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 10-01-2015 , and ending 09-30-2016
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:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$34,037,217J 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... 789,092 789,092  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 624,369
b Gross sales price for all assets on line 6a 13,905,065
7 Capital gain net income (from Part IV, line 2)... 624,369
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........ 1,413,461 1,413,461  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 184,524 89,262   95,262
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 27,847 3,427   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 252 0 0 252
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 99,401     99,401
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 312,024 92,689 0 194,915
25 Contributions, gifts, grants paid....... 1,487,500 1,487,500
26 Total expenses and disbursements. Add lines 24 and 25 1,799,524 92,689 0 1,682,415
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -386,063
b Net investment income (if negative, enter -0-) 1,320,772
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......... 1,193,449 1,625,956 1,625,956
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) 989,630 Click to see attachment486,088 523,968
b Investments—corporate stock (attach schedule)....... 12,056,711 10,910,520 14,199,420
c Investments—corporate bonds (attach schedule)....... 3,824,016 3,783,994 3,911,207
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 11,876,223 Click to see attachment12,747,590 13,776,666
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) 29,940,029 29,554,148 34,037,217
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........ 29,796,123 29,342,947
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 143,906 211,201
30 Total net assets or fund balances (see instructions)..... 29,940,029 29,554,148
31 Total liabilities and net assets/fund balances (see instructions). 29,940,029 29,554,148
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
29,940,029
2
Enter amount from Part I, line 27a .....................
2
-386,063
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
530
4
Add lines 1, 2, and 3 ..........................
4
29,554,496
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
348
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
29,554,148
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 840. DISNEY WALT CO   2014-03-07 2015-10-22
b 4270. VOYA FINL INC COM   2015-02-20 2015-10-22
c 1410. WYNDHAM WORLDWIDE CORP   2013-03-28 2015-10-22
d 5.6 FEDERAL NATL MTG ASSN POOL 357275   2002-10-07 2015-10-26
e 243.15 FEDERAL NATL MTG ASSN POOL 747528   2003-10-10 2015-10-26
3550. HCA HOLDINGS INC     2015-10-29
150.66 FEDERAL NATL MTG ASSN POOL 357275   2002-10-07 2015-10-31
42.3 FEDERAL NATL MTG ASSN POOL 747528   2003-10-10 2015-10-31
1750. NXP SEMICONDUCTORS ISIN NL0009538784 SEDOL B505PN7   2013-12-03 2015-11-04
1050. AETNA INC NEW   2013-05-31 2015-11-16
370. CIGNA CORP   2014-07-23 2015-11-16
4570. MAGNA INTERNATIONAL ISIN CA5592224011   2013-12-31 2015-11-16
350. SNAP-ON INC COM   2014-09-15 2015-11-19
590. SNAP-ON INC COM     2015-11-19
6.29 FEDERAL NATL MTG ASSN POOL 357275   2002-10-07 2015-11-30
38.49 FEDERAL NATL MTG ASSN POOL 747528   2003-10-10 2015-11-30
225000. CITIGROUP INC SR UNSEC   2010-12-14 2015-12-15
6. FEDERAL NATL MTG ASSN POOL 357275   2002-10-07 2015-12-31
172.75 FEDERAL NATL MTG ASSN POOL 747528   2003-10-10 2015-12-31
1. SCHERING-PLOUGH CORP   2001-01-01 2016-01-20
6.68 FEDERAL NATL MTG ASSN POOL 357275   2002-10-07 2016-01-31
35.27 FEDERAL NATL MTG ASSN POOL 747528   2003-10-10 2016-01-31
1080. GOLDMAN SACHS GROUP INC COM   2015-05-15 2016-02-01
1090. SIGNET JEWELERS LTD ISIN BMG812761002 SEDOL B3CTNK6   2015-11-16 2016-02-01
1130. BOEING CO     2016-02-02
2290. ST JUDE MEDICAL INC   2014-03-07 2016-02-02
3580. MONDELEZ INTERNATIONAL   2015-09-17 2016-02-10
6110. INVESCO LTD ISIN BMG491BT1088 SEDOL B28XP76     2016-02-10
1920. STANLEY BLACK & DECKER INC     2016-02-18
1. TYCO INTL LTD NEW COM   2001-01-01 2016-02-25
6.07 FEDERAL NATL MTG ASSN POOL 357275   2002-10-07 2016-02-29
287.1 FEDERAL NATL MTG ASSN POOL 747528   2003-10-10 2016-02-29
1420. APPLE INC     2016-03-03
1660. SKYWORKS SOLUTIONS INC COM   2014-04-04 2016-03-03
3690. KROGER CO   2014-05-07 2016-03-29
990. SNAP-ON INC COM   2014-09-15 2016-03-29
6.75 FEDERAL NATL MTG ASSN POOL 357275   2002-10-07 2016-03-31
275.6 FEDERAL NATL MTG ASSN POOL 747528   2003-10-10 2016-03-31
420.735 GOLDMAN SACHS GRTH OPPOR INSTIT CLASS     2016-03-31
15042.074 GOLDMAN SACHS GRTH OPPOR INSTIT CLASS     2016-03-31
6.47 FEDERAL NATL MTG ASSN POOL 357275   2002-10-07 2016-04-30
143.42 FEDERAL NATL MTG ASSN POOL 747528   2003-10-10 2016-04-30
1330. AMERIPRISE FINANCIAL INC   2015-01-28 2016-05-03
1680. APPLE INC     2016-05-10
9380. CISCO SYS INC COM     2016-05-10
2200. L BRANDS INC   2014-09-30 2016-05-10
290. MICROSOFT CORP   2005-03-21 2016-05-10
1240. MICROSOFT CORP   2016-02-01 2016-05-10
231.029 GOLDMAN SACHS MID CAP VALUE FD CL I   2014-12-05 2016-05-13
5031.378 GOLDMAN SACHS MID CAP VALUE FD CL I     2016-05-13
4650. LINCOLN NATIONAL CORP     2016-05-24
610. THE TRAVELERS COS INC   2015-08-14 2016-05-24
2030. THE TRAVELERS COS INC   2014-05-02 2016-05-24
6.5 FEDERAL NATL MTG ASSN POOL 357275   2002-10-07 2016-05-31
295.99 FEDERAL NATL MTG ASSN POOL 747528   2003-10-10 2016-05-31
1300. GENERAL ELEC CO COM   2010-07-08 2016-05-31
616. NORTHROP GRUMMAN CORPORATION   2015-02-20 2016-05-31
1850. HORMEL FOODS CORP   2016-02-10 2016-06-03
2030. ALASKA AIR GROUP INC   2015-11-19 2016-06-21
453. CVS CAREMARK CORP   2013-02-22 2016-06-21
1724. EDWARDS LIFESCIENCES CORP   2015-02-13 2016-06-29
1120. PRINCIPAL FINANCIAL GROUP COM   2015-08-14 2016-06-29
4480. PRINCIPAL FINANCIAL GROUP COM     2016-06-29
6.54 FEDERAL NATL MTG ASSN POOL 357275   2002-10-07 2016-06-30
138.93 FEDERAL NATL MTG ASSN POOL 747528   2003-10-10 2016-06-30
3230. FOOT LOCKER INC   2014-04-04 2016-07-06
3730. TE CONNECTIVITY LTD SEDOL B62B7C3 ISIN CH0102993182     2016-07-20
24. CELANESE CORP-SERIES A   2015-07-14 2016-07-22
700. CELANESE CORP-SERIES A   2015-10-29 2016-07-22
1127. DOW CHEMICAL CO   2015-05-01 2016-07-22
860. PPG INDS INC COM   2015-03-03 2016-07-22
115. AETNA INC NEW   2013-05-31 2016-07-27
52. ALPHABET INC/CA-CL A   2015-11-04 2016-07-27
206. AMERICAN ELECTRIC POWER INC   2015-10-22 2016-07-27
151. AMERICAN WATER WORKS CO INC   2016-02-10 2016-07-27
223. AMGEN INC     2016-07-27
225. APPLE INC   2009-06-24 2016-07-27
611. APPLIED MATERIALS INC   2016-07-20 2016-07-27
92. CIGNA CORP   2014-07-23 2016-07-27
176. CVS CAREMARK CORP   2013-02-22 2016-07-27
288. CINTAS CORP   2015-05-29 2016-07-27
174. CONSTELLATION BRANDS INC CL A   2014-05-16 2016-07-27
417. D R HORTON INC   2015-10-22 2016-07-27
245. DISNEY WALT CO   2014-03-07 2016-07-27
330. DOLLAR GENERAL CORP   2016-07-06 2016-07-27
331. DR PEPPER SNAPPLE GROUP INC   2015-05-08 2016-07-27
138. EDWARDS LIFESCIENCES CORP   2015-02-13 2016-07-27
323. EXXON MOBIL CORP   2014-12-15 2016-07-27
201. FACEBOOK INC A   2016-05-10 2016-07-27
179. GENERAL DYNAMICS CORP   2015-05-29 2016-07-27
371. GENERAL ELEC CO COM   2010-07-08 2016-07-27
178. HOME DEPOT INC COM   2015-11-16 2016-07-27
249. HONEYWELL INTL INC   2015-05-29 2016-07-27
34.568 HOTCHKIS & WILEY M/C VALUE CL I   2014-12-12 2016-07-27
3948.812 HOTCHKIS & WILEY M/C VALUE CL I     2016-07-27
122. ILLINOIS TOOL WORKS INC COM   2016-02-18 2016-07-27
580. J P MORGAN CHASE & CO COM   2015-08-14 2016-07-27
174. LAM RESEARCH CORP   2015-06-03 2016-07-27
200. LOCKHEED MARTIN CORP   2013-11-25 2016-07-27
233. NORTHERN TRUST CORP   2016-05-24 2016-07-27
78. NORTHROP GRUMMAN CORPORATION   2015-02-20 2016-07-27
66. O REILLY AUTOMOTIVE INC   2016-02-01 2016-07-27
651. PFIZER INC COM   2015-10-29 2016-07-27
79. PUBLIC STORAGE INC   2015-09-08 2016-07-27
155. S&P GLOBAL INC   2016-05-24 2016-07-27
389. SCHLUMBERGER LTD COM     2016-07-27
50. SIMON PROPERTY GROUP INC   2016-03-29 2016-07-27
361. SUNTRUST BANKS INC COM   2016-06-29 2016-07-27
255. TEXAS INSTRS INC COM   2015-11-16 2016-07-27
115. THERMO ELECTRON CORP COM   2015-08-31 2016-07-27
399. TOTAL FINA S A   2015-08-14 2016-07-27
234. TRACTOR SUPPLY CO COM   2015-05-01 2016-07-27
146. TYSON FOODS INC CLASS A   2016-03-29 2016-07-27
91. UNIVERSAL HEALTH SERVICES INC CLASS B   2015-08-31 2016-07-27
2646.26 VAN ECK GLOBAL HARD ASSETS FUND CLASS I FD 408     2016-07-27
186. VANTIV INC CLASS A   2016-05-10 2016-07-27
568. VERIZON COMMUNICATIONS COM   2013-05-16 2016-07-27
263. VISA INC CLASS A SHARES   2013-02-14 2016-07-27
509. WEC ENERGY GROUP INC   2010-12-14 2016-07-27
694. WELLS FARGO & CO NEW COM   2005-03-28 2016-07-27
175. WYNDHAM WORLDWIDE CORP   2016-02-01 2016-07-27
148. ACCENTURE PLC CLASS A ISIN IE00B4BNMY34 SEDOL B4BNMY3   2015-07-14 2016-07-27
165. INGERSOLL-RAND PLC SEDOL: B633030   2016-05-31 2016-07-27
56104.095 EATON VANCE FLOATING RATE FUND CLASS I     2016-07-29
659.016 FIDELITY ADVISOR FLOATING HIGH INCOME FUND I     2016-07-29
49829.564 FIDELITY ADVISOR FLOATING HIGH INCOME FUND I     2016-07-29
28045.554 T ROWE PRICE REAL ESTATE FUND FD 122     2016-07-29
194.709 TEMPLETON GLOBAL BOND FUND AD FUND     2016-07-29
85981.887 TEMPLETON GLOBAL BOND FUND AD FUND     2016-07-29
6.58 FEDERAL NATL MTG ASSN POOL 357275   2002-10-07 2016-07-31
185.86 FEDERAL NATL MTG ASSN POOL 747528   2003-10-10 2016-07-31
6.29 FEDERAL NATL MTG ASSN POOL 357275   2002-10-07 2016-08-31
30.36 FEDERAL NATL MTG ASSN POOL 747528   2003-10-10 2016-08-31
395. ABBOTT LABORATORIES INC   2016-06-29 2016-09-01
58072.009 ALLIANCEBERNSTEIN GLOBAL BD FD INC ADV FD 456   2016-07-29 2016-09-01
20. ALPHABET INC/CA-CL A   2015-11-04 2016-09-01
69. AMGEN INC   2014-01-30 2016-09-01
125. APPLE INC   2009-06-24 2016-09-01
284. APPLIED MATERIALS INC   2016-07-20 2016-09-01
356. BANK NEW YORK MELLON CORP COM   2016-05-03 2016-09-01
205.924 BLACKROCK INFLATION PROTECTED BD PORTFOLIO     2016-09-01
9870.695 BLACKROCK INFLATION PROTECTED BD PORTFOLIO     2016-09-01
1098. CIGNA CORP   2014-07-23 2016-09-01
90. CVS CAREMARK CORP   2013-02-22 2016-09-01
2306. CELANESE CORP-SERIES A   2015-07-14 2016-09-01
464. CISCO SYS INC COM   2011-12-21 2016-09-01
99. CINTAS CORP   2015-05-29 2016-09-01
11210.762 COLUMBIA FLOATING RATE FUND CLASS Z   2016-07-29 2016-09-01
706. COMCAST CORPORATION CL A     2016-09-01
103. DISNEY WALT CO   2014-03-07 2016-09-01
1570. DOLLAR GENERAL CORP   2016-07-06 2016-09-01
304. DOW CHEMICAL CO   2015-05-01 2016-09-01
113. DR PEPPER SNAPPLE GROUP INC   2015-05-08 2016-09-01
73. EDWARDS LIFESCIENCES CORP   2015-02-13 2016-09-01
128. EQUIFAX INC   2016-06-21 2016-09-01
104. EXXON MOBIL CORP   2014-12-15 2016-09-01
115. FACEBOOK INC A   2016-05-10 2016-09-01
11520. FORD MTR CO DEL COM PAR $0.01   2016-05-10 2016-09-01
52. GENERAL DYNAMICS CORP   2015-05-29 2016-09-01
1650. GILEAD SCIENCES INC COM   2015-09-15 2016-09-01
84. HOME DEPOT INC COM   2015-11-16 2016-09-01
91. HONEYWELL INTL INC   2015-05-29 2016-09-01
63. ILLINOIS TOOL WORKS INC COM   2016-02-18 2016-09-01
233. J P MORGAN CHASE & CO COM   2015-08-14 2016-09-01
500. KIMBERLY-CLARK CORP COM   2013-04-09 2016-09-01
368. KROGER CO   2014-05-07 2016-09-01
313. MICROSOFT CORP   2005-03-21 2016-09-01
462. NIKE INC CL B   2015-08-05 2016-09-01
110. NORTHERN TRUST CORP   2016-05-24 2016-09-01
38. NORTHROP GRUMMAN CORPORATION   2015-02-20 2016-09-01
32. O REILLY AUTOMOTIVE INC   2016-02-01 2016-09-01
125. PPG INDS INC COM   2015-03-03 2016-09-01
10050.251 PACIFIC FUNDS FLOATING RATE INCOME   2016-07-29 2016-09-01
331. PFIZER INC COM   2015-10-29 2016-09-01
116. RAYTHEON COMPANY   2016-02-02 2016-09-01
74. S&P GLOBAL INC   2016-05-24 2016-09-01
133. SCHLUMBERGER LTD COM   2013-10-31 2016-09-01
190. SUNTRUST BANKS INC COM   2016-06-29 2016-09-01
131. TEXAS INSTRS INC COM   2015-11-16 2016-09-01
47. THERMO ELECTRON CORP COM   2015-08-31 2016-09-01
222. TOTAL FINA S A   2015-08-14 2016-09-01
1966. TRACTOR SUPPLY CO COM   2015-05-01 2016-09-01
196. VERIZON COMMUNICATIONS COM   2013-05-16 2016-09-01
130. VULCAN MATERIALS CO   2016-07-22 2016-09-01
219. WELLS FARGO & CO NEW COM   2005-03-28 2016-09-01
2110. CHECK POINT SOFTWARE COM   2014-09-04 2016-09-01
910. CINTAS CORP     2016-09-09
2254. WELLS FARGO & CO NEW COM   2005-03-28 2016-09-09
500000. FEDERAL NATL MTG ASSN NTS   2007-03-19 2016-09-15
3602. KROGER CO   2014-05-07 2016-09-20
522. EXXON MOBIL CORP   2014-12-15 2016-09-22
520. HONEYWELL INTL INC     2016-09-22
589. SCHLUMBERGER LTD COM     2016-09-22
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 94,698   69,071 25,627
b 172,888   184,525 -11,637
c 107,746   91,254 16,492
d 6   6  
e 243   240 3
241,191   224,302 16,889
151   155 -4
42   42  
137,466   74,163 63,303
109,916   64,791 45,125
49,356   35,936 13,420
199,296   187,647 11,649
59,039   43,992 15,047
99,523   84,259 15,264
6   6  
38   38  
225,000   225,000  
6   6  
173   171 2
289     289
7   7  
35   35  
172,343   218,805 -46,462
131,554   150,890 -19,336
134,505   80,006 54,499
121,295   153,335 -32,040
134,847   157,622 -22,775
159,014   210,072 -51,058
177,947   203,995 -26,048
30     30
6   6  
287   284 3
142,792   102,636 40,156
113,691   59,903 53,788
139,442   85,516 53,926
154,932   124,436 30,496
7   7  
276   273 3
9,774   11,202 -1,428
349,427   375,090 -25,663
6   7 -1
143   142 1
125,297   171,876 -46,579
155,989   86,838 69,151
252,016   215,136 36,880
152,299   147,419 4,880
14,666   7,038 7,628
62,711   67,865 -5,154
7,719   9,525 -1,806
168,098   228,882 -60,784
209,338   240,130 -30,792
68,976   65,240 3,736
229,543   185,325 44,218
7   7  
296   293 3
39,126   19,218 19,908
130,821   104,647 26,174
64,312   76,887 -12,575
121,960   160,339 -38,379
42,327   23,284 19,043
165,222   114,431 50,791
44,174   63,795 -19,621
176,695   226,749 -50,054
7   7  
139   137 2
177,517   150,322 27,195
231,541   225,670 5,871
1,678   1,684 -6
48,936   49,228 -292
59,651   58,186 1,465
92,994   101,079 -8,085
13,389   7,096 6,293
39,648   38,996 652
14,251   12,187 2,064
12,327   9,979 2,348
37,861   28,137 9,724
23,300   4,374 18,926
16,363   16,366 -3
12,684   8,935 3,749
16,399   9,046 7,353
31,065   24,886 6,179
28,397   14,176 14,221
14,135   12,808 1,327
23,633   20,146 3,487
31,513   31,041 472
31,895   25,288 6,607
15,880   9,160 6,720
29,436   27,985 1,451
24,710   24,100 610
26,392   25,157 1,235
11,614   5,484 6,130
24,307   21,543 2,764
28,639   26,289 2,350
1,098   1,345 -247
125,454   163,882 -38,428
14,094   11,678 2,416
37,285   39,115 -1,830
15,959   14,534 1,425
50,956   28,340 22,616
15,912   16,865 -953
17,038   13,251 3,787
18,420   17,516 904
23,966   22,352 1,614
19,599   16,000 3,599
18,225   17,265 960
31,121   37,659 -6,538
11,078   10,178 900
15,259   14,328 931
18,108   14,491 3,617
18,301   14,370 3,931
18,660   19,602 -942
21,045   20,307 738
10,593   9,893 700
11,915   12,470 -555
91,746   137,915 -46,169
10,925   10,413 512
31,359   30,416 943
20,651   10,255 10,396
32,717   15,111 17,606
33,283   20,509 12,774
12,404   11,394 1,010
16,863   14,854 2,009
10,834   11,007 -173
489,789   485,318 4,471
6,221   6,520 -299
470,391   490,394 -20,003
870,814   709,351 161,463
2,183   2,399 -216
963,857   1,139,519 -175,662
7   7  
186   184 2
6   6  
30   30  
16,619   15,066 1,553
500,000   500,000  
15,813   14,999 814
11,704   8,397 3,307
13,323   2,430 10,893
8,560   7,607 953
14,728   14,078 650
2,230   2,315 -85
106,900   110,904 -4,004
140,087   106,641 33,446
8,391   4,626 3,765
146,922   161,776 -14,854
14,649   8,440 6,209
11,621   8,555 3,066
100,000   99,552 448
46,528   27,478 19,050
9,694   8,469 1,225
115,700   147,678 -31,978
16,327   15,695 632
10,537   8,633 1,904
8,393   4,845 3,548
16,970   15,931 1,039
8,982   9,011 -29
14,500   13,788 712
142,509   155,154 -12,645
7,935   7,308 627
127,220   184,083 -56,863
11,271   10,166 1,105
10,546   9,608 938
7,517   6,031 1,486
15,621   15,714 -93
63,975   47,473 16,502
11,703   8,528 3,175
17,987   7,597 10,390
26,945   27,006 -61
7,739   7,962 -223
8,028   6,456 1,572
9,017   8,493 524
13,207   14,692 -1,485
100,000   99,698 302
11,463   11,365 98
16,180   14,398 1,782
9,148   8,243 905
10,424   12,495 -2,071
8,282   7,541 741
9,112   7,444 1,668
7,079   5,873 1,206
10,573   10,906 -333
165,101   170,609 -5,508
10,307   10,496 -189
14,646   16,410 -1,764
11,015   6,472 4,543
161,707   150,888 10,819
104,499   74,979 29,520
111,977   66,610 45,367
500,000   500,000  
112,375   83,476 28,899
43,644   45,227 -1,583
60,866   54,899 5,967
45,442   54,150 -8,708
      171,149
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       25,627
b       -11,637
c       16,492
d        
e       3
      16,889
      -4
       
      63,303
      45,125
      13,420
      11,649
      15,047
      15,264
       
       
       
       
      2
      289
       
       
      -46,462
      -19,336
      54,499
      -32,040
      -22,775
      -51,058
      -26,048
      30
       
      3
      40,156
      53,788
      53,926
      30,496
       
      3
      -1,428
      -25,663
      -1
      1
      -46,579
      69,151
      36,880
      4,880
      7,628
      -5,154
      -1,806
      -60,784
      -30,792
      3,736
      44,218
       
      3
      19,908
      26,174
      -12,575
      -38,379
      19,043
      50,791
      -19,621
      -50,054
       
      2
      27,195
      5,871
      -6
      -292
      1,465
      -8,085
      6,293
      652
      2,064
      2,348
      9,724
      18,926
      -3
      3,749
      7,353
      6,179
      14,221
      1,327
      3,487
      472
      6,607
      6,720
      1,451
      610
      1,235
      6,130
      2,764
      2,350
      -247
      -38,428
      2,416
      -1,830
      1,425
      22,616
      -953
      3,787
      904
      1,614
      3,599
      960
      -6,538
      900
      931
      3,617
      3,931
      -942
      738
      700
      -555
      -46,169
      512
      943
      10,396
      17,606
      12,774
      1,010
      2,009
      -173
      4,471
      -299
      -20,003
      161,463
      -216
      -175,662
       
      2
       
       
      1,553
       
      814
      3,307
      10,893
      953
      650
      -85
      -4,004
      33,446
      3,765
      -14,854
      6,209
      3,066
      448
      19,050
      1,225
      -31,978
      632
      1,904
      3,548
      1,039
      -29
      712
      -12,645
      627
      -56,863
      1,105
      938
      1,486
      -93
      16,502
      3,175
      10,390
      -61
      -223
      1,572
      524
      -1,485
      302
      98
      1,782
      905
      -2,071
      741
      1,668
      1,206
      -333
      -5,508
      -189
      -1,764
      4,543
      10,819
      29,520
      45,367
       
      28,899
      -1,583
      5,967
      -8,708
       
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 2 624,369
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 1,563,844 34,937,848 0.044761
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
2
Total of line 1, column (d) .....................
20.236231
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
0.047246
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
33,201,797
5
Multiply line 4 by line 3......................
5
1,568,652
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
13,208
7
Add lines 5 and 6........................
7
1,581,860
8
Enter qualifying distributions from Part XII, line 4.............
8
1,682,415
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 13,208
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 13,208
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 13,208
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 25,856
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 25,856
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 12,648
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet6,604 RefundedBullet 11 6,044
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
    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
    35     		178,524    
    PO BOX 94651
    CLEVELAND,OH441014651
    THOMAS M SHOAFF DISTRIBUTION COMMITTEE MEM
    1     		1,000    
    111 E WAYNE STE 800
    FORT WAYNE,IN46802
    THOMAS QUIRK DISTRIBUTION COMMITTEE MEM
    1     		1,000    
    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  
    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
    33,707,408
    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
    33,707,408
    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
    33,707,408
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    505,611
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    33,201,797
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,660,090
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    1,660,090
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    13,208
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    13,208
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,646,882
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,646,882
    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
    1,646,882
    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
    1,682,415
    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
    1,682,415
    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
    13,208
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,669,207
    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 1,646,882
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 1,487,082
    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$ 1,682,415
    a Applied to 2014, but not more than line 2a 1,487,082
    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..... 195,333
    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 ..........     		1,451,549
    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
    The Tower at PNC Plaza 300 Fifth A
    PITTSBURGH,PA15222
    (412) 762-5157
    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 (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
    AMERICAN NATIONAL RED CROSS
    1212 E CALIFORNIA ROAD
    FORT WAYNE,IN46895     		NONE PC HOME FIRE PREPAREDNESS 5,000
    C2G MUSIC HALL CORPORATION
    PO BOX 10456
    FORT WAYNE,IN46852     		NONE PC OPERATING SUPPORT 5,000
    THE FORT WAYNE RESCUE MISSION MINISTRIES
    301 W SUPERIOR ST
    FORT WAYNE,IN468021111     		NONE PC OPERATING SUPPORT 7,500
    HOPE ALIVE INC
    1747 N WELLS ST
    FORT WAYNE,IN468083235     		NONE PC TRANSITIONAL HOUSING 2,500
    RSVP OF ALLEN COUNTY INC
    3401 LAKE AVE STE 4
    FORT WAYNE,IN468055500     		NONE PC 2ND CHANCE EXPUNGEMENT PROG 2,500
    TRINE UNIVERSITY INC
    1 UNIVERSITY AVE
    ANGOLA,IN467031764     		NONE PC MASTER OF PHYSICIAN STUDIES 25,000
    VISITING NURSE AND HOSPICE HOPE INC
    5910 HOMESTEAD RD
    FORT WAYNE,IN468144202     		NONE PC COMMUNITY GRIEF CTR CAP 33,000
    WORLD BASEBALL ACADEMY INC
    1701 FREEMAN ST
    FORT WAYNE,IN468024713     		NONE PC WBA CAP CAMP PLEDGE 25,000
    VOLUNTEER LAWYER PROGRAM OF NORTHEAST
    INDIANA INC
    111 WEST WAYNE STREET
    FORT WAYNE,IN468023603     		NONE PC PROGRAMMING SUPPORT 15,000
    NATIONAL SOCCER FESTIVALS INC
    5525 HOPINKTON DR
    FORT WAYNE,IN468147542     		NONE PC PROGRAMMING SUPPORT 30,000
    ANTHONY WAYNE AREA COUNCIL
    BOY SCOUTS OF AMERICA
    8315 WEST JEFFERSON BLVD
    FORT WAYNE,IN46804     		NONE PC SCOUTREACH PROGRAM 15,000
    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
    SOULMEDIC MEDIA GROUP INC
    6429 OAKBROOK PARKWAY
    FORT WAYNE,IN468254255     		NONE PC OPERATING SUPPORT 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 LEARN PROGRAM 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 OPERATING SUPPORT 15,000
    LIFELINE YOUTH & FAMILY SERVICES INC
    7136 GETTYSBURG PIKE
    FORT WAYNE,IN468045680     		NONE PC PROJECT INCENTIVE 5,000
    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 CAMPAIGN FOR DIGNITY/OPER 60,000
    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 HOME CARE PLUS PROGRAM 10,000
    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 JACKSON R LEHMAN YMCA 70,000
    ASSOCIATED CHURCHES OF FORT WAYNE AND
    ALLEN COUNTY INC
    602 E WAYNE ST
    FORT WAYNE,IN468022016     		NONE PC OPERATING SUPPORT 35,000
    TURNSTONE CENTER FOR CHILDREN AND ADULTS
    WITH DISABILITIES
    3320 N CLINTON ST
    FORT WAYNE,IN468051918     		NONE PC CAPITAL CAMPAIGN/CORE 75,000
    JUNIOR ACHIEVEMENT OF NORTHERN INDIANA
    601 NOBLE DR
    FORT WAYNE,IN468255544     		NONE PC BUILDING CAPITAL 30,000
    JUNIOR ACHIEVEMENT OF NORTHERN INDIANA
    601 NOBLE DR
    FORT WAYNE,IN468255544     		NONE PC ELEMENTARY PROG/JA BIZTOWN 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 DOWNTOWN LEARNING CTR 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 OPERATING SUPPORT 50,000
    EASTER SEALS ARC OF NORTHEAST INDIANA
    INC
    4919 COLDWATER RD
    FORT WAYNE,IN468255532     		NONE PC ASSISTIVE TECHNOLOGY 5,000
    ALLEN COUNTY-FORT WAYNE HISTORICAL
    SOCIETY INC HISTORY CENTER
    302 EAST BERRY STREET
    FORT WAYNE,IN468022765     		NONE PC HERITAGE EDUCATION FUND 25,000
    YOUTH FOR CHRIST OF NORTHERN INDIANA
    6427 OAKBROOK PARKWAY
    FORT WAYNE,IN468254253     		NONE PC CITY LIFE MINISTRIES 5,000
    HOMEBOUND MEALS INC
    611 WEST BERRY STREET
    FORT WAYNE,IN468022105     		NONE PC MEAL DELIVERY PROGRAM 5,000
    HAROLD W MCMILLEN CENTER FOR HEALTH
    EDUCATION
    600 JIM KELLEY BLVD
    FORT WAYNE,IN468161146     		NONE PC PREVENTIVE HEALTH EDUCATION 30,000
    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
    ARCH INC
    818 LAFAYETTE STREET
    FORT WAYNE,IN46802     		NONE PC COMMUNITY EDUCATION 3,000
    ARTLINK INC
    300 E MAIN ST
    FORT WAYNE,IN468021919     		NONE PC EXHIBITS/EDUCATIONAL 5,000
    NORTHEAST INDIANA PUBLIC RADIO INC
    3204 CLAIMONT COURT
    FORT WAYNE,IN46808     		NONE PC NIPR LOCAL PROGRAMMING 15,000
    FORT WAYNE CHILDREN'S CHOIR INC
    IPFW RHINEHART MUSIC CENTER
    FORT WAYNE,IN468051445     		NONE PC MUSIC EDUCATION PROGRAM 2,500
    THE LITERACY ALLIANCE
    709 CLAY ST STE 100
    FORT WAYNE,IN468022019     		NONE PC ADULT INSTRUCTION PROGRAM 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 SVCS FOR HOMELESS CHILDREN 2,500
    ALLEN COUNTY EDUCATION PARTNERSHIP DBA
    PROJECT READS
    709 CLAY ST STE 101
    FORT WAYNE,IN468022019     		NONE PC PROJECT READS PROGRAM 7,500
    STUDY CONNECTION
    1200 S CLINTON ST
    FORT WAYNE,IN468023594     		NONE PC OPERATING SUPPORT 10,000
    NEIGHBORHOOD HEALTH CLINICS INC
    1717 S CALHOUN ST
    FORT WAYNE,IN468025257     		NONE PC SCHOOL DENTAL SEALANTS 5,000
    CHRISTIAN COMMUNITY HEALTH CARE INC
    PO BOX 128
    GRABILL,IN467410128     		NONE PC OPERATING-PROVISION OF FREE 4,000
    THE POWER HOUSE ALLIANCE INC
    830 MAIN ST
    NEW HAVEN,IN467741448     		NONE PC POWER PLANT PROGRAM 15,000
    FORT WAYNE CLUBHOUSE INC
    3327 LAKE AVE
    FORT WAYNE,IN468055529     		NONE PC ASSISTING MENTALLY ILL TO 6,500
    CHILDREN'S HOPE INC
    7922 W JEFFERSON BLVD
    FORT WAYNE,IN468044140     		NONE PC OUTDOOR HOPE AND RESPITE 10,000
    INTERFAITH HOSPITALITY NETWORK OF
    GREATER FORT WAYNE INC
    2925 EAST STATE BLVD
    FORT WAYNE,IN46805     		NONE PC EMERGENCY SHELTER SUPPORT 7,500
    BOYS & GIRLS CLUB OF HUNTINGTON COUNTY
    INC
    PO BOX 673
    HUNTINGTON,IN467500673     		NONE PC "BUILDING GREAT FUTURES FOR 15,000
    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 NEW OPERATIONS CENTER 25,000
    UNITY PERFORMING ARTS FOUNDATION INC
    IPFW RHINEHART MUSIC CENTER
    FORT WAYNE,IN46805     		NONE PC JOURNEY TO THE VATICAN 7,500
    HEADWATERS PARK ALLIANCE INC
    110 W BERRY ST STE 2012
    FORT WAYNE,IN468022311     		NONE PC OPERATING SUPPORT 5,000
    SUPER SHOT INC
    709 CALY ST STE 300
    FORT WAYNE,IN468022019     		NONE PC COMMUNITY IMMUNIZATION 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 5,000
    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 DOEMER SCHOOL OF BUSINESS 15,000
    INDIANA UNIVERSITY-PURDUE UNIVESRITY
    FORT WAYNE
    2101 E COLISEUM BLVD
    FORT WAYNE,IN46805     		NONE PC IPFW MINI DONS SOCCER 6,000
    MAUMEE VALLEY ANTIQUE STEAM & GAS
    ASSOCIATION
    PO BOX 156
    NEW HAVEN,IN467740156     		NONE PC SAWMILL PROJECT 25,000
    FORT WAYNE MEDICAL SOCIETY FOUNDATION
    750 BROADWAY STE 250
    FORT WAYNE,IN468021412     		NONE PC HEALTHIER MOMS & BABIES 5,000
    FORT WAYNE ZOOLOGICAL SOCIETY INC
    3411 SHERMAN BLVD
    FORT WAYNE,IN468081522     		NONE PC AUSTRALIAN ADVENTURE CAP 50,000
    CANCER PATIENT TRANSPORTATION FUND DBA
    PAT DYER MEMORIAL FUND
    11143 PARKVIEW PLAZA DR
    FORT WAYNE,IN468451727     		NONE PC CANCER PATIENT 1,000
    FRANCINE'S FRIENDS INC
    709 CLAY STREET 300
    FORT WAYNE,IN468022019     		NONE PC MAMMOGRAPHY PROGRAM SUPPORT 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 SLIDING FEE SCALE 5,000
    MENTAL HEALTH AMERICAN IN ALLEN COUNTY
    INC
    2200 LAKE AVENUE SUITE 105
    FORT WAYNE,IN46802     		NONE PC OPERATING SUPPORT 2,500
    WELLSPRING INTERFAITH SOCIAL SERVICES
    INC
    1316 BROADWAY
    FORT WAYNE,IN468023306     		NONE PC PROGRAM SUPPORT 15,000
    SCORE 50
    110 WEST BERRY STREET
    FORT WAYNE,IN46802     		NONE PC OPERATING/PROGRAMMING 1,500
    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 OPERATING SUPPORT 2,500
    Total .................................bullet 3a 1,487,500
    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....     14 789,092  
    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 ............     		    18 624,369  
    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)..   1,413,461  
    13Total. Add line 12, columns (b), (d), and (e)..................
    131,413,461
    (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 InvestmentsGovtObligationsSch
    Name:
    EDWARD M WILSON FOUNDATION
    EIN:
    31-0976337
    US Government Securities - End of Year Book Value:

    486,088
    US Government Securities - End of Year Fair Market Value:

    523,968
    State & Local Government Securities - End of Year Book Value:


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


     


    TY 2015 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 4,356,079 4,413,081
    MUTUAL FUNDS - EQUITY AT COST 7,183,047 8,209,978
    MUTUAL FUNDS - ALTERNATIVE AT COST 1,208,464 1,153,607

    TY 2015 OtherDecreasesSchedule
    Name:
    EDWARD M WILSON FOUNDATION
    EIN:
    31-0976337
    Description Amount
    CY AMORTIZATION CARRIED TO NY 28
    CY ACCRUED INTEREST CARRIED TO NY 320


    TY 2015 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 99,401 0   99,401


    TY 2015 OtherIncreasesSchedule
    Name:
    EDWARD M WILSON FOUNDATION
    EIN:
    31-0976337
    Description Amount
    PY AMORTIZATION CARRIED TO CY 400
    PY ACCRUED INTEREST CARRIED TO CY 130


    TY 2015 TaxesSchedule
    Name:
    EDWARD M WILSON FOUNDATION
    EIN:
    31-0976337
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 3,427 3,427   0
    FEDERAL ESTIMATES - PRINCIPAL 24,420 0   0