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
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 01-01-2015 , and ending 12-31-2015
Name of foundation
ENGLISH-BONTER-MITCHELL FDN
 
Number and street (or P.O. box number if mail is not delivered to street address)620 LIBERTY AVENUE 10TH FLOOR
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA152222705
A Employer identification number

35-6247168
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:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$130,355,447J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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... 3,067,611 3,067,611  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 7,402,301
b Gross sales price for all assets on line 6a 39,780,279
7 Capital gain net income (from Part IV, line 2)... 7,402,301
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........ 10,469,912 10,469,912  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 586,677 293,339   293,339
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 198,096 5,746   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 439,970     439,970
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,224,743 299,085 0 733,309
25 Contributions, gifts, grants paid....... 5,695,000 5,695,000
26 Total expenses and disbursements. Add lines 24 and 25 6,919,743 299,085 0 6,428,309
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 3,550,169
b Net investment income (if negative, enter -0-) 10,170,827
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
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......... 7,196,972 4,046,110 4,046,110
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) 3,980,150 2,984,491 3,159,238
b Investments—corporate stock (attach schedule)....... 45,264,336 48,438,295 61,565,753
c Investments—corporate bonds (attach schedule)....... 17,017,968 18,673,582 18,927,148
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 36,190,557 Click to see attachment39,083,236 42,322,198
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment66,976 Click to see attachment66,976 Click to see attachment335,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 109,716,959 113,292,690 130,355,447
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........ 109,625,534 111,905,451
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 91,425 1,387,239
30 Total net assets or fund balances (see instructions)..... 109,716,959 113,292,690
31 Total liabilities and net assets/fund balances (see instructions). 109,716,959 113,292,690
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
109,716,959
2
Enter amount from Part I, line 27a .....................
2
3,550,169
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
25,571
4
Add lines 1, 2, and 3 ..........................
4
113,292,699
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
9
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
113,292,690
Form 990-PF (2015)
Form 990-PF (2015)
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 609.94 FEDERAL NATL MTG ASSN POOL 747528   2003-10-10 2015-01-01
b 1. WASHINGTON MUTUAL INC COM   2001-01-01 2015-01-06
c 2730. DISCOVER FINANCIAL W/I   2014-10-28 2015-01-28
d 11010. DISCOVER FINANCIAL W/I   2012-07-31 2015-01-28
e 48270. REGIONS FINANCIAL CORP   2013-07-02 2015-01-28
301.1 FEDERAL NATL MTG ASSN POOL 747528   2003-10-10 2015-01-31
28670. GENERAL ELEC CO COM     2015-02-03
5490. UNITED RENTALS INC COM   2014-09-15 2015-02-03
1. SCHERING-PLOUGH CORP   2001-01-01 2015-02-10
560. AETNA INC NEW   2013-05-31 2015-02-13
570. CIGNA CORP   2014-07-23 2015-02-13
540. CVS CAREMARK CORP   2013-02-22 2015-02-13
630. CONSTELLATION BRANDS INC CL A   2014-07-23 2015-02-13
940. FOOT LOCKER INC   2014-04-04 2015-02-13
11380. GILEAD SCIENCES INC COM     2015-02-13
520. JOHNSON & JOHNSON COM   2009-09-14 2015-02-13
850. PRINCIPAL FINANCIAL GROUP COM   2014-08-15 2015-02-13
670. ST JUDE MEDICAL INC   2014-03-07 2015-02-13
1270. SOUTHWEST AIRLINES COM   2014-06-10 2015-02-13
910. WISCONSIN ENERGY CORP   2010-01-27 2015-02-13
510. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868   2014-08-15 2015-02-13
8960. AMERICAN EXPRESS CO     2015-02-20
1800. BOEING CO   2012-07-31 2015-02-20
850. LOCKHEED MARTIN CORP   2013-11-26 2015-02-20
6160. SOUTHWEST AIRLINES COM   2014-06-10 2015-02-20
1679.05 FEDERAL NATL MTG ASSN POOL 747528   2003-10-10 2015-02-28
6480. EASTMAN CHEM CO   2014-06-05 2015-03-03
5490. 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
6180. EOG RES INC   2013-07-26 2015-03-30
17100. MICRON TECHNOLOGY INC   2014-10-28 2015-03-30
3650. SKYWORKS SOLUTIONS INC COM   2014-04-04 2015-03-30
3560. NXP SEMICONDUCTORS ISIN NL0009538784 SEDOL B505PN7   2013-12-03 2015-03-30
1036.76 FEDERAL NATL MTG ASSN POOL 747528   2003-10-10 2015-03-31
370. AETNA INC NEW   2013-05-31 2015-04-28
370. AMGEN INC   2014-08-11 2015-04-28
1260. APPLE INC     2015-04-28
330. CIGNA CORP   2014-07-23 2015-04-28
1520. CISCO SYS INC COM   2015-03-30 2015-04-28
950. COMCAST CORPORATION CL A   2014-07-23 2015-04-28
1120. CONOCOPHILLIPS   2014-08-15 2015-04-28
760. DISNEY WALT CO   2014-03-07 2015-04-28
87032.202 DODGE & COX INTERNATIONAL STOCK FUND     2015-04-28
450. EXXON MOBIL CORP   2014-12-15 2015-04-28
80. GOOGLE INC CL A     2015-04-28
600. HCA HOLDINGS INC   2014-08-11 2015-04-28
1440. HANESBRANDS INC - W/I   2014-03-14 2015-04-28
380. HOME DEPOT INC COM   2012-01-12 2015-04-28
1040. J P MORGAN CHASE & CO COM   2014-10-28 2015-04-28
930. KROGER CO   2014-05-07 2015-04-28
830. LINCOLN NATIONAL CORP   2014-09-15 2015-04-28
800. MAGNA INTERNATIONAL ISIN CA5592224011   2013-12-31 2015-04-28
230. MCKESSON HBOC INC COMMN     2015-04-28
640. PACKAGING CORP OF AMERICA COM   2014-04-04 2015-04-28
370. POLARIS INDS INC   2012-05-10 2015-04-28
570. PROCTER & GAMBLE CO   2012-11-15 2015-04-28
520. SCHLUMBERGER LTD COM   2014-04-04 2015-04-28
400. SKYWORKS SOLUTIONS INC COM   2014-04-04 2015-04-28
260. SNAP-ON INC COM   2014-12-15 2015-04-28
460. UNION PAC CORP COM   2010-12-02 2015-04-28
1120. WELLS FARGO & CO NEW COM   2012-01-26 2015-04-28
480. WYNDHAM WORLDWIDE CORP   2014-01-30 2015-04-28
720. TE CONNECTIVITY LTD SEDOL B62B7C3 ISIN CH0102993182   2014-06-26 2015-04-28
10500. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868   2014-08-15 2015-04-28
476.67 FEDERAL NATL MTG ASSN POOL 747528   2003-10-10 2015-04-30
12150. PACKAGING CORP OF AMERICA COM   2014-04-04 2015-05-08
12180. PROCTER & GAMBLE CO     2015-05-08
1000000. USA TREASURY NOTES 04.125% DUE 05/15/2015   2005-07-21 2015-05-15
1300. ACE LIMITED NAME CHG 01/15/16 SEE H1467J104   2014-12-15 2015-05-15
6870. ACE LIMITED NAME CHG 01/15/16 SEE H1467J104   2014-04-14 2015-05-15
15530. DELTA AIR LINES INC   2013-07-26 2015-05-29
6600. UNION PAC CORP COM   2010-12-02 2015-05-29
96.51 FEDERAL NATL MTG ASSN POOL 747528   2003-10-10 2015-05-31
4030. QUALCOMM   2015-03-30 2015-06-03
10990. QUALCOMM   2006-09-19 2015-06-03
1. UNITEDHEALTH GROUP INC COM   2001-01-01 2015-06-10
650000. LILLY ELI CO DEB   2007-06-25 2015-06-11
15930. SOUTHWEST AIRLINES COM   2014-06-10 2015-06-12
682.8 FEDERAL NATL MTG ASSN POOL 747528   2003-10-10 2015-06-30
1. NORTEL NETWORK CORPORATION   2001-01-01 2015-07-09
162832.921 PIMCO FDS PAC INVT MGMT SER TOTAL RETURN FD INSTL CL     2015-07-10
135.635 PIMCO UNCONSTRAINED BOND FUND INSTITUTIONAL CLASS   2013-12-11 2015-07-10
748.217 PIMCO UNCONSTRAINED BOND FUND INSTITUTIONAL CLASS     2015-07-10
44947.665 PIMCO UNCONSTRAINED BOND FUND INSTITUTIONAL CLASS     2015-07-10
2780. AETNA INC NEW   2013-05-31 2015-07-14
2070. CIGNA CORP   2014-07-23 2015-07-14
3840. SKYWORKS SOLUTIONS INC COM   2014-04-04 2015-07-14
2900. NXP SEMICONDUCTORS ISIN NL0009538784 SEDOL B505PN7   2013-12-03 2015-07-14
3710. 3M COMPANY COM   2015-03-30 2015-07-21
4930. POLARIS INDS INC   2012-05-10 2015-07-28
1063.02 FEDERAL NATL MTG ASSN POOL 747528   2003-10-10 2015-07-31
31640. HANESBRANDS INC - W/I   2014-03-14 2015-08-05
4920. SKYWORKS SOLUTIONS INC COM   2014-04-04 2015-08-05
13070. ALLSTATE CORP   2014-10-28 2015-08-14
910. CONOCOPHILLIPS   2014-08-15 2015-08-14
12220. CONOCOPHILLIPS     2015-08-14
600000. CREDIT SUISSE FB USA INC NOTES   2007-03-14 2015-08-15
5180. BECTON DICKINSON & CO   2013-03-28 2015-08-31
2340. CIGNA CORP   2014-07-23 2015-08-31
493.31 FEDERAL NATL MTG ASSN POOL 747528   2003-10-10 2015-08-31
1540. MCKESSON HBOC INC COMMN   2013-10-31 2015-08-31
5770. BERKSHIRE HATHAWAY INC CLASS B     2015-09-08
3560. MCKESSON HBOC INC COMMN   2013-10-31 2015-09-15
2840. CONSTELLATION BRANDS INC CL A     2015-09-17
8670. KROGER CO   2014-05-07 2015-09-17
648.41 FEDERAL NATL MTG ASSN POOL 747528   2003-10-10 2015-09-30
280.134 WELLS FARGO ADVANTAGE EMERGING MARKETS CLASS IS   2014-12-31 2015-10-06
23361.478 WELLS FARGO ADVANTAGE EMERGING MARKETS CLASS IS     2015-10-06
3090. DISNEY WALT CO   2014-03-07 2015-10-22
15160. VOYA FINL INC COM   2015-02-20 2015-10-22
4060. WYNDHAM WORLDWIDE CORP     2015-10-22
500000. HEWLETT PACKARD CO SR UNSEC   2012-02-29 2015-10-23
13850. HCA HOLDINGS INC     2015-10-29
112.8 FEDERAL NATL MTG ASSN POOL 747528   2003-10-10 2015-10-31
6850. NXP SEMICONDUCTORS ISIN NL0009538784 SEDOL B505PN7   2013-12-03 2015-11-04
4080. AETNA INC NEW   2013-05-31 2015-11-16
1440. CIGNA CORP   2014-07-23 2015-11-16
17800. MAGNA INTERNATIONAL ISIN CA5592224011   2013-12-31 2015-11-16
2740. SNAP-ON INC COM     2015-11-19
890. SNAP-ON INC COM   2014-09-15 2015-11-19
102.65 FEDERAL NATL MTG ASSN POOL 747528   2003-10-10 2015-11-30
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 610   603 7
b 39     39
c 150,716   172,340 -21,624
d 607,833   396,781 211,052
e 422,257   477,844 -55,587
301   298 3
698,469   603,399 95,070
493,961   639,466 -145,505
15,900   25 15,875
54,062   34,519 19,543
65,190   55,417 9,773
55,516   27,775 27,741
71,148   55,034 16,114
50,900   43,683 7,217
1,154,252   924,015 230,237
51,310   31,455 19,855
43,604   43,834 -230
44,782   44,867 -85
54,624   34,925 19,699
47,037   22,104 24,933
38,625   32,193 6,432
703,929   416,964 286,965
280,580   134,538 146,042
170,675   120,281 50,394
270,304   169,398 100,906
1,679   1,660 19
479,028   577,810 -98,782
470,405   608,896 -138,491
23,092   25 23,067
567,695   450,087 117,608
455,474   556,550 -101,076
364,722   131,984 232,738
364,738   150,609 214,129
1,037   1,025 12
40,614   22,807 17,807
60,672   47,125 13,547
166,952   94,678 72,274
42,979   32,084 10,895
44,345   42,206 2,139
55,716   52,001 3,715
75,347   89,922 -14,575
84,022   62,514 21,508
4,000,000   2,920,222 1,079,778
39,347   39,056 291
45,310   36,684 8,626
45,918   39,690 6,228
45,284   26,866 18,418
42,354   16,463 25,891
64,895   62,031 2,864
64,988   43,092 21,896
47,133   45,084 2,049
41,487   32,859 8,628
52,476   36,027 16,449
44,160   45,680 -1,520
52,540   29,362 23,178
45,941   37,643 8,298
47,796   51,356 -3,560
37,723   14,464 23,259
39,607   34,539 5,068
49,481   21,580 27,901
61,800   33,342 28,458
41,997   34,428 7,569
49,182   44,143 5,039
732,893   662,806 70,087
477   471 6
845,570   867,212 -21,642
985,222   704,512 280,710
1,000,000   988,438 11,562
140,540   145,698 -5,158
742,697   681,731 60,966
653,335   333,535 319,800
666,918   309,626 357,292
97   95 2
280,396   277,205 3,191
764,653   408,181 356,472
18     18
673,140   673,114 26
558,057   438,070 119,987
683   675 8
456     456
1,722,772   1,779,509 -56,737
1,516   1,511 5
8,365   8,408 -43
502,515   503,863 -1,348
316,823   171,360 145,463
320,730   201,252 119,478
388,089   138,854 249,235
272,569   122,687 149,882
576,840   617,956 -41,116
671,176   391,227 279,949
1,063   1,051 12
914,914   590,296 324,618
438,999   177,907 261,092
827,937   827,790 147
45,601   73,062 -27,461
612,355   839,452 -227,097
600,000   595,524 4,476
727,389   494,250 233,139
329,066   227,502 101,564
493   488 5
304,114   240,533 63,581
762,665   847,950 -85,285
711,748   556,036 155,712
373,206   239,700 133,506
325,390   200,866 124,524
648   641 7
5,157   5,799 -642
430,085   505,646 -75,561
348,410   254,168 94,242
612,122   655,887 -43,765
309,702   265,750 43,952
510,690   509,289 1,401
940,902   879,598 61,304
113   112 1
541,523   289,795 251,728
426,376   251,493 174,883
192,642   140,001 52,641
770,297   731,115 39,182
461,220   387,947 73,273
149,812   111,880 37,932
103   102 1
      474,430
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       7
b       39
c       -21,624
d       211,052
e       -55,587
      3
      95,070
      -145,505
      15,875
      19,543
      9,773
      27,741
      16,114
      7,217
      230,237
      19,855
      -230
      -85
      19,699
      24,933
      6,432
      286,965
      146,042
      50,394
      100,906
      19
      -98,782
      -138,491
      23,067
      117,608
      -101,076
      232,738
      214,129
      12
      17,807
      13,547
      72,274
      10,895
      2,139
      3,715
      -14,575
      21,508
      1,079,778
      291
      8,626
      6,228
      18,418
      25,891
      2,864
      21,896
      2,049
      8,628
      16,449
      -1,520
      23,178
      8,298
      -3,560
      23,259
      5,068
      27,901
      28,458
      7,569
      5,039
      70,087
      6
      -21,642
      280,710
      11,562
      -5,158
      60,966
      319,800
      357,292
      2
      3,191
      356,472
      18
      26
      119,987
      8
      456
      -56,737
      5
      -43
      -1,348
      145,463
      119,478
      249,235
      149,882
      -41,116
      279,949
      12
      324,618
      261,092
      147
      -27,461
      -227,097
      4,476
      233,139
      101,564
      5
      63,581
      -85,285
      155,712
      133,506
      124,524
      7
      -642
      -75,561
      94,242
      -43,765
      43,952
      1,401
      61,304
      1
      251,728
      174,883
      52,641
      39,182
      73,273
      37,932
      1
       
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 7,402,301
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))
2014 5,935,773 132,198,291 0.044901
2013 5,895,148 122,607,416 0.048081
2012 5,725,685 115,094,197 0.049748
2011 5,474,009 114,774,594 0.047694
2010 4,891,319 108,933,590 0.044902
2
Total of line 1, column (d) .....................
20.235326
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
0.047065
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
133,697,560
5
Multiply line 4 by line 3......................
5
6,292,476
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
101,708
7
Add lines 5 and 6........................
7
6,394,184
8
Enter qualifying distributions from Part XII, line 4.............
8
6,428,309
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 (2015)
Form 990-PF (2015)
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 Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 101,708
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........................... 3 101,708
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- ..... 5 101,708
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 202,584
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.............. 7 202,584
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 10 100,876
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet50,854 RefundedBullet 11 50,022
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 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 2015, 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  
    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 2015?.............
    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 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    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 2015 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 2015.)..................
    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 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    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 (2015)
    Form 990-PF (2015)
    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
    PNC BANK NA TRUSTEE
    117     		586,677    
    PO BOX 94651
    CLEVELAND,OH441014651
    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  
    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  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    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
    135,733,563
    b
    Average of monthly cash balances.......................
    1b
    0
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    135,733,563
    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
    135,733,563
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    2,036,003
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    133,697,560
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    6,684,878
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    6,684,878
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    101,708
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    101,708
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    6,583,170
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    6,583,170
    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
    6,583,170
    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
    6,428,309
    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
    6,428,309
    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
    101,708
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    6,326,601
    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 (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2014     		(c)
    2014     		(d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7 6,583,170
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 5,712,981
    b Total for prior years:2013, 20, 20 0
    3 Excess distributions carryover, if any, to 2015:
    a From 2010...... 0
    b From 2011...... 0
    c From 2012...... 0
    d From 2013...... 0
    e From 2014...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 6,428,309
    a Applied to 2014, but not more than line 2a 5,712,981
    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 2015 distributable amount..... 715,328
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2015. 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 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		5,867,842
    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 2010 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2011.... 0
    b Excess from 2012.... 0
    c Excess from 2013.... 0
    d Excess from 2014.... 0
    e Excess from 2015.... 0
    Form 990-PF (2015)
    Form 990-PF (2015)
    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 2015, 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) 2015 (b) 2014 (c) 2013 (d) 2012
             
    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:
    See website: 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:
    See website: www.pncsites.com/pncfoundation/charitable_trusts.html for specific information
    Form 990-PF (2015)
    Form 990-PF (2015)
    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
    MASSACHUSETTS GENERAL HOSPITAL
    55 FRUIT ST
    BOSTON,MA021142621     		NONE PC MEDICAL RESEARCH - LYME 40,000
    UNITED NEGRO COLLEGE FUND INC
    3737 N MERIDIAN STREET SUITE 203
    INDIANAPOLIS,IN46208     		NONE PC FT WAYNE SCHOLARSHIP 20,000
    ANTHONY WAYNE AREA COUNCIL BOY SCOUTS
    OF AMERICA
    8315 WEST JEFFERSON BLVD
    FORT WAYNE,IN46804     		NONE PC SCOUTING PROGRAMS - ALLEN 60,000
    IVY TECH FOUNDATION INC
    3800 N ANTHONY BLVD
    FORT WAYNE,IN46805     		NONE PC CULINARY PROGRAM CAPITAL 100,000
    FORT WAYNE PUBLIC TELEVISION INC
    2501 EAST COLISEUM BOULEVARD
    FORT WAYNE,IN468051562     		NONE PC EMPOWERING COMMUNITY 200,000
    PARKVIEW FOUNDATION
    10622 PARKVIEW PLAZA DRIVE
    FORT WAYNE,IN46845     		NONE PC RESEARCH & EDUCATION CENTER 100,000
    EMBASSY THEATRE FOUNDATION INC
    125 W JEFFERSON BLVD
    FORT WAYNE,IN468023012     		NONE PC GENERAL SUPPORT 300,000
    FORT WAYNE PARK FOUNDATION INC
    PO BOX 13201
    FORT WAYNE,IN46867     		NONE PC LIFETIME SPORTS ACADEMY 15,000
    SOULMEDIC MEDIA GROUP INC
    6429 OAKBROOK PARKWAY
    FORT WAYNE,IN468254255     		NONE PC REMEDYLIVE PROJECT 10,000
    WORLD BASEBALL ACADEMY INC
    1701 FREEMAN ST
    FORT WAYNE,IN468024713     		NONE PC WBA CAMP 125,000
    YOUNG LEADERS OF NORTHEAST INDIANA INC
    (YLNI)
    PO BOX 10774
    FORT WAYNE,IN46853     		NONE PC MY CITY SUMMIT PROGRAM 2,500
    SCAN INC
    500 W MAIN ST
    FORT WAYNE,IN468021406     		NONE PC CAPITAL RENOVATION PROJECT 100,000
    SCAN INC
    500 W MAIN ST
    FORT WAYNE,IN468021406     		NONE PC CLINCIAL SVCS - FAMILY 20,000
    AUDIENCES UNLIMITED INC
    1005 W RUDISILL BLVD SUITE 304
    FORT WAYNE,IN46807     		NONE PC ARTS PERFORAMNCES - LONG 12,000
    FORT WAYNE DANCE COLLECTIVE INC
    437 E BERRY STREET SUITE 203
    FORT WAYNE,IN468022817     		NONE PC OPERATING SUPPORT 10,000
    ACRES INC
    PO BOX 665
    HUNTERTOWN,IN467480665     		NONE PC OPERATING SUPPORT 10,000
    SCIENCE CENTER INC
    1950 N CLINTON ST
    FORT WAYNE,IN468054049     		NONE PC OPERATING SUPPORT 60,000
    SCIENCE CENTER INC
    1950 N CLINTON ST
    FORT WAYNE,IN468054049     		NONE PC SCIENCE ON A SPHERE PROJECT 70,000
    CENTER FOR NONVIOLENCE INC
    235 W CREIGHTON AVE
    FORT WAYNE,IN468071311     		NONE PC FACES NONVIOLENT LEADERSHIP 15,000
    COMMUNITY HARVEST FOOD BANK OF NORTHEAST
    INDIANA INC
    999 E TILLMAN RD
    FORT WAYNE,IN468161973     		NONE PC GENERAL SUPPORT 80,000
    NORTHEAST INDIANA POSITIVE RESOURCE
    CONNECTION INC
    525 OXFORD ST
    FORT WAYNE,IN468064177     		NONE PC CLIENT ASSISTANCE PROGRAMS 5,000
    INDIANA YOUTH INSTITUTE INC
    603 E WASHINGTON ST 800
    INDIANAPOLIS,IN462042692     		NONE PC ALLEN COUNTY YOUTH WORKER 5,000
    TRINE UNIVERSITY INC
    1 UNIVERSTIY AVE
    ANGOLA,IN467031764     		NONE PC PROFESSIONAL DOCTORATE 70,000
    FORT WAYNE PHILHARMONIC ORCHESTRA INC
    4901 FULLER DR
    FORT WAYNE,IN468353277     		NONE PC OPERATING SUPPORT 170,000
    INDIANA INSTITUTE OF TECHNOLOGY
    1600 E WASHINGTON BLVD
    FORT WAYNE,IN468031228     		NONE PC ACADEMIC CENTER CAP CAMP 50,000
    UNITED WAY OF ALLEN COUNTY
    334 E BERRY ST
    FORT WAYNE,IN468022708     		NONE PC ON MY WAY PREK/STRATEGIC 65,000
    BUTLER UNIVERSITY
    4600 SUNSET AVE
    INDIANAPOLIS,IN462083443     		NONE PC HINKLE FIELDHOUSE 60,000
    FAMILY & CHILDREN'S SERVICES DBA
    HEADWATERS COUNSELING
    2712 S CALHOUN ST
    FORT WAYNE,IN468071402     		NONE PC OPERATING SUPPORT 15,000
    GIRL SCOUTS OF NORTHERN INDIANA-MICHIANA
    10008 DUPOUNT CIRCLE DRIVE EAST
    FORT WAYNE,IN468251630     		NONE PC LEADERSHIP EXPERIENCE 60,000
    HUNTINGTON UNIVERSITY
    2303 COLLEGE AVE
    HUNTINGTON,IN467501237     		NONE PC DOCTORAL OCCUPATIONAL 25,000
    LUTHERAN SOCIAL SERVICES OF INDIANA
    333 EAST LEWIS STREET
    FORT WAYNE,IN468023126     		NONE PC CUP OF KINDNESS 15,000
    THE SALVATION ARMY
    2901 N CLINTON ST
    FORT WAYNE,IN46805     		NONE PC COMMUNITY YOUTH CENTER 25,000
    TAYLOR UNIVERSITY INC
    236 W READE AVE
    UPLAND,IN469891001     		NONE PC LARITA R BOREN CAMPUS 25,000
    YWCA NORTHEAST INDIANA INC
    1610 SPY RUN AVE
    FORT WAYNE,IN468054033     		NONE PC CAMP 125,000
    YWCA NORTHEAST INDIANA INC
    1610 SPY RUN AVE
    FORT WAYNE,IN468054033     		NONE PC YWCA PROGRAM CONTIUUM 90,000
    YOUNG MENS CHRISTIAN ASSOC
    533 NORTH STREE
    AUBURN,IN46706     		NONE PC CURRENT FACILITY EXPANSION 100,000
    CROSSROAD CHILD & FAMILY SERVICES INC
    2525 LAKE AVE
    FORT WAYNE,IN468055407     		NONE PC OPERATING SUPPORT 50,000
    FORT WAYNE URBAN LEAGUE
    2135 SOUTH HANNA STREET
    FORT WAYNE,IN468032041     		NONE PC OPERATING SUPPORT 25,000
    LEAGUE FOR THE BLIND & DISABLED INC
    5821 S ANTHONY BLVD
    FORT WAYNE,IN468163701     		NONE PC OPERATING SUPPORT 10,000
    UNIVERSITY OF SAINT FRANCIS
    2701 SPRING ST
    FORT WAYNE,IN468083939     		NONE PC REDIRECTED TO USF DOWNTOWN 100,000
    YMCA OF GREATER FORT WAYNE
    347 W BERRY ST STE 500
    FORT WAYNE,IN468022241     		NONE PC WELLS COUNTY YMCA 37,500
    YMCA OF GREATER FORT WAYNE
    347 W BERRY ST STE 500
    FORT WAYNE,IN468022241     		NONE PC LEHMAN YMCA CAP CAMP 300,000
    ASSOCIATED CHURCHES OF FORT WAYNE AND
    ALLEN COUNTY INC
    602 E WAYNE ST
    FORT WAYNE,IN468022016     		NONE PC PROGRAMMING SUPPORT 50,000
    TURNSTONE CENTER FOR CHILDREN AND ADULTS
    WITH DISABILITIES
    3320 N CLINTON ST
    FORT WAYNE,IN468051918     		NONE PC BIG DREAM CAPITAL EXPANSION 100,000
    TURNSTONE CENTER FOR CHILDREN AND ADULTS
    WITH DISABILITIES
    3320 N CLINTON ST
    FORT WAYNE,IN468051918     		NONE PC TURNSTONE'S CORE 150,000
    JUNIOR ACHIEVEMENT OF NORTHERN INDIANA
    601 NOBLE DR
    FORT WAYNE,IN468255544     		NONE PC ELEMNTARY ECON, BIZTOWN, 160,000
    PLYMOUTH CONGREGATIONAL CHURCH
    501 WEST BERRY STREET
    FORT WAYNE,IN46802     		NONE PC OPERATING SUPPORT 70,000
    FORT WAYNE MUSEUM OF ART INC
    311 E MAIN ST
    FORT WAYNE,IN468021907     		NONE PC OPERATING SUPPORT 100,000
    EARLY CHILDHOOD ALLIANCE INC
    3320 FAIRFIELD AVE
    FORT WAYNE,IN468071821     		NONE PC TUITION ASSISTANCE - LOW 25,000
    CANCER SERVICES OF NORTHEAST INDIANA
    6316 MUTUAL DR
    FORT WAYNE,IN468254259     		NONE PC CLIENT ADVOCATE PROGRAM 15,000
    THE DISTRICT COUNCIL OF FORT WAYNE
    SOCIETY OF SAINT VINCENT DEPAUL INC
    1600 S CALHOUN STREET
    FORT WAYNE,IN468025254     		NONE PC OPERATING SUPPORT 5,000
    ARTS UNITED OF GREATER FORT WAYNE INC
    300 E MAIN ST
    FORT WAYNE,IN468021919     		NONE PC OPERATING - 2015 ANNUAL 160,000
    EASTER SEALS ARC OF NORTHEAST INDIANA
    INC
    4919 COLDWATER RD
    FORT WAYNE,IN468255532     		NONE PC OPERATING SUPPORT 40,000
    ALLEN COUNTY-FORT WAYNE HISTORICAL
    SOCIETY INC HISTORY CENTER
    302 EAST BERRY STREET
    FORT WAYNE,IN468022765     		NONE PC OPERATING/STUDENT 75,000
    YOUTH FOR CHRIST OF NORTHERN INDIANA
    6427 OAKBROOK PARKWAY
    FORT WAYNE,IN468254253     		NONE PC CITY LIFE PROGRAMMING 15,000
    THE FORT WAYNE RESCUE MISSION MINISTRIES
    301 W SUPERIOR ST
    FORT WAYNE,IN468021111     		NONE PC PROGRAMMING/OPERATING 70,000
    COMMUNITY ACTION OF NORTHEAST INDIANA
    227 E WASHINGTON BOULEVARD
    FORT WAYNE,IN46802     		NONE PC COVERING KIDS/FAMILIES OF 15,000
    COMMUNITY FDN OF GREATER FORT WAY
    55 E WAYNE ST
    FORT WAYNE,IN468022013     		NONE PC RIVER DEV CAMP 250,000
    NORTHERN INDIANA HISTORICAL SOCIETY
    808 W WASHINGTON ST
    SOUTH BEND,IN466011439     		NONE PC PROGRAM/OPERATING SUPPORT 20,000
    UNITED WAY OF HUNTINGTON COUNTY INC
    PO BOX 347
    HUNTINGTON,IN467500347     		NONE PC HUNTINGTON COUNTY COMMUNITY 25,000
    MARTIN LUTHER KING SCHOOL INC
    6001 S ANTHONY BLVD
    FORT WAYNE,IN468163705     		NONE PC 2015-16 SCHOOL YR 20,000
    LASTING CHANGE INC
    PO BOX 80487
    FORT WAYNE,IN468980487     		NONE PC FAMILY RESOURCE/TRAINING 10,000
    HAROLD W MCMILLEN CENTER FOR HEALTH
    EDUCATION
    600 JIM KELLEY BLVD
    FORT WAYNE,IN468161146     		NONE PC CAPITAL RENOVATION 25,000
    HAROLD W MCMILLEN CENTER FOR HEALTH
    EDUCATION
    600 JIM KELLEY BLVD
    FORT WAYNE,IN468161146     		NONE PC PREVENTIVE HEALTH EDUCATION 20,000
    BIG BROTHERS BIG SISTERS OF NORTHEAST
    INDIANA
    1005 W RUDISILL BLVD
    FORT WAYNE,IN468071210     		NONE PC YOUTH MENTORING PROGRAMMING 60,000
    AUBURN AUTOMOTIVE HERITAGE INC
    1600 WAYNE ST
    AUBURN,IN467063509     		NONE PC ARCHIVAL ACCESS PROJ - 50,000
    WOMEN'S BUREAU INC
    2417 FAIRFIELD AVENUE
    FORT WAYNE,IN46807     		NONE PC OUTREACH EDUCATION PROGRAM 15,000
    ARCH INC
    818 LAFAYETTE STREET
    FORT WAYNE,IN46802     		NONE PC ARCH COMMUNITY EDUCATION 5,000
    ARTLINK INC
    300 E MAIN ST
    FORT WAYNE,IN468021919     		NONE PC OPERATING SUPPORT 7,000
    MATTHEW 25 INC
    413 E JEFFERSON BLVD
    FORT WAYNE,IN468023201     		NONE PC OPERATING SUPPORT 25,000
    NORTHEAST INDIANA PUBLIC RADIO INC
    3204 CLAIRMONT COURT
    FORT WAYNE,IN46808     		NONE PC NIPR LOCAL PROGRAMMING 5,000
    HOPE HOUSE INC
    1115 GARDEN ST
    FORT WAYNE,IN468024124     		NONE PC HOPE HOUSE PROGRAM SUPPORT 5,000
    FORT WAYNE YOUTHEATRE INCORPORATED
    303 E MAIN ST
    FORT WAYNE,IN468021919     		NONE PC THEATRE OUTREACH PROGRAM 4,000
    EAST WAYNE STREET CENTER
    801 E WAYNE
    FORT WAYNE,IN468033936     		NONE PC PROGRAMMING SUPPORT 30,000
    FORT WAYNE CHILDREN'S CHOIR INC
    IPFW RHINEHART MUSIC CENTER
    FORT WAYNE,IN468051445     		NONE PC TUITION ASSISTANCE PROGRAM 7,000
    VISITING NURSE & HOSPICE HOME
    5910 HOMESTEAD ROAD
    FORT WAYNE,IN468144202     		NONE PC COMMUNITY GRIEF CENTER CAP 75,000
    FORT WAYNE HABITAT FOR HUMANITY INC
    2020 E WASHINGTON BLVD
    FORT WAYNE,IN468031368     		NONE PC HOMEWORKS-HABITAT HOMEBUYER 5,000
    THE LITERACY ALLIANCE
    709 CLAY ST STE 100
    FORT WAYNE,IN468022019     		NONE PC ADULT EDUCATION/LITERACY 20,000
    ISAAC KNAPP DENTAL EDUCATION FOUNDATION
    709 CLAY STREET SUITE 300
    FORT WAYNE,IN46802     		NONE PC ORAL HEALTH PROGRAMS 5,000
    FOUNDATION FOR ART AND MUSIC IN
    ELEMENTARY EDUCATION
    300 E MAIN ST STE 130
    FORT WAYNE,IN468021920     		NONE PC MULTICULTURAL ARTS PROGRAM 5,000
    THE HEARTLAND CHAMBER CHORALE INC
    1516 LEESBURG RD
    FORT WAYNE,IN468082535     		NONE PC 2016 PROGRAMMING 12,500
    BOYS AND GIRLS CLUBS FORT WAYNE
    2609 FAIRFIELD AVE
    FORT WAYNE,IN468071214     		NONE PC OPERATING SUPPORT 60,000
    VINCENT VILLAGE INC
    2827 HOLTON AVENUE
    FORT WAYNE,IN46806     		NONE PC TRANSITIONAL SHELTER 15,000
    FORT WAYNE-ALLEN COUNTY ECONOMIC
    DEVELOPMENT ALLIANCE INC
    200 E MAIN STREET SUTIE 800
    FORT WAYNE,IN468021900     		NONE PC STRATEGIC ECONOMIC 75,000
    ALLEN COUNTY EDUCATION PARTNERSHIP DBA
    PROJECT READS
    709 CLAY ST STE 101
    FORT WAYNE,IN468022019     		NONE PC PROJECT READS 60,000
    FRANCISCAN CENTER INC
    PO BOX 10303
    FORT WAYNE,IN468510303     		NONE PC MEDICINE CABINET PROGRAM 5,000
    NEIGHBORHOOD HEALTH CLINICS INC
    1717 S CALHOUN ST
    FORT WAYNE,IN468025257     		NONE PC SLIDING FEE MEDICAL/DENTAL 25,000
    ALLEN COUNTY COURTHOUSE PRESERVATION
    TRUST INC
    715 S CALHOUN ST RM 300
    FORT WAYNE,IN468021805     		NONE PC COURTHOUSE INTERIOR ARTS 25,000
    FORT WAYNE SEXUAL ASSAULT TREATMENT
    CENTER
    2270 LAKE AVE STE 201
    FORT WAYNE,IN468055361     		NONE PC OPERATING SUPPORT 5,000
    AUBURN ARTS COMMISSION INC
    PO BOX 172
    AUBURN,IN467060172     		NONE PC CELEBRATIONS IN STEEL 5,000
    FORT WAYNE CLUBHOUSE INC
    3327 LAKE AVE
    FORT WAYNE,IN46805     		NONE PC EMPLOYMENT PROGRAM FOR 35,000
    CHILDREN'S HOPE INC
    7922 W JEFFERSON BLVD
    FORT WAYNE,IN468044140     		NONE PC GIVE A FAMILY A HOME 10,000
    INTERFAITH HOSPITALITY NETWORK OF
    GREATER FORT WAYNE INC
    2925 EAST STATE BLVD
    FORT WAYNE,IN46805     		NONE PC EMERGENCY SVCS TO HOMELESS 10,000
    BOYS & GIRLS CLUB OF HUNTINGTON COUNTY
    INC
    PO BOX 673
    HUNTINGTON,IN467500673     		NONE PC BUILDING GREAT FUTURES FOR 25,000
    NORTHEAST INDIANA INNOVATION CENTER
    3201 STELLHORN ROAD
    FORT WAYNE,IN46815     		NONE PC GELS PROJECT 50,000
    COMMUNITY TRANSPORTATION NETWORK
    5601 INDUSTRIAL RD
    FORT WAYNE,IN468255125     		NONE PC OPERATING/CAPITAL SUPPORT 40,000
    UNITY PERFORMING ARTS FOUNDATION INC
    IPFW RHINEHART MUSIC CENTER
    FORT WAYNE,IN46805     		NONE PC YOUTH CHORAL PROGRAM/ARTS 50,000
    SUPER SHOT INC
    709 CLAY ST STE 300
    FORT WAYNE,IN468022019     		NONE PC COMMUNITY IMMUNIZATION 10,000
    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 5,000
    THE SOUTHEAST YOUTH COUNCIL INC
    PO BOX 236
    MONROEVILLE,IN467730236     		NONE PC CAPITAL IMPROVEMENT GRANT 20,000
    COME2GO MINISTRIES
    323 W BAKER STREET
    FORT WAYNE,IN468530636     		NONE PC OPERATING SUPPORT 15,000
    MUSTARD SEED FURNITURE BANK OF FORT
    WAYNE INC
    3636 ILLINOIS RD
    FORT WAYNE,IN468042062     		NONE PC HOME FURNISHINGS 5,000
    BLUE JACKET INC
    2826 S CALHOUN ST
    FORT WAYNE,IN468071404     		NONE PC CAREER ACADEMY PROGRAM 5,000
    FORT WAYNE CIVIC THEATRE
    303 E MAIN ST
    FORT WAYNE,IN468021907     		NONE PC OPERATING/PROGRAM SUPPORT 75,000
    FORT WAYNE BALLET INC
    300 E MAIN ST
    FORT WAYNE,IN468021919     		NONE PC OPERATING SUPPORT 30,000
    INDIANA UNIVERSITY
    1110 W MICHIGAN LO 506
    INDANAPOLIS,IN46202     		NONE PC DR C H & M T ENGLISH SCHOL 40,000
    INDIANA UNIVERSITY-PURDUE UNIVERSITY
    FORT WAYNE
    2101 E COLISEUM BLVD
    FORT WAYNE,IN46805     		NONE PC OMNIBUS LECTURE SERIES 50,000
    FORT WAYNE ZOOLOGICAL SOCIETY INC
    3411 SHERMAN BLVD
    FORT WAYNE,IN468081522     		NONE PC AUSTRALIAN ADVENTURE CAP 200,000
    RSVP OF ALLEN COUNTY INC
    3401 LAKE AVE STE 4
    FORT WAYNE,IN468055500     		NONE PC VOLUNTEER TRAINING 5,000
    FORT WAYNE TRAILS INC
    300 E MAIN ST STE 131
    FORT WAYNE,IN468021920     		NONE PC FWT PRIORITY PROJECTS 25,000
    FELLOWSHIP OF CHRISTIAN ATHLETES
    578 GEIGER DRIVE
    ROANOKE,IN46783     		NONE PC OPERATING SUPPORT 2,500
    HEARCARE CONNECTION INC
    9604 COLDWATER RD STE 109
    FORT WAYNE,IN46825     		NONE PC HEARING CLINIC PROGRAM 5,000
    MENTAL HEALTH AMERICA IN ALLEN COUNTY
    INC
    2200 LAKE AVENUE - SUITE 105
    FORT WAYNE,IN46802     		NONE PC PRROGRAM SUPPORT 15,000
    WELLSPRING INTERFAITH SOCIAL SERVICE INC
    1316 BROADWAY
    FORT WAYNE,IN468023306     		NONE PC YOUTH SERVICES PROGRAMMING 40,000
    AMERICAN RED CROSS OF NORTHEAST INDIANA
    1212 E CALIFORNIA ROAD
    FORT WAYNE,IN46825     		NONE PC PROGRAMS SUPPORT 50,000
    NORTHEAST INDIANA FOUNDATION INC
    200 E MAIN ST STE 910
    FORT WAYNE,IN468021915     		NONE PC VISION 2020 50,000
    TEACH OUR CHILDREN FUND INC DBA FORT
    WAYNE CENTER FOR LEARNING
    2510 EAST DUPONT ROAD
    FORT WAYNE,IN46825     		NONE PC OPERATING SUPPORT 5,000
    Total .................................bullet 3a 5,695,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2015)
    Form 990-PF (2015)
    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 3,067,611  
    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 7,402,301  
    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)..   10,469,912  
    13Total. Add line 12, columns (b), (d), and (e)..................
    1310,469,912
    (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 (2015)
    Form 990-PF (2015)
    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 organizations?
    Yes
    No
    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 name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2015)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2015 InvestmentsOtherSchedule2
    Name:
    ENGLISH-BONTER-MITCHELL FDN
    EIN:
    35-6247168
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MUTUAL FUNDS - FIXED INCOME AT COST 13,354,385 12,569,115
    MUTUAL FUNDS - EQUITIES AT COST 22,560,662 26,996,732
    MUTUAL FUNDS - ALTERNATIVE AT COST 3,168,189 2,756,351

    TY 2015 OtherAssetsSchedule
    Name:
    ENGLISH-BONTER-MITCHELL FDN
    EIN:
    35-6247168
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    SANTA CLAUS DISPLAY 66,976 0 0


    TY 2015 OtherDecreasesSchedule
    Name:
    ENGLISH-BONTER-MITCHELL FDN
    EIN:
    35-6247168
    Description Amount
    ROUNDING ADJ FOR SALES AND TRANSACTIONS 9


    TY 2015 OtherExpensesSchedule
    Name:
    ENGLISH-BONTER-MITCHELL FDN
    EIN:
    35-6247168
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER NON-ALLOCABLE EXPENSE - 31,189 0   31,189
    GRANTMAKING FEES 408,781 0   408,781


    TY 2015 OtherIncreasesSchedule
    Name:
    ENGLISH-BONTER-MITCHELL FDN
    EIN:
    35-6247168
    Description Amount
    PRIOR YEAR AMORTIZATION POSTINGS 952
    PY ACCRUED INTEREST CARRYOVER 2,314
    TAX COST ADJUSTMENT 22,305


    TY 2015 TaxesSchedule
    Name:
    ENGLISH-BONTER-MITCHELL FDN
    EIN:
    35-6247168
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 5,746 5,746   0
    FEDERAL ESTIMATES - PRINCIPAL 192,350 0   0