
    4 Dividends and interest from securities....     14 77,383  
    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          
    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)..   108,214  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13108,214
    (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

    TY 2011 AccountingFeesSchedule
    Name:
    E F WILDERMUTH FOUNDATION
    EIN: 31-6050202
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 9,620 4,810 0 0

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2011 DepreciationSchedule
    Name:
    E F WILDERMUTH FOUNDATION
    EIN: 31-6050202
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)
    Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    SHED 1974-01-01 7,401 7,401 SL 20        
    SHED ADDITION 1975-01-01 1,712 1,712 SL 20        
    CORN CRIB 1976-09-10 509 509 SL 15        
    GRAIN BIN & DRYER 1977-01-01 16,468 14,821 SL 15        
    DRAINAGE TILE 1991-06-01 8,131 7,932 SL 500 % 199      
    GRAIN BIN-ADJ 1991-06-01 9,657 9,658 SL 500 %        
    TILE INSTALLED 1992-06-01 2,243 1,952 SL 500 % 112      
    TILE WORK & DITCHING 1992-06-01 7,000 6,504 SL 500 % 350      
    TILE OUTLET & WATER LINE 1992-06-01 211 200 SL 500 % 11      
    CONCRETE & GRAVEL FOR BIN 1992-06-01 1,031 1,031 SL 15        
    BLOCK FOR GRAIN BIN 1992-06-01 338 338 SL 15        
    WIRING GRAIN BIN 1992-06-01 316 316 SL 15        
    BARN GARAGE DOOR 1996-01-01 602 450 SL 500 % 30      
    DITCHING FENCE ROWS 1997-08-15 3,748 2,511 SL 500 % 187      
    FILE TILE 1997-08-15 4,021 2,697 SL 500 % 201      
    FIELD TILE 1999-01-01 3,753 2,255 SL 500 % 188      
    FENCING & IMPROVEMENTS 2001-05-17 4,700 4,700 SL 1000 %        
    FENCE 2001-12-19 2,950 2,950 SL 1000 %        
    TENANT HOUSE & BARM 1969-09-30 10,000 10,000 SL 30        
    OIL FURNACE-TENANT HOUSE 1978-01-01 975 878 SL 15        
    TENANT HOUSE IMPROVEMENTS 1978-01-01 846 846 SL 10        
    INSULATION-TENANT HOUSE 1978-01-01 1,107 1,107 SL 10        
    TENANT HOUSE-FLOOR COVERI 1981-01-01 340 340 SL 10        
    TENANT HOUSE IMPROVEMENTS 1984-01-01 19,617 19,617 SL 15        
    FLOORS-TENANT HOUSE 1986-06-01 1,945 1,945 SL 10        
    TENANT HOUSE IMPROVEMENTS 1990-06-01 60,980 60,980 SL 15        
    TENANT HOUSE IMPROVEMENTS 1991-06-01 6,074 6,074 SL 15        
    MATERIAL AND WINDOWS TENA 1994-12-01 9,422 7,576 SL 500 % 471      
    WINDOWS-TENANT HOUSE 1994-12-01 4,785 3,846 SL 500 % 239      
    STORM DOOR-TENANT HOUSE 1996-01-01 202 150 SL 500 % 10      
    AC & WATER HEATER-TENANT 1997-08-15 2,357 2,357 SL 10        
    ALUM PORCH COLUMNS-TENANT 2000-08-22 735 283 M 363.6 % 27      
    AERATOR FOR SEPTIC TANK-T 2000-06-22 413 413 M 7        
    CEILING FANS-TENANT HOUSE 2000-06-22 153 153 M 7        
    LAND 1969-09-30 58,000   NDA          
    FIELD TILE 2009-04-03 3,269 245 SL 500 % 163      
    NEW ELECTRIC PANEL 2009-06-10 1,620 91 SL 363.6 % 59      
    CONCRETE STEPS -TENANT HO 2009-06-22 1,914 108 SL 363.6 % 70      
    NEW ROOF-GARAGE AND PORCH 2010-09-10 4,137 44 SL 363.6 % 150      
    CARPET-DOWNSTAIRS 2011-09-06 1,856   SL 500 % 93      
    CARPET-UPSTAIRS 2011-10-19 1,354   SL 500 % 68      
    FURNACE 2011-08-19 2,400   SL 333.3 % 80      
    APPLIANCES-RANGE 2011-10-06 585   SL 500 % 29      
    APPLIANCES-REFRIG 2011-10-06 499   SL 500 % 25      
    DEPRECIATION             2,762    

    TY 2011 InvestmentsCorpStockSchedule
    Name:
    E F WILDERMUTH FOUNDATION
    EIN: 31-6050202
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORPORATE STOCK 2,458,493 2,970,507

    TY 2011 InvestmentsLandSchedule2
    Name:
    E F WILDERMUTH FOUNDATION
    EIN: 31-6050202
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    LAND BLDG AND IMPROVEMENTS 270,376 187,752 82,624 265,773

    TY 2011 OtherAssetsSchedule
    Name:
    E F WILDERMUTH FOUNDATION
    EIN: 31-6050202
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ROUNDING   -1  


    TY 2011 OtherExpensesSchedule
    Name:
    E F WILDERMUTH FOUNDATION
    EIN: 31-6050202
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ANNUAL FILING FEE-OH 200 0 0 200
    INVESTMENT DEPOSITORY FEES 127 127 0 0
    INSURANCE-FARM PROPERTY 3,136 3,136 0 0
    FARM MAINTENANCE 2,376 2,376 0 0
    INSURANCE-D&O 6,825 0 0 0
    ROUNDING -1 0 0 0


    TY 2011 OtherIncomeSchedule2
    Name:
    E F WILDERMUTH FOUNDATION
    EIN: 31-6050202
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    CLASS ACTION SETTLEMENT INCOME 3,268 3,268 0


    TY 2011 OtherIncreasesSchedule
    Name:
    E F WILDERMUTH FOUNDATION
    EIN: 31-6050202
    Description Amount
    ACCRUAL ADJUSTMENTS PREVIOUS YEAR 279


    TY 2011 OtherLiabilitiesSchedule
    Name:
    E F WILDERMUTH FOUNDATION
    EIN: 31-6050202
    Description Beginning of Year - Book Value End of Year - Book Value
    TENANT DEPOSIT PAYABLE   600
    RENTS PAYABLE 3,200 1,800
    FARM EXPENSES PAYABLE 5,774 9,070
    INVESTMENT FEES 2,228 2,133
    ACCRUED ACCOUNTING 9,201 9,620
    ACCRUED MGMT FEES 7,500 7,500
    ACCRUED D&O INSURANCE   6,825
    ACCRUED MEETING EXPENSES   1,103
    ACCRUED OH FEES   200
    ROUNDING   -1


    TY 2011 OtherProfessionalFeesSchedule
    Name:
    E F WILDERMUTH FOUNDATION
    EIN: 31-6050202
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 26,517 26,517 0 0
    MANAGEMENT SERVICES 7,500 0 0 7,500


    TY 2011 TaxesSchedule
    Name:
    E F WILDERMUTH FOUNDATION
    EIN: 31-6050202
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    REAL ESTATE TAXES-FARM 4,698 4,698 0 0
    FOREIGN TAXES ON INVESTMENTS 732 732 0 0
    EXCISE TAX 990 PF 1,458 0 0 0