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 10-01-2018 , and ending 09-30-2019
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 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$37,238,040J 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... 834,585 834,585  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 917,705
b Gross sales price for all assets on line 6a 11,066,387
7 Capital gain net income (from Part IV, line 2)... 917,705
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 315    
12 Total. Add lines 1 through 11........ 1,752,605 1,752,290  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 226,313 109,656   116,657
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 42,523 3,949   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 55 0 0 55
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 101,120 330   100,790
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 370,011 113,935 0 217,502
25 Contributions, gifts, grants paid....... 1,565,750 1,565,750
26 Total expenses and disbursements. Add lines 24 and 25 1,935,761 113,935 0 1,783,252
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -183,156
b Net investment income (if negative, enter -0-) 1,638,355
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......... 1,028,722 1,032,244 1,032,244
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) 7,235 6,068 6,760
b Investments—corporate stock (attach schedule)....... 10,896,858 10,833,067 15,321,699
c Investments—corporate bonds (attach schedule)....... 5,773,538 5,559,996 5,767,742
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 13,211,708 Click to see attachment13,309,215 15,109,595
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 30,918,061 30,740,590 37,238,040
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........ 30,852,246 30,666,884
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 65,815 73,706
30 Total net assets or fund balances (see instructions)..... 30,918,061 30,740,590
31 Total liabilities and net assets/fund balances (see instructions). 30,918,061 30,740,590
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
30,918,061
2
Enter amount from Part I, line 27a .....................
2
-183,156
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
6,939
4
Add lines 1, 2, and 3 ..........................
4
30,741,844
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,254
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
30,740,590
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 2371. DB X-TRACKERS MSCI JAPAN HDG ETF   2015-05-01 2018-10-02
b 43312. DEUTSCHE X-TRACKERS MSCI EUR ETF     2018-10-02
c 24026.014 DODGE & COX INTERNATIONAL STOCK FUND   2005-09-01 2018-10-02
d 10149.45 HARBOR FD INTL FD     2018-10-02
e 4373. BORG WARNER INC.     2018-10-16
4610. US FOODS HOLDING CORP   2018-06-20 2018-10-16
4.83 FEDERAL NATL MTG ASSN POOL 357275   2002-10-07 2018-10-25
29.64 FEDERAL NATL MTG ASSN POOL 747528   2003-10-10 2018-10-25
3125. APPLIED MATERIALS INC   2016-07-20 2018-10-30
3082. DOWDUPONT INC REV SPLIT 06/03/19     2018-10-30
4.86 FEDERAL NATL MTG ASSN POOL 357275   2002-10-07 2018-10-31
116.22 FEDERAL NATL MTG ASSN POOL 747528   2003-10-10 2018-10-31
6775. FIRST DATA CORP- CLASS A MERGED 07/29/19   2018-08-20 2018-11-06
2904. TEXAS INSTRS INC COM     2018-11-06
1394. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868   2017-04-11 2018-11-13
690. FEDEX CORPORATION   2018-05-22 2018-11-20
1. NU SKIN ENTERPRISES 67018T105   2001-01-01 2018-11-23
4.88 FEDERAL NATL MTG ASSN POOL 357275   2002-10-07 2018-11-30
29.9 FEDERAL NATL MTG ASSN POOL 747528   2003-10-10 2018-11-30
1. STATE STREET CORP857477103   2001-01-01 2018-12-10
3735. SUNCOR ENERGY INC ISIN CA8672241079 SEDOL B3NB1P2   2018-08-27 2018-12-18
1420. UNITED TECHNOLOGIES CORP COM   2018-07-26 2018-12-18
18. ALPHABET INC/CA-CL A   2015-08-05 2018-12-20
129. AMGEN INC     2018-12-20
167. APPLE INC   2017-05-03 2018-12-20
933. ARCHER DANIELS MIDLAND CO   2018-08-20 2018-12-20
65. BIOGEN INC   2016-09-01 2018-12-20
157. BURLINGTON STORES INC     2018-12-20
307. HOME DEPOT INC COM   2012-01-26 2018-12-20
913. ISHARES TIPS BOND ETF     2018-12-20
205. J P MORGAN CHASE & CO COM   2002-11-14 2018-12-20
640. MICROSOFT CORP   2018-09-18 2018-12-20
7153.076 PRUDENTIAL TOTAL RETURN BOND CLASS R6   2015-07-10 2018-12-20
137. S&P GLOBAL INC   2016-05-24 2018-12-20
4098.361 VANGUARD INFLATION PROTECTED SECURITIES FUND ADMIRAL SHS   2016-09-02 2018-12-20
7.67 FEDERAL NATL MTG ASSN POOL 357275   2002-10-07 2018-12-31
143.17 FEDERAL NATL MTG ASSN POOL 747528   2003-10-10 2018-12-31
959. APPLE INC     2019-01-08
2530. CITIGROUP INC   2017-08-10 2019-01-08
1. JPMORGAN CHASE 46625H100   2001-01-01 2019-01-16
4.96 FEDERAL NATL MTG ASSN POOL 357275   2002-10-07 2019-01-31
72.21 FEDERAL NATL MTG ASSN POOL 747528   2003-10-10 2019-01-31
1920. PRICE T ROWE GROUP INC COM   2017-09-13 2019-02-11
2903. TE CONNECTIVITY LTD SEDOL B62B7C3 ISIN CH0102993182     2019-02-11
4577. ARCHER DANIELS MIDLAND CO   2018-08-20 2019-02-21
1730. OCCIDENTAL PETE CORP COM   2018-02-01 2019-02-25
7.02 FEDERAL NATL MTG ASSN POOL 357275   2002-10-07 2019-02-28
141.47 FEDERAL NATL MTG ASSN POOL 747528   2003-10-10 2019-02-28
932. BURLINGTON STORES INC   2016-09-01 2019-03-18
530. WELLCARE HEALTH PLANS, INC. MERGED 1/23/20 @ $120.00 P/S   2018-08-20 2019-03-18
1. PFIZER INC XXX-XX-XXXX   2001-01-01 2019-03-20
1. BANK OF AMERICA XXX-XX-XXXX   2001-01-01 2019-03-28
5.02 FEDERAL NATL MTG ASSN POOL 357275   2002-10-07 2019-03-31
28.6 FEDERAL NATL MTG ASSN POOL 747528   2003-10-10 2019-03-31
105. BOEING CO   2019-03-18 2019-04-15
662. BOEING CO   2017-10-31 2019-04-15
1430. EASTMAN CHEM CO   2018-04-05 2019-04-15
2647. BANK NEW YORK MELLON CORP COM   2016-05-03 2019-04-29
704. BIOGEN INC     2019-04-29
965. CHEVRON CORPORATION     2019-04-29
1730. MCCORMICK & CO INC COM NON VTG     2019-04-29
4337. MORGAN STANLEY   2016-10-25 2019-04-29
890. RAYTHEON COMPANY   2016-02-02 2019-04-29
5.05 FEDERAL NATL MTG ASSN POOL 357275   2002-10-07 2019-04-30
84.55 FEDERAL NATL MTG ASSN POOL 747528   2003-10-10 2019-04-30
17493.857 PNC INTERNATIONAL EQUITY-R6 MERGED 11/15/19     2019-05-22
2391. KOHLS CORP COM   2018-04-06 2019-05-29
5.08 FEDERAL NATL MTG ASSN POOL 357275   2002-10-07 2019-05-31
160.3 FEDERAL NATL MTG ASSN POOL 747528   2003-10-10 2019-05-31
25. ALPHABET INC/CA-CL A   2015-08-05 2019-06-17
121. ALPHABET INC/CA-CL A     2019-06-17
2770. CENTENE CORP   2018-05-02 2019-06-17
1860. DUKE ENERGY HOLDING CORP   2018-12-18 2019-06-17
5.25 FEDERAL NATL MTG ASSN POOL 357275   2002-10-07 2019-06-30
29.49 FEDERAL NATL MTG ASSN POOL 747528   2003-10-10 2019-06-30
2885. WASTE MANAGEMENT INC     2019-07-02
2895. INTEL CORP   2018-11-06 2019-07-16
3493. INTEL CORP   2016-09-01 2019-07-16
1180. M&T BK CORP     2019-07-29
5.14 FEDERAL NATL MTG ASSN POOL 357275   2002-10-07 2019-07-31
187.87 FEDERAL NATL MTG ASSN POOL 747528   2003-10-10 2019-07-31
996. INTERNATIONAL FLAVORS & FRAGRANCES INC   2019-04-29 2019-08-15
500. LOCKHEED MARTIN CORP   2019-07-02 2019-08-15
534. NORFOLK SOUTHN CORP COM   2018-11-20 2019-08-15
1721. PFIZER INC COM   2017-11-14 2019-08-15
1545. AMPHENOL CORP NEW CL A   2018-11-06 2019-08-26
2684. CBRE GROUP INC   2018-02-27 2019-08-26
369. HOME DEPOT INC COM   2012-01-26 2019-08-26
278. MCDONALDS CORP COM   2017-06-21 2019-08-26
826. NORFOLK SOUTHN CORP COM     2019-08-26
5.16 FEDERAL NATL MTG ASSN POOL 357275   2002-10-07 2019-08-31
88.12 FEDERAL NATL MTG ASSN POOL 747528   2003-10-10 2019-08-31
200000. ASTRAZENECA PLC ISIN US046353AF58 SEDOL B88X1V4   2013-09-19 2019-09-18
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 105,784   101,367 4,417
b 1,233,951   1,190,181 43,770
c 1,038,164   804,871 233,293
d 647,230   574,595 72,635
e 166,378   204,587 -38,209
132,315   174,599 -42,284
5   5  
30   29 1
97,397   83,703 13,694
160,324   159,939 385
5   5  
116   115 1
125,412   169,118 -43,706
280,309   160,736 119,573
148,417   132,596 15,821
152,776   176,087 -23,311
3,011   25 2,986
5   5  
30   30  
16     16
108,031   156,269 -48,238
165,009   193,164 -28,155
18,562   12,186 6,376
24,006   15,132 8,874
26,536   24,586 1,950
38,549   47,516 -8,967
19,208   18,254 954
24,520   14,379 10,141
50,876   13,812 37,064
99,682   104,694 -5,012
20,010   4,482 15,528
64,849   72,617 -7,768
100,000   101,283 -1,283
22,764   15,260 7,504
100,000   110,123 -10,123
8   8  
143   142 1
144,826   99,231 45,595
139,265   172,240 -32,975
102     102
5   5  
72   71 1
177,738   162,017 15,721
232,344   229,251 3,093
193,471   233,099 -39,628
114,042   131,050 -17,008
7   7  
141   140 1
134,139   76,996 57,143
129,045   157,431 -28,386
1,265   25 1,240
1,013   25 988
5   5  
29   28 1
39,606   38,841 765
249,708   171,154 78,554
120,194   150,428 -30,234
131,680   104,676 27,004
162,087   193,549 -31,462
113,502   121,273 -7,771
264,941   212,882 52,059
210,518   144,769 65,749
156,477   110,466 46,011
5   5  
85   84 1
398,685   354,598 44,087
119,675   155,628 -35,953
5   5  
160   159 1
27,399   16,925 10,474
132,611   142,638 -10,027
151,452   159,859 -8,407
163,266   164,957 -1,691
5   5  
29   29  
333,917   241,728 92,189
142,336   137,818 4,518
171,738   125,630 46,108
193,160   183,210 9,950
5   5  
188   186 2
111,700   136,866 -25,166
184,814   182,894 1,920
90,968   87,629 3,339
58,805   60,918 -2,113
131,243   139,759 -8,516
132,019   126,618 5,401
80,210   16,601 63,609
60,044   42,793 17,251
141,388   129,436 11,952
5   5  
88   87 1
200,000   195,448 4,552
      149,732
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       4,417
b       43,770
c       233,293
d       72,635
e       -38,209
      -42,284
       
      1
      13,694
      385
       
      1
      -43,706
      119,573
      15,821
      -23,311
      2,986
       
       
      16
      -48,238
      -28,155
      6,376
      8,874
      1,950
      -8,967
      954
      10,141
      37,064
      -5,012
      15,528
      -7,768
      -1,283
      7,504
      -10,123
       
      1
      45,595
      -32,975
      102
       
      1
      15,721
      3,093
      -39,628
      -17,008
       
      1
      57,143
      -28,386
      1,240
      988
       
      1
      765
      78,554
      -30,234
      27,004
      -31,462
      -7,771
      52,059
      65,749
      46,011
       
      1
      44,087
      -35,953
       
      1
      10,474
      -10,027
      -8,407
      -1,691
       
       
      92,189
      4,518
      46,108
      9,950
       
      2
      -25,166
      1,920
      3,339
      -2,113
      -8,516
      5,401
      63,609
      17,251
      11,952
       
      1
      4,552
       
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 2 917,705
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 1,745,283 36,854,050 0.047357
2016 1,619,640 34,475,028 0.04698
2015 1,669,207 33,201,797 0.050275
2014 1,563,844 34,937,848 0.044761
2013 1,673,392 33,760,410 0.049567
2
Total of line 1, column (d) .....................
2
0.23894
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
0.047788
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
35,567,627
5
Multiply line 4 by line 3......................
5
1,699,706
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
16,384
7
Add lines 5 and 6........................
7
1,716,090
8
Enter qualifying distributions from Part XII, line 4,.............
8
1,783,252
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 16,384
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 16,384
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 16,384
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 27,100
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 27,100
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 10,716
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet8,192 RefundedBullet 11 2,524
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) 768-9969

    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
    JANET C CHRZAN DISTRIBUTION COMMITTEE MEM
    1     		1,500    
    3734 SHINNECOCK COURT
    FORT WAYNE,IN46814
    JUDGE WILLIAM LEE DISTRIBUTION COMMITTEE MEM
    1     		1,000    
    1607 DODGE AVENUE
    FORT WAYNE,IN46805
    PNC BANK NA TRUSTEE
    42     		219,313    
    PO BOX 94651
    CLEVELAND,OH441014651
    THOMAS M SHOAFF DISTRIBUTION COMMITTEE MEM
    1     		1,500    
    111 E WAYNE STE 800
    FORT WAYNE,IN46802
    THOMAS QUIRK DISTRIBUTION COMMITTEE MEM
    1     		1,000    
    7130 BLUE CREEK DR
    FORT WAYNE,IN46804
    MICHAEL EIKENBERRY DISTRIBUTION COMMITTEE MEM
    1     		1,500    
    15120 HERON LAKE CROSSING
    FORT WAYNE,IN46845
    JOHN MCMILLEN DISTRIBUTION COMMITTEE MEMBER
    1     		500    
    7345 E TANGLEWOOD RD -92
    ROANOKE,IN46783
    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
    36,109,266
    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
    36,109,266
    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
    36,109,266
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    541,639
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    35,567,627
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,778,381
    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
    1,778,381
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    16,384
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    16,384
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,761,997
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,761,997
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    1,761,997
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    1,783,252
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,783,252
    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
    16,384
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,766,868
    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 1,761,997
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 1,556,536
    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$ 1,783,252
    a Applied to 2017, but not more than line 2a 1,556,536
    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..... 226,716
    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 ..........     		1,535,281
    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:
    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 (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
    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 40,000
    EMBASSY THEATRE FOUNDATION INC
    125 WEST JEFFERSON BLVD
    FORT WAYNE,IN46802     		NONE PC GENERAL 50,000
    FORT WAYNE PARK FOUNDATION INC
    PO BOX 13201
    FORT WAYNE,IN46867     		NONE PC SHOWCASE GARDEN EXHIBITS 4,500
    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
    EAST ALLEN FAMILY RESOURCE CENTE
    610 PROFESSIONAL PARK DRIVE SUITE A
    FORT WAYNE,IN46774     		NONE PC GENERAL SUPPORT 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
    INDIANA DENTAL ASSOCIATION FOUND
    550 W NORTH ST STE 300
    INDIANAPOLIS,IN46202     		NONE PC GENERAL SUPPORT 5,000
    FORT WAYNE PHILHARMONIC ORCHESTRA INC
    4901 FULLER DR
    FORT WAYNE,IN468353277     		NONE PC OPERATING SUPPORT 20,000
    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 20,000
    YWCA NORTHEAST INDIANA INC
    1610 SPY RUN AVE
    FORT WAYNE,IN468054033     		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
    MARKLE HISTORICAL SOCIETY
    450 W OHIO ST
    INDIANAPOLIS,IN46202     		NONE PC GENERAL SUPPORT 8,000
    UNIVERSITY OF SAINT FRANCIS
    2701 SPRING ST
    FORT WAYNE,IN468083939     		NONE PC USF DOWNTOWN CAMPUS CAP 50,000
    YMCA OF GREATER FORT WAYNE
    347 W BERRY ST STE 500
    FORT WAYNE,IN468022241     		NONE PC JACKSON R LEHMAN YMCA 70,000
    ASSOCIATED CHURCHES OF FORT WAYNE AND
    ALLEN COUNTY INC
    602 E WAYNE ST
    FORT WAYNE,IN468022016     		NONE PC OPERATING SUPPORT 35,000
    TURNSTONE CENTER FOR CHILDREN AND ADULTS
    WITH DISABILITIES
    3320 N CLINTON ST
    FORT WAYNE,IN468051918     		NONE PC CAPITAL CAMPAIGN/CORE 75,000
    JUNIOR ACHIEVEMENT OF NORTHERN INDIANA
    601 NOBLE DR
    FORT WAYNE,IN468255544     		NONE PC BUILDING CAPITAL 80,000
    FORT WAYNE MUSEUM OF ART INC
    311 E MAIN ST
    FORT WAYNE,IN468021907     		NONE PC EXHIBITION PROGRAM 35,000
    EARLY CHILDHOOD ALLIANCE INC
    3800 ANTHONY BLVD CC1220
    FT WAYNE,IN46805     		NONE PC GENERAL SUPPORT 10,000
    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 5,500
    THE FORT WAYNE RESCUE MISSION MINISTRIES
    301 W SUPERIOR ST
    FT WAYNE,IN46802     		NONE PC GENERAL SUPPORT 7,500
    PARK CENTER INC
    909 E STATE BLVD
    FORT WAYNE,IN46805     		NONE PC GENERAL SUPPORT 50,000
    MARTIN LUTHER KING SCHOOL INC
    6001 S ANTHONY BLVD
    FORT WAYNE,IN468163705     		NONE PC OPERATING SUPPORT FOR 6,000
    HAROLD W MCMILLEN CENTER FOR HEA
    600 JIM KELLEY BLVD
    FORT WAYNE,IN46816     		NONE PC GENERAL SUPPORT 7,500
    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 GENERAL SUPPORT 3,500
    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
    FORT WAYNE HABITAT FOR HUMANITY
    2020 E WASHINGTON BLVD SUITE 500
    FT WAYNE,IN46803     		NONE PC GENERAL SUPPORT 25,000
    FOUNDATION FOR ART AND MUSIC IN
    ELEMENTARY EDUCATION
    300 E MAIN ST STE 130
    FORT WAYNE,IN468021920     		NONE PC MULTICULTURAL ARTS PROGRAM 5,000
    BOYS AND GIRLS CLUBS FORT WAYNE
    2609 FAIRFIELD AVE
    FORT WAYNE,IN468071214     		NONE PC PROJECT LEARN 65,000
    ALLEN COUNTY EDUCATION PARTNERSHIP DBA
    PROJECT READS
    709 CLAY ST STE 101
    FORT WAYNE,IN468022019     		NONE PC PROJECT READS PROGRAM 7,500
    FRIENDS OF METEA
    16015 BAYVIEW BLVD
    GRABILL,IN46741     		NONE PC GENERAL SUPPORT 5,000
    ERIN'S HOUSE FOR GRIEVING CHILDREN INC
    5670 YMCA PARK DR WEST
    FORT WAYNE,IN468353280     		NONE PC GRIEF SUPPORT PROGRAMS 10,000
    EUELL A WILSON CENTER INC
    1512 OXFORD ST
    FORT WAYNE,IN46806     		NONE PC GENERAL SUPPORT 5,000
    STUDY CONNECTION
    1200 S CLINTON ST
    FORT WAYNE,IN468023594     		NONE PC OPERATING SUPPORT 10,000
    SOARIN HAWK RAPTOR REHABILITATION
    PO BOX 13698
    FORT WAYNE,IN46865     		NONE PC GENERAL SUPPORT 10,000
    CHRISTIAN COMMUNITY HEALTH CARE
    13410 MAIN STREET PO BOX 128
    GABRILL,IN46741     		NONE PC GENERAL SUPPORT 4,000
    THE POWER HOUSE ALLIANCE INC
    830 MAIN ST
    NEW HAVEN,IN467741448     		NONE PC POWER PLANT PROGRAM 10,000
    CHILDREN'S HOPE INC
    7922 W JEFFERSON BLVD
    FORT WAYNE,IN468044140     		NONE PC OUTDOOR HOPE AND RESPITE 10,000
    INTERFAITH HOSPITALITY NETWORK
    2925 EAST STATE BLVD
    FORT WAYNE,IN46805     		NONE PC GENERAL SUPPORT 10,000
    BOYS & GIRLS CLUB OF HUNTINGTON
    PO BOX 673
    HUNTINGTON,IN46750     		NONE PC GENERAL SUPPORT 13,750
    NORTHEAST INDIANA INNOVATION CENTER
    3201 STELLHORN ROAD
    FORT WAYNE,IN46815     		NONE PC STUDENT ENTREPRENEURSHIP 20,000
    COMMUNITY TRANSPORTATION NETWORK
    5601 INDUSTRIAL ROAD
    FORT WAYNE,IN46825     		NONE PC GENERAL SUPPORT 50,000
    UNITY PERFORMING ARTS FOUNDATION INC
    IPFW RHINEHART MUSIC CENTER
    FORT WAYNE,IN46805     		NONE PC EXPRESSION CREATIVE WRITING 7,500
    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
    VOLUNTEER LAWYER PROGRAM OF
    NORTHERN INDIANA
    618 SE RIVERSIDE DR APT C
    EVANSVILLE,IN47713     		NONE PC GENERAL SUPPORT 20,000
    THE SOUTHEAST YOUTH COUNCIL INC
    PO BOX 236 19819 MONROEVILLE ROAD
    MONROEVILLE,IN46773     		NONE PC GENERAL SUPPORT 12,000
    MUSTARD SEED FURNITURE BANK OF FORT
    WAYNE INC
    3636 ILLINOIS RD
    FORT WAYNE,IN468042062     		NONE PC OPERATING SUPPORT 2,500
    BLUE JACKET INC
    2826 S CALHOUN ST
    FORT WAYNE,IN468071404     		NONE PC CAREER ACADEMY PROGRAM 7,500
    FORT WAYNE CIVIC THEATRE
    303 E MAIN ST
    FORT WAYNE,IN468021907     		NONE PC IN THE WINGS 5,000
    PURDUE UNIVERSITY
    403 WEST WOOD STREET
    FORT WAYNE,IN47907     		NONE PC GENERAL SUPPORT 70,000
    PASSAGES INC
    301 W VAN BUREN ST STE 20
    COLUMBIA CITY,IN46725     		NONE PC GENERAL SUPPORT 1,500
    FORT WAYNE BALLET INC
    300 E MAIN ST
    FORT WAYNE,IN468021919     		NONE PC IN-THEATRE EDUCATIONAL 8,000
    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 75,000
    AMANI FAMILY SERVICES
    5104 N CLINTON ST
    FORT WAYNE,IN46825     		NONE PC GENERAL SUPPORT 20,000
    FORT WAYNE TRAILS INC
    300 E MAIN ST STE 131
    FORT WAYNE,IN468021920     		NONE PC FWT PRIORITY PROJECTS 10,000
    HEARCARE CONNECTION INC
    9604 COLDWATER RD STE 109
    FORT WAYNE,IN46825     		NONE PC SLIDING FEE SCALE 5,000
    CROSSWINDS INC
    4150 ILLINOIS RD
    FORT WAYNE,IN46804     		NONE PC GENERAL SUPPORT 5,000
    YOUNG LEADERS OF NE INDIANA FOUNDATION
    PO BOX 10774
    FORT WAYNE,IN46853     		NONE PC GENERAL SUPPORT 2,500
    WELLSPRING INTERFAITH SOCIAL SERVICES
    INC
    1316 BROADWAY
    FORT WAYNE,IN468023306     		NONE PC PROGRAM SUPPORT 15,000
    SERVICE CORPS OF RETIRED EXECUTIVES
    409 3RD ST SW 6TH FL
    WASHINGTON,DC20024     		NONE PC GENERAL SUPPORT 1,500
    NEIGHBORLINK FORT WAYNE FOUNDATI
    2826 S CALHOUN ST
    FORT WAYNE,IN46807     		NONE PC GENERAL SUPPORT 1,000
    AMERICAN NATIONAL RED CROSS
    431 18TH ST NW
    WASHINGTON,DC20006     		NONE PC GENERAL SUPPORT 50,000
    NORTHEAST INDIANA FOUNDATION INC
    200 E MAIN ST STE 910
    FORT WAYNE,IN46802     		NONE PC GENERAL 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 2,500
    Total .................................bullet 3a 1,565,750
    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....     14 834,585  
    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 ............     		    18 917,705  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aCROWN CASTLE INTL     		    14 315  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   1,752,605  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,752,605
    (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 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 5,426,143 5,526,220
    MUTUAL FUNDS - EQUITY AT COST 6,880,676 8,488,074
    MUTUAL FUNDS - ALTERNATIVE AT COST 1,002,396 1,095,301

    TY 2018 OtherDecreasesSchedule
    Name:
    EDWARD M WILSON FOUNDATION
    EIN:
    31-0976337
    Description Amount
    ADJUSTMENTS FOR COST BASIS AND ROUNDING 1,254


    TY 2018 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
    OTHER NON-ALLOCABLE EXPENSE - 128 0   128
    OTHER NON-ALLOCABLE EXPENSE - 272 0   272
    GRANTMAKING FEES 100,390 0   100,390
    ADR SERVICE FEES 330 330   0


    TY 2018 OtherIncomeSchedule2
    Name:
    EDWARD M WILSON FOUNDATION
    EIN:
    31-0976337
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    CROWN CASTLE INTL CORP 315 0  


    TY 2018 OtherIncreasesSchedule
    Name:
    EDWARD M WILSON FOUNDATION
    EIN:
    31-0976337
    Description Amount
    PY ACCRUED INTEREST CARRIED TO CY 6,939


    TY 2018 TaxesSchedule
    Name:
    EDWARD M WILSON FOUNDATION
    EIN:
    31-0976337
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 1,326 1,326   0
    FEDERAL TAX PAYMENT - PRIOR YE 4,274 0   0
    FEDERAL ESTIMATES - PRINCIPAL 34,300 0   0
    FOREIGN TAXES ON QUALIFIED FOR 2,186 2,186   0
    FOREIGN TAXES ON NONQUALIFIED 437 437   0