Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 01-01-2013 , and ending 12-31-2013
Name of foundation
CHARITIES FOUNDATION
 
% KATHLEEN MATZINGER
Number and street (or P.O. box number if mail is not delivered to street address)ONE MICHAEL OWENS WAYPLAZA ONE 3RD FLOOR SuiteRoom/suite
City or town, state or province, country, and ZIP or foreign postal code
PERRYSBURG, OH43551
A Employer identification number

34-6554560
B Telephone number (see instructions)

(567) 336-5000
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$470,950J Accounting method:
MODIFIED CASH
(Part I, column (d) must be on cash basis.)
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 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) 2,050,000
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities......      
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
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).......      
12 Total. Add lines 1 through 11........ 2,050,000 0  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 7,000 0 0 7,000
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 124      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 7,650 747   6,903
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 14,774 747 0 13,903
25 Contributions, gifts, grants paid........ 1,721,776 1,721,776
26 Total expenses and disbursements. Add lines 24 and 25 1,736,550 747 0 1,735,679
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 313,450
b Net investment income (if negative, enter -0-) 0
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
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............... 157,500 470,950 470,950
2 Savings and temporary cash investments.......... 0    
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 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...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........      
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
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)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 157,500 470,950 470,950
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.................... 157,500 470,950
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
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).................... 157,500 470,950
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 157,500 470,950
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)............... 1 157,500
2 Enter amount from Part I, line 27a..................... 2 313,450
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 470,950
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 470,950
Form 990-PF (2013)
Form 990-PF (2013)
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.)
1a
b
c
d
e
(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
b
c
d
e
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
b
c
d
e
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  
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 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))
2012 2,040,355 168,685 12.095652
2011 1,703,974 148,369 11.484704
2010 1,959,837 196,706 9.96328
2009 2,090,629 206,540 10.122151
2008 2,243,418 262,466 8.547461
2 Total of line 1, column (d) ...................... 2 52.213248
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 10.44265
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 230,973
5 Multiply line 4 by line 3....................... 5 2,411,970
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 0
7 Add lines 5 and 6......................... 7 2,411,970
8 Enter qualifying distributions from Part XII, line 4.............. 8 1,735,679
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.
Form 990-PF (2013)
Form 990-PF (2013)
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 0
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  
3 Add lines 1 and 2............................ 3 0
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 0
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a  
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
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 0
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet   RefundedBullet 11  
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? Click to see attachment....................
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 changesClick to see attachment....
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.Click to see attachment
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 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 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    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 instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletKATHLEEN MATZINGER Telephone no.bullet (567) 336-1835
    Located atbulletONE MICHAEL OWENS WAY PLAZA 1PERRYSBURGOH ZIP+4bullet43551
    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 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See 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 (2013)
    Form 990-PF (2013)
    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 2013?.............
    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 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    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 instructions.) ..............
    2b
     
     
    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 2013 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 2013.)....................
    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 2013?
    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 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 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 (2013)
    Form 990-PF (2013)
    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 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
    JIM BAEHREN TRUSTEE
    0.5     		0 0 0
    ONE MICHAEL OWENS WAY
    PERRYSBURG,OH43551
    JAMES E ADAMS TRUSTEE
    0.5     		0 0 0
    ONE MICHAEL OWENS WAY
    PERRYSBURG,OH43551
    KIMBERLY MENEILLY TRUSTEE
    0.5     		0 0 0
    ONE MICHAEL OWENS WAY
    PERRYSBURG,OH43551
    2 Compensation of five highest-paid employees (other than those included on line 1—see 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
     
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
     
    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
     
    2  
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 NONE  
    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 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
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    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
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    11,549
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    0
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    0
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    11,549
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    11,549
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    11,549
    Part XII
    Qualifying Distributions (see 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
     
    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
     
    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 instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
     
    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 (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2012     		(c)
    2012     		(d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7 11,549
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 0
    b Total for prior years:2011, 2010, 2009 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008....... 2,230,383
    b From 2009....... 2,080,330
    c From 2010....... 1,950,064
    d From 2011....... 1,696,574
    e From 2012....... 2,031,991
    fTotal of lines 3a through e......... 9,989,342
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 1,735,679
    a Applied to 2012, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		 
    d Applied to 2013 distributable amount..... 11,549
    e Remaining amount distributed out of corpus 1,724,130
    5 Excess distributions carryover applied to 2013.    
    (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 11,713,472
    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......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		 
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		2,230,383
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		9,483,089
    10 Analysis of line 9:
    a Excess from 2009.... 2,080,330
    b Excess from 2010.... 1,950,064
    c Excess from 2011.... 1,696,574
    d Excess from 2012.... 2,031,991
    e Excess from 2013.... 1,724,130
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see 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 2013, 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) 2013 (b) 2012 (c) 2011 (d) 2010
             
    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 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:
    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 (2013)
    Form 990-PF (2013)
    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
    ABLELegal Aid Of Western Ohio
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 10,000
    advocates for basic legal equality
    525 Jefferson Avenue Suite 300
    TOLEDO,OH43604     		  PC OPERATING SUPPORT 1,500
    Alfred University
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 200
    Alzheimer's Association
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 25
    American Heart Association
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 4,853
    American Cancer Society
    740 Commerce Drive Suite B
    PERRYSBURG,OH43551     		  PC OPERATING SUPPORT 6,406
    American Lung Association in Ohio
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 30
    American Red Cross
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 730
    Arbor Day Foundation
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 40
    Arlingtonians For a Clean Environment
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 50
    Arts Commission of Greater Toledo
    1838 Parkwood Avenue Suite 120
    toledo,OH43604     		  PC OPERATING SUPPORT 10,167
    Association for the Protection of Animals Inc
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 2,500
    Beach House Family Shelter
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 915
    Belen Jesuit Preparatory School
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 10,000
    Bethany Christian Services
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 200
    Big Brothers Big Sisters Of Northwestern Ohio
    Four SeaGate Suite 660
    toledo,OH43604     		  PC OPERATING SUPPORT 5,000
    Black Swamp Conservancy
    P O Box 332
    PERRYSBURG,OH43552     		  PC OPERATING SUPPORT 5,000
    Boston College
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 200
    Bowling Green State University Foundation Inc
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 14,724
    Boy Scouts Of America - Cub Scout Pack 196
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 135
    Boy Scouts Of America - Erie Shores Council
    P O Box 8728
    TOLEDO,OH43623     		    operating support 21,190
    Boy Scouts Of America - Southern Shores FSC
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 90
    Boy Scouts Of America - Capital Area Council
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 50
    Boys & Girls Club of Toledo
    2250 N Detroit Ave
    toledo,OH43606     		  PC OPERATING SUPPORT 10,000
    Boys Scouts of America Troop 210
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 300
    BPO of the Elks - Lodge #1850
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 232
    Breck School
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 13,000
    Buckeye Trail Association
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 278
    California State University - Chico
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 200
    Camp Courageous Inc
    12701 Waterville-Swanton Road
    whitehouse,OH43571     		  PC OPERATING SUPPORT 10,000
    Cardinal Stritch High School
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 630
    Carnegie Mellon University
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 200
    Case Western Reserve University
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 2,000
    Central Catholic High School
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 60
    Charity Cup
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 4,060
    Cherry Street Mission Ministries
    105 17th Street
    toledo,OH43604     		  PC OPERATING SUPPORT 20,050
    Chicago Symphony Orchestra
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 1,500
    Children's Hospital Foundation
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 5,000
    Children's Miracle Network Hospitals
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 50
    Christendom College
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 20,000
    Cystic Fibrosis Foundation
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 220
    DAV Charitable Service Trust
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 140
    Doorways for Women and Families Inc
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 50
    Double ARC
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 350
    Eastern Michigan University
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 600
    Eastwood High School
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 3,000
    Edna House for Women
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 250
    Emmanuel Christian School
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 1,000
    Evans Scholars Foundation
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 500
    Extra Mile Education Foundation
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 1,200
    Flying Horse Farms
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 10,500
    Four Corners Historical Coop
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 1,000
    Franciscan University Of Steubenville
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 7,000
    Friends Of Lucas County Children's Services
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 969
    Gasparilla Island Conservation & Improvement Assn
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 250
    George Washington University
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 15,000
    Golden Retriever Rescue Resource
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 50
    Harvard University
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 2,000
    Heidelberg University
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 100
    Hillsdale College
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 200
    Hobart College (part of Colleges of the Seneca)
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 500
    Hospice Of Northwest Ohio
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 200
    Hubris Productions
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 1,000
    Ice Age Trail Alliance
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 50
    Imagination Station
    ONE DISCOVERY WAY
    TOLEDO,OH43604     		  PC OPERATING SUPPORT 12,580
    JLJ Vision Outreach Inc
    2001 Ashland Avenue
    TOLEDO,OH43620     		  PC OPERATING SUPPORT 35,000
    Julia Dyckman Andrus Memorial Inc
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 50
    Junior Achievement Of Northwestern Ohio Inc
    2239 Cheyenne Blvd
    TOLEDO,OH43614     		  PC operating support 28,630
    Jupiter Medical Center Foundation
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 15,000
    Juvenile Diabetes Research Foundation
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 1,897
    Juvenile Diabetes Research Foundation - Southfield
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 250
    Keep America Beautiful
    1010 Washington Blvd
    stamford,CT06901     		  PC OPERATING SUPPORT 25,000
    Keep Ohio Beautiful
    105 17th Street
    toledo,OH43604     		  PC OPERATING SUPPORT 5,000
    Keep Toledo Lucas County Beautiful
    1011 Matzinger Road
    toledo,OH43612     		  PC OPERATING SUPPORT 10,000
    Kids Unlimited Inc
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 500
    Knights of Columbus Council 2850
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 50
    Lawrence Academy
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 2,000
    Leukemia & Lymphoma Society
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 30
    Life Remodeled
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 600
    Little Sisters of the Poor
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 350
    Lourdes University
    6832 Convent Blvd
    SYLVANIA,OH43560     		  PC OPERATING SUPPORT 60,000
    Luther College
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 1,200
    Make a Wish Foundation
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 11,051
    Masterworks Chorale
    P O Box 114
    toledo,OH43697     		  PC OPERATING SUPPORT 1,000
    Maumee Valley Country Day School
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 21,000
    Maumee Valley Habitat For Humanity
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 125
    Mercy Home For Boys & Girls
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 1,000
    Metroparks of the Toledo Area
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 30
    Michigan State University
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 650
    Midwest Boston Terrier Rescue
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 175
    Mom's House
    2505 Franklin Avenue
    TOLEDO,OH43610     		  PC OPERATING SUPPORT 20,000
    Muscular Dystrophy Association
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 30
    National Lutheran Association on Scouting
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 25
    National Multiple Sclerosis Society
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 13,134
    New Horizons GYN Cancer Research Fund
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 100
    North County Trail Association
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 106
    Northeastern Illinois University Foundation
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 2,000
    Northwest Ohio Scholarship Fund
    5800 Monroe Street
    SUITE F5
    SYLVANIA,OH43560     		  PC OPERATING SUPPORT 25,000
    Northwestern University
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 6,400
    Notre Dame Academy
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 1,600
    Ocean Conservancy
    1300 19th St NW 8th floor
    washington,DC20036     		  PC OPERATING SUPPORT 20,000
    Ohio Foundation of Independent Colleges
    250 East Broad St Suite 1700
    COLUMBUS,OH43215     		  PC OPERATING SUPPORT 25,000
    Ohio State University Foundation
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 4,500
    Ohio University Foundation
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 100
    Open Door Ministry
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 1,000
    Owens Community College Foundation
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 3,400
    Palm Beach Opera
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 11,000
    Partners in Education
    300 Martin Luther King Jr Dr Su
    toledo,OH43604     		  PC OPERATING SUPPORT 24,000
    Perrysburg Rotary Services Foundation
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 500
    Perrysburg Schools Foundation
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 100
    Pittsburgh Symphony
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 11,000
    PKD Foundation
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 300
    Planned Pethood
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 3,008
    Progeria Research Foundation
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 100
    Promedica Foundation
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 844
    Providence House Inc
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 250
    Public Broadcasting Foundation Of NW Ohio
    1270 South Detroit Ave P O Box
    TOLEDO,OH43614     		    MATCHING GRANT 655
    Ratner School
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 1,000
    Read for Literacy Inc
    325 N Michigan St
    TOLEDO,OH43604     		  PC OPERATING SUPPORT 30,079
    Ronald McDonald House Charities of Northwest Ohio
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 765
    Rose-Hulman Institute Of Technology
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 5,000
    Saint Mary's College
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 2,000
    Salvation Army of Northwest Ohio Area
    620 N Erie St
    toledo,OH43604     		  PC OPERATING SUPPORT 10,125
    Salvation Army Streator IL Service Center
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 500
    Serenity Farm Equestrian Center
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 2,100
    Shared Lives Studio
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 4,975
    Southern Methodist University
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 500
    Spina Bifida Association
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 25
    St Augustine Health Campus
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 2,500
    St Francis de Sales High School
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 2,800
    St Francis University - Loretto
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 1,320
    St John's Jesuit High School
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 1,100
    St Jude Children's Research Hospital
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 25
    St Luke's Hospital Foundation
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 1,000
    St Paul's Community Center
    P O Box 9564
    toledo,OH43697     		  PC OPERATING SUPPORT 10,000
    St Ursula Academy
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 450
    St Vincent Mercy Medical Center Foundation
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 400
    Still Creek Christian School
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 700
    Summit Academy Of Toledo Learning Center
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 200
    Sunshine Foundation Inc
    7723 Maumee Western Road
    maumee,OH43537     		  SO III FI OPERATING SUPPORT 20,000
    Susan G Komen for the Cure
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 685
    Sweet Briar College
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 100
    Sylvania Area Family Services
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 25
    The Holden Arboretum
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 4,000
    The Toledo Ballet Association Inc
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 100
    The Twelve Of Ohio Inc
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 300
    The University of the South
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 700
    The Victory Center
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 350
    The Village Players Theatre
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 160
    Therapeutic Riding Center Foundation
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 1,000
    Thomas M Wernert Center
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 1,000
    Toastmaster International
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 724
    Together We Can Make a Difference Initiatives
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 272
    Toledo Community Foundation
    300 Madison Avenue Suite 1300
    toledo,OH43604     		  PC OPERATING SUPPORT 18,000
    Toledo Cultural Arts Center at the Valentine
    410 Adams Street
    TOLEDO,OH43604     		  PC OPERATING SUPPORT 10,000
    Toledo Lucas County Police Athletic League
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 5,000
    Toledo Mud Hens Baseball Club - knot hole club
    Fifth Third Field
    406 Washington Street
    toledo,OH43604     		  PC OPERATING SUPPORT 26,803
    Toledo Museum Of Art
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 8,825
    Toledo Northwestern Ohio Food Bank
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 150
    Toledo Opera
    425 Jefferson Avenue Suite 601
    toledo,OH43604     		  PC OPERATING SUPPORT 5,000
    Toledo Repertoire Theatre
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 1,870
    Toledo School for the Arts
    333 14th Street
    toledo,OH43624     		  PC OPERATING SUPPORT 10,000
    Toledo Symphony
    P O Box 407
    TOLEDO,OH43697     		  PC OPERATING SUPPORT 252,197
    Toledo Symphony Orchestra
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    perrysburg,OH43551     		    MATCHING GRANT 11,784
    Toledo Zoo
    P O Box 140130
    TOLEDO,OH43614     		  PC OPERATING SUPPORT 10,586
    US Naval Academy Foundation
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 40,000
    United Way Of Greater Toledo
    424 Jackson Street
    toledo,OH43604     		  PC operating support 446,146
    University Of Cincinnati Foundation
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 100
    University of Florida
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 80
    University of Illinois Foundation
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 250
    University of Mary Washington Foundation
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 4,500
    University of Michigan
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 1,900
    University Of Notre Dame
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 38,400
    University of Toledo
    2801 W BANCROFT ST
    TOLEDO,OH43606     		  PC OPERATING SUPPORT 500
    University Of Toledo Foundation
    2801 W BANCROFT ST
    TOLEDO,OH43606     		    operating support 20,936
    University of Virginia Curry School of Education
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 200
    University of Virginia Law School Fdn
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 200
    Ursuline Convent of the Sacred Heart
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 30
    Veggie U
    12304 Mudbrook Road
    milan,OH44846     		  PC OPERATING SUPPORT 10,000
    Vital Voices Global Partnership
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 1,250
    Washington County Humane Society
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 50
    Washington Lawyers Committee
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 5,000
    Washington Middle School For Girls
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 18,000
    Way Public Library
    101 East Indiana Avenue
    PERRYSBURG,OH43551     		  PC OPERATING SUPPORT 5,000
    West Penn Minority Jr Golf Association
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 250
    Western Reserve Academy
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 5,000
    Western Reserve Land Conservancy
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 1,000
    Public Broadcasting Foundation of NW Ohio
    1270 South Detroit Ave P O Box
    C/O CHARITIES FOUNDATION
    toledo,OH43614     		  PC OPERATING SUPPORT 10,000
    World Vision Inc
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 5,000
    YMCA & JCC Of Greater Toledo
    13415 Eckel Junction Road
    Ft Meigs Branch
    PERRYSBURG,OH43551     		  PC operating support 5,150
    Young Audiences Of Northeast Ohio Inc
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 500
    Young Woman's Christian Association
    ONE MICHAEL OWENS WAY PLAZA ONE 3
    C/O CHARITIES FOUNDATION
    PERRYSBURG,OH43551     		    MATCHING GRANT 125
    Total .................................bullet 3a 1,721,776
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2013)
    Form 990-PF (2013)
    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 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....          
    3
    Interest on savings and temporary cash investments ............     		         
    4 Dividends and interest from securities....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain 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)..      
    13Total. Add line 12, columns (b), (d), and (e)..................
    13  
    (See worksheet in line 13 instructions 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 foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2013)
    Form 990-PF (2013)
    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 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    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
    Sign Here
    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
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2013)
    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.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2013
    Name of the organization
    CHARITIES FOUNDATION
     
    Employer identification number

    34-6554560
    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 its Form 990PF, Part I, line 2, 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) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 2
    Name of organization
    CHARITIES FOUNDATION
          		Employer identification number

    34-6554560
    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
     
     

    OWENS-ILLINOIS INC  
    ONE SEAGATE FIFTH FLOOR
     
    TOLEDO, OH43604

    		$2,050,000


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

       
     
     

    		$  


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

       
     
     

    		$  


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

       
     
     

    		$  


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

       
     
     

    		$  


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

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 3
    Name of organization
    CHARITIES FOUNDATION
          		Employer identification number

    34-6554560
    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
     
    		$    
    (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) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 4
    Name of organization
    CHARITIES FOUNDATION
          		Employer identification number

    34-6554560
    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) (2013)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2013 AccountingFeesSchedule
    Name:
    CHARITIES FOUNDATION
    EIN: 34-6554560
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    AUDIT & TAX FEES 7,000     7,000

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

    TY 2013 DepreciationSchedule
    Name:
    CHARITIES FOUNDATION
    EIN: 34-6554560
    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

    TY 2013 GeneralExplanationAttachment
    Name:
    CHARITIES FOUNDATION
    EIN: 34-6554560
    Identifier Return Reference Explanation
    general explanation Form 990-PF, part xv, line 3a ALL RECIPIENTS OF GRANTS OR CONTRIBUTIONS FROM CHARITIES FOUNDATION ARE PUBLIC CHARITIES THAT ARE EXEMPT UNDER 509(A)(1), 509(A)(2), OR 509(A)(3).

    TY 2013 InvestmentsLandSchedule2
    Name:
    CHARITIES FOUNDATION
    EIN: 34-6554560
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value

    TY 2013 LandEtcSchedule2
    Name:
    CHARITIES FOUNDATION
    EIN: 34-6554560
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value


    TY 2013 OtherExpensesSchedule
    Name:
    CHARITIES FOUNDATION
    EIN: 34-6554560
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MICROEDGE SOFTWARE 6,903     6,903
    BANK FEES 747 747    


    TY 2013 TaxesSchedule
    Name:
    CHARITIES FOUNDATION
    EIN: 34-6554560
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX 124