TY 2017 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
bullet

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0052

2019

Open to Public Inspection

For calendar year 2019, or tax year beginning 10-01-2017 , and ending 09-30-2018

Name of foundation
EDWARD M WILSON FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)116 ALLEGHENY CENTER MALL P8YB3502L
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA15212

A Employer identification number

31-0976337

B Telephone number (see instructions)

(412) 768-9969

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... bullet

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$37,518,197J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	755,691		755,691
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		2,511,844
b	Gross sales price for all assets on line 6a 11,139,716
7	Capital gain net income (from Part IV, line 2)...			2,511,844
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........	3,267,535		3,267,535
13	Compensation of officers, directors, trustees, etc.	232,246		112,873		119,373
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)...		64,086	1,065		0
19	Depreciation (attach schedule) and depletion...		0	0
20	Occupancy..............
21	Travel, conferences, and meetings.......	117		0	0	117
22	Printing and publications..........			0	0
23	Other expenses (attach schedule).......		101,957	1,219		100,738
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	398,406		115,157	0	220,228
25	Contributions, gifts, grants paid.......	1,525,055				1,525,055
26	Total expenses and disbursements. Add lines 24 and 25	1,923,461		115,157	0	1,745,283
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	1,344,074
b	Net investment income (if negative, enter -0-)			3,152,378
c	Adjusted net income (if negative, enter -0-)...				0

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2019)

Form 990-PF (2019)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	957,037	1,028,722	1,028,722
	3	Accounts receivable
		Less: allowance for doubtful accounts		0	0
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts 0
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)	8,214	7,235	7,765
	b	Investments—corporate stock (attach schedule).......	10,642,204	10,896,858	15,587,146
	c	Investments—corporate bonds (attach schedule).......	4,690,933	5,773,538	5,613,784
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	13,289,555	13,211,708	15,280,780
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	29,587,943	30,918,061	37,518,197
	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 )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	29,263,005	30,852,246
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds	324,938	65,815
	29	Total net assets or fund balances (see instructions).....	29,587,943	30,918,061
	30	Total liabilities and net assets/fund balances (see instructions).	29,587,943	30,918,061

Part III

Analysis of Changes in Net Assets or Fund Balances

Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............

29,587,943

Enter amount from Part I, line 27a .....................

1,344,074

Other increases not included in line 2 (itemize) bullet

5,105

Add lines 1, 2, and 3 ..........................

30,937,122

Decreases not included in line 2 (itemize) bullet

19,061

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

30,918,061

Form 990-PF (2019)

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	68. AETNA INC NEW		2013-05-31	2017-10-02
b	228. AGILENT TECHNOLOGIES (IPO)		2017-08-22	2017-10-02
c	12. ALPHABET INC/CA-CL A		2015-11-04	2017-10-02
d	40. AMGEN INC		2014-01-30	2017-10-02
e	204. ANALOG DEVICES INC		2017-09-13	2017-10-02
	108. APPLE INC		2017-05-03	2017-10-02
	263. APPLIED MATERIALS INC		2016-07-20	2017-10-02
	232. BERRY GLOBAL GROUP INC		2016-10-25	2017-10-02
	219. BORG WARNER INC.		2017-08-22	2017-10-02
	197. COMCAST CORPORATION CL A		2011-10-13	2017-10-02
	41. CONSTELLATION BRANDS INC CL A		2014-05-16	2017-10-02
	193. DOWDUPONT INC		2016-10-25	2017-10-02
	150. DR PEPPER SNAPPLE GROUP INC		2014-10-28	2017-10-02
	96. EDWARDS LIFESCIENCES CORP		2015-02-13	2017-10-02
	66. FACEBOOK INC		2016-05-10	2017-10-02
	48. HOME DEPOT INC COM		2012-01-26	2017-10-02
	83. ILLINOIS TOOL WORKS INC COM		2016-02-18	2017-10-02
	134. J P MORGAN CHASE & CO COM		2002-11-14	2017-10-02
	71. LAM RESEARCH CORP		2015-06-03	2017-10-02
	63. MOHAWK INDS INC		2017-08-22	2017-10-02
	120. PEPSICO INC COM		2016-07-27	2017-10-02
	98. S&P GLOBAL INC		2016-05-24	2017-10-02
	32. SHERWIN-WILLIAMS CO		2017-06-21	2017-10-02
	155. STATE STR CORP COM		2016-09-09	2017-10-02
	252. SUNTRUST BANKS INC COM		2016-06-29	2017-10-02
	174. TEXAS INSTRS INC COM		2015-11-16	2017-10-02
	62. THERMO ELECTRON CORP COM		2015-08-31	2017-10-02
	233. TOTAL FINA S A		2015-08-14	2017-10-02
	112. VISA INC CLASS A SHARES		2013-02-14	2017-10-02
	217. WEC ENERGY GROUP INC		2010-12-14	2017-10-02
	113. WYNDHAM WORLDWIDE CORP		2016-02-01	2017-10-02
	2605. DR PEPPER SNAPPLE GROUP INC		2014-10-28	2017-10-04
	1. JP MORGAN CHASE & COMPANY FAIR FUND		2001-01-01	2017-10-23
	4.13 FEDERAL NATL MTG ASSN POOL 357275		2002-10-07	2017-10-25
	74.94 FEDERAL NATL MTG ASSN POOL 747528		2003-10-10	2017-10-25
	3917. CSX CORP COM		2017-06-21	2017-10-31
	1530. EXXON MOBIL CORP		1996-07-17	2017-10-31
	4.15 FEDERAL NATL MTG ASSN POOL 357275		2002-10-07	2017-10-31
	59.94 FEDERAL NATL MTG ASSN POOL 747528		2003-10-10	2017-10-31
	200. ABBOTT LABORATORIES INC		2016-06-29	2017-11-07
	18. ALPHABET INC/CA-CL A		2015-11-04	2017-11-07
	116. AMERICAN WATER WORKS CO INC		2016-02-10	2017-11-07
	61. AMGEN INC		2014-01-30	2017-11-07
	169. APPLE INC		2017-05-03	2017-11-07
	47. BIOGEN INC		2016-09-01	2017-11-07
	123. BURLINGTON STORES INC		2017-04-11	2017-11-07
	167. CITIGROUP INC		2017-08-10	2017-11-07
	407. CITIZENS FINANCIAL GROUP		2016-12-15	2017-11-07
	305. COMCAST CORPORATION CL A		2011-10-13	2017-11-07
	63. CONSTELLATION BRANDS INC CL A		2014-05-16	2017-11-07
	102. FACEBOOK INC		2016-05-10	2017-11-07
	62. GENERAL DYNAMICS CORP		2015-05-29	2017-11-07
	235. HALLIBURTON CO		2017-02-06	2017-11-07
	75. HOME DEPOT INC COM		2012-01-26	2017-11-07
	78. HONEYWELL INTL INC		2015-02-03	2017-11-07
	231. INTEL CORP		2016-09-01	2017-11-07
	1750. ISHARES TR RUSSELL MIDCAP VALUE INDEX FD		2009-06-24	2017-11-07
	2570. IWP ISHARES RUSSELL MIDCAP GRWTH FD		2009-06-24	2017-11-07
	207. J P MORGAN CHASE & CO COM		2002-11-14	2017-11-07
	77. JOHNSON & JOHNSON COM		2009-07-13	2017-11-07
	83. LAUDER ESTEE COS INC CL A		2017-09-13	2017-11-07
	154. MICROSOFT CORP		2005-03-21	2017-11-07
	286. MORGAN STANLEY		2016-10-25	2017-11-07
	45. NORTHROP GRUMMAN CORPORATION		2015-07-21	2017-11-07
	74. PARKER HANNIFIN CORP		2017-04-11	2017-11-07
	279. PROLOGIS INC		2017-06-06	2017-11-07
	58. RAYTHEON COMPANY		2016-02-02	2017-11-07
	65. S&P GLOBAL INC		2016-05-24	2017-11-07
	68. STRYKER CORP		2017-04-11	2017-11-07
	169. SUNTRUST BANKS INC COM		2016-06-29	2017-11-07
	117. TEXAS INSTRS INC COM		2015-11-16	2017-11-07
	81. UNITED RENTALS INC COM		2017-05-31	2017-11-07
	71. UNITEDHEALTH GROUP INC COM		2017-02-06	2017-11-07
	1991. VALERO ENERGY CORP NEW COM		2016-12-15	2017-11-07
	2608.923 WELLS FARGO SPECIAL US MID CAP VALUE I		2016-07-27	2017-11-07
	1894. INGERSOLL-RAND PLC SEDOL B633030		2016-05-31	2017-11-07
	192. TE CONNECTIVITY LTD SEDOL B62B7C3 ISIN CH0102993182		2017-06-21	2017-11-07
	119. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868		2017-04-11	2017-11-07
	1674. EDWARDS LIFESCIENCES CORP			2017-11-14
	4.18 FEDERAL NATL MTG ASSN POOL 357275		2002-10-07	2017-11-30
	330.85 FEDERAL NATL MTG ASSN POOL 747528		2003-10-10	2017-11-30
	3011. ABBOTT LABORATORIES INC		2016-06-29	2017-12-11
	335. AETNA INC NEW		2013-05-31	2017-12-11
	276. AGILENT TECHNOLOGIES (IPO)		2017-08-22	2017-12-11
	21. ALPHABET INC/CA-CL A			2017-12-11
	218. ANALOG DEVICES INC		2017-09-13	2017-12-11
	187. APPLE INC		2017-05-03	2017-12-11
	277. APPLIED MATERIALS INC		2016-07-20	2017-12-11
	307. BANK NEW YORK MELLON CORP COM		2016-05-03	2017-12-11
	327. BERRY GLOBAL GROUP INC		2016-10-25	2017-12-11
	58. BOEING CO		2017-10-31	2017-12-11
	391. BORG WARNER INC.		2017-10-04	2017-12-11
	260. CBS CORP CLASS B WI		2016-09-01	2017-12-11
	380. CISCO SYS INC COM		2011-12-21	2017-12-11
	71. CONSTELLATION BRANDS INC CL A		2014-05-16	2017-12-11
	92. CUMMINS INC		2017-02-24	2017-12-11
	274. DOWDUPONT INC		2016-10-25	2017-12-11
	114. FACEBOOK INC		2016-05-10	2017-12-11
	83. HOME DEPOT INC COM		2012-01-26	2017-12-11
	118. ILLINOIS TOOL WORKS INC COM		2016-02-18	2017-12-11
	230. J P MORGAN CHASE & CO COM		2002-11-14	2017-12-11
	76. MOHAWK INDS INC		2017-08-22	2017-12-11
	168. PEPSICO INC COM		2016-07-27	2017-12-11
	206. ROYAL DUTCH SHELL PLC ADR A		2017-10-31	2017-12-11
	33. SHERWIN-WILLIAMS CO		2017-06-21	2017-12-11
	220. STATE STR CORP COM		2016-09-09	2017-12-11
	281. T-MOBILE US INC		2017-05-03	2017-12-11
	88. THERMO ELECTRON CORP COM		2015-08-31	2017-12-11
	329. TOTAL FINA S A		2015-08-14	2017-12-11
	327. TRANSCANADA CORP (HOLDING CO)		2017-06-06	2017-12-11
	236. TYSON FDS INC COM		2017-10-04	2017-12-11
	48. UNITEDHEALTH GROUP INC COM		2017-02-06	2017-12-11
	158. VISA INC CLASS A SHARES		2013-02-14	2017-12-11
	306. WEC ENERGY GROUP INC		2010-12-14	2017-12-11
	161. WYNDHAM WORLDWIDE CORP		2016-02-01	2017-12-11
	4.2 FEDERAL NATL MTG ASSN POOL 357275		2002-10-07	2017-12-31
	29.81 FEDERAL NATL MTG ASSN POOL 747528		2003-10-10	2017-12-31
	86.769 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I		2014-12-10	2018-01-11
	29313.387 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I			2018-01-11
	898. AGILENT TECHNOLOGIES (IPO)			2018-01-12
	209. THERMO ELECTRON CORP COM		2015-08-31	2018-01-12
	1812. WYNDHAM WORLDWIDE CORP			2018-01-12
	4.22 FEDERAL NATL MTG ASSN POOL 357275		2002-10-07	2018-01-31
	27.28 FEDERAL NATL MTG ASSN POOL 747528		2003-10-10	2018-01-31
	2819. TRANSCANADA CORP (HOLDING CO)		2017-06-06	2018-02-01
	2238. CBS CORP CLASS B WI		2016-09-01	2018-02-22
	1899. PEPSICO INC COM			2018-02-27
	3102. PROLOGIS INC		2016-10-25	2018-02-27
	1114. PROLOGIS INC		2017-06-06	2018-02-27
	4.24 FEDERAL NATL MTG ASSN POOL 357275		2002-10-07	2018-02-28
	29.29 FEDERAL NATL MTG ASSN POOL 747528		2003-10-10	2018-02-28
	13.01 FEDERAL NATL MTG ASSN POOL 357275		2002-10-07	2018-03-31
	29.33 FEDERAL NATL MTG ASSN POOL 747528		2003-10-10	2018-03-31
	374. SHERWIN-WILLIAMS CO		2017-06-21	2018-04-05
	949. STANLEY BLACK & DECKER INC		2017-11-07	2018-04-05
	5518.764 COLUMBIA FLOATING RATE FUND INSTITUTIONAL		2017-11-07	2018-04-06
	42280.229 COLUMBIA FLOATING RATE FUND INSTITUTIONAL		2016-07-29	2018-04-06
	188. MOHAWK INDS INC			2018-04-06
	669. MOHAWK INDS INC		2016-09-01	2018-04-06
	200000. CATERPILLAR FINL SVCS CORP SR UNSECURED SER MTN		2011-04-19	2018-04-15
	1. JPMORGAN CHASE 46625H100		2001-01-01	2018-04-24
	10.17 FEDERAL NATL MTG ASSN POOL 357275		2002-10-07	2018-04-30
	29.84 FEDERAL NATL MTG ASSN POOL 747528		2003-10-10	2018-04-30
	842. AETNA INC NEW		2013-05-31	2018-05-02
	1330. ILLINOIS TOOL WORKS INC COM		2016-02-18	2018-05-03
	1854. COMCAST CORPORATION CL A		2011-10-13	2018-05-09
	679. KOHLS CORP COM		2018-04-06	2018-05-09
	280. PROCTER & GAMBLE CO		2016-09-20	2018-05-09
	413. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868		2017-04-11	2018-05-09
	3682. BERRY GLOBAL GROUP INC			2018-05-22
	1171. HONEYWELL INTL INC		2015-02-03	2018-05-22
	2445. ANALOG DEVICES INC			2018-05-29
	62.71 FEDERAL NATL MTG ASSN POOL 357275		2002-10-07	2018-05-31
	115.59 FEDERAL NATL MTG ASSN POOL 747528		2003-10-10	2018-05-31
	2209. AGILENT TECHNOLOGIES (IPO)		2017-05-31	2018-06-20
	3554. HALLIBURTON CO		2017-02-06	2018-06-20
	1660. SMUCKER J M CO COM NEW		2018-02-27	2018-06-20
	4.75 FEDERAL NATL MTG ASSN POOL 357275		2002-10-07	2018-06-30
	30.93 FEDERAL NATL MTG ASSN POOL 747528		2003-10-10	2018-06-30
	755. CONSTELLATION BRANDS INC CL A		2014-05-16	2018-07-03
	834. CUMMINS INC		2017-02-24	2018-07-03
	750. CONSTELLATION BRANDS INC CL A		2014-05-16	2018-07-26
	940. GENERAL DYNAMICS CORP			2018-07-26
	780. THERMO ELECTRON CORP COM		2015-08-31	2018-07-26
	4.78 FEDERAL NATL MTG ASSN POOL 357275		2002-10-07	2018-07-31
	71.12 FEDERAL NATL MTG ASSN POOL 747528		2003-10-10	2018-07-31
	1114. PARKER HANNIFIN CORP		2017-04-11	2018-08-01
	2474. STATE STR CORP COM		2016-09-09	2018-08-01
	849. TYSON FDS INC COM		2017-10-04	2018-08-01
	1798. TYSON FDS INC COM		2016-03-29	2018-08-01
	1. AMERICAN INTERNATIONAL GROUP INC		2001-01-01	2018-08-02
	969. FACEBOOK INC			2018-08-20
	1163. JOHNSON & JOHNSON COM		2009-07-13	2018-08-20
	2048. LAUDER ESTEE COS INC CL A			2018-08-20
	2350. ROYAL DUTCH SHELL PLC ADR A		2017-10-31	2018-08-27
	4.81 FEDERAL NATL MTG ASSN POOL 357275		2002-10-07	2018-08-31
	30.55 FEDERAL NATL MTG ASSN POOL 747528		2003-10-10	2018-08-31
	200000. HOME DEPOT INC CALL 08/10/2018 @ 100.000 UNSC		2015-05-01	2018-09-10
	922. LAM RESEARCH CORP			2018-09-18
	1463. MARRIOTT INTERNATIONAL INC CL A		2018-01-12	2018-09-18
	1024. STRYKER CORP		2017-04-11	2018-09-18
	2190. ISHARES EDGE MSCI USA QUALITY FACTOR ETF			2018-09-25
	2015. ISHARES EDGE MSCI USA VALUE FACTOR ETF			2018-09-25
	4230. WISDOMTREE U.S. QUALITY DIVI ETF			2018-09-25
	1. NORTEL NETWORK CORPORATION		2001-01-01	2018-09-28
	CAPITAL GAIN DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	10,674	4,196	6,478
b	14,612	14,331	281
c	11,549	8,999	2,550
d	7,419	4,868	2,551
e	17,431	16,786	645
	16,524	15,900	624
	13,290	7,044	6,246
	13,043	10,756	2,287
	10,937	9,867	1,070
	7,442	2,302	5,140
	8,166	3,340	4,826
	13,250	10,485	2,765
	13,250	10,188	3,062
	10,446	6,372	4,074
	11,102	7,913	3,189
	7,783	2,160	5,623
	12,208	7,945	4,263
	12,775	2,930	9,845
	12,894	5,931	6,963
	15,635	15,708	-73
	13,486	12,932	554
	15,214	10,916	4,298
	11,422	11,428	-6
	14,813	10,989	3,824
	14,885	10,002	4,883
	15,532	9,888	5,644
	11,565	7,747	3,818
	12,435	11,447	988
	11,701	4,367	7,334
	13,708	6,442	7,266
	11,875	7,358	4,517
	226,343	176,930	49,413
	2,482	25	2,457
	4	4
	75	74	1
	199,587	204,313	-4,726
	127,587	32,895	94,692
	4	4
	60	59	1
	10,993	7,629	3,364
	18,883	13,499	5,384
	10,431	7,666	2,765
	10,572	7,424	3,148
	29,475	24,880	4,595
	14,691	13,199	1,492
	11,861	11,515	346
	12,117	11,369	748
	15,381	14,351	1,030
	11,131	3,563	7,568
	13,599	5,133	8,466
	18,353	12,230	6,123
	12,577	8,713	3,864
	10,693	13,193	-2,500
	12,257	3,374	8,883
	11,438	7,819	3,619
	10,769	8,308	2,461
	150,274	49,302	100,972
	298,519	91,057	207,462
	20,478	4,526	15,952
	10,722	4,419	6,303
	10,122	9,117	1,005
	12,937	3,738	9,199
	14,170	9,547	4,623
	13,621	7,506	6,115
	13,686	11,871	1,815
	18,570	15,730	2,840
	10,826	7,199	3,627
	10,316	7,240	3,076
	10,605	8,877	1,728
	9,907	6,707	3,200
	11,518	6,649	4,869
	11,925	8,718	3,207
	15,060	11,382	3,678
	162,604	134,778	27,826
	100,000	86,460	13,540
	161,549	126,346	35,203
	17,856	15,245	2,611
	15,378	11,319	4,059
	174,814	110,890	63,924
	4	4
	331	327	4
	165,353	114,847	50,506
	60,962	20,671	40,291
	18,466	17,348	1,118
	22,165	14,800	7,365
	18,624	17,938	686
	32,191	27,530	4,661
	14,249	7,419	6,830
	16,750	12,140	4,610
	19,691	15,161	4,530
	16,492	14,995	1,497
	20,859	20,269	590
	14,905	13,475	1,430
	14,422	6,912	7,510
	15,603	5,785	9,818
	15,719	13,676	2,043
	19,418	14,886	4,532
	20,512	13,668	6,844
	15,097	3,734	11,363
	19,484	11,296	8,188
	24,302	5,029	19,273
	21,159	18,949	2,210
	19,676	18,105	1,571
	13,178	12,900	278
	13,448	11,785	1,663
	21,489	15,597	5,892
	17,756	18,312	-556
	16,631	10,996	5,635
	18,282	16,163	2,119
	16,004	15,446	558
	19,380	16,810	2,570
	10,683	7,695	2,988
	17,845	6,161	11,684
	21,016	9,084	11,932
	18,112	10,483	7,629
	4	4
	30	29	1
	1,754	1,682	72
	592,717	545,757	46,960
	64,274	54,497	9,777
	44,024	26,116	17,908
	211,738	117,299	94,439
	4	4
	27	27
	127,780	133,161	-5,381
	121,889	115,990	5,899
	211,050	201,078	9,972
	189,506	164,158	25,348
	68,056	62,806	5,250
	4	4
	29	29
	13	13
	29	29
	148,875	133,563	15,312
	146,638	156,462	-9,824
	50,331	50,000	331
	385,596	375,448	10,148
	44,938	43,672	1,266
	159,912	141,888	18,024
	200,000	200,000
	832	25	807
	10	10
	30	30
	148,858	51,956	96,902
	188,616	127,314	61,302
	56,879	21,661	35,218
	41,501	44,195	-2,694
	20,235	24,828	-4,593
	43,304	39,284	4,020
	178,971	167,511	11,460
	176,532	117,379	59,153
	229,705	196,903	32,802
	63	64	-1
	116	114	2
	139,261	132,371	6,890
	162,265	199,528	-37,263
	174,336	213,168	-38,832
	5	5
	31	31
	162,352	61,513	100,839
	110,775	123,973	-13,198
	161,456	61,105	100,351
	189,535	132,101	57,434
	181,153	97,466	83,687
	5	5
	71	70	1
	185,548	178,703	6,845
	219,022	175,394	43,628
	49,119	60,474	-11,355
	104,024	121,827	-17,803
	754		754
	168,125	110,129	57,996
	156,887	66,742	90,145
	289,153	224,419	64,734
	155,056	147,159	7,897
	5	5
	31	30	1
	200,000	200,000
	141,630	69,053	72,577
	189,892	203,730	-13,838
	177,518	133,675	43,843
	198,371	150,898	47,473
	178,093	140,349	37,744
	187,304	140,234	47,070
	54		54
			138,871

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			6,478
b			281
c			2,550
d			2,551
e			645
			624
			6,246
			2,287
			1,070
			5,140
			4,826
			2,765
			3,062
			4,074
			3,189
			5,623
			4,263
			9,845
			6,963
			-73
			554
			4,298
			-6
			3,824
			4,883
			5,644
			3,818
			988
			7,334
			7,266
			4,517
			49,413
			2,457

			1
			-4,726
			94,692

			1
			3,364
			5,384
			2,765
			3,148
			4,595
			1,492
			346
			748
			1,030
			7,568
			8,466
			6,123
			3,864
			-2,500
			8,883
			3,619
			2,461
			100,972
			207,462
			15,952
			6,303
			1,005
			9,199
			4,623
			6,115
			1,815
			2,840
			3,627
			3,076
			1,728
			3,200
			4,869
			3,207
			3,678
			27,826
			13,540
			35,203
			2,611
			4,059
			63,924

			4
			50,506
			40,291
			1,118
			7,365
			686
			4,661
			6,830
			4,610
			4,530
			1,497
			590
			1,430
			7,510
			9,818
			2,043
			4,532
			6,844
			11,363
			8,188
			19,273
			2,210
			1,571
			278
			1,663
			5,892
			-556
			5,635
			2,119
			558
			2,570
			2,988
			11,684
			11,932
			7,629

			1
			72
			46,960
			9,777
			17,908
			94,439


			-5,381
			5,899
			9,972
			25,348
			5,250




			15,312
			-9,824
			331
			10,148
			1,266
			18,024

			807


			96,902
			61,302
			35,218
			-2,694
			-4,593
			4,020
			11,460
			59,153
			32,802
			-1
			2
			6,890
			-37,263
			-38,832


			100,839
			-13,198
			100,351
			57,434
			83,687

			1
			6,845
			43,628
			-11,355
			-17,803
			754
			57,996
			90,145
			64,734
			7,897

			1

			72,577
			-13,838
			43,843
			47,473
			37,744
			47,070
			54

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	2,511,844
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 ...................		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? Yes No

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))
2018	1,619,640	34,475,028	0.04698
2017	1,669,207	33,201,797	0.050275
2016	1,563,844	34,937,848	0.044761
2015	1,673,392	33,760,410	0.049567
2014	1,482,591	31,353,412	0.047286

Total of line 1, column (d) .....................

0.238869

Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......

0.047774

Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......

36,854,050

Multiply line 4 by line 3......................

1,760,665

Enter 1% of net investment income (1% of Part I, line 27b)...........

31,524

Add lines 5 and 6........................

1,792,189

Enter qualifying distributions from Part XII, line 4,.............

1,745,283

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 (2019)

Page 4

Part VI

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	Domestic foundations that meet the section 4940(e) requirements in Part V, check	1	63,048
	hereand 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	63,048
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	63,048
6	Credits/Payments:

a	2019 estimated tax payments and 2018 overpayment credited to 2019	6a	58,774
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	58,774
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	4,274
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2020 estimated tax0	Refunded	11	0

Part VII-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions

for definition).................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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?................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.

If "Yes," complete Part XIV .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

Form 990-PF (2019)

Page 5

Part VII-A

Statements Regarding Activities (continued)

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

See Footnote

The books are in care of bullet

PNC BANK NA Telephone no. bullet

(412) 768-9969

Located at bullet

116 ALLEGHENY CENTER MALLPITTSBURGHPA ZIP+4 bullet

15212

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here ......... bullet

and enter the amount of tax-exempt interest received or accrued during the year ........ bullet

16 At any time during calendar year 2019, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. 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

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? YesNo

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person?......................YesNo

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? YesNo

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? YesNo

(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)?...............YesNo

(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.).......YesNo

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 ........

Organizations relying on a current notice regarding disaster assistance check here........ bullet

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 2019?.............

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)):

At the end of tax year 2019, did the foundation have any undistributed income (lines 6d

and 6e, Part XIII) for tax year(s) beginning before 2019?.............YesNo

If "Yes," list the years bullet

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year?......................YesNo

If "Yes," did it have excess business holdings in 2019 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 2019.)..................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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 2019?

Form 990-PF (2019)

Page 6

Part VII-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? YesNo

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive?.............YesNo

(3) Provide a grant to an individual for travel, study, or other similar purposes? YesNo

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions................YesNo

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals?.....YesNo

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 ......

Organizations relying on a current notice regarding disaster assistance check here......... bullet

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?..........YesNo

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract?.....................YesNo

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? YesNo

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....

Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or

excess parachute payment during the year? .................YesNo

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-)
DON A WOLF	DISTRIBUTION COMMITTEE MEM 1	500
11718 AUTUMN TREE DR FORT WAYNE,IN46845	DISTRIBUTION COMMITTEE MEM 1	500
JANET C CHRZAN	DISTRIBUTION COMMITTEE MEM 1	1,500
3734 SHINNECOCK COURT FORT WAYNE,IN46814	DISTRIBUTION COMMITTEE MEM 1	1,500
JUDGE WILLIAM LEE	DISTRIBUTION COMMITTEE MEM 1	1,500
1607 DODGE AVENUE FORT WAYNE,IN46805	DISTRIBUTION COMMITTEE MEM 1	1,500
PNC BANK NA	TRUSTEE 42	225,746
PO BOX 94651 CLEVELAND,OH441014651	TRUSTEE 42	225,746
THOMAS M SHOAFF	DISTRIBUTION COMMITTEE MEM 1	1,000
111 E WAYNE STE 800 FORT WAYNE,IN46802	DISTRIBUTION COMMITTEE MEM 1	1,000
THOMAS QUIRK	DISTRIBUTION COMMITTEE MEM 1	1,000
7130 BLUE CREEK DR FORT WAYNE,IN46804	DISTRIBUTION COMMITTEE MEM 1	1,000
MICHAEL EIKENBERRY	DISTRIBUTION COMMITTEE MEM 0	1,000
15120 HERON LAKE CROSSING FORT WAYNE,IN46845	DISTRIBUTION COMMITTEE MEM 0	1,000

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...................				0

Form 990-PF (2019)

Page 7

Part VIII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)

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............. bullet

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 (2019)

Page 8

Part X

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

37,415,279

Average of monthly cash balances.......................

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

37,415,279

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

37,415,279

Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see

instructions) .............................

561,229

Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4

36,854,050

Minimum investment return. Enter 5% of line 5..................

1,842,703

Part XI

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow

and do not complete this part.)

Minimum investment return from Part X, line 6....................

1,842,703

Tax on investment income for 2019 from Part VI, line 5......

63,048

Income tax for 2019. (This does not include the tax from Part VI.)...

Add lines 2a and 2b............................

63,048

Distributable amount before adjustments. Subtract line 2c from line 1............

1,779,655

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

1,779,655

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...

1,779,655

Part XII

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

1,745,283

Program-related investments—total from Part IX-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4

1,745,283

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.................

Adjusted qualifying distributions. Subtract line 5 from line 4..............

1,745,283

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 (2019)

Page 9

Part XIII

Undistributed Income (see instructions)

		(a) Corpus	(b) Years prior to 2018	(c) 2018	(d) 2019
1 Distributable amount for 2019 from Part XI, line 7					1,779,655
2 Undistributed income, if any, as of the end of 2019:
a Enter amount for 2018 only.......				1,522,164
b Total for prior years:20, 20, 20			0
3 Excess distributions carryover, if any, to 2019:
a From 2014......	0
b From 2015......	0
c From 2016......	0
d From 2017......	0
e From 2018......	0
fTotal of lines 3a through e........		0
4Qualifying distributions for 2019 from Part
XII, line 4: $ 1,745,283
a Applied to 2018, but not more than line 2a				1,522,164
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 2019 distributable amount.....					223,119
e Remaining amount distributed out of corpus		0
5 Excess distributions carryover applied to 2019.		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 2018. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2019. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2020 ..........					1,556,536
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
8 Excess distributions carryover from 2014 not applied on line 5 or line 7 (see instructions) ...		0
9Excess distributions carryover to 2020. Subtract lines 7 and 8 from line 6a ......		0
10 Analysis of line 9:
a Excess from 2015....	0
b Excess from 2016....	0
c Excess from 2017....	0
d Excess from 2018....	0
e Excess from 2019....	0

Form 990-PF (2019)

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 2019, enter the date of the ruling....... bullet

b Check box to indicate whether the organization is a private operating foundation described in section4942(j)(3) or4942(j)(5)

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) 2019	(b) 2018	(c) 2017	(d) 2016	(e) Total

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 foundation 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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

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:

See footnote

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

See footnote

Form 990-PF (2019)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
AMERICAN NATIONAL RED CROSS 1212 E CALIFORNIA ROAD FORT WAYNE,IN46895	NONE	PC	HOME FIRE PREPAREDNESS	50,000
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	40,000
ANTHONY WAYNE AREA COUNCIL BOY SCOUTS OF AMERICA 8315 WEST JEFFERSON BLVD FORT WAYNE,IN46804	NONE	PC	SCOUTREACH PROGRAM	20,000
IVY TECH FOUNDATION INC 3800 N ANTHONY BLVD FORT WAYNE,IN46805	NONE	PC	NEW VENTURE	20,000
FORT WAYNE PUBLIC TELEVISION INC 2501 E COLISEUM BLVD FORT WAYNE,IN468051562	NONE	PC	EMPOWERING COMMUNITY	25,000
FORT WAYNE PARK FOUNDATION INC PO BOX 13201 FORT WAYNE,IN46867	NONE	PC	SHOWCASE GARDEN EXHIBITS	64,500
CROSS CONNECTIONS INC 4618 E STATE BLVD STE300 FORT WAYNE,IN46815	NONE	PC	ANNUAL FUND	2,500
BLESSINGS IN A BACKPACK INC 111 E WAYNE ST STE 555 FORT WAYNE,IN46802	NONE	PC	WEEKEND FOOD PROGRAM	10,000
SOULMEDIC MEDIA GROUP INC 6429 OAKBROOK PARKWAY FORT WAYNE,IN468254255	NONE	PC	OPERATING SUPPORT	5,000
SCAN INC 500 W MAIN ST FORT WAYNE,IN468021406	NONE	PC	GENERAL SUPPORT	15,000
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
NATIONAL LEAGUE OF CUBAN AMERICAN 3000 S WAYNE AVE FORT WAYNE,IN46807	NONE	PC	COMMUNITY EDUCATIONAL	5,000
SCIENCE CENTRAL INC 1950 N CLINTON ST FORT WAYNE,IN468054049	NONE	PC	OPERATING SUPPORT	60,000
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
CRIME VICTIM SERVICES INC 330 N ELIZABETH ST LIMA,OH45801	NONE	PC	COMMUNITY SUPPORT PROGRAM	2,500
FORT WAYNE PHILHARMONIC ORCHESTRA INC 4901 FULLER DR FORT WAYNE,IN468353277	NONE	PC	OPERATING SUPPORT	20,000
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	40,000
YWCA NORTHEAST INDIANA INC 1610 SPY RUN AVE FORT WAYNE,IN468054033	NONE	PC	OPERATING SUPPORT	21,555
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	ADAPTIVE EQUIPMENT 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	40,000
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
FORT WAYNE MUSEUM OF ART INC 311 E MAIN ST FORT WAYNE,IN468021907	NONE	PC	EXHIBITION PROGRAM	35,000
CANCER SERVICES OF NORTHEAST INDIANA 6316 MUTUAL DR FORT WAYNE,IN468254529	NONE	PC	CLIENT ADVOCATE PROGRAM	15,000
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	K-12 FREE SCHOOL GROUP	25,000
YOUTH FOR CHRIST OF NORTHERN INDIANA 6427 OAKBROOK PARKWAY FORT WAYNE,IN468254253	NONE	PC	INDIGENOUS LEADERSHIP	5,000
MARTIN LUTHER KING SCHOOL INC 6001 S ANTHONY BLVD FORT WAYNE,IN468163705	NONE	PC	OPERATING SUPPORT FOR	6,000
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	5,000
BIG BROTHERS BIG SISTERS OF NORTHEAST INDIANA 1005 W RUDISILL BLVD FORTH WAYNE,IN468071210	NONE	PC	YOUTH MENTORING PROGRAMS	20,000
HOPE ALIVE INC 1747 N WELLS ST FORT WAYNE,IN46808	NONE	PC	TRANSITIONAL HOUSING	3,500
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	3,000
MATTHEW 25 INC 413 E JEFFERSON BLVD FORT WAYNE,IN468023201	NONE	PC	OPERATING SUPPORT	25,000
NORTHEAST INDIANA PUBLIC RADIO INC 3204 CLAIMONT COURT FORT WAYNE,IN46808	NONE	PC	NIPR LOCAL PROGRAMMING	25,000
EAST WAYNE STREET CENTER 801 E WAYNE FORT WAYNE,IN468033936	NONE	PC	ADULT EDUCATION PROGRAMS	5,000
FORT WAYNE CHILDREN'S CHOIR INC IPFW RHINEHART MUSIC CENTER FORT WAYNE,IN468051445	NONE	PC	MUSIC EDUCATION PROGRAM	3,000
VISITING NURSE AND HOSPICE HOME INC 5910 HOMESTEAD ROAD FORT WAYNE,IN46814	NONE	PC	COMMUNITY GRIEF CENTER	34,000
FOUNDATION FOR ART AND MUSIC IN ELEMENTARY EDUCATION 300 E MAIN ST STE 130 FORT WAYNE,IN468021920	NONE	PC	MULTICULTURAL ARTS PROGRAM	30,000
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	5,000
ALLEN COUNTY EDUCATION PARTNERSHIP DBA PROJECT READS 709 CLAY ST STE 101 FORT WAYNE,IN468022019	NONE	PC	PROJECT READS PROGRAM	7,500
ERIN'S HOUSE FOR GRIEVING CHILDREN INC 5670 YMCA PARK DR WEST FORT WAYNE,IN468353280	NONE	PC	GRIEF SUPPORT PROGRAMS	10,000
STUDY CONNECTION 1200 S CLINTON ST FORT WAYNE,IN468023594	NONE	PC	OPERATING SUPPORT	25,000
NEIGHBORHOOD HEALTH CLINICS INC 1717 S CALHOUN ST FORT WAYNE,IN468025257	NONE	PC	SCHOOL DENTAL SEALANTS	4,000
THE POWER HOUSE ALLIANCE INC 830 MAIN ST NEW HAVEN,IN467741448	NONE	PC	POWER PLANT PROGRAM	7,000
CHILDREN'S HOPE INC 7922 W JEFFERSON BLVD FORT WAYNE,IN468044140	NONE	PC	OUTDOOR HOPE AND RESPITE	10,000
NORTHEAST INDIANA INNOVATION CENTER 3201 STELLHORN ROAD FORT WAYNE,IN46815	NONE	PC	STUDENT ENTREPRENEURSHIP	20,000
UNITY PERFORMING ARTS FOUNDATION INC IPFW RHINEHART MUSIC CENTER FORT WAYNE,IN46805	NONE	PC	EXPRESSION CREATIVE WRITING	19,500
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
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	5,000
FORT WAYNE BALLET INC 300 E MAIN ST FORT WAYNE,IN468021919	NONE	PC	IN-THEATRE EDUCATIONAL	8,000
INDIANA UNIVERSITY-PURDUE UNIVERSITY FORT WAYNE 2010 E COLISEUM BLVD FORT WAYNE,IN46805	NONE	PC	DOEMER SCHOOL OF BUSINESS	91,000
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
FORT WAYNE TRAILS INC 300 E MAIN ST STE 131 FORT WAYNE,IN468021920	NONE	PC	FWT PRIORITY PROJECTS	10,000
ALLEN COUTY DRUG AND ALCOHOL CONSORTI 532 W JEFFERSON ROAD FORT WAYNE,IN46802	NONE	PC	COMMUNITY PROGRAM	5,000
HEARCARE CONNECTION INC 9604 COLDWATER RD STE 109 FORT WAYNE,IN46825	NONE	PC	SLIDING FEE SCALE	5,000
BRIDGE OF GRACE INC 5100 GAYWOOD DR FOT WAYNE,IN46806	NONE	PC	MENTORING PROGRAM	10,000
CROSSWINDS INC 4150 ILLINOIS RD FORT WAYNE,IN46804	NONE	PC	COMMUNITY ACCESS	5,000
MENTAL HEALTH AMERICAN IN ALLEN COUNTY INC 2200 LAKE AVENUE SUITE 105 FORT WAYNE,IN46802	NONE	PC	OPERATING SUPPORT	2,500
FRIENDS OF ALLEN CO JUVENILE CENTER INC 2929 N WELLS ST FORT WAYNE,IN46808	NONE	PC	MENTORING PROGRAM	5,000
YOUNG LEADERS OF NORTHEAST INDIANA PO BOX 10774 FORT WAYNE,IN46853	NONE	PC	COMMUNITY ENGAGEMENT	2,500
VISIT FORT WAYNE FOUNDATION INC 927 S HARRISON ST FORT WAYNE,IN46802	NONE	PC	COMMUNITY MARKETING	5,000
WELLSPRING INTERFAITH SOCIAL SERVICES INC 1316 BROADWAY FORT WAYNE,IN468023306	NONE	PC	PROGRAM SUPPORT	25,000
TEACH OUR CHILDREN FUND INC DBA FORT WAYNE CENTER FOR LEARNING 2510 EAST DUPONT ROAD FORT WAYNE,IN46825	NONE	PC	OPERATING SUPPORT	3,500
Total ................................. 3a				1,525,055

bApproved for future payment

Total ................................. 3b

Form 990-PF (2019)

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	(e) Related or exempt function income (See instructions.)
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	755,683
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	2,511,844
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)..				3,267,527

13Total. Add line 12, columns (b), (d), and (e)..................

3,267,527

(See worksheet in line 13 instructions to verify calculations.)

Part XVI-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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 (2019)

Page 13

Part XVII

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?

Yes

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below (see instr.) Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2019)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2017 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	5,742,243	5,615,665
MUTUAL FUNDS - EQUITY	AT COST	6,467,069	8,573,618
MUTUAL FUNDS - ALTERNATIVE	AT COST	1,002,396	1,091,497

- TIN:

TY 2017 OtherDecreasesSchedule

Name:

EDWARD M WILSON FOUNDATION

EIN:

31-0976337

Description	Amount
CY ACCRUED INTEREST CARRIED TO NY	6,940
WCS AMORTIZATION POSTING ADJUSTMENT	12,121

- TIN:

TY 2017 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	100,738	0		100,738
ADR SERVICE FEES	1,219	1,219		0

- TIN:

TY 2017 OtherIncreasesSchedule

Name:

EDWARD M WILSON FOUNDATION

EIN:

31-0976337

Description	Amount
CY AMORTIZATION CARRIED TO NY	0
PY AMORTIZATION CARRIED TO CY	372
PY ACCRUED INTEREST CARRIED TO CY	4,733
ROUNDING FOR SALES AND TRANSACTIONS	0

- TIN:

TY 2017 TaxesSchedule

Name:

EDWARD M WILSON FOUNDATION

EIN:

31-0976337

Category	Amount	Net Investment Income
FOREIGN TAXES	1,065	1,065
FEDERAL TAX PAYMENT - PRIOR YE	4,247	0
FEDERAL ESTIMATES - PRINCIPAL	58,774	0