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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
ENGLISH-BONTER-MITCHELL FDN
 
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

35-6247168
B Telephone number (see instructions)

(412) 762-0861
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$130,309,833J 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.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 3,139,497 3,139,497  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 7,180,432
b Gross sales price for all assets on line 6a 47,930,891
7 Capital gain net income (from Part IV, line 2)... 7,180,432
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 750 750  
12 Total. Add lines 1 through 11........ 10,320,679 10,320,679  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 615,221 307,611   307,610
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 280,184 16,126   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 440,346 1,223   439,123
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,335,751 324,960 0 746,733
25 Contributions, gifts, grants paid....... 5,927,000 5,927,000
26 Total expenses and disbursements. Add lines 24 and 25 7,262,751 324,960 0 6,673,733
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 3,057,928
b Net investment income (if negative, enter -0-) 9,995,719
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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......... 3,837,557 4,244,391 4,244,391
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) 18,900 Click to see attachment17,398 18,686
b Investments—corporate stock (attach schedule)....... 39,876,811 Click to see attachment42,457,205 51,862,554
c Investments—corporate bonds (attach schedule)....... 27,428,571 Click to see attachment26,867,620 26,370,805
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 44,467,719 Click to see attachment45,053,175 47,464,997
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment66,976 Click to see attachment66,976 Click to see attachment348,400
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 115,696,534 118,706,765 130,309,833
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 Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 115,077,906 117,914,148
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 618,628 792,617
30 Total net assets or fund balances (see instructions)..... 115,696,534 118,706,765
31 Total liabilities and net assets/fund balances (see instructions). 115,696,534 118,706,765
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
115,696,534
2
Enter amount from Part I, line 27a .....................
2
3,057,928
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
12,584
4
Add lines 1, 2, and 3 ..........................
4
118,767,046
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
60,281
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
118,706,765
Form 990-PF (2018)
Form 990-PF (2018)
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 79.49 FEDERAL NATL MTG ASSN POOL 747528   2003-10-10 2018-01-02
b 299.216 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I   2014-12-10 2018-01-11
c 101085.057 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I     2018-01-11
d 12173. ABBOTT LABORATORIES INC   2016-06-29 2018-01-12
e 3670. AGILENT TECHNOLOGIES (IPO)     2018-01-12
855. THERMO ELECTRON CORP COM   2015-08-31 2018-01-12
7408. WYNDHAM WORLDWIDE CORP     2018-01-12
72.76 FEDERAL NATL MTG ASSN POOL 747528   2003-10-10 2018-01-31
11929. TRANSCANADA CORP (HOLDING CO)   2017-06-06 2018-02-01
9151. CBS CORP CLASS B WI   2016-09-01 2018-02-22
7763. PEPSICO INC COM     2018-02-27
4149. PROLOGIS INC   2017-06-06 2018-02-27
12318. PROLOGIS INC   2016-10-25 2018-02-27
78.1 FEDERAL NATL MTG ASSN POOL 747528   2003-10-10 2018-02-28
78.2 FEDERAL NATL MTG ASSN POOL 747528   2003-10-10 2018-03-31
1582. SHERWIN-WILLIAMS CO   2017-06-21 2018-04-05
3720. STANLEY BLACK & DECKER INC   2017-11-08 2018-04-05
112612.613 COLUMBIA FLOATING RATE FUND INSTITUTIONAL   2016-07-29 2018-04-06
30939.227 COLUMBIA FLOATING RATE FUND INSTITUTIONAL   2017-11-28 2018-04-06
2655. MOHAWK INDS INC   2016-09-01 2018-04-06
850. MOHAWK INDS INC     2018-04-06
79.56 FEDERAL NATL MTG ASSN POOL 747528   2003-10-10 2018-04-30
4574. AETNA INC NEW   2013-05-31 2018-05-02
5437. ILLINOIS TOOL WORKS INC COM   2016-02-18 2018-05-03
6173. COMCAST CORPORATION CL A   2011-10-13 2018-05-09
4100. PROCTER & GAMBLE CO   2016-09-01 2018-05-09
1597. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868   2017-04-11 2018-05-09
608.41 TEMPLETON GLOBAL BOND FUND AD FUND     2018-05-18
69884.337 TEMPLETON GLOBAL BOND FUND AD FUND     2018-05-18
500000. KELLOGG CO SR UNSEC   2012-01-12 2018-05-21
15056. BERRY GLOBAL GROUP INC     2018-05-22
4735. HONEYWELL INTL INC   2015-02-03 2018-05-22
91240.876 ALLIANCEBERNSTEIN GLOBAL BD FD INC ADV FD 456   2016-07-29 2018-05-23
817. ABBVIE INC   2018-01-12 2018-05-29
107. ALPHABET INC/CA-CL A     2018-05-29
650. AMERICAN WATER WORKS CO INC   2016-02-10 2018-05-29
358. AMGEN INC   2014-01-30 2018-05-29
9998. ANALOG DEVICES INC     2018-05-29
982. APPLE INC   2017-05-03 2018-05-29
1213. APPLIED MATERIALS INC   2016-07-20 2018-05-29
1027. BANK NEW YORK MELLON CORP COM   2016-05-03 2018-05-29
180. BIOGEN INC   2016-09-01 2018-05-29
229. BOEING CO   2017-10-31 2018-05-29
1074. BORG WARNER INC.   2017-10-02 2018-05-29
686. BURLINGTON STORES INC     2018-05-29
2208. CENTENE CORP   2018-05-02 2018-05-29
1440. CITIZENS FINANCIAL GROUP   2016-12-15 2018-05-29
936. CONOCOPHILLIPS   2017-11-08 2018-05-29
369. CONSTELLATION BRANDS INC CL A   2014-05-16 2018-05-29
25700. XTRACKERS MSCI EUROPE HEDGED ETF   2015-04-28 2018-05-29
595. FACEBOOK INC   2016-05-10 2018-05-29
348. GENERAL DYNAMICS CORP   2015-05-29 2018-05-29
1318. HALLIBURTON CO   2017-02-06 2018-05-29
1374. HOME DEPOT INC COM   2012-01-12 2018-05-29
1207. J P MORGAN CHASE & CO COM   2002-11-14 2018-05-29
431. JOHNSON & JOHNSON COM   2009-06-04 2018-05-29
3258. KOHLS CORP COM   2018-04-06 2018-05-29
480. LAUDER ESTEE COS INC CL A   2017-09-13 2018-05-29
547. MICROSOFT CORP   2002-07-30 2018-05-29
1017. MORGAN STANLEY   2016-10-25 2018-05-29
159. NORTHROP GRUMMAN CORPORATION   2015-07-21 2018-05-29
330. RAYTHEON COMPANY   2016-02-02 2018-05-29
813. ROYAL DUTCH SHELL PLC ADR A   2017-10-31 2018-05-29
382. S&P GLOBAL INC   2016-05-24 2018-05-29
608. STATE STR CORP COM   2016-09-09 2018-05-29
380. STRYKER CORP   2017-04-11 2018-05-29
986. SUNTRUST BANKS INC COM   2016-06-29 2018-05-29
938. T-MOBILE US INC   2017-05-03 2018-05-29
681. TEXAS INSTRS INC COM   2015-11-16 2018-05-29
910. TOTAL FINA S A   2015-08-14 2018-05-29
458. UNITED RENTALS INC COM   2017-05-31 2018-05-29
253. UNITEDHEALTH GROUP INC COM   2017-02-06 2018-05-29
436. VISA INC CLASS A SHARES   2013-02-14 2018-05-29
1338. WEC ENERGY GROUP INC   2010-01-27 2018-05-29
681. TE CONNECTIVITY LTD SEDOL B62B7C3 ISIN CH0102993182   2017-06-21 2018-05-29
308.24 FEDERAL NATL MTG ASSN POOL 747528   2003-10-10 2018-05-31
750000. CONOCOPHILLIPS COMPANY CO GUARNT CALL 09/15/22 @100   2013-01-17 2018-06-11
9033. AGILENT TECHNOLOGIES (IPO)   2017-05-31 2018-06-20
13046. HALLIBURTON CO   2017-02-06 2018-06-20
6780. SMUCKER J M CO COM NEW   2018-02-27 2018-06-20
82.48 FEDERAL NATL MTG ASSN POOL 747528   2003-10-10 2018-06-30
2895. CONSTELLATION BRANDS INC CL A   2014-05-16 2018-07-03
3530. CUMMINS INC   2017-02-24 2018-07-03
2890. CONSTELLATION BRANDS INC CL A   2014-05-16 2018-07-26
3452. GENERAL DYNAMICS CORP     2018-07-26
3189. THERMO ELECTRON CORP COM   2015-08-31 2018-07-26
189.64 FEDERAL NATL MTG ASSN POOL 747528   2003-10-10 2018-07-31
4352. PARKER HANNIFIN CORP   2017-04-11 2018-08-01
9508. STATE STR CORP COM   2016-09-09 2018-08-01
7473. TYSON FDS INC COM   2016-03-29 2018-08-01
3348. TYSON FDS INC COM   2017-10-02 2018-08-01
1. AMERICAN INTERNATIONAL GROUP INC   2001-01-01 2018-08-02
3726. FACEBOOK INC     2018-08-20
4270. JOHNSON & JOHNSON COM   2009-06-04 2018-08-20
7518. LAUDER ESTEE COS INC CL A     2018-08-20
1. SCHERING-PLOUGH CORP   2001-01-01 2018-08-22
9033. ROYAL DUTCH SHELL PLC ADR A   2017-10-31 2018-08-27
81.46 FEDERAL NATL MTG ASSN POOL 747528   2003-10-10 2018-08-31
750000. CATERPILLAR FINANCIAL SE SR UNSED   2013-11-26 2018-09-06
3463. LAM RESEARCH CORP     2018-09-18
5983. MARRIOTT INTERNATIONAL INC CL A   2018-01-12 2018-09-18
3759. STRYKER CORP   2017-04-11 2018-09-18
6925. ISHARES EDGE MSCI USA QUALITY FACTOR ETF     2018-09-25
5870. ISHARES EDGE MSCI USA VALUE FACTOR ETF     2018-09-25
12100. WISDOMTREE U.S. QUALITY DIVI ETF     2018-09-25
35000. XTRACKERS MSCI EUROPE HEDGED ETF   2015-04-28 2018-09-27
25612.45 HARBOR FD INTL FD     2018-09-27
96195.379 LITMAN GREGORY MASTERS INTERNATIONAL FUND CLASS IS     2018-09-27
1. NORTEL NETWORK CORPORATION   2001-01-01 2018-09-28
79.04 FEDERAL NATL MTG ASSN POOL 747528   2003-10-10 2018-09-30
16805. BORG WARNER INC.     2018-10-16
18820. US FOODS HOLDING CORP   2018-06-20 2018-10-16
12009. APPLIED MATERIALS INC   2016-07-20 2018-10-30
12602. DOWDUPONT INC     2018-10-30
309.92 FEDERAL NATL MTG ASSN POOL 747528   2003-10-10 2018-10-31
26050. FIRST DATA CORP- CLASS A   2018-08-20 2018-11-06
10663. TEXAS INSTRS INC COM     2018-11-06
5707. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868   2017-04-11 2018-11-13
2800. FEDEX CORPORATION   2018-05-22 2018-11-20
1. NU SKIN ENTERPRISES 67018T105   2001-01-01 2018-11-23
79.74 FEDERAL NATL MTG ASSN POOL 747528   2003-10-10 2018-11-30
500000. BP CAPITAL MARKETS PLC CO GTD SEDOL B40ND85   2011-05-02 2018-12-14
14350. SUNCOR ENERGY INC ISIN CA8672241079 SEDOL B3NB1P2   2018-08-27 2018-12-18
5210. UNITED TECHNOLOGIES CORP COM   2018-07-26 2018-12-18
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 79   79  
b 6,050   5,802 248
c 2,043,940   1,886,887 157,053
d 716,974   464,611 252,363
e 262,742   223,767 38,975
180,057   106,916 73,141
865,608   478,117 387,491
73   72 1
540,718   563,788 -23,070
498,394   475,506 22,888
862,759   820,768 41,991
253,469   234,044 19,425
752,525   652,032 100,493
78   77 1
78   77 1
629,733   565,244 64,489
574,810   616,437 -41,627
1,027,027   1,000,000 27,027
282,166   280,000 2,166
634,629   563,187 71,442
203,177   200,630 2,547
80   79 1
808,641   281,943 526,698
771,058   520,586 250,472
189,448   72,238 117,210
296,457   361,276 -64,819
167,558   151,800 15,758
7,112   7,484 -372
816,948   891,474 -74,526
500,000   500,000  
731,827   685,614 46,213
713,818   475,307 238,511
750,000   785,584 -35,584
81,715   81,768 -53
114,922   75,269 39,653
54,340   43,009 11,331
63,479   43,577 19,902
948,336   806,645 141,691
184,880   144,493 40,387
62,743   32,490 30,253
57,835   40,612 17,223
51,889   50,544 1,345
82,542   59,168 23,374
53,206   55,727 -2,521
93,103   63,729 29,374
256,280   254,850 1,430
58,103   51,027 7,076
61,176   50,298 10,878
80,947   30,084 50,863
739,379   769,676 -30,297
110,818   71,367 39,451
71,240   48,908 22,332
65,576   74,123 -8,547
256,130   59,528 196,602
131,030   26,390 104,640
51,824   24,070 27,754
216,905   212,060 4,845
72,395   52,726 19,669
53,982   13,237 40,745
52,473   33,947 18,526
52,189   26,525 25,664
69,441   40,827 28,614
55,287   51,302 3,985
75,226   42,593 32,633
59,690   42,909 16,781
65,357   49,615 15,742
66,583   39,101 27,482
53,319   61,217 -7,898
75,797   38,498 37,299
53,977   44,765 9,212
74,232   49,328 24,904
61,341   40,598 20,743
56,824   17,000 39,824
84,150   32,500 51,650
63,511   54,173 9,338
308   305 3
729,285   735,878 -6,593
569,465   541,920 27,545
595,641   733,690 -138,049
712,047   870,651 -158,604
82   82  
622,528   236,026 386,502
468,867   524,731 -55,864
622,144   235,618 386,526
696,038   485,029 211,009
740,635   398,776 341,859
190   188 2
724,871   697,011 27,860
841,740   671,019 170,721
432,355   505,100 -72,745
193,701   238,650 -44,949
2,880     2,880
646,474   421,345 225,129
576,016   238,465 337,551
1,061,452   820,737 240,715
19     19
596,009   570,001 26,008
81   81  
750,000   750,000  
531,956   253,101 278,855
776,573   834,216 -57,643
651,652   490,792 160,860
627,882   478,257 149,625
519,384   408,837 110,547
536,317   401,186 135,131
1,009,387   1,048,198 -38,811
1,651,235   1,423,079 228,156
1,640,131   1,200,000 440,131
74     74
79   78 1
639,373   777,664 -138,291
540,165   712,787 -172,622
374,286   321,661 52,625
655,548   651,812 3,736
310   306 4
482,213   650,260 -168,047
1,029,248   583,648 445,600
607,616   542,469 65,147
619,959   714,557 -94,598
10,456   25 10,431
80   79 1
509,965   501,332 8,633
415,058   600,393 -185,335
605,419   708,720 -103,301
      731,492
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        
b       248
c       157,053
d       252,363
e       38,975
      73,141
      387,491
      1
      -23,070
      22,888
      41,991
      19,425
      100,493
      1
      1
      64,489
      -41,627
      27,027
      2,166
      71,442
      2,547
      1
      526,698
      250,472
      117,210
      -64,819
      15,758
      -372
      -74,526
       
      46,213
      238,511
      -35,584
      -53
      39,653
      11,331
      19,902
      141,691
      40,387
      30,253
      17,223
      1,345
      23,374
      -2,521
      29,374
      1,430
      7,076
      10,878
      50,863
      -30,297
      39,451
      22,332
      -8,547
      196,602
      104,640
      27,754
      4,845
      19,669
      40,745
      18,526
      25,664
      28,614
      3,985
      32,633
      16,781
      15,742
      27,482
      -7,898
      37,299
      9,212
      24,904
      20,743
      39,824
      51,650
      9,338
      3
      -6,593
      27,545
      -138,049
      -158,604
       
      386,502
      -55,864
      386,526
      211,009
      341,859
      2
      27,860
      170,721
      -72,745
      -44,949
      2,880
      225,129
      337,551
      240,715
      19
      26,008
       
       
      278,855
      -57,643
      160,860
      149,625
      110,547
      135,131
      -38,811
      228,156
      440,131
      74
      1
      -138,291
      -172,622
      52,625
      3,736
      4
      -168,047
      445,600
      65,147
      -94,598
      10,431
      1
      8,633
      -185,335
      -103,301
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 7,180,432
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))
2017 6,212,122 136,721,069 0.045436
2016 6,629,945 127,307,308 0.052078
2015 6,326,601 133,697,560 0.04732
2014 5,935,773 132,198,291 0.044901
2013 5,895,148 122,607,416 0.048081
2
Total of line 1, column (d) .....................
2
0.237816
3
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 ......
3
0.047563
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
140,962,232
5
Multiply line 4 by line 3......................
5
6,704,587
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
99,957
7
Add lines 5 and 6........................
7
6,804,544
8
Enter qualifying distributions from Part XII, line 4,.............
8
6,673,733
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 (2018)
Form 990-PF (2018)
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 Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
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 1 199,914
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........................... 3 199,914
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- ..... 5 199,914
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 206,300
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.............. 7 206,300
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.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 6,386
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet6,386 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletIN
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the 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 (2018)
    Form 990-PF (2018)
    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 addressbulletSEE FOOTNOTE
    14
    The books are in care ofbulletPNC BANK NA Telephone no.bullet (412) 762-0861

    Located atbullet116 ALLEGHENY CENTER MALLPITTSBURGHPA ZIP+4bullet15212
    15
    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
    15
     
    16 At any time during calendar year 2018, 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
    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 2018?.............
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    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:
    Yes
    No
    (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
     
     
    8
    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? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    PNC BANK NA TRUSTEE
    123     		615,221    
    116 ALLEGHENY CENTER MALL
    PITTSBURGH,PA15212
    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
    Form 990-PF (2018)
    Form 990-PF (2018)
    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.............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 (2018)
    Form 990-PF (2018)
    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
    143,108,865
    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
    143,108,865
    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
    143,108,865
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    2,146,633
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    140,962,232
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    7,048,112
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    7,048,112
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    199,914
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    199,914
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    6,848,198
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    6,848,198
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    6,848,198
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    6,673,733
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    6,673,733
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    6,673,733
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 6,848,198
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 5,924,135
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 0
    b From 2014...... 0
    c From 2015...... 0
    d From 2016...... 0
    e From 2017...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 6,673,733
    a Applied to 2017, but not more than line 2a 5,924,135
    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 2018 distributable amount..... 749,598
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 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 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		6,098,600
    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 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2014.... 0
    b Excess from 2015.... 0
    c Excess from 2016.... 0
    d Excess from 2017.... 0
    e Excess from 2018.... 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    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
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    Charitable Trust Grant Review Commi
    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:
    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 (2018)
    Form 990-PF (2018)
    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
    CRIME VICTIM CARE OF ALLEN COUNTY INC
    2456 LAKE AVE
    FORT WAYNE,IN46805     		NONE PC MULTICULTURAL FAMILY 5,000
    FORT WAYNE COMMUNITY SCHOOLS
    1200 SOUTH CLINTON ST
    FORT WAYNE,IN46802     		NONE PC INSTRUMENT PURCHASES 10,000
    UNITED NEGRO COLLEGE FUND INC
    3737 N MERIDIAN STREET SUITE 203
    INDIANAPOLIS,IN46208     		NONE PC UNCF FT WAYNE SCHOLARSHIP 25,000
    ANTHONY WAYNE AREA COUNCIL BOY SCOUTS
    OF AMERICA
    8315 WEST JEFFERSON BLVD
    FORT WAYNE,IN46804     		NONE PC GROWING FUTURE LEADERS 160,000
    IVY TECH FOUNDATION INC
    3800 N ANTHONY BLVD
    FORT WAYNE,IN46805     		NONE PC CULINARY PROGRAM 100,000
    EMBASSY THEATRE FOUNDATION INC
    125 W JEFFERSON BLVD
    FORT WAYNE,IN468023012     		NONE PC GENERAL OPERATING/DRESSING 200,000
    FORT WAYNE PARK FOUNDATION INC
    PO BOX 13201
    FORT WAYNE,IN46867     		NONE PC VARIOUS PROGRAMS 125,000
    SOULMEDIC MEDIA GROUP INC
    6429 OAKBROOK PARKWAY
    FORT WAYNE,IN468254255     		NONE PC GENERAL OPERATING 10,000
    ASSOCIATION OF FUNDRAISING PROFESSIONALS
    AFP - NORTHEAST
    4300 WILSON BLVD
    ARLINGTON,VA22203     		NONE PC NATIONAL PHILANTHROPY DAY 10,000
    WORLD BASEBALL ACADEMY INC
    1701 FREEMAN ST
    FORT WAYNE,IN468024713     		NONE PC PHASE I CAMPAIGN 125,000
    YOUNG LEADERS OF NORTHEAST INDIANA INC
    (YLNI)
    PO BOX 10774
    FORT WAYNE,IN46853     		NONE PC ENGAGEMENT & LEADERSHIP 5,000
    SCAN INC
    500 W MAIN ST
    FORT WAYNE,IN468021406     		NONE PC FAMILY PRESERVATION 20,000
    AUDIENCES UNLIMITED INC
    1005 W RUDISILL BLVD SUITE 304
    FORT WAYNE,IN46807     		NONE PC ARTS PERFORAMNCES 12,000
    FORT WAYNE DANCE COLLECTIVE INC
    437 E BERRY STREET SUITE 203
    FORT WAYNE,IN468022817     		NONE PC OPERATING SUPPORT 10,000
    EAST ALLEN FAMILY RESOURCE CENTER
    610 PORFESSIONAL PARK DRIVE
    NEW HAVEN,IN46774     		NONE PC OUT OF SCHOOL TIME PROGRAM 5,000
    ACRES INC
    PO BOX 665
    HUNTERTOWN,IN467480665     		NONE PC OPERATING SUPPORT 5,000
    SCIENCE CENTRAL INC
    1950 N CLINTON ST
    FORT WAYNE,IN468054049     		NONE PC OPERATING 110,000
    CENTER FOR NONVIOLENCE INC
    235 W CREIGHTON AVE
    FORT WAYNE,IN468071311     		NONE PC FACES LEADERSHIP PROGRAM 15,000
    COMMUNITY HARVEST FOOD BANK OF NORTHEAST
    INDIANA INC
    999 E TILLMAN RD
    FORT WAYNE,IN468161973     		NONE PC HUNGER RELIEF PROGRAMS 80,000
    AIDS TASK FORCE INC
    525 OXFORD ST
    FORT WAYNE,IN468064177     		NONE PC CLIENT ASSISTANCE PROGRAMS 5,000
    TRINE UNIVERSITY INC
    1 UNIVERSTIY AVE
    ANGOLA,IN467031764     		NONE PC PHYSICAL THERAPY PROGRAM 70,000
    FORT WAYNE PHILHARMONIC ORCHESTRA INC
    4901 FULLER DR
    FORT WAYNE,IN468353277     		NONE PC OPERATING SUPPORT 170,000
    INDIANA INSTITUTE OF TECHNOLOGY
    1600 E WASHINGTON BLVD
    FORT WAYNE,IN468031228     		NONE PC ACADEMIC CENTER CAP CAMP 50,000
    BUTLER UNIVERSITY
    4600 SUNSET AVE
    INDIANAPOLIS,IN462083443     		NONE PC CAP CAMPAIGN 50,000
    GIRL SCOUTS OF NORTHERN INDIANA-MICHIANA
    10008 DUPOUNT CIRCLE DRIVE EAST
    FORT WAYNE,IN468251630     		NONE PC LEADERSHIP EXPERIENCE 60,000
    LUTHERAN SOCIAL SERVICES OF INDIANA
    333 EAST LEWIS STREET
    FORT WAYNE,IN468023126     		NONE PC LSSI WORKS PROGRAM 15,000
    THE SALVATION ARMY
    2901 N CLINTON ST
    FORT WAYNE,IN46805     		NONE PC COMMUNITY YOUTH CENTER 35,000
    TAYLOR UNIVERSITY INC
    236 W READE AVE
    UPLAND,IN469891001     		NONE PC LARITA R BOREN CAMPUS 25,000
    YWCA NORTHEAST INDIANA INC
    5920 DECATUR ROAD
    FORT WAYNE,IN46816     		NONE PC YWCA INCLUSIVE PLAYGROUND 90,000
    YOUNG MENS CHRISTIAN ASSOC
    533 NORTH STREET
    AUBURN,IN46706     		NONE PC COMPLEX CAMP 75,000
    CROSSROAD CHILD & FAMILY SERVICES INC
    2525 LAKE AVE
    FORT WAYNE,IN468055407     		NONE PC OPERATING SUPPORT 50,000
    FORT WAYNE URBAN LEAGUE INC
    2135 SOUTH HANNA STREET
    FORT WAYNE,IN46803     		NONE PC ECONOMIC ENPOWERMENT 25,000
    LEAGUE FOR THE BLIND & DISABLED INC
    5821 S ANTHONY BLVD
    FORT WAYNE,IN468163701     		NONE PC OPERATING SUPPORT 10,000
    YMCA OF GREATER FORT WAYNE
    347 W BERRY ST STE 500
    FORT WAYNE,IN468022241     		NONE PC LEHMAN YMCA CAP CAMP 300,000
    ASSOCIATED CHURCHES OF FORT WAYNE AND
    ALLEN COUNTY INC
    602 E WAYNE ST
    FORT WAYNE,IN468022016     		NONE PC OPERATING SUPPORT 50,000
    TURNSTONE CENTER FOR CHILDREN AND ADULTS
    WITH DISABILITIES
    3320 N CLINTON ST
    FORT WAYNE,IN468051918     		NONE PC VARIOUS PROGRAMS/CAMPS 375,000
    JUNIOR ACHIEVEMENT OF NORTHERN INDIANA
    601 NOBLE DRIVE
    FORT WAYNE,IN468255544     		NONE PC JANI PROGRAMMING/CASTING A 365,000
    PLYMOUTH CONGREGATIONAL CHURCH
    501 WEST BERRY STREET
    FORT WAYNE,IN46802     		NONE PC OPERATING 170,000
    FORT WAYNE MUSEUM OF ART INC
    311 E MAIN ST
    FORT WAYNE,IN468021907     		NONE PC OPERATING SUPPORT 100,000
    EARLY CHILDHOOD ALLIANCE INC
    3320 FAIRFIELD AVE
    FORT WAYNE,IN468071821     		NONE PC CREATING MODEL CENTERS 100,000
    CANCER SERVICES OF NORTHEAST INDIANA
    6316 MUTUAL DR
    FORT WAYNE,IN468254259     		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/PIVOTAL 310,000
    THE ARC OF NORTHEAST INDIANA INC
    4919 COLDWATER ROAD
    FORT WAYNE,IN46825     		NONE PC TECHNOLOGY UPGRADE 45,000
    ALLEN COUNTY-FORT WAYNE HISTORICAL
    SOCIETY INC HISTORY CENTER
    302 EAST BERRY STREET
    FORT WAYNE,IN468022765     		NONE PC OPERATING/EDUCATIONAL 75,000
    YOUTH FOR CHRIST OF NORTHERN INDIANA
    6427 OAKBROOK PARKWAY
    FORT WAYNE,IN468254253     		NONE PC INDIGENOUS LEADERS PROGRAMS 15,000
    THE FORT WAYNE RESCUE MISSION MINISTRIES
    301 W SUPERIOR STREET
    FORT WAYNE,IN468021111     		NONE PC RELOCATION/OPERATING 290,000
    COMMUNITY ACTION OF NORTHEAST INDIANA
    227 E WASHINGTON BOULEVARD
    FORT WAYNE,IN46802     		NONE PC COVERING KIDS/FAMILIES OF 15,000
    NORTHERN INDIANA HISTORICAL SOCIETY
    808 W WASHINGTON ST
    SOUTH BEND,IN466011439     		NONE PC WIEKAMP AUDITORIUM 20,000
    MARTIN LUTHER KING SCHOOL INC
    6001 S ANTHONY BLVD
    FORT WAYNE,IN468163705     		NONE PC OPERATING SUPPORT 20,000
    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 20,000
    BIG BROTHERS BIG SISTERS OF NORTHEAST
    INDIANA
    1005 W RUDISILL BLVD
    FORT WAYNE,IN468071210     		NONE PC YOUTH MENTORING PROGRAMMING 60,000
    AUBURN AUTOMOTIVE HERITAGE INC
    1600 WAYNE ST
    AUBURN,IN467063509     		NONE PC BUILDING MAINTENANCE 100,000
    ARCH INC
    818 LAFAYETTE STREET
    FORT WAYNE,IN46802     		NONE PC COMMUNITY EDUCATION PROGRAM 15,000
    MATTHEW 25 INC
    413 E JEFFERSON BLVD
    FORT WAYNE,IN468023201     		NONE PC OPERATING SUPPORT 25,000
    NORTHEAST INDIANA PUBLIC RADIO INC
    3204 CLAIRMONT COURT
    FORT WAYNE,IN46808     		NONE PC FUTURE CAPITAL 25,000
    EAST WAYNE STREET CENTER INC
    801 EAST WAYNE STREET
    FORT WAYNE,IN46803     		NONE PC OPERATING EXPENSES 30,000
    FORT WAYNE CHILDREN'S CHOIR INC
    IPFW RHINEHART MUSIC CENTER
    FORT WAYNE,IN468051445     		NONE PC MUSIC EDUCATION ASSISTANCE 7,000
    FORT WAYNE HABITAT FOR HUMANITY INC
    2020 E WASHINGTON BLVD
    FORT WAYNE,IN468031368     		NONE PC REBUILD & RESTORE 50,000
    THE LITERACY ALLIANCE
    1005 W RUDISILL BLVD SUITE 307
    FORT WAYNE,IN468022019     		NONE PC ADULT LITERACY PROGRAMS 20,000
    FOUNDATION FOR ART AND MUSIC IN
    ELEMENTARY EDUCATION
    300 E MAIN ST STE 130
    FORT WAYNE,IN468021920     		NONE PC MULTICULTURAL ARTS PROGRAM 5,000
    HEARTLAND SINGS INC
    2402 LAKE AVENUE
    FORT WAYNE,IN46805     		NONE PC 2019 PROGRAMMING 12,500
    BOYS AND GIRLS CLUBS FORT WAYNE
    2609 FAIRFIELD AVE
    FORT WAYNE,IN468071214     		NONE PC THE CAMPAIGN/STEAM ACTION 260,000
    VINCENT VILLAGE INC
    2827 HOLTON AVENUE
    FORT WAYNE,IN46806     		NONE PC TRANSITIONAL SHELTER 20,000
    INDIANA DENTAL ASSOCIATION FOR
    DENTAL HEALTH
    550 W NORTH STREET
    INDIANAPOLIS,IN46202     		NONE PC IN MISSION OF MERCY 2019 10,000
    ALLEN COUNTY EDUCATION PARTNERSHIP DBA
    PROJECT READS
    709 CLAY ST STE 101
    FORT WAYNE,IN468022019     		NONE PC PROJECT READS 60,000
    ERIN'S HOUSE FOR GRIEVING CHILDREN INC
    5670 YMCA PARK DR WEST
    FORT WAYNE,IN468353280     		NONE PC GRIEF SUPPORT SERVICES 20,000
    EUELL WILSON CENTER INC
    1512 OXFORD ST
    FORT WAYNE,IN468063612     		NONE PC HEART PROGRAM 5,000
    ALLEN COUNTY COURTHOUSE PRESERVATION
    TRUST INC
    715 S CALHOUN ST RM 300
    FORT WAYNE,IN468021805     		NONE PC COURTHOUSE INTERIOR ARTS 25,000
    SOARIN HAWK RAPTOR REHABILITATION
    PO BOX 13698
    FORT WAYNE,IN46765     		NONE PC VETERINARY SERVICES 12,500
    GARRETT COMMUNITY CENTER INC
    1200 E HOUSTON STREET
    GARRETT,IN46738     		NONE PC JAM CENTER INFINITY 7,500
    THE POWER HOUSE ALLIANCE INC
    830 MAIN STREET
    NEW HAVEN,IN46774     		NONE PC POWER PLANT 2018-19 5,000
    CHILDREN'S HOPE INC
    7922 W JEFFERSON BLVD
    FORT WAYNE,IN468044140     		NONE PC GENERAL OPERATING SUPPORT 10,000
    INTERFAITH HOSPITALITY NETWORK OF
    GREATER FORT WAYNE INC
    2925 EAST STATE BLVD
    FORT WAYNE,IN46805     		NONE PC TRANSITIONAL NEEDS 10,000
    COMMUNITY TRANSPORTATION NETWORK
    5601 INDUSTRIAL ROAD
    FT WAYNE,IN46825     		NONE PC SPECIALIZED TRANSPORTATION 45,000
    UNITY PERFORMING ARTS FOUNDATION INC
    IPFW RHINEHART MUSIC CENTER
    FORT WAYNE,IN46805     		NONE PC YOUTH CHORAL PROGRAM 100,000
    SUPER SHOT INC
    709 CLAY ST STE 300
    FORT WAYNE,IN468022019     		NONE PC SUPER SHOT PROGRAMS 25,000
    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 CORNERSTONE YOUTH CENTER 10,000
    COME2GO MINISTRIES
    323 W BAKER STREET
    FORT WAYNE,IN468530636     		NONE PC 2019 MINISTRIES 15,000
    MUSTARD SEED FURNITURE BANK OF FORT
    WAYNE INC
    3636 ILLINOIS RD
    FORT WAYNE,IN468042062     		NONE PC HOME FURNISHINGS 7,500
    BLUE JACKET INC
    2826 S CALHOUN ST
    FORT WAYNE,IN468071404     		NONE PC PROGRAM SUPPORT 5,000
    FORT WAYNE CIVIC THEATRE
    303 E MAIN ST
    FORT WAYNE,IN468021907     		NONE PC PROGRAM SUPPORT 75,000
    FORT WAYNE BALLET INC
    300 E MAIN ST
    FORT WAYNE,IN468021919     		NONE PC OPERATING SUPPORT 30,000
    INDIANA UNIVERSITY
    1110 W MICHIGAN LO 506
    INDIANAPOLIS,IN46202     		NONE PC DR CALVIN MARY TOWER 40,000
    INDIANA UNIVERSITY-PURDUE UNIVERSITY
    FORT WAYNE
    2101 E COLISEUM BLVD
    FORT WAYNE,IN46805     		NONE PC OMNIBUS SPEAKER/LECTURE 300,000
    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 125,000
    FORT WAYNE TRAILS INC
    300 E MAIN ST STE 131
    FORT WAYNE,IN468021920     		NONE PC FWT PRIORITY PROJECTS 25,000
    ALLEN COUNTY DRUG AND ALCOHOL
    CONSORTIUM INC
    532 WEST JEFFERSON BLVD
    FORT WAYNE,IN46802     		NONE PC DAC 12,500
    FELLOWSHIP OF CHRISTIAN ATHLETES
    578 GEIGER DRIVE
    ROANOKE,IN46783     		NONE PC INDIANA FCA OPERATIONS 2,500
    HEARCARE CONNECTION INC
    9604 COLDWATER RD STE 109
    FORT WAYNE,IN46825     		NONE PC PROGRAM/OPERATING SUPPORT 10,000
    BRIDGE OF GRACE INC
    5100 GAYWOOD DRIVE
    FT WAYNE,IN46806     		NONE PC MENTAL PROGRAM - MVP 43,000
    CROSSWINDS INC
    4150 ILLINOIS ROAD
    FORT WAYNE,IN46804     		NONE PC COUNSELING SERVICES 25,000
    MENTAL HEALTH AMERICA IN ALLEN COUNTY
    INC
    2200 LAKE AVENUE - SUITE 105
    FORT WAYNE,IN46802     		NONE PC OPERATING SUPPORT 15,000
    WELLSPRING INTERFAITH SOCIAL SERVICE INC
    1316 BROADWAY
    FORT WAYNE,IN468023306     		NONE PC PROGRAMMING SUPPORT 40,000
    SERVICE CORPS OF RETIRED EXECUTIVES ASSO
    2 INTERNATIONAL PLAZE SUITE 500
    NASHVILLE,TN37217     		NONE PC OPERATING/PROGRAMMING 10,000
    AMERICAN RED CROSS OF NORTHEAST INDIANA
    1212 E CALIFORNIA ROAD
    FORT WAYNE,IN46825     		NONE PC OPERATIONS AND 50,000
    NORTHEAST INDIANA FOUNDATION INC
    200 E MAIN ST STE 910
    FORT WAYNE,IN468021915     		NONE PC VISION 2030 35,000
    TEACH OUR CHILDREN FUND INC DBA FORT
    WAYNE CENTER FOR LEARNING
    2510 EAST DUPONT ROAD
    FORT WAYNE,IN46825     		NONE PC OPERATING SUPPORT 5,000
    OUT OF A JAM INC
    3506 STELLHORN ROAD
    FORT WAYNE,IN46815     		NONE PC OUT OF A JAM ESSENTIALS 10,000
    Total .................................bullet 3a 5,927,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 3,139,497  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 7,180,432  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aCOCA-COLA ENTERPRI     		    14 750  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   10,320,679  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    10,320,679
    (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 (2018)
    Form 990-PF (2018)
    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) (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) (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 (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    ENGLISH-BONTER-MITCHELL FDN
    EIN:
    35-6247168
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BONDS 26,867,620 26,370,805

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    ENGLISH-BONTER-MITCHELL FDN
    EIN:
    35-6247168
    Name of Stock End of Year Book Value End of Year Fair Market Value
    STOCKS 42,457,205 51,862,554

    TY 2018 InvestmentsGovtObligationsSch
    Name:
    ENGLISH-BONTER-MITCHELL FDN
    EIN:
    35-6247168
    US Government Securities - End of Year Book Value:

    17,398
    US Government Securities - End of Year Fair Market Value:

    18,686
    State & Local Government Securities - End of Year Book Value:


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


     


    TY 2018 InvestmentsOtherSchedule2
    Name:
    ENGLISH-BONTER-MITCHELL FDN
    EIN:
    35-6247168
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MUTUAL FUNDS - FIXED INCOME AT COST 16,547,816 15,971,186
    MUTUAL FUNDS - EQUITIES AT COST 25,531,615 28,527,890
    MUTUAL FUNDS - ALTERNATIVE AT COST 2,973,744 2,965,921

    TY 2018 OtherAssetsSchedule
    Name:
    ENGLISH-BONTER-MITCHELL FDN
    EIN:
    35-6247168
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    SANTA CLAUS DISPLAY   66,976 348,400


    TY 2018 OtherDecreasesSchedule
    Name:
    ENGLISH-BONTER-MITCHELL FDN
    EIN:
    35-6247168
    Description Amount
    ROUNDING ADJ FOR SALES AND TRANSACTIONS 279
    TAX COST ADJUSTMENTS FOR SECURITIES 59,961
    CY AMORTIZATION CARRIED TO NY 41


    TY 2018 OtherExpensesSchedule
    Name:
    ENGLISH-BONTER-MITCHELL FDN
    EIN:
    35-6247168
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER NON-ALLOCABLE EXPENSE - 48,548 0   48,548
    GRANTMAKING FEES 390,575 0   390,575
    ADR SERVICE FEES 1,223 1,223   0


    TY 2018 OtherIncomeSchedule2
    Name:
    ENGLISH-BONTER-MITCHELL FDN
    EIN:
    35-6247168
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    COCA-COLA ENTERPRISES NTS 750 750  


    TY 2018 OtherIncreasesSchedule
    Name:
    ENGLISH-BONTER-MITCHELL FDN
    EIN:
    35-6247168
    Description Amount
    PY ACCRUED INTEREST CARRIED TO CY 12,235
    PY AMORTIZATION CARRIED TO CY 349


    TY 2018 TaxesSchedule
    Name:
    ENGLISH-BONTER-MITCHELL FDN
    EIN:
    35-6247168
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 16,126 16,126   0
    FEDERAL TAX PAYMENT - PRIOR YE 57,758 0   0
    FEDERAL ESTIMATES - PRINCIPAL 206,300 0   0