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.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
Name of foundation
WADE FAMILY CHARITABLE TRUST
 

Number and street (or P.O. box number if mail is not delivered to street address)1525 W WT HARRIS BLVD D1114-044   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHARLOTTE, NC28262
A Employer identification number

46-1211928
B Telephone number (see instructions)

(855) 739-2920
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$6,643,192J 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).............. 590,275
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments 25 25  
4 Dividends and interest from securities...... 148,480 143,854  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 34,679
b Gross sales price for all assets on line 6a 929,289
7 Capital gain net income (from Part IV, line 2)... 34,679
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 4,077    
12 Total. Add lines 1 through 11........ 777,536 178,558  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 74,718 56,038   18,680
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment 12,393 0 0 12,393
b Accounting fees (attach schedule)....... Click to see attachment 1,000 0 0 1,000
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,865 1,865   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 36 36    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 90,012 57,939 0 32,073
25 Contributions, gifts, grants paid........ 261,300 261,300
26 Total expenses and disbursements. Add lines 24 and 25 351,312 57,939 0 293,373
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 426,224
b Net investment income (if negative, enter -0-) 120,619
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
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.......... 235,782 365,859 358,299
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule) 1,111,982 Click to see attachment1,132,518 1,109,987
b Investments—corporate stock (attach schedule)........ 2,656,018 Click to see attachment2,770,957 3,662,641
c Investments—corporate bonds (attach schedule)........ 1,386,520 Click to see attachment1,489,858 1,466,781
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........   Click to see attachment45,621 45,484
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) 5,390,302 5,804,813 6,643,192
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted...................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 5,390,302 5,804,813
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 instructions)...... 5,390,302 5,804,813
31 Total liabilities and net assets/fund balances (see instructions).. 5,390,302 5,804,813
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 5,390,302
2 Enter amount from Part I, line 27a..................... 2 426,224
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 1,240
4 Add lines 1, 2, and 3.......................... 4 5,817,766
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 12,953
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 5,804,813
Form 990-PF (2014)
Form 990-PF (2014)
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 600. AFLAC INC COM   2012-12-14 2014-06-12
b 9000. AT&T INC 2.500% 8/15/15   2012-12-20 2014-07-15
c 100000. ATLANTA GA ARPT REVE 5.000% 1/01/18   2014-03-27 2014-04-17
d 2350. BARCLAYS BANK PLC IPATH BLOOMBERG CO   2014-02-11 2014-11-06
e 300. BHP LIMITED SPONS ADR COM   2012-12-14 2014-11-24
525. CAPITAL ONE FINL CORP COM RTS EXP 11/29/2005   2012-12-14 2014-04-02
275. CHEVRONTEXACO CORP COM   2012-12-14 2014-11-24
601. COACH INC COM W/RTS ATTACHED EXP 5/2/2011   2013-04-02 2014-06-26
25000. DIRECTV HOLDINGS/FIN 4.750% 10/01/14   2013-01-03 2014-04-24
150. DISNEY (WALT) COMPANY HOLDING COMPANY COM   2012-12-14 2014-09-18
910.97 FHLMC POOL #J20644 2.500% 10/01/27   2013-01-09 2014-01-15
806.51 FHLMC POOL #J20644 2.500% 10/01/27   2013-01-09 2014-02-15
315.95 FHLMC POOL #J20644 2.500% 10/01/27   2013-01-09 2014-03-15
275.54 FHLMC POOL #J20644 2.500% 10/01/27   2013-01-09 2014-04-15
274.59 FHLMC POOL #J20644 2.500% 10/01/27   2013-01-09 2014-05-15
606.59 FHLMC POOL #J20644 2.500% 10/01/27   2013-01-09 2014-06-15
761.72 FHLMC POOL #J20644 2.500% 10/01/27   2013-01-09 2014-07-15
1758.92 FHLMC POOL #J20644 2.500% 10/01/27   2013-01-09 2014-08-15
271.78 FHLMC POOL #J20644 2.500% 10/01/27   2013-01-09 2014-09-15
262.65 FHLMC POOL #J20644 2.500% 10/01/27   2013-01-09 2014-10-15
265.01 FHLMC POOL #J20644 2.500% 10/01/27   2013-01-09 2014-11-15
266.99 FHLMC POOL #J20644 2.500% 10/01/27   2013-01-09 2014-12-15
45000. FED HOME LN BK 0.650% 9/19/16   2014-02-27 2014-06-19
45000. FED FARM CREDIT BK 1.125% 2/27/14   2012-12-19 2014-02-27
10000. FED NATL MTG ASSN 2.375% 4/11/16   2012-12-20 2014-12-18
30000. FED NATL MTG ASSN 2.375% 4/11/16   2012-12-20 2014-12-18
307.2 FED NATL MTG ASSN 3.000% 4/25/33   2014-02-21 2014-03-25
367.62 FED NATL MTG ASSN 3.000% 4/25/33   2014-02-21 2014-04-25
328.7 FED NATL MTG ASSN 3.000% 4/25/33   2014-02-21 2014-05-25
340.3 FED NATL MTG ASSN 3.000% 4/25/33   2014-02-21 2014-06-25
351.73 FED NATL MTG ASSN 3.000% 4/25/33   2014-02-21 2014-07-25
362.97 FED NATL MTG ASSN 3.000% 4/25/33   2014-02-21 2014-08-25
374.02 FED NATL MTG ASSN 3.000% 4/25/33   2014-02-21 2014-09-25
384.87 FED NATL MTG ASSN 3.000% 4/25/33   2014-02-21 2014-10-25
395.51 FED NATL MTG ASSN 3.000% 4/25/33   2014-02-21 2014-11-25
405.94 FED NATL MTG ASSN 3.000% 4/25/33   2014-02-21 2014-12-25
50000. FED HOME LN MTG CORP 3.000% 7/28/14   2012-12-13 2014-05-29
396.33 FNMA POOL #AB4282 3.000% 1/01/27   2013-01-03 2014-01-25
462.4 FNMA POOL #AB4282 3.000% 1/01/27   2013-01-03 2014-02-25
271.87 FNMA POOL #AB4282 3.000% 1/01/27   2013-01-03 2014-03-25
368.1 FNMA POOL #AB4282 3.000% 1/01/27   2013-01-03 2014-04-25
363.08 FNMA POOL #AB4282 3.000% 1/01/27   2013-01-03 2014-05-25
511.4 FNMA POOL #AB4282 3.000% 1/01/27   2013-01-03 2014-06-25
448.51 FNMA POOL #AB4282 3.000% 1/01/27   2013-01-03 2014-07-25
522.87 FNMA POOL #AB4282 3.000% 1/01/27   2013-01-03 2014-08-25
395.6 FNMA POOL #AB4282 3.000% 1/01/27   2013-01-03 2014-09-25
371.11 FNMA POOL #AB4282 3.000% 1/01/27   2013-01-03 2014-10-25
354.75 FNMA POOL #AB4282 3.000% 1/01/27   2013-01-03 2014-11-25
544.27 FNMA POOL #AB4282 3.000% 1/01/27   2013-01-03 2014-12-25
35000. GENERAL MILLS INC 1.550% 5/16/14   2012-12-21 2014-05-16
200. GILEAD SCIENCES INC COM   2012-12-14 2014-09-18
25000. KELLOGG CO 3.125% 5/17/22   2013-01-04 2014-03-07
116. NOW INC/SH   2013-07-16 2014-06-12
.25 NOW INC/SH   2013-07-16 2014-06-17
30000. PRAXAIR INC 5.375% 11/01/16   2012-12-19 2014-12-18
6206. MLN ELEMENTS ROGERS TOTAL RETURN   2012-12-27 2014-11-06
29000. TENN VALLEY AUTH 6.235% 7/15/45   2012-02-08 2014-05-22
120. 3M CO COM   2012-12-14 2014-02-18
230. 3M CO COM   2012-12-14 2014-08-08
20000. US TREASURY NOTE 1.875% 6/30/15   2012-12-20 2014-09-23
35000. US TREASURY NOTE 1.875% 6/30/15   2012-12-20 2014-11-06
40000. US TREASURY NOTE 0.125% 12/31/14   2012-12-28 2014-01-28
10000. US TREASURY NOTE 0.125% 12/31/14   2012-12-28 2014-12-31
CAPITAL GAIN DIVIDENDS P    
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 37,154   32,011 5,143
b 9,214   9,389 -175
c 113,887   113,553 334
d 79,215   88,725 -9,510
e 16,813   22,953 -6,140
40,517   29,867 10,650
32,302   29,664 2,638
20,645   30,637 -9,992
25,468   26,656 -1,188
13,539   7,308 6,231
911   949 -38
807   840 -33
316   329 -13
276   287 -11
275   286 -11
607   632 -25
762   794 -32
1,759   1,832 -73
272   283 -11
263   274 -11
265   276 -11
267   278 -11
45,000   45,000  
45,000   45,469 -469
10,251   10,606 -355
30,753   31,818 -1,065
307   315 -8
368   377 -9
329   337 -8
340   349 -9
352   361 -9
363   373 -10
374   384 -10
385   395 -10
396   406 -10
406   417 -11
50,236   52,230 -1,994
396   418 -22
462   488 -26
272   287 -15
368   388 -20
363   383 -20
511   539 -28
449   473 -24
523   552 -29
396   417 -21
371   391 -20
355   374 -19
544   574 -30
35,000   35,454 -454
21,016   7,416 13,600
24,700   25,959 -1,259
3,835   3,398 437
8   7 1
32,565   34,712 -2,147
44,868   53,552 -8,684
33,017   34,626 -1,609
15,829   11,090 4,739
32,328   21,257 11,071
20,277   20,781 -504
35,403   36,367 -964
39,997   39,892 105
10,000   9,973 27
      25,795
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       5,143
b       -175
c       334
d       -9,510
e       -6,140
      10,650
      2,638
      -9,992
      -1,188
      6,231
      -38
      -33
      -13
      -11
      -11
      -25
      -32
      -73
      -11
      -11
      -11
      -11
       
      -469
      -355
      -1,065
      -8
      -9
      -8
      -9
      -9
      -10
      -10
      -10
      -10
      -11
      -1,994
      -22
      -26
      -15
      -20
      -20
      -28
      -24
      -29
      -21
      -20
      -19
      -30
      -454
      13,600
      -1,259
      437
      1
      -2,147
      -8,684
      -1,609
      4,739
      11,071
      -504
      -964
      105
      27
       
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 34,679
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 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))
2013 203,583 5,658,947 0.035975
2012 2,800 4,998,277 0.00056
2011      
2010      
2009      
2 Total of line 1, column (d) ...................... 2 0.036535
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 0.018268
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 6,560,175
5 Multiply line 4 by line 3....................... 5 119,841
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 1,206
7 Add lines 5 and 6......................... 7 121,047
8 Enter qualifying distributions from Part XII, line 4.............. 8 293,373
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 (2014)
Form 990-PF (2014)
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 1,206
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 1,206
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 1,206
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 828
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 828
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 378
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 2015 estimated taxBullet0 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 Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMI
    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 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 addressbullet  
    14
    The books are in care ofbulletWELLS FARGO BANK NA Telephone no.bullet (855) 739-2920
    Located atbulletONE WEST 4TH STREET 2ND FLOORWINSTONSALEMNC ZIP+4bullet27101
    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 2014, 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 FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    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 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 2014?.............
    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 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    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
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?........................
    b
    If "Yes," did it have excess business holdings in 2014 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 2014.)....................
    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 2014?
    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 4945(d)(4)(A)? (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 (2014)
    Form 990-PF (2014)
    Page 7
    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
    WELLS FARGO BANK TRUSTEE
    40     		74,718    
    1525 WEST WT HARRIS BLVD D1114-0044
    CHARLOTTE,NC28288
    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 (2014)
    Form 990-PF (2014)
    Page 8
    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 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
    6,257,879
    b
    Average of monthly cash balances.......................
    1b
    402,197
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    6,660,076
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    6,660,076
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    99,901
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    6,560,175
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    328,009
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    328,009
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    1,206
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,206
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    326,803
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    326,803
    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
    326,803
    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
    293,373
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    293,373
    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
    1,206
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    292,167
    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 (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2013     		(c)
    2013     		(d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 326,803
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 119,863
    b Total for prior years:2012, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009....... 0
    b From 2010....... 0
    c From 2011....... 0
    d From 2012....... 0
    e From 2013....... 0
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 293,373
    a Applied to 2013, but not more than line 2a 119,863
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2014 distributable amount..... 173,510
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2014. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		153,293
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2010.... 0
    b Excess from 2011.... 0
    c Excess from 2012.... 0
    d Excess from 2013.... 0
    e Excess from 2014.... 0
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    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 2014, 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) 2014 (b) 2013 (c) 2012 (d) 2011
             
    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).)
    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 or email address 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 (2014)
    Form 990-PF (2014)
    Page 11
    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
    AMERICAN DIABETES ASSOCIATION
    ESTATE ADMINISTRTN
    1701 N BEAUREGARD ST
    ALEXANDRIA,VA22311     		NONE PC GENERAL SUPPORT 13,700
    AMERICAN CANCER SOCIETY INC
    NATL OFFICE PROBATE AND TRUST MGMT
    250 WILLIAMS STREET
    ATLANTA,GA30303     		NONE PC GENERAL SUPPORT 13,700
    HOLY NAME MEDICAL CENTER
    ATTN JOSEPEH LEMAIRE
    718 TEANECK ROAD
    TEANECK,NJ07666     		NONE PC GENERAL SUPPORT 13,700
    CHILDRENS HOSPITAL OF MICHIGAN
    3901 BEAUBIEN STREET
    DETROIT,MI48201     		NONE PC GENERAL SUPPORT 13,700
    JEWISH HOME AND AGING SERVICES
    ATTN JANUARY M BOLF
    15000 W TEN MILE ROAD
    OAK PARK,MI48237     		NONE PC GENERAL SUPPORT 1,000
    JEWISH FEDERATION OF METRO DETROIT
    ATTN JONATHAN LOWE
    PO BOX 2030
    BLOOMFIELD HILLS,MI48303     		NONE PC GENERAL SUPPORT 27,400
    YESHIVATH BETH YEHUDAH
    ATTN RABBI KURITSKY
    15751 W LINCOLN DRIVE
    SOUTHFIELD,MI48076     		NONE PC GENERAL SUPPORT 137,000
    YAD EZRA INC
    2850 W 11 MILE ROAD
    BERKLEY,MI48072     		NONE PC GENERAL SUPPORT 27,400
    WAYNE STATE UNIVERSITY
    ATTN MICHELLE J FALLSCHEER
    5745 WOODWARD AVENUE
    DETROIT,MI48202     		NONE PC GENERAL SUPPORT 13,700
    Total .................................bullet 3a 261,300
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    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 25  
    4 Dividends and interest from securities....     14 148,480  
    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 34,679  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aFED TAX REFUND     1 4,077  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   187,261  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13187,261
    (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 (2014)
    Form 990-PF (2014)
    Page 13
    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) 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 (2014)
    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
    2014
    Name of the organization
    WADE FAMILY CHARITABLE TRUST
     
    Employer identification number

    46-1211928
    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) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 2
    Name of organization
    WADE FAMILY CHARITABLE TRUST
          		Employer identification number

    46-1211928
    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
    HAROLD P WADE ADMIN TRUST
     

       
    C/O WELLS FARGO BANK NA
    ONE WEST 4TH ST 2ND FLOOR
    WINSTONSALEM, NC27101

    		$590,275


    (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) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 3
    Name of organization
    WADE FAMILY CHARITABLE TRUST
          		Employer identification number

    46-1211928
    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) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 4
    Name of organization
    WADE FAMILY CHARITABLE TRUST
          		Employer identification number

    46-1211928
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
    that total more than $1,000 for the year from any one contributor. 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) (2014)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2014 AccountingFeesSchedule
    Name:
    WADE FAMILY CHARITABLE TRUST
    EIN: 46-1211928
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 1,000     1,000

    TY 2014 InvestmentsCorpBondsSchedule
    Name:
    WADE FAMILY CHARITABLE TRUST
    EIN: 46-1211928
    Name of Bond End of Year Book Value End of Year Fair Market Value
    00206RAV4 AT&T INC 16,691 16,173
    025816AW9 AMERICAN EXPRESS 28,665 26,789
    03523TBM9 ANHEUSER-BUSCH INBEV 25,077 25,040
    06366RHA6 BANK OF MONTREAL 30,230 29,968
    064149A64 BANK OF NOVA SCOTIA 31,628 30,047
    06739FGF2 BARCLAYS BANK PLC 33,779 31,968
    07786DAA4 BELL ATLANTIC-PENNSY    
    25243YAR0 DIAGEO CAPITAL PLC 30,530 30,040
    370334BL7 GENERAL MILLS INC    
    38141GGQ1 GOLDMAN SACHS GROUP 34,128 33,860
    458140AL4 INTEL CORP 24,958 24,964
    46625HGY0 JP MORGAN CHASE & CO 41,919 39,159
    590188JF6 MERRILL LYNCH & CO 26,558 28,510
    74005PAN4 PRAXAIR INC    
    78387GAQ6 SBC COMMUNICATIONS    
    857477AH6 STATE STREET CORP 42,559 40,978
    88166HAD9 TEVA PHARMA FIN IV 19,991 19,646
    961214BM4 WESTPAC BANKING CORP    
    055451AQ1 BHP BILLITON FIN USA 26,066 24,969
    111021AG6 BRITISH TELECOM PLC 25,671 25,152
    205887BQ4 CONAGRA FOODS INC 25,000 24,834
    210371AK6 CONSTELLATION ENERGY 26,990 25,404
    25459HAL9 DIRECTV HOLDINGS/FIN    
    25468PCV6 WALT DISNEY COMPANY/ 29,605 29,820
    26441CAF2 DUKE ENERGY CORP 26,372 26,100
    277911491 EATON VANCE FLOATING 80,000 78,158
    278865AK6 ECOLAB INC 26,673 25,813
    36962G5J9 GENERAL ELEC CAP COR 28,121 28,178
    40414LAH2 HCP INC 20,119 19,792
    4812C0803 JPMORGAN HIGH YIELD 80,000 74,139
    487836BJ6 KELLOGG CO    
    61747WAL3 MORGAN STANLEY 22,690 22,698
    693390882 PIMCO FOREIGN BD FD 158,269 157,336
    761713AX4 REYNOLDS AMERICAN IN 20,011 19,481
    882508AW4 TEXAS INSTRUMENTS IN 24,560 23,710
    89153UAE1 TOTAL CAPITAL CANADA 39,970 39,718
    911312AQ9 UNITED PARCEL SERVIC 24,918 24,508
    949921654 WELLS FARGO ADV S/T 152,346 152,732
    961214BV4 WESTPAC BANKING CORP 30,256 30,396
    001055AM4 AFLAC INC 34,962 35,686
    037833AK6 APPLE INC 22,919 24,300
    05531FAK9 BB&T CORPORATION 25,699 25,361
    060505DP6 BANK OF AMERICA CORP 28,229 27,623
    084664BS9 BERKSHIRE HATHAWAY 25,419 25,214
    172967FT3 CITIGROUP INC 26,603 27,319
    585055BB1 MEDTRONIC INC 44,954 44,780
    92343VBP8 VERIZON COMMUNICATIO 26,723 26,418

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    WADE FAMILY CHARITABLE TRUST
    EIN: 46-1211928
    Name of Stock End of Year Book Value End of Year Fair Market Value
    001055102 AFLAC INC    
    003021714 ABERDEEN EMERG MARKE    
    008252108 AFFILIATED MANAGERS 27,568 45,632
    03524A108 ANHEUSER-BUSCH INBEV 35,325 44,928
    037411105 APACHE CORP 30,821 25,068
    037833100 APPLE INC 76,938 119,762
    084670702 BERKSHIRE HATHAWAY I 44,670 75,075
    088606108 BHP BILLITON LIMITED    
    097023105 BOEING CO 24,092 42,244
    12572Q105 CME GROUP INC 30,823 53,190
    126650100 CVS HEALTH CORPORATI 32,130 62,602
    14040H105 CAPITAL ONE FINANCIA    
    150870103 CELANESE CORP 37,457 45,869
    166764100 CHEVRON CORP    
    17275R102 CISCO SYSTEMS INC 42,309 59,107
    20030N101 COMCAST CORP CLASS A 40,271 63,811
    25243Q205 DIAGEO PLC - ADR 32,457 31,375
    254687106 WALT DISNEY CO 32,886 63,578
    268648102 E M C CORP MASS 25,986 31,227
    375558103 GILEAD SCIENCES INC 13,905 35,348
    38141G104 GOLDMAN SACHS GROUP 20,945 33,920
    38259P508 GOOGLE INC 17,595 26,533
    458140100 INTEL CORP    
    464287507 ISHARES CORE S&P MID 209,722 299,736
    46625H100 JPMORGAN CHASE & CO 41,798 61,016
    478366107 JOHNSON CONTROLS INC 23,609 40,364
    58155Q103 MCKESSON CORP 29,386 62,274
    594918104 MICROSOFT CORP 30,521 46,450
    611740101 MONSTER BEVERAGE COR 16,034 32,505
    641069406 NESTLE S.A. REGISTER 31,160 34,651
    66987V109 NOVARTIS AG - ADR    
    68389X105 ORACLE CORPORATION 29,582 41,597
    806857108 SCHLUMBERGER LTD 50,422 56,371
    872540109 TJX COS INC NEW 28,741 46,292
    87612E106 TARGET CORP 55,224 70,217
    881624209 TEVA PHARMACEUTICAL    
    883556102 THERMO FISHER SCIENT 19,337 37,587
    88579Y101 3M CO    
    89151E109 TOTAL S.A. - ADR 27,985 28,160
    89155H256 TOUCHSTONE SMALL CAP 215,000 251,067
    902973304 US BANCORP DEL NEW 32,134 46,074
    907818108 UNION PACIFIC CORP 38,703 73,861
    911312106 UNITED PARCEL SERVIC 25,575 38,910
    91324P102 UNITEDHEALTH GROUP I 41,037 73,290
    92857W209 VODAFONE GROUP PLC N    
    G29183103 EATON CORP PLC 27,382 35,679
    071813109 BAXTER INTL INC 37,997 40,310
    189754104 COACH INC    
    231021106 CUMMINS INC. 55,419 57,668
    404280406 HSBC - ADR 31,551 27,393
    459200101 INTERNATIONAL BUSINE 28,732 22,462
    464287200 ISHARES CORE S & P 5 433,532 604,681
    464287465 ISHARES MSCI EAFE ET 47,920 47,759
    637071101 NATIONAL OILWELL INC 47,598 45,871
    683974505 OPPENHEIMER DEVELOPI    
    870297801 MLN ELEMENTS ROGERS    
    922908553 VANGUARD REIT VIPER 127,370 155,925
    09247X101 BLACKROCK INC 27,793 32,180
    172967424 CITIGROUP INC. 44,901 50,322
    38259P706 GOOGLE INC-CL C 17,538 26,320
    517834107 LAS VEGAS SANDS CORP 31,076 28,208
    683974604 OPPENHEIMER DEVELOPI 300,000 288,172

    TY 2014 InvestmentsGovtObligationsSch
    Name:
    WADE FAMILY CHARITABLE TRUST
    EIN: 46-1211928
    US Government Securities - End of Year Book Value:

    1,132,518
    US Government Securities - End of Year Fair Market Value:

    1,109,987
    State & Local Government Securities - End of Year Book Value:


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


     


    TY 2014 InvestmentsOtherSchedule2
    Name:
    WADE FAMILY CHARITABLE TRUST
    EIN: 46-1211928
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    261980494 DREYFUS EMG MKT DEBT      
    261980668 DREYFUS INTERNATL BO      
    277911491 EATON VANCE FLOATING      
    37045V118 GENERAL MOTORS CO      
    37045V126 GENERAL MOTORS CO      
    4812C0803 JPMORGAN HIGH YIELD      
    693390882 PIMCO FOREIGN BD FD      
    693391559 PIMCO EMERG MKTS BD-      
    3136AFDT8 FED NATL MTG ASSN AT COST 45,621 45,484

    TY 2014 LegalFeesSchedule
    Name:
    WADE FAMILY CHARITABLE TRUST
    EIN: 46-1211928
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    IESHULA ISHAKIS - LEGAL SERVIC 12,393     12,393


    TY 2014 OtherDecreasesSchedule
    Name:
    WADE FAMILY CHARITABLE TRUST
    EIN: 46-1211928
    Description Amount
       
       
       
       
       
       


    TY 2014 OtherExpensesSchedule
    Name:
    WADE FAMILY CHARITABLE TRUST
    EIN: 46-1211928
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADR FEE 36 36   0


    TY 2014 OtherIncomeSchedule2
    Name:
    WADE FAMILY CHARITABLE TRUST
    EIN: 46-1211928
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FED EXCISE TAX REFUND 4,077 0  


    TY 2014 OtherIncreasesSchedule
    Name:
    WADE FAMILY CHARITABLE TRUST
    EIN: 46-1211928
    Description Amount
       
       


    TY 2014 TaxesSchedule
    Name:
    WADE FAMILY CHARITABLE TRUST
    EIN: 46-1211928
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 1,256 1,256   0
    FOREIGN TAXES ON QUALIFIED FOR 606 606   0
    FOREIGN TAXES ON NONQUALIFIED 3 3   0