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
EDWARD M WILSON FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)PNC BANK NA PO BOX 609   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA152309738
A Employer identification number

31-0976337
B Telephone number (see instructions)

(412) 768-9969
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$33,133,673J 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)..............  
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 887,142 887,142  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,996,595
b Gross sales price for all assets on line 6a 11,976,683
7 Capital gain net income (from Part IV, line 2)... 1,996,595
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 2,883,737 2,883,737  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 191,988 92,994   98,994
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 62,013 1,056   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 156 0 0 156
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 104,194     104,194
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 358,351 94,050 0 203,344
25 Contributions, gifts, grants paid........ 1,360,500 1,360,500
26 Total expenses and disbursements. Add lines 24 and 25 1,718,851 94,050 0 1,563,844
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,164,886
b Net investment income (if negative, enter -0-) 2,789,687
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.......... 1,328,953 1,193,449 1,193,449
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) 1,477,201 Click to see attachment989,630 1,068,690
b Investments—corporate stock (attach schedule)........ 12,974,288 12,056,711 14,785,372
c Investments—corporate bonds (attach schedule)........ 3,257,185 3,824,016 3,914,548
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 10,219,238 Click to see attachment11,876,223 12,171,614
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) 29,256,865 29,940,029 33,133,673
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......... 29,236,999 29,796,123
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 19,866 143,906
30 Total net assets or fund balances (see instructions)...... 29,256,865 29,940,029
31 Total liabilities and net assets/fund balances (see instructions).. 29,256,865 29,940,029
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 29,256,865
2 Enter amount from Part I, line 27a..................... 2 1,164,886
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 30,421,751
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 481,722
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 29,940,029
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 3260. CBS CORP CLASS B WI   2013-05-16 2014-10-03
b 56.264 ARTISAN MID CAP VALUE FUND FD 1464   2013-11-21 2014-10-09
c 516.13 ARTISAN MID CAP VALUE FUND FD 1464     2014-10-09
d 12541.806 ARTISAN MID CAP VALUE FUND FD 1464   2013-04-25 2014-10-09
e 368.55 FEDERAL NATL MTG ASSN POOL 357275   2002-10-07 2014-10-27
124.66 FEDERAL NATL MTG ASSN POOL 747528   2003-10-10 2014-10-27
3351. COCA COLA ENTERPRISES   2014-03-07 2014-10-28
480. EOG RES INC   2013-07-26 2014-10-28
500. EOG RES INC   2014-04-04 2014-10-28
23697.401 EATON VANCE FLOATING RATE FUND CLASS I     2014-10-28
2998.928 EATON VANCE FLOATING RATE FUND CLASS I     2014-10-28
2048.64 FIDELITY ADVISOR FLOATING HIGH INCOME FUND I     2014-10-28
18338.72 FIDELITY ADVISOR FLOATING HIGH INCOME FUND I     2014-10-28
2740. MANPOWER GROUP INC     2014-10-28
2340. ORACLE CORP     2014-10-28
5170. ORACLE CORP   2006-06-15 2014-10-28
1. DELL COMPUTER CORP NAME CHG 7/22/03 SEE 24702R101   2001-01-01 2014-10-30
8.4 FEDERAL NATL MTG ASSN POOL 357275   2002-10-07 2014-10-31
178.14 FEDERAL NATL MTG ASSN POOL 747528   2003-10-10 2014-10-31
62. HALYARD HEALTH INC-W/I   2013-04-09 2014-11-05
.5 HALYARD HEALTH INC-W/I   2013-04-09 2014-11-14
500000. USA TREASURY NOTES 04.25% DUE 11/15/2014   2007-06-11 2014-11-15
.132 BLACKROCK FDS GNMA PORTFOLIO INSTL CL   2013-10-01 2014-12-01
2050. HELMERICH & PAYNE INC COM   2013-02-26 2014-12-15
4370. QUANTA SVCS INC   2014-04-04 2014-12-15
463.14 FEDERAL NATL MTG ASSN POOL 357275   2002-10-07 2014-12-26
39.84 FEDERAL NATL MTG ASSN POOL 747528   2003-10-10 2014-12-26
12.8 FEDERAL NATL MTG ASSN POOL 357275   2002-10-07 2014-12-31
228.73 FEDERAL NATL MTG ASSN POOL 747528   2003-10-10 2014-12-31
1. WASHINGTON MUTUAL INC COM   2001-01-01 2015-01-06
480. DISCOVER FINANCIAL W/I   2014-10-28 2015-01-28
3350. DISCOVER FINANCIAL W/I   2012-07-31 2015-01-28
13930. REGIONS FINANCIAL CORP   2013-07-02 2015-01-28
7.01 FEDERAL NATL MTG ASSN POOL 357275   2002-10-07 2015-01-31
112.91 FEDERAL NATL MTG ASSN POOL 747528   2003-10-10 2015-01-31
8210. GENERAL ELEC CO COM     2015-02-03
1530. UNITED RENTALS INC COM   2014-09-15 2015-02-03
1. SCHERING-PLOUGH CORP   2001-01-01 2015-02-10
3230. GILEAD SCIENCES INC COM     2015-02-13
2450. AMERICAN EXPRESS CO   2010-10-29 2015-02-20
450. BOEING CO   2012-07-31 2015-02-20
200. LOCKHEED MARTIN CORP   2013-11-25 2015-02-20
1920. SOUTHWEST AIRLINES COM   2014-06-10 2015-02-20
355.61 FEDERAL NATL MTG ASSN POOL 357275   2002-10-07 2015-02-28
629.64 FEDERAL NATL MTG ASSN POOL 747528   2003-10-10 2015-02-28
1780. EASTMAN CHEM CO   2014-06-05 2015-03-03
1530. LYONDELLBASELL INDUSTRIES N.V. ISIN NL0009434992 SEDOL B3SPXZ3   2014-09-23 2015-03-03
1. AMERICAN INTERNATIONAL GROUP INC   2001-01-01 2015-03-04
1720. EOG RES INC   2013-07-26 2015-03-30
4770. MICRON TECHNOLOGY INC   2014-10-28 2015-03-30
1130. SKYWORKS SOLUTIONS INC COM   2014-04-04 2015-03-30
1160. NXP SEMICONDUCTORS ISIN NL0009538784 SEDOL B505PN7   2013-12-03 2015-03-30
6.21 FEDERAL NATL MTG ASSN POOL 357275   2002-10-07 2015-03-31
388.78 FEDERAL NATL MTG ASSN POOL 747528   2003-10-10 2015-03-31
9.08 FEDERAL NATL MTG ASSN POOL 357275   2002-10-07 2015-04-30
178.75 FEDERAL NATL MTG ASSN POOL 747528   2003-10-10 2015-04-30
580. AETNA INC NEW   2013-05-31 2015-05-01
430. ALLSTATE CORP   2014-10-28 2015-05-01
330. AMGEN INC   2014-08-11 2015-05-01
1500. APPLE INC     2015-05-01
230. BECTON DICKINSON & CO   2013-03-28 2015-05-01
180. BERKSHIRE HATHAWAY INC CLASS B   2015-02-13 2015-05-01
140. BOEING CO   2012-07-31 2015-05-01
430. CIGNA CORP   2014-07-23 2015-05-01
420. CVS CAREMARK CORP   2013-02-22 2015-05-01
1770. CISCO SYS INC COM   2015-03-30 2015-05-01
330. CINTAS CORP   2015-03-30 2015-05-01
860. COMCAST CORPORATION CL A   2014-07-23 2015-05-01
510. CONOCOPHILLIPS   2014-08-15 2015-05-01
450. CONSTELLATION BRANDS INC CL A   2014-07-23 2015-05-01
530. DELTA AIR LINES INC   2013-07-26 2015-05-01
670. DISNEY WALT CO   2014-03-07 2015-05-01
360. DR PEPPER SNAPPLE GROUP INC   2014-10-28 2015-05-01
190. EDWARDS LIFESCIENCES CORP   2015-02-13 2015-05-01
410. EXXON MOBIL CORP   2014-12-15 2015-05-01
550. FOOT LOCKER INC   2014-04-04 2015-05-01
800. GENERAL ELEC CO COM   2010-07-08 2015-05-01
60. GOOGLE INC CL A     2015-05-01
570. HCA HOLDINGS INC   2014-08-11 2015-05-01
280. HOME DEPOT INC COM   2012-01-26 2015-05-01
800. J P MORGAN CHASE & CO COM   2014-10-28 2015-05-01
530. JOHNSON & JOHNSON COM   2009-07-13 2015-05-01
820. KROGER CO   2014-05-07 2015-05-01
300. L BRANDS INC   2014-09-30 2015-05-01
640. LINCOLN NATIONAL CORP   2014-09-15 2015-05-01
830. MAGNA INTERNATIONAL ISIN CA5592224011   2013-12-31 2015-05-01
240. MCKESSON HBOC INC COMMN     2015-05-01
520. MICROSOFT CORP     2015-05-01
180. NORTHROP GRUMMAN CORPORATION   2015-02-20 2015-05-01
3670. PACKAGING CORP OF AMERICA COM   2014-04-04 2015-05-01
180. POLARIS INDS INC   2012-05-10 2015-05-01
700. PRINCIPAL FINANCIAL GROUP COM   2014-08-15 2015-05-01
530. PROCTER & GAMBLE CO     2015-05-01
470. QUALCOMM   2015-03-30 2015-05-01
400. ST JUDE MEDICAL INC   2014-03-07 2015-05-01
540. SCHLUMBERGER LTD COM   2014-04-04 2015-05-01
500. SKYWORKS SOLUTIONS INC COM   2014-04-04 2015-05-01
220. SNAP-ON INC COM   2014-12-15 2015-05-01
350. THE TRAVELERS COS INC   2014-05-02 2015-05-01
230. UNION PAC CORP COM   2010-07-08 2015-05-01
540. VERIZON COMMUNICATIONS COM   2013-05-16 2015-05-01
470. VISA INC CLASS A SHARES   2013-02-14 2015-05-01
1210. WELLS FARGO & CO NEW COM     2015-05-01
720. WISCONSIN ENERGY CORP   2010-12-14 2015-05-01
790. INVESCO LTD ISIN BMG491BT1088 SEDOL B28XP76   2014-09-15 2015-05-01
240. ACE LIMITED NAME CHG 01/15/16 SEE H1467J104   2014-12-15 2015-05-01
480. TE CONNECTIVITY LTD SEDOL B62B7C3 ISIN CH0102993182   2015-03-30 2015-05-01
320. CHECK POINT SOFTWARE COM   2014-09-04 2015-05-01
300. NXP SEMICONDUCTORS ISIN NL0009538784 SEDOL B505PN7   2013-12-03 2015-05-01
3020. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868   2014-08-15 2015-05-01
3140. PROCTER & GAMBLE CO     2015-05-08
160. ACE LIMITED NAME CHG 01/15/16 SEE H1467J104   2014-12-15 2015-05-15
1880. ACE LIMITED NAME CHG 01/15/16 SEE H1467J104   2014-04-14 2015-05-15
3800. DELTA AIR LINES INC   2013-07-26 2015-05-29
1690. UNION PAC CORP COM   2010-07-08 2015-05-29
472.26 FEDERAL NATL MTG ASSN POOL 357275   2002-10-07 2015-05-31
36.19 FEDERAL NATL MTG ASSN POOL 747528   2003-10-10 2015-05-31
670. QUALCOMM   2015-03-30 2015-06-03
3100. QUALCOMM   2011-05-19 2015-06-03
4490. SOUTHWEST AIRLINES COM   2014-06-10 2015-06-12
5.32 FEDERAL NATL MTG ASSN POOL 357275   2002-10-07 2015-06-30
256.05 FEDERAL NATL MTG ASSN POOL 747528   2003-10-10 2015-06-30
1. NORTEL NETWORK CORPORATION   2001-01-01 2015-07-09
69483.379 PIMCO FDS PAC INVT MGMT SER TOTAL RETURN FD INSTL CL     2015-07-10
40.702 PIMCO UNCONSTRAINED BOND FUND INSTITUTIONAL CLASS   2013-12-11 2015-07-10
13488.101 PIMCO UNCONSTRAINED BOND FUND INSTITUTIONAL CLASS     2015-07-10
224.525 PIMCO UNCONSTRAINED BOND FUND INSTITUTIONAL CLASS     2015-07-10
740. AETNA INC NEW   2013-05-31 2015-07-14
540. CIGNA CORP   2014-07-23 2015-07-14
1000. SKYWORKS SOLUTIONS INC COM   2014-04-04 2015-07-14
700. NXP SEMICONDUCTORS ISIN NL0009538784 SEDOL B505PN7   2013-12-03 2015-07-14
1050. 3M COMPANY COM   2015-03-30 2015-07-21
1270. POLARIS INDS INC   2012-05-10 2015-07-28
5.34 FEDERAL NATL MTG ASSN POOL 357275   2002-10-07 2015-07-31
398.63 FEDERAL NATL MTG ASSN POOL 747528   2003-10-10 2015-07-31
9520. HANESBRANDS INC - W/I   2014-03-14 2015-08-05
1260. SKYWORKS SOLUTIONS INC COM   2014-04-04 2015-08-05
3220. ALLSTATE CORP   2014-10-28 2015-08-14
60. CONOCOPHILLIPS   2014-08-15 2015-08-14
3340. CONOCOPHILLIPS     2015-08-14
200000. CREDIT SUISSE FB USA INC NOTES   2007-03-14 2015-08-15
1270. BECTON DICKINSON & CO   2013-03-28 2015-08-31
610. CIGNA CORP   2014-07-23 2015-08-31
5.38 FEDERAL NATL MTG ASSN POOL 357275   2002-10-07 2015-08-31
184.99 FEDERAL NATL MTG ASSN POOL 747528   2003-10-10 2015-08-31
400. MCKESSON HBOC INC COMMN   2013-10-31 2015-08-31
1440. BERKSHIRE HATHAWAY INC CLASS B     2015-09-08
910. MCKESSON HBOC INC COMMN   2013-10-31 2015-09-15
660. CONSTELLATION BRANDS INC CL A     2015-09-17
2340. KROGER CO   2014-05-07 2015-09-17
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 174,736   164,174 10,562
b 1,471   1,484 -13
c 13,492   13,610 -118
d 327,843   300,000 27,843
e 369   382 -13
125   123 2
144,920   158,947 -14,027
43,885   34,966 8,919
45,714   49,771 -4,057
213,040   211,696 1,344
26,960   27,425 -465
20,097   20,403 -306
179,903   182,150 -2,247
181,392   224,022 -42,630
90,431   80,805 9,626
199,799   71,139 128,660
886     886
8   9 -1
178   176 2
2,238   2,025 213
19   16 3
500,000   473,262 26,738
1   1  
124,060   131,895 -7,835
113,230   160,281 -47,051
463   480 -17
40   39 1
13   13  
229   226 3
11     11
26,967   30,286 -3,319
188,209   121,749 66,460
123,563   137,903 -14,340
7   7  
113   112 1
200,023   154,119 45,904
137,566   178,081 -40,515
4,414   25 4,389
327,613   263,142 64,471
192,571   100,548 92,023
70,101   33,676 36,425
40,157   28,340 11,817
84,058   52,800 31,258
356   367 -11
630   623 7
131,602   158,803 -27,201
131,106   169,784 -38,678
6,046   25 6,021
158,458   125,293 33,165
126,737   155,478 -28,741
112,586   40,777 71,809
118,354   49,160 69,194
6   6  
389   384 5
9   9  
179   177 2
62,238   35,789 26,449
30,018   27,234 2,784
52,548   41,990 10,558
189,001   116,840 72,161
32,482   21,940 10,542
25,597   26,887 -1,290
20,196   10,477 9,719
53,656   41,763 11,893
42,075   21,588 20,487
51,305   49,097 2,208
26,627   27,406 -779
49,845   47,076 2,769
34,190   40,928 -6,738
52,270   39,294 12,976
24,189   11,372 12,817
73,411   55,092 18,319
27,100   24,451 2,649
24,105   25,223 -1,118
36,124   35,523 601
32,977   25,597 7,380
21,656   11,826 9,830
32,668   30,078 2,590
42,236   37,667 4,569
30,477   12,597 17,880
50,735   47,692 3,043
52,867   30,415 22,452
57,448   38,007 19,441
27,326   20,103 7,223
36,300   34,752 1,548
41,893   34,080 7,813
53,534   37,772 15,762
25,308   14,379 10,929
27,998   30,579 -2,581
255,684   261,946 -6,262
24,846   14,273 10,573
36,010   36,127 -117
42,198   35,708 6,490
32,002   32,338 -336
28,335   26,783 1,552
50,277   53,345 -3,068
48,833   18,043 30,790
33,203   29,196 4,007
35,545   31,953 3,592
24,541   8,132 16,409
27,075   28,917 -1,842
30,705   18,326 12,379
66,538   35,768 30,770
35,387   21,375 14,012
32,749   32,007 742
25,684   26,904 -1,220
32,303   34,493 -2,190
26,819   22,884 3,935
30,096   12,714 17,382
205,109   190,095 15,014
253,990   197,085 56,905
17,309   17,936 -627
203,380   186,564 16,816
159,863   81,534 78,329
170,771   59,750 111,021
472   487 -15
36   36  
46,640   46,099 541
215,799   177,695 38,104
157,418   123,475 33,943
5   5  
256   253 3
333     333
735,134   738,796 -3,662
455   453 2
150,797   151,336 -539
2,510   2,523 -13
84,410   45,662 38,748
83,861   52,446 31,415
101,288   36,086 65,202
65,813   29,665 36,148
163,219   174,816 -11,597
172,868   100,702 72,166
5   6 -1
399   394 5
275,409   177,549 97,860
112,327   45,468 66,859
203,758   203,939 -181
2,998   4,815 -1,817
166,863   230,826 -63,963
200,000   198,508 1,492
178,394   121,145 57,249
85,701   59,245 26,456
5   6 -1
185   183 2
78,915   62,476 16,439
190,336   213,253 -22,917
182,007   142,133 39,874
86,790   54,474 32,316
87,815   54,229 33,586
      186,437
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       10,562
b       -13
c       -118
d       27,843
e       -13
      2
      -14,027
      8,919
      -4,057
      1,344
      -465
      -306
      -2,247
      -42,630
      9,626
      128,660
      886
      -1
      2
      213
      3
      26,738
       
      -7,835
      -47,051
      -17
      1
       
      3
      11
      -3,319
      66,460
      -14,340
       
      1
      45,904
      -40,515
      4,389
      64,471
      92,023
      36,425
      11,817
      31,258
      -11
      7
      -27,201
      -38,678
      6,021
      33,165
      -28,741
      71,809
      69,194
       
      5
       
      2
      26,449
      2,784
      10,558
      72,161
      10,542
      -1,290
      9,719
      11,893
      20,487
      2,208
      -779
      2,769
      -6,738
      12,976
      12,817
      18,319
      2,649
      -1,118
      601
      7,380
      9,830
      2,590
      4,569
      17,880
      3,043
      22,452
      19,441
      7,223
      1,548
      7,813
      15,762
      10,929
      -2,581
      -6,262
      10,573
      -117
      6,490
      -336
      1,552
      -3,068
      30,790
      4,007
      3,592
      16,409
      -1,842
      12,379
      30,770
      14,012
      742
      -1,220
      -2,190
      3,935
      17,382
      15,014
      56,905
      -627
      16,816
      78,329
      111,021
      -15
       
      541
      38,104
      33,943
       
      3
      333
      -3,662
      2
      -539
      -13
      38,748
      31,415
      65,202
      36,148
      -11,597
      72,166
      -1
      5
      97,860
      66,859
      -181
      -1,817
      -63,963
      1,492
      57,249
      26,456
      -1
      2
      16,439
      -22,917
      39,874
      32,316
      33,586
       
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 1,996,595
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 1,673,392 33,760,410 0.049567
2012 1,482,591 31,353,412 0.047286
2011 1,474,631 29,821,435 0.049449
2010 1,344,591 29,768,538 0.045168
2009 1,228,919 27,560,728 0.044589
2 Total of line 1, column (d) ...................... 2 0.236059
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 0.047212
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 34,937,848
5 Multiply line 4 by line 3....................... 5 1,649,486
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 27,897
7 Add lines 5 and 6......................... 7 1,677,383
8 Enter qualifying distributions from Part XII, line 4.............. 8 1,563,844
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 55,794
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 55,794
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 55,794
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 57,230
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 57,230
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1,436
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet1,436 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)
    bulletIN
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 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 addressbulletpncsites.com/pncfoundation/charitable_trusts.
    14
    The books are in care ofbulletPNC BANK NA Telephone no.bullet (412) 768-9969
    Located atbullet620 LIBERTY AVENUEPITTSBURGHPA ZIP+4bullet152222705
    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
     
     
    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
    DON A WOLF DISTRIBUTION COMMITTEE MEM
    1     		1,000    
    11718 AUTUMN TREE DR
    FORT WAYNE,IN46845
    JANET C CHRZAN DISTRIBUTION COMMITTEE MEM
    1     		1,500    
    3734 SHINNECOCK COURT
    FORT WAYNE,IN46814
    JUDGE WILLIAM LEE DISTRIBUTION COMMITTEE MEM
    1     		1,500    
    1607 DODGE AVENUE
    FORT WAYNE,IN46805
    PNC BANK NA TRUSTEE
    37     		185,988    
    PO BOX 94651
    CLEVELAND,OH441014651
    THOMAS M SHOAFF DISTRIBUTION COMMITTEE MEM
    1     		500    
    111 E WAYNE STE 800
    FORT WAYNE,IN46802
    THOMAS QUIRK DISTRIBUTION COMMITTEE MEM
    1     		1,500    
    7130 BLUE CREEK DR
    FORT WAYNE,IN46804
    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
    35,471,180
    b
    Average of monthly cash balances.......................
    1b
    -1,284
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    35,469,896
    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
    35,469,896
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    532,048
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    34,937,848
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,746,892
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,746,892
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    55,794
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    55,794
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,691,098
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,691,098
    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
    1,691,098
    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
    1,563,844
    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
    1,563,844
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,563,844
    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 1,691,098
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 1,359,828
    b Total for prior years:20, 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$ 1,563,844
    a Applied to 2013, but not more than line 2a 1,359,828
    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..... 204,016
    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 ..........     		1,487,082
    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 e-mail address of the person to whom applications should be addressed:
    PNC Charitable Trust Grant Review C
    PNC Bank 249 Fifth Avenue 20th Fl
    PITTSBURGH,PA15222
    (216) 222-3226
    bThe form in which applications should be submitted and information and materials they should include:
    Please reference the name of the trust in all communications See footnote
    cAny submission deadlines:
    www.pncsites.com/pncfoundation/charitable_trusts.html for specific information
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    www.pncsites.com/pncfoundation/charitable_trusts.html for specific information
    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
    VOLUNTEER LAWYER PROGRAM OF NORTHEAST
    INDIANA INC
    111 WEST WAYNE STREET
    FORT WAYNE,IN468023603     		NONE PC VOLUNTEER LAWYER PROGRAM 15,000
    HISTORIC FORT WAYNE INC
    PO BOX 12650
    FORT WAYNE,IN46864     		NONE PC RECONSTRUCTION OF 2,500
    NATIONAL SOCCER FESTIVALS INC
    5525 HOPINKTON DR
    FORT WAYNE,IN468147542     		NONE PC NATIONAL SOCCER FESTIVAL 30,000
    ANTHONY WAYNE AREA COUNCIL
    BOY SCOUTS OF AMERICA
    8315 WEST JEFFERSON BLVD
    FORT WAYNE,IN46804     		NONE PC SCOUTREACH COMMUNITY 10,000
    IVY TECH FOUNDATION INC
    3800 N ANTHONY BLVD
    FORT WAYNE,IN46805     		NONE PC NEW VENTURE 15,000
    FORT WAYNE PUBLIC TELEVISION INC
    2501 E COLISEUM BLVD
    FORT WAYNE,IN468051562     		NONE PC EMPOWERING COMMUNITY 25,000
    EMBASSY THEATRE FOUNDATION INC
    125 W JEFFERSON BLVD
    FORT WAYNE,IN468023012     		NONE PC THEATRE/INDIANA HOTEL CAP 50,000
    FORT WAYNE PARK FOUNDATION INC
    PO BOX 13201
    FORT WAYNE,IN46867     		NONE PC 2015 SHOWCASE GARDEN 4,500
    FORT WAYNE PARK FOUNDATION INC
    PO BOX 13201
    FORT WAYNE,IN46867     		NONE PC CONSERVATORY CONNECTIONS 5,000
    SOULMEDIC MEDIA GROUP INC
    6429 OAKBROOK PARKWAY
    FORT WAYNE,IN468254255     		NONE PC SOULMEDIC PROGRAMMING 2,500
    SCAN INC
    500 W MAIN ST
    FORT WAYNE,IN468021406     		NONE PC GENERAL SUPPORT 25,000
    AUDIENCES UNLIMITED INC
    1005 W RUDISILL BLVD SUITE 304
    FORT WAYNE,IN46807     		NONE PC ARTS PERFORMANCES-LONG TERM 7,500
    FORT WAYNE DANCE COLLECTIVE INC
    437 E BERRY STREET SUITE 203
    FORT WAYNE,IN468022817     		NONE PC OPERATING SUPPORT 5,000
    EAST ALLEN FAMILY RESOURCE CENTER
    610 PROFESSIONAL PARK DR
    NEW HAVEN,IN467741995     		NONE PC HERITAGE LEARN AFTERSCHOOL 5,000
    SCIENCE CENTRAL INC
    1950 N CLINTON ST
    FORT WAYNE,IN468054049     		NONE PC OPERATING SUPPORT 5,000
    CENTER FOR NONVIOLENCE INC
    235 W CREIGHTON AVE
    FORT WAYNE,IN468071311     		NONE PC WOMEN'S NONVIOLENCE 5,000
    COMMUNITY HARVEST FOOD BANK OF NORTHEAST
    INDIANA INC
    999 E TILLMAN RD
    FORT WAYNE,IN468161973     		NONE PC CAP CAMP 50,000
    LIFELINE YOUTH & FAMILY SERVICES INC
    7136 GETTYSBURG PIKE
    FORT WAYNE,IN468045680     		NONE PC PROJECT INCENTIVE 5,000
    SPECIALIZED ALTERNATIVES FOR FAMILIES
    AND YOUTH OF INDIANA INC
    705 E STATE BLVD SUITE 200
    FORT WAYNE,IN46805     		NONE PC COURTYARD SUPPORTIVE 10,000
    FORT WAYNE PHILHARMONIC ORCHESTRA INC
    4901 FULLER DR
    FORT WAYNE,IN468353277     		NONE PC OPERATING SUPPORT 20,000
    INDIANA INSTITUTE OF TECHNOLOGY
    1600 EAST WASHINGTON BLVD
    FORT WAYNE,IN468031228     		NONE PC CUNNINGHAM REINVENTION PROJ 25,000
    UNITED WAY OF ALLEN COUNTY
    334 E BERRY ST
    FORT WAYNE,IN468022708     		NONE PC COMMUNITY CAMPAIGN 30,000
    GIRL SCOUTS OF NORTHERN INDIANA-MICHIANA
    10008 DUPONT CIRCLE DRIVE EAST
    FORT WAYNE,IN468251630     		NONE PC LEADERSHIP EXPERIENCE 20,000
    THE SALVATION ARMY
    2901 N CLINTON ST
    FORT WAYNE,IN46805     		NONE PC COMMUNITY YOUTH CENTER 15,000
    YWCA NORTHEAST INDIANA INC
    1610 SPY RUN AVE
    FORT WAYNE,IN468054033     		NONE PC DOMESTIC VIOLENCE PROGRAM 10,000
    FORT WAYNE URBAN LEAGUE
    2135 SOUTH HANNA STREET
    FORT WAYNE,IN468032401     		NONE PC OPERATING SUPPORT 10,000
    LEAGUE FOR THE BLIND & DISABLED INC
    5821 S ANTHONY BLVD
    FORT WAYNE,IN468163701     		NONE PC LEAGUE'S YOUTH SERVICES 10,000
    ST MARYS SOUP KITCHEN
    1101 LAFAYETTE ST
    FORT WAYNE,IN46802     		NONE PC ST MARY'S SOUP KITCHEN 7,500
    UNIVERSITY OF SAINT FRANCIS
    2701 SPRING ST
    FORT WAYNE,IN468083939     		NONE PC USF DOWNTOWN CAMPUS CAP 50,000
    YMCA OF GREATER FORT WAYNE
    347 W BERRY ST STE 500
    FORT WAYNE,IN468022241     		NONE PC ADD'L GIFT FOR WELLS COUNTY 25,000
    ASSOCIATED CHURCHES OF FORT WAYNE AND
    ALLEN COUNTY INC
    602 E WAYNE ST
    FORT WAYNE,IN468022016     		NONE PC COMMUNITY PROGRAMS 35,000
    TURNSTONE CENTER FOR CHILDREN AND ADULTS
    WITH DISABILITIES
    3320 N CLINTON ST
    FORT WAYNE,IN468051918     		NONE PC CORE PROGRAMMING SUPPORT 25,000
    JUNIOR ACHIEVEMENT OF NORTHERN INDIANA
    601 NOBLE DR
    FORT WAYNE,IN468255544     		NONE PC ELEMENTARY ECONOMICS/JA 30,000
    FORT WAYNE MUSEUM OF ART INC
    311 E MAIN ST
    FORT WAYNE,IN468021907     		NONE PC EXHIBITION PROGRAM 35,000
    EARLY CHILDHOOD ALLIANCE INC
    3320 FAIRFIELD AVE
    FORT WAYNE,IN468071821     		NONE PC EARLY CHILDHOOD EDUCTL 10,000
    CANCER SERVICES OF NORTHEAST INDIANA
    6316 MUTUAL DR
    FORT WAYNE,IN468254529     		NONE PC CLIENT ADVOCATE PROGRAM 12,000
    ARTS UNITED OF GREATER FORT WAYNE INC
    300 E MAIN ST
    FORT WAYNE,IN468021919     		NONE PC MILLENNIUM CENTER/OPERATING 100,000
    EASTER SEALS ARC OF NORTHEAST INDIANA
    INC
    4919 COLDWATER RD
    FORT WAYNE,IN468255532     		NONE PC ASSISTIVE TECHNOLOGY 5,000
    ALLEN COUNTY-FORT WAYNE HISTROICAL
    SOCIETY INC HISTORY CENTER
    302 EAST BERRY STREET
    FORT WAYNE,IN468022765     		NONE PC K-12 FREE SCHOOL GROUP TOUR 25,000
    YOUTH FOR CHRIST OF NORTHERN INDIANA
    6427 OAKBROOK PARKWAY
    FORT WAYNE,IN468254253     		NONE PC CITY LIFE MINISTRIES 5,000
    MARTIN LUTHER KING SCHOOL INC
    6001 S ANTHONY BLVD
    FORT WAYNE,IN468163705     		NONE PC OPERATING 15/16 SCHOOL 6,000
    HAROLD W MCMILLEN CENTER FOR HEALTH
    EDUCATION
    600 JIM KELLEY BLVD
    FORT WAYNE,IN468161146     		NONE PC PREVENTIVE HEALTH EDUCATION 5,000
    HAROLD W MCMILLEN CENTER FOR HEALTH
    EDUCATION
    600 JIM KELLEY BLVD
    FORT WAYNE,IN468161146     		NONE PC CAP RENOVATION PROJ 25,000
    BIG BROTHERS BIG SISTERS OF NORTHEAST
    INDIANA
    1005 W RUDISILL BLVD
    FORTH WAYNE,IN468071210     		NONE PC YOUTH MENTORING PROGRAMS 20,000
    AUBURN AUTOMOTIVE HERITAGE INC
    1600 WAYNE ST
    AUBURN,IN467063509     		NONE PC "TELLING THE STORY" CAP 60,000
    AUBURN AUTOMOTIVE HERITAGE INC
    1600 WAYNE ST
    AUBURN,IN467063509     		NONE PC EDUCATIONAL 25,000
    ARCH INC
    818 LAFAYETTE STREET
    FORT WAYNE,IN46802     		NONE PC ARCH COMMUNITY EDUCATION 3,000
    ARTLINK INC
    300 E MAIN ST
    FORT WAYNE,IN468021919     		NONE PC EXHIBITS/EDUCATIONAL 5,000
    MATTHEW 25 INC
    413 E JEFFERSON BLVD
    FORT WAYNE,IN468023201     		NONE PC OPERATING SUPPORT 7,500
    NORTHEAST INDIANA PUBLIC RADIO INC
    3204 CLAIMONT COURT
    FORT WAYNE,IN46808     		NONE PC 2014-2015 LOCAL PROGRAMMING 15,000
    EAST WAYNE STREET CENTER
    801 E WAYNE
    FORT WAYNE,IN468033936     		NONE PC ADULT EDUCATION PROGRAMS 5,000
    FORT WAYNE CHILDREN'S CHOIR INC
    IPFW RHINEHART MUSIC CENTER
    FORT WAYNE,IN468051445     		NONE PC PROGRAMMING SUPPORT 2,500
    THE LITERACY ALLIANCE
    709 CLAY ST STE 100
    FORT WAYNE,IN468022019     		NONE PC ADULT 10,000
    FOUNDATION FOR ART AND MUSIC IN
    ELEMENTARY EDUCATION
    300 E MAIN ST STE 130
    FORT WAYNE,IN468021920     		NONE PC MULTICULTURAL ARTS PROGRAM 5,000
    BOYS AND GIRLS CLUBS FORT WAYNE
    2609 FAIRFIELD AVE
    FORT WAYNE,IN468071214     		NONE PC PROJECT LEARN 15,000
    VINCENT VILLAGE INC
    2827 HOLTON AVENUE
    FORT WAYNE,IN46806     		NONE PC FAMILY CONNECTION PROGRAM 2,500
    ALLEN COUNTY EDUCATION PARTNERSHIP DBA
    PROJECT READS
    709 CLAY ST STE 101
    FORT WAYNE,IN468022019     		NONE PC PORJECT READS PROGRAM 7,500
    ERIN'S HOUSE FOR GRIEVING CHILDREN INC
    5670 YMCA PARK DR WEST
    FORT WAYNE,IN468353280     		NONE PC CAP CAMP NEW FACILITY 25,000
    EUELL WILSON CENTER INC
    1512 OXFORD ST
    FORT WAYNE,IN468063612     		NONE PC EAWC AFTERSCHOOL - SUMMER 5,000
    STUDY CONNECTION
    1200 S CLINTON ST
    FORT WAYNE,IN468023594     		NONE PC STUDY CONNECTION PROGRAM 10,000
    NEIGHBORHOOD HEALTH CLINICS INC
    1717 S CALHOUN ST
    FORT WAYNE,IN468025257     		NONE PC MARKETING EFFORTS - PUBLIC 5,000
    CHRISTIAN COMMUNITY HEALTH CARE INC
    PO BOX 128
    GRABILL,IN467410128     		NONE PC 2015 OPERATING-PROVISION OF 4,000
    FORT WAYNE CLUBHOUSE INC
    3327 LAKE AVE
    FORT WAYNE,IN468055529     		NONE PC OPERATING/ELEVATOR PROJECT 11,500
    SHEPHERDS HOUSE INC
    519 TENNESSEE AVENUE
    FORT WAYNE,IN46805     		NONE PC HANDICAPPED ACCESSIBLE 10,000
    AFRICANAFRICAN-AMERICAN HISTORICAL
    SOCIETY OF ALLEN COUNTY
    436 E DOUGLAS AVENUE
    FORT WAYNE,IN46807     		NONE PC GENERAL SUPPORT 2,500
    INTERFAITH HOSPITALITY NETWORK OF
    GREATER FORT WAYNE INC
    2925 EAST STATE BLVD
    FORT WAYNE,IN46805     		NONE PC EMERGENCY SHELTER FOR 7,500
    BOYS & GIRLS CLUB OF HUNTINGTON COUNTY
    INC
    PO BOX 673
    HUNTINGTON,IN467500673     		NONE PC "BUILDING GREAT FUTURES FOR 15,000
    DR BILL LEWIS CENTER FOR CHILDREN
    2730 EAST STATE BLVD
    FORT WAYNE,IN46805     		NONE PC FORENSIC INTERVIEWERS - 2,500
    NORTHEAST INDIANA INNOVATION CENTER
    3201 STELLHORN ROAD
    FORT WAYNE,IN46815     		NONE PC STUDENT ENTREPRENEURSHIP 25,000
    COMMUNITY TRANSPORTATION NETWORK
    5601 INDUSTRIAL RD
    FORT WAYNE,IN468255125     		NONE PC SPECIALIZED MEDICAL 15,000
    COMMUNITY TRANSPORTATION NETWORK
    5601 INDUSTRIAL RD
    FORT WAYNE,IN468255125     		NONE PC NEW OPERATIONS CENTER 25,000
    UNITY PERFORMING ARTS FOUNDATION INC
    IPFW RHINEHART MUSIC CENTER
    FORT WAYNE,IN46805     		NONE PC EXPRESSION INSPIRED 7,500
    HEADWATERS PARK ALLIANCE INC
    110 W BERRY ST STE 2012
    FORT WAYNE,IN468022311     		NONE PC FESTIVAL PLAZA CONCRETE 20,000
    SUPER SHOT INC
    709 CALY ST STE 300
    FORT WAYNE,IN468022019     		NONE PC IMMUNIZATION CLINIC PROGRAM 6,000
    HARLAN CHRISTIAN YOUTH CENTER INC
    PO BOX 467
    HARLAN,IN467430467     		NONE PC OPERATING SUPPORT 15,000
    THE SOUTHEAST YOUTH COUNCIL INC
    PO BOX 236
    MONROEVILLE,IN467730236     		NONE PC DROP-IN CENTER & AMP'D 12,000
    MUSTARD SEED FURNITURE BANK OF FORT
    WAYNE INC
    3636 ILLINOIS RD
    FORT WAYNE,IN468042062     		NONE PC OPERATING SUPPORT 2,500
    BLUE JACKET INC
    2826 S CALHOUN ST
    FORT WAYNE,IN468071404     		NONE PC CAREER ACADEMY PROGRAM 3,000
    FORT WAYNE CIVIC THEATRE
    303 E MAIN ST
    FORT WAYNE,IN468021907     		NONE PC IN THE WINGS 7,500
    FORT WAYNE BALLET INC
    300 E MAIN ST
    FORT WAYNE,IN468021919     		NONE PC IN-THEATRE EDUCATIONAL 7,500
    INDIANA UNIVERSITY-PURDUE UNIVERSITY
    FORT WAYNE
    2010 E COLISEUM BLVD
    FORT WAYNE,IN46805     		NONE PC IPFW MINI DONS 6,000
    FORT WAYNE MEDICAL SOCIETY FOUNDATION
    750 BROADWAY STE 250
    FORT WAYNE,IN468021412     		NONE PC OPERATING SUPPORT - 5,000
    FORT WAYNE ZOOLOGICAL SOCIETY INC
    3411 SHERMAN BLVD
    FORT WAYNE,IN468081522     		NONE PC AUSTRALIAN ADVENTURE CAP 50,000
    FRANCINE'S FRIENDS INC
    709 CLAY STREET 300
    FORT WAYNE,IN468022019     		NONE PC MOBILE MAMMOGRAPHY PROGRAM 5,000
    FORT WAYNE TRAILS INC
    300 E MAIN ST STE 131
    FORT WAYNE,IN468021920     		NONE PC FWT PRIORITY PROJECTS 5,000
    HEARCARE CONNECTION INC
    9604 COLDWATER RD STE 109
    FORT WAYNE,IN46825     		NONE PC HEARING LOSS SERVICES 2,500
    WELLSPRING INTERFAITH SOCIAL SERVICES
    INC
    1316 BROADWAY
    FORT WAYNE,IN468023306     		NONE PC NEIGHBORHOOD SVCS 15,000
    NORTHEAST INDIANA FOUNDATION INC
    200 E MAIN ST STE 910
    FORT WAYNE,IN468021915     		NONE PC VISION 2020 25,000
    TEACH OUR CHILDREN FUND INC DBA FORT
    WAYNE CENTER FOR LEARNING
    2510 EAST DUPONT ROAD
    FORT WAYNE,IN46825     		NONE PC FWCL OPERATING SUPPORT 2,500
    Total .................................bullet 3a 1,360,500
    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 ............     		         
    4 Dividends and interest from securities....     14 887,142  
    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 1,996,595  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   2,883,737  
    13Total. Add line 12, columns (b), (d), and (e)..................
    132,883,737
    (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

    TY 2014 InvestmentsGovtObligationsSch
    Name:
    EDWARD M WILSON FOUNDATION
    EIN: 31-0976337
    US Government Securities - End of Year Book Value:

    989,630
    US Government Securities - End of Year Fair Market Value:

    1,068,690
    State & Local Government Securities - End of Year Book Value:


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


     


    TY 2014 InvestmentsOtherSchedule2
    Name:
    EDWARD M WILSON FOUNDATION
    EIN: 31-0976337
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MUTUAL FUNDS - FIXED AT COST 4,784,084 4,591,598
    MUTUAL FUNDS - EQUITY AT COST 6,045,760 6,688,107
    MUTUAL FUNDS - ALTERNATIVE AT COST 1,046,379 891,909

    TY 2014 OtherDecreasesSchedule
    Name:
    EDWARD M WILSON FOUNDATION
    EIN: 31-0976337
    Description Amount
       
       
       
       
       
       


    TY 2014 OtherExpensesSchedule
    Name:
    EDWARD M WILSON FOUNDATION
    EIN: 31-0976337
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    GRANTMAKING FEES 104,194 0   104,194


    TY 2014 TaxesSchedule
    Name:
    EDWARD M WILSON FOUNDATION
    EIN: 31-0976337
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 1,056 1,056   0
    FEDERAL TAX PAYMENT - PRIOR YE 3,727 0   0
    FEDERAL ESTIMATES - PRINCIPAL 57,230 0   0