Form990-PF

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
THE WOLFE FAMILY CHARITABLE FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)ONE SEAGATE NO 1960   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
TOLEDO, OH436041522
A Employer identification number

34-1756997
B Telephone number (see instructions)

(419) 247-2880
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$7,860,793J Accounting method:
 
(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) 8,977
2 Check bullet
3 Interest on savings and temporary cash investments 15,057 15,057  
4 Dividends and interest from securities...... 351,672 351,672  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -15,994
b Gross sales price for all assets on line 6a 854,958
7 Capital gain net income (from Part IV, line 2)... 0
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)....... Click to see attachment -17,459 127 0
12 Total. Add lines 1 through 11........ 342,253 366,856 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 2,265 2,265 0 0
b Accounting fees (attach schedule)....... Click to see attachment 6,542 2,542 0 4,000
c Other professional fees (attach schedule).... Click to see attachment 1,590 1,590 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 9,700 0 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 3,225 0 0 3,225
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 709 706 0 3
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 24,031 7,103 0 7,228
25 Contributions, gifts, grants paid........ 330,750 330,750
26 Total expenses and disbursements. Add lines 24 and 25 354,781 7,103 0 337,978
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -12,528
b Net investment income (if negative, enter -0-) 359,753
c Adjusted net income (if negative, enter -0-)... 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...............      
2 Savings and temporary cash investments.......... 140,289 190,413 190,413
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) 149,145 Click to see attachment149,661 157,038
b Investments—corporate stock (attach schedule)........ 810,178 Click to see attachment1,071,786 5,390,774
c Investments—corporate bonds (attach schedule)........ 493,676 Click to see attachment482,731 546,484
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 1,790,983 Click to see attachment1,479,670 1,576,084
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) 3,384,271 3,374,261 7,860,793
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 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 3,384,271 3,374,261
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).................... 3,384,271 3,374,261
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 3,384,271 3,374,261
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 3,384,271
2 Enter amount from Part I, line 27a..................... 2 -12,528
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 2,543
4 Add lines 1, 2, and 3.......................... 4 3,374,286
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 25
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 3,374,261
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.)
1 a FEDERAL HOME LOAN BANK P 2007-06-26 2013-08-14
b NATION RURAL UTILITIES CORP. P 2009-01-23 2013-12-16
c HARBOR FUNDS P 2009-12-22 2013-01-15
d HARBOR FUNDS P 2009-12-22 2013-03-15
e HARBOR FUNDS P 2009-12-22 2013-06-17
HARBOR FUNDS P 2009-12-22 2013-09-16
HARBOR FUNDS P 2009-12-22 2013-09-26
1231 GAIN - REGENCY ENERGY PARTNERS LP P 2013-10-30 2013-12-31
CAPITAL GAINS DIVIDENDS P    
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 50,000   49,297 703
b 11,104   10,945 159
c 20,000   20,160 -160
d 20,000   20,096 -96
e 20,000   20,438 -438
20,000   21,018 -1,018
708,940   728,998 -20,058
18     18
4,896     4,896
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       703
b       159
c       -160
d       -96
e       -438
      -1,018
      -20,058
      18
      4,896
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 -15,994
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 266,465 7,868,948 0.033863
2011 588,564 7,047,500 0.083514
2010 503,033 6,329,041 0.079480
2009 452,161 4,578,051 0.098767
2008 441,924 5,479,450 0.080651
2 Total of line 1, column (d) ...................... 2 0.376275
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 0.075255
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 8,503,634
5 Multiply line 4 by line 3....................... 5 639,941
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 3,598
7 Add lines 5 and 6......................... 7 643,539
8 Enter qualifying distributions from Part XII, line 4.............. 8 337,978
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 7,195
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 7,195
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 7,195
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 8,335
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 8,335
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 1,140
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet1,140 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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 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 ofbulletELIZABETH WOLFE Telephone no.bullet (505) 400-8582
    Located atbulletONE SEAGATE SUITE 1960TOLEDOOH ZIP+4bullet43604
    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
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 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
    FREDERIC D WOLFE TRUSTEE
    0.90     		0 0 0
    C/O THE WOLFE FAMILY FOUNDATION ONE
    SEAGATE
    TOLEDO,OH43604
    MARY T WOLFE TRUSTEE
    0.90     		0 0 0
    C/O THE WOLFE FAMILY FOUNDATION ONE
    SEAGATE
    TOLEDO,OH43604
    ELIZABETH T WOLFE TRUSTEE
    0.90     		0 0 0
    C/O THE WOLFE FAMILY FOUNDATION ONE
    SEAGATE
    TOLEDO,OH43604
    CHRISTINE W NICHOLS TRUSTEE
    0.90     		0 0 0
    C/O THE WOLFE FAMILY FOUNDATION ONE
    SEAGATE
    TOLEDO,OH43604
    FREDERICA R WOLFE TRUSTEE
    0.90     		0 0 0
    C/O THE WOLFE FAMILY FOUNDATION ONE
    SEAGATE
    TOLEDO,OH43604
    WILLIAM A NICHOLS TRUSTEE
    0.90     		0 0 0
    C/O THE WOLFE FAMILY FOUNDATION ONE
    SEAGATE
    TOLEDO,OH43604
    JOHN HELD TRUSTEE
    0.90     		0 0 0
    C/O THE WOLFE FAMILY FOUNDATION ONE
    SEAGATE
    TOLEDO,OH43604
    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
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    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
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (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  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    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
    425,182
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    7,195
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    7,195
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    417,987
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    417,987
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    417,987
    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 7 417,987
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008.......  
    b From 2009....... 73,089
    c From 2010....... 506,088
    d From 2011....... 592,126
    e From 2012....... 266,465
    fTotal of lines 3a through e......... 1,437,768
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 337,978
    a Applied to 2012, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		Click to see attachment0
    d Applied to 2013 distributable amount..... 337,978
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2013. 80,009 80,009
    (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 1,357,759
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see 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) .............     		0
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		1,357,759
    10 Analysis of line 9:
    a Excess from 2009....  
    b Excess from 2010.... 499,168
    c Excess from 2011.... 592,126
    d Excess from 2012.... 266,465
    e Excess from 2013....  
    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).)
    FREDERIC D WOLFE
    CHRISTINE W NICHOLS
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (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
    ALZHEIMER ASSOCIATION
    2500 N REYNOLDS ROAD STE 2
    TOLEDO,OH43615     		    TO SUPPORT THE AWARENESS AND RESEARCH OF ALZHEIMER'S 100
    AMERICAN CANCER SOCIETY
    6600 SYLVANIA AVE STE 2A
    SYLVANIA,OH43560     		    TO SUPPORT THE RESEARCH OF CANCER 100
    AMERICAN HEART ASSOCIATION
    7272 GREENVILLE AVE
    DALLAS,TX75231     		    TO HELP SUPPORT PEOPLE AND ORGANIZATIONS TO LEAD HEALTHIER LIVES. 100
    AMERICAN RED CROSS
    3100 W CENTRAL AVENUE
    TOLEDO,OH43606     		    TO SUPPORT THE NEEDS OF BLOOD DONORS. 450
    AMMONOOSUC CONSERVATION TRUST
    107 GLESSNER ROAD
    BETHLEHEM,NH03574     		    TO HELP SUPPORT THE EFFORTS OF CONSERVING THE LAND FOR FUTURE GROWTH. 10,000
    AURORA PROJECTS INC
    1035 N SUPERIOR ST
    TOLEDO,OH43604     		    TO HELP ADDRESS THE NEEDS OF HOMELESS WOMEN AND CHILREN. 100
    BLACK SWAMP CONSERVANCY
    PO BOX 332
    PERRYSBURG,OH43552     		    TO SUPPORT THE PRESERVATION OF LAND ON LAKE ERIE ISLE 100
    CAMP COURAGEOUS INC
    12701 WATERVILLE-SWANTON RD
    WHITEHOUSE,OH43571     		    TO SUPPORT OUTDOOR RECREATIONAL ACTIVITIES 100
    CARE
    PO BOX 7039
    MERRIFIELD,VA221169753     		    TO HELP SUPPORT THE FIGHT AGAINST GLOBAL POVERTY 100
    CENTRAL CITY MINISTRIES
    1933 SPIELBUSCH AVENUE
    TOLEDO,OH43604     		    TO SUPPORT RELIGIOUS PROGRAMS AND EVENTS 500
    CHERRY STREET MISSIONS MINISTRIES
    105 17TH STREET
    TOLEDO,OH43604     		    TO SUPPORT RELIGIOUS PROGRAMS AND EVENTS 300
    CHRIST CHURCH
    245 E PUTNAM AVE
    GREENWICH,CT06830     		    TO SUPPORT RELIGIOUS PROGRAMS AND EVENTS 19,500
    CLEVELAND CLINIC
    2049 EAST 100TH STREET
    CLEVELAND,OH44195     		    TO SUPPORT THE MEDICAL NEEDS AND RESEARCH OF INDIVID 500
    CULVER MILITARY ACADEMY
    1300 ACADEMY RD
    CULVER,IN46511     		    TO SUPPORT AN EDUCATIONAL SYSTEM THAT INTEGRATES CUL 1,000
    DBSA
    2906 POWHATTAN PKWY
    TOLEDO,OH43606     		    TO SUPPORT THE EDUCATION OF DEPRESSION AND BIPOLAR DISEASE 300
    DIABETIC YOUTH SERVICES
    2100 W CENTRAL AVE
    TOLEDO,OH43606     		    TO HELP SUPPORT CHILDREN WHO ARE DEALING WITH DIABETES. 100
    DOCTORS WITHOUT BORDERS
    333 7TH AVENUE
    NEW YORK,NY10001     		    TO HELP IN THE AID OF PEOPLE IN OUTHER COUNTRIES. 100
    EPISCOPAL DIOCESE OF OHIO
    2230 EUCLID AVE
    CLEVELAND,OH44115     		    TO SUPPORT RELIGIOUS PROGRAMS AND EVENTS 500
    EPISCOPAL RELIEF & DEVELOPMENT
    815 SECOND AVENUE
    NEW YORK,NY10017     		    TO SUPPORT CHURCHES AND OTHER LOCAL ORGANIZATIONS TO HELP SAVE LIVES AND TRANSFORM COMMUNITIES WORLDWIDE. 100
    EUPHRATES INSTITUTE
    1 MAYBECK PLACE
    ELSAH,IL62028     		    TO SUPPORT FREEDOM AND EQUALITY BETWEEN THE WEST AND MIDDLE EAST. 300
    GOODWILL INDUSTRIES OF NW OHIO
    626 N HURON
    TOLEDO,OH43604     		    TO SUPPORT THE COLLABORATION OF VOLUNTEERS AND AREA 100
    GREENWICH LAND TRUST
    132 EAST PUTNAM AVE 2 EAST STE D
    COS COB,CT06807     		    TO HELP PRESERVE LAND FROM DEVELOPMENT 6,000
    GREENWICH LIBRARY
    101 WEST PUTNAM
    GREENWICH,CT068305387     		    TO HELP SUPPORT READING PROGRAMS TO THE COMMUNITY. 200
    GREENWICH TREE CONSERVANCY
    PO BOX 4215
    GREENWICH,CT06831     		    TO HELP SUPPORT THE CONSERVANCY AND PRESERVE AND ENHANCE THE TREE AND FOREST RESOURCES OF GREENWICH CONNECTICUT. 500
    HABITAT FOR HUMANITY
    1310 CONANT ST
    MAUMEE,OH43537     		    TO HELP PROVIDE AFFORDABLE HOMES TO FAMILIES IN NEED 200
    HARVARD BUSINESS SCHOOL
    86 BRATTLE STREET
    CAMBRIDGE,MA02138     		    TO SUPPORT THE EDUCATIONAL NEEDS OF STUDENT 5,000
    HARVARD MAGAZINE
    7 WARE ST
    CAMBRIDGE,MA02138     		    TO HELP THE ALUMNI STAY CONNECTED TO THE UNIVERSITY 50
    HERITAGE FOUNDATION
    214 MASSACHUSETTS AVE NE
    WASHINGTON,DC200024999     		    TO SUPPORT THE PROMOTION OF CONSERVATIVE PUBLIC POLICIES. 500
    JUNIOR ACHIEVEMENT
    2239 CHEYENNE BLVD
    TOLEDO,OH43614     		    TO SUPPORT THE EDUCATIONAL NEEDS OF STUDENT 500
    LEAGUE OF WOMEN VOTERS
    17 SOUTH HIGH STREET STE 650
    COLUMBUS,OH43215     		    TO SUPPORT THE ACTIVE PARTICIPATION AND UNDERSTANDIN 100
    LITTLE TRAVERSE CONSERVANCY
    3264 POWELL ROAD
    HARBOR SPRINGS,MI49740     		    TO SUPPORT THE PRESERVATION OF LAND IN NORTHERN MICH 100
    LOST TREE VILLAGE CHARITABLE FOUNDATION
    11555 LOST TREE WAY
    NORTH PALM BEACH,FL33408     		    TO SUPPORT THE DEDICATION TO BUILDING A STRONGER COM 3,000
    MASTERWORKS CHORALE
    PO BOX 382231
    CAMBRIDGE,MA02238     		    TO SUSTAIN A WORKING COMMUNITY OF ARTISTS 100
    MAUMEE VALLEY COUNTRY DAY SCHOOL
    1715 S REYNOLDS
    TOLEDO,OH43614     		    TO SUPPORT THE EDUCATIONAL NEEDS OF STUDENT 5,000
    NORTHERN MIGHIGAN HOSPITAL FOUNDATION
    360 CONNABLE AVE
    PETOSKEY,MI497702272     		    TO SUPPORT THE LEGACY OF HEALTHCARE EXCELLENCE 250
    OHIO HISTORICAL SOCIETY
    800 E 17TH AVE
    COLUMBUS,OH43211     		    TO SUPPORT THE PRESERVATION OF LOCAL HISTORY 100
    OWENS COMMUNITY COLLEGE FOUNDATION
    PO BOX 10000
    TOLEDO,OH436991947     		    TO SUPPORT THE EDUCATIONAL NEEDS OF STUDENT 100
    PLANNED PARENTHOOD OF NORTHWEST OHIO
    1301 JEFFERSON AVE
    TOLEDO,OH43604     		    TO SUPPORT SEXUAL HEALTH EDUCATION AND RESOURCES 1,200
    SAUDER VILLAGE
    22611 ST RTE 2
    ARCHBOLD,OH43502     		    TO SUPPORT THE EDUCATION OF LOCAL HISTORY 100
    SPECIAL OLYMPICS OHIO
    3303 WINCHESTER PIKE
    COLUMBUS,OH43232     		    TO HELP SUPPORT THE TRAINING AND COMPETITION OF SPECIAL NEEDS AND DISBILITIES. 100
    ST TIMOTHY'S EPISCOPAL CHURCH
    871 E BOUNDARY ST
    PERRYSBURG,OH43551     		    TO SUPPORT RELIGIOUS PROGRAMS AND EVENTS 3,000
    SUSAN G KOMEN FOR THE CURE NW OHIO
    3100 W CENTRAL AVE STE 235
    TOLEDO,OH43606     		    TO SUPPORT CANCER RESEARCH 100
    THE ARTS COMMISSION
    1838 PARKWOOD AVE
    TOLEDO,OH43604     		    TO HELP PROMTOE AND DEVELOP VISUAL, PERFORMING AND LITERARY ARTS. 1,000
    THE GLASS HOUSE
    NEED ADDRESS
    MAUMEE,OH43537     		    NEED ADDRESS 25,000
    THE HARVEY SCHOOL
    260 JAY STREET
    KATONAH,NY10536     		    TO SUPPORT THE EDUCATIONAL NEEDS OF STUDENT 1,000
    THE LEARNING CLUB OF TOLEDO
    1702 UPTON AVE
    TOLEDO,OH43607     		    TO SUPPORT THE EDUCATIONAL NEEDS OF STUDENT 100
    THE OHIO FOUNDATION OF INDEPENDENT COLLEGES
    250 EAST BROAD STREET STE 1700
    COLUMBUS,OH43215     		    TO SUPPORT THE EDUCATIONAL NEEDS OF STUDENT 500
    THE SALVATION ARMY
    620 NORTH ERIE STREET
    TOLEDO,OH43604     		    TO SUPOORT THE FIGHT AGAINST POVERTY 650
    THE SIGHT CENTER OF NORTHWEST OHIO
    1002 GARDEN LAKE PARKWAY
    TOLEDO,OH43614     		    TO SUPPORT THE HOPE FOR CONTINUED INDEPENDENCE FOR T 100
    THE TOLEDO ZOO
    PO BOX 140130
    TOLEDO,OH43614     		    TO SUPPORT THE CONSERVATION OF ENDANGERED SPECIES 500
    TOLEDO CAMPUS MINISTRY
    2086 BROOKDALE RD
    TOLEDO,OH43606     		    TO SUPPORT RELIGIOUS PROGRAMS AND EVENTS 50
    TOLEDO COMMUNITY FOUNDATION INC
    300 MADISON AVE
    TOLEDO,OH43604     		    TO HELP SUPPORT THE CREATING OF A BETTER COMMUNITY 3,000
    TOLEDO HOSPITAL FOUNDATION
    2142 N COVE BLVD
    TOLEDO,OH43606     		    TO SUPPORT THE HEALTH NEEDS OF INDIVIDUALS IN THE COMMUNITY. 100
    TOLEDO LUCAS COUNTY CARENET
    3231 CENTRAL PARK WEST 200
    TOLEDO,OH43617     		    TO SUPPORT LOW INCOME RESIDENTS WITH HEALTHCARE 200
    TOLEDO LUCAS COUNTY LIBRARY
    325 MICHIGAN ST
    TOLEDO,OH43604     		    TO HELP SUPPORT THE PUBLIC IN READING AND EDUCATION 100
    TOLEDO NORTHWESTERN OHIO FOODBANK
    24 E WOOODRUFF AVE
    TOLEDO,OH43604     		    TO HELP SUPPORT THE FIGHT AGAINST POVERTY 250
    TOLEDO OPERA
    425 JEFFERSON AVE
    TOLEDO,OH43604     		    TO SUPPORT THE CULTURAL FABRIC OF THE REGION BY CREATING OPERA EXPERIENCES. 25,000
    TOLEDO PUBLIC SCHOOLS FOUNDATION
    420 E MANHATTAN BLVD RM 107
    TOLEDO,OH43608     		    TO SUPPORT THE EDUCATIONAL NEEDS OF STUDENT 500
    TOLEDO SCHOOL FOR THE ARTS
    333 14TH STREET
    TOLEDO,OH43604     		    TO SUPPORT THE EDUCATIONAL NEEDS OF STUDENT 350
    TOLEDO SYMPHONY ORCHESTRA
    1838 PARKWOOD AVE
    TOLEDO,OH43604     		    TO SUSTAIN A WORKING COMMUNITY OF ARTISTS 105,000
    UNITED WAY OF GREATER TOLEDO
    424 JACKSON STREET
    TOLEDO,OH436041410     		    TO SUPPORT THE COLLABORATION OF VOLUNTEERS AND AREA 5,000
    UNIVERSITY OF SAN FRANCISCO
    2130 FULTON ST
    SAN FRANCISCO,CA94117     		    TO SUPPORT THE EDUCATIONAL NEEDS OF STUDENTS. 500
    VICTORY CENTER
    5532 W CENTRAL AVE
    TOLEDO,OH43615     		    TO HELP SUPPORT AND EDUCATE CANCER PATIENTS AND FAMI 100
    WAY PUBLIC LIBRARY FOUNDATION
    101 EAST INDIANA AVE
    PERRYSBURG,OH43551     		    TO HELP SUPPORT THE PUBLIC IN READING AND EDUCATION 100
    WILBERFORCE UNIVERSITY
    1055 N BICKETT RD
    WILBERFORCE,OH45384     		    TO HELP PROMOTE THE LIBERAL ARTS EDUCATION 1,000
    YALE UNIVERSITY
    157 CHURCH STREET
    NEW HAVEN,CT06510     		    TO SUPPORT THE EDUCATIONAL NEEDS OF STUDENT 100,000
    Total .................................bullet 3a 330,750
    bApproved for future payment
    Total .................................bullet 3b 0
    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 ............     		    14 15,057  
    4 Dividends and interest from securities....     14 351,672  
    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 .............     		    18 -15,994  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aENERGY TRANSFER EQUITY LP 525990 -1,412 14 106  
    bBUCKEYE PARTNERS LP 525990 -1,437 14 8  
    cREGENCY ENERGY PARTNERS LP 525990 -14,737 14 13  
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. -17,586 350,862 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13333,276
    (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
    THE WOLFE FAMILY CHARITABLE FOUNDATION
     
    Employer identification number

    34-1756997
    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
    THE WOLFE FAMILY CHARITABLE FOUNDATION
          		Employer identification number

    34-1756997
    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
     
     

    CHRISTINE NICHOLS  
    27 WALSH LANE
     
    GREENWICH, CT06830

    		$8,977


    (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
    THE WOLFE FAMILY CHARITABLE FOUNDATION
          		Employer identification number

    34-1756997
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 331 SHARES OF HOME DEPOT INC. $8,977 2013-12-30
    (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
    THE WOLFE FAMILY CHARITABLE FOUNDATION
          		Employer identification number

    34-1756997
    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:
    THE WOLFE FAMILY CHARITABLE FOUNDATION
    EIN: 34-1756997
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    GJM 6,542 2,542 0 4,000

    TY 2013 DistributionFromCorpusElection
    Name:
    THE WOLFE FAMILY CHARITABLE FOUNDATION
    EIN: 34-1756997
    Election:
    PURSUANT TO REGULATION SECTION 53.4942(A)-3(D)(2), THE WOLFE FAMILY CHARITABLE FOUNDATION HEREBY ELECTS TO APPLY $266,465 OF THE 2012 QUALIFIED DISTRIBUTIONS TO CORPUS DISTRIBUTIONS.

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    THE WOLFE FAMILY CHARITABLE FOUNDATION
    EIN: 34-1756997
    Name of Bond End of Year Book Value End of Year Fair Market Value
    COLGATE-PALMOLIVE CO 49,975 51,565
    JP MORGAN CHASE 244,045 294,787
    NATIONAL RURAL UTILITIES CORP 38,805 39,894
    NORTHERN TRUST CORP 50,000 51,336
    PFIZER INC. 49,950 60,181
    WALT DISNEY CO 49,956 48,721

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    THE WOLFE FAMILY CHARITABLE FOUNDATION
    EIN: 34-1756997
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ANDERSONS INC. 250,849 297,828
    AUTOMATIC DATA PROCESSING 19,860 26,660
    EXXON MOBIL 23,256 202,602
    HEALTH CARE REIT, INC. 2,389 13,393
    HEALTH CARE REIT, INC. 544,707 4,278,100
    HOME DEPOT 10,759 27,255
    JP MORGAN CHASE 36,487 51,404
    KEYCORP 101,781 268,400
    NATIONAL HEALTH INV. INC 58,209 168,300
    PEPSICO INC 21,928 25,052
    WELLS FARGO & CO. 1,561 31,780

    TY 2013 InvestmentsGovtObligationsSch
    Name:
    THE WOLFE FAMILY CHARITABLE FOUNDATION
    EIN: 34-1756997
    US Government Securities - End of Year Book Value:

    149,661
    US Government Securities - End of Year Fair Market Value:

    157,038
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2013 InvestmentsOtherSchedule2
    Name:
    THE WOLFE FAMILY CHARITABLE FOUNDATION
    EIN: 34-1756997
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    BUCKEYE PARTNERS LP AT COST 196,253 208,059
    ENERGY TRANSFER EQUITY AT COST 58,452 71,931
    HARBOR BOND FUND - INST AT COST 0 0
    REGENCY ENERGY PARTNERS AT COST 182,824 201,152
    VANGUARD HIGH YIELD CORP FUND AT COST 25,000 25,941
    VANGUARD HIGH YIELD CORP FUND- ADM AT COST 512,996 547,965
    VANGUARD LONG-TERM INVEST-GR - ADM AT COST 504,145 521,036

    TY 2013 LegalFeesSchedule
    Name:
    THE WOLFE FAMILY CHARITABLE FOUNDATION
    EIN: 34-1756997
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 2,265 2,265 0 0


    TY 2013 OtherDecreasesSchedule
    Name:
    THE WOLFE FAMILY CHARITABLE FOUNDATION
    EIN: 34-1756997
    Description Amount
    NONDEDUCTIBLE EXPENSES FROM PUBLICLY TRADED PARTNERSHIPS 25


    TY 2013 OtherExpensesSchedule
    Name:
    THE WOLFE FAMILY CHARITABLE FOUNDATION
    EIN: 34-1756997
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER EXPENSES 582 582 0 0
    PORTFOLIO DEDUCTIONS VIA ENERGY TRANSFER EQUITY LP 69 69 0 0
    CHARITABLE DEDUCTION VIA BUCKEYE PARTNERS LP 1 0 0 1
    CHARITABLE DEDUCTION VIA REGENCY ENERGY PARTNERS LP 2 0 0 2
    1231 LOSS VIA ENERGY TRANSFER EQUITY LP 1 1 0 0
    1231 LOSS VIA BUCKEYE PARTNERS LP 54 54 0 0


    TY 2013 OtherIncomeSchedule2
    Name:
    THE WOLFE FAMILY CHARITABLE FOUNDATION
    EIN: 34-1756997
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ENERGY TRANSFER EQUITY LP -1,306 106 0
    BUCKEYE PARTNERS LP -1,429 8 0
    REGENCY ENERGY PARTNERS LP -14,724 13 0


    TY 2013 OtherIncreasesSchedule
    Name:
    THE WOLFE FAMILY CHARITABLE FOUNDATION
    EIN: 34-1756997
    Description Amount
    CHANGE IN ACCRUED INCOME 2,543


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    THE WOLFE FAMILY CHARITABLE FOUNDATION
    EIN: 34-1756997
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    UBS FEE 150 150 0 0
    TRUST CO OF TOLEDO FEE 1,440 1,440 0 0


    TY 2013 TaxesSchedule
    Name:
    THE WOLFE FAMILY CHARITABLE FOUNDATION
    EIN: 34-1756997
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STATE 200 0 0 0
    FEDERAL 9,500 0 0 0