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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
DON & VIRGINIA WOLF CHARITABLE FDN
 
Number and street (or P.O. box number if mail is not delivered to street address)12305 SCHWARTZ ROAD
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
GRABILL, IN46741
A Employer identification number

35-1799317
B Telephone number (see instructions)

(412) 807-6328
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$2,605,426
J 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... 46,037 45,491  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 173,627
b Gross sales price for all assets on line 6a 719,539
7 Capital gain net income (from Part IV, line 2)... 173,627
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 219,664 219,118  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
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).... 11,797 11,797   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 2,066 1,518   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)....... 10 10    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 13,873 13,325 0 0
25 Contributions, gifts, grants paid....... 96,869 96,869
26 Total expenses and disbursements. Add lines 24 and 25 110,742 13,325 0 96,869
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 108,922
b Net investment income (if negative, enter -0-) 205,793
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. 55,741 -16,126 16,126
2 Savings and temporary cash investments......... 77,721 93,503 93,503
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)      
b Investments—corporate stock (attach schedule)....... 829,268 Click to see attachment646,079 1,049,488
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 792,142 Click to see attachment1,138,818 1,446,309
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) 1,754,872 1,862,274 2,605,426
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 FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,686,625 1,862,274
27 Paid-in or capital surplus, or land, bldg., and equipment fund 55,741  
28 Retained earnings, accumulated income, endowment, or other funds 12,506  
29 Total net assets or fund balances (see instructions)..... 1,754,872 1,862,274
30 Total liabilities and net assets/fund balances (see instructions). 1,754,872 1,862,274
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,754,872
2
Enter amount from Part I, line 27a .....................
2
108,922
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
3
4
Add lines 1, 2, and 3 ..........................
4
1,863,797
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,523
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,862,274
Form 990-PF (2020)
Form 990-PF (2020)
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 165. BERRY GLOBAL GROUP INC   2019-04-15 2020-01-03
b 92. CHEVRON CORPORATION   2018-06-20 2020-01-21
c 210. PROGRESSIVE CORP OHIO   2019-02-11 2020-01-21
d 12. AIR PRODUCTS & CHEMICALS INC   2019-08-15 2020-02-07
e 6. ALPHABET INC/CA-CL A   2015-08-05 2020-02-07
6. AMAZON.COM INC   2019-04-29 2020-02-07
64. AMERICAN WATER WORKS CO INC   2016-02-10 2020-02-07
34. AMGEN INC   2013-12-31 2020-02-07
100. APPLE INC   2010-02-10 2020-02-07
46. AUTOMATIC DATA PROCESSING INC   2018-05-29 2020-02-07
215. BP PLC SPONSORED ADR   2019-02-25 2020-02-07
52. BAXTER INTERNATIONAL INC   2018-01-12 2020-02-07
73. BOOZ ALLEN HAMILTON HOLDING   2019-04-29 2020-02-07
68. BRISTOL MYERS SQUIBB CO   2018-09-18 2020-02-07
16. BROADCOM INC   2019-02-11 2020-02-07
13. BURLINGTON STORES INC   2016-09-01 2020-02-07
55. CBRE GROUP INC   2018-02-27 2020-02-07
44. CHURCH & DWIGHT INC   2019-04-29 2020-02-07
308. CISCO SYS INC COM     2020-02-07
47. CITIGROUP INC   2020-01-21 2020-02-07
188. COMCAST CORPORATION CL A     2020-02-07
56. CONOCOPHILLIPS   2017-11-08 2020-02-07
15. COSTCO WHSL CORP NEW COM   2019-03-18 2020-02-07
4. COSTCO WHSL CORP NEW COM   2018-08-01 2020-02-07
20. CROWN CASTLE INTL CORP   2019-08-26 2020-02-07
105. DANAHER CORP   2018-06-20 2020-02-07
151. DISCOVER FINANCIAL W/I   2019-07-29 2020-02-07
31. DOLLAR GENERAL CORP   2018-11-13 2020-02-07
93. FMC CORPORATION NEW   2019-11-06 2020-02-07
31. FACEBOOK INC   2016-03-03 2020-02-07
21. HOME DEPOT INC COM   2014-01-08 2020-02-07
360. ISHARES TR RUSSELL 2000   2006-02-03 2020-02-07
300. ISHARES CORE MSCI EAFE ETF ETF   2019-10-29 2020-02-07
114. J P MORGAN CHASE & CO COM     2020-02-07
24. LAUDER ESTEE COS INC CL A     2020-02-07
48. LILLY ELI & CO   2018-07-26 2020-02-07
46. LOCKHEED MARTIN CORP   2019-07-02 2020-02-07
12. MCDONALDS CORP COM   2017-06-21 2020-02-07
27. MICROSOFT CORP   2019-07-16 2020-02-07
100. MICROSOFT CORP     2020-02-07
13. NORTHROP GRUMMAN CORPORATION   2015-07-21 2020-02-07
30. OMNICOM GROUP INC   2019-06-17 2020-02-07
243. PFIZER INC COM   2017-11-14 2020-02-07
33. PROCTER & GAMBLE CO     2020-02-07
21. QUEST DIAGNOSTICS INC   2019-06-17 2020-02-07
36. S&P GLOBAL INC   2016-05-24 2020-02-07
24. SEMPRA ENERGY   2019-06-17 2020-02-07
13. STRYKER CORP   2019-08-15 2020-02-07
69. T-MOBILE US INC   2017-05-03 2020-02-07
29. TARGET CORP   2019-08-26 2020-02-07
11. TELEDYNE TECHNOLOGIES INC   2019-11-13 2020-02-07
29. TEXAS INSTRS INC COM   2019-10-01 2020-02-07
86. TOTAL FINA S A     2020-02-07
72. TRANSUNION   2019-10-08 2020-02-07
120. TRUIST FINANCIAL CORP   2016-06-29 2020-02-07
21. UNITEDHEALTH GROUP INC COM     2020-02-07
41. VISA INC CLASS A SHARES   2013-02-14 2020-02-07
50. WEC ENERGY GROUP INC   2011-05-19 2020-02-07
72. INGERSOLL-RAND PLC EXCHANGE 3/02/2020   2019-04-15 2020-02-07
23. AMGEN INC   2013-12-31 2020-02-19
23. LAUDER ESTEE COS INC CL A   2019-02-21 2020-02-19
30. PROCTER & GAMBLE CO   2019-02-21 2020-02-19
126. T-MOBILE US INC   2017-05-03 2020-02-19
16. UNITEDHEALTH GROUP INC COM   2016-10-28 2020-02-19
1. ALLERGAN INC XXX-XX-XXXX   2001-01-01 2020-02-20
.123 INGERSOLL RAND INC   2019-04-15 2020-03-11
61. SEMPRA ENERGY   2019-06-17 2020-03-20
43. LAUDER ESTEE COS INC CL A   2019-02-21 2020-04-06
1385. SCHWAB US REIT ETF   2020-02-07 2020-04-23
67. TEXAS INSTRS INC COM   2019-10-01 2020-04-28
158. CBRE GROUP INC   2018-02-27 2020-05-05
53. AUTOMATIC DATA PROCESSING INC   2018-05-29 2020-07-01
45. BURLINGTON STORES INC   2016-09-01 2020-07-01
51. BOOZ ALLEN HAMILTON HOLDING   2019-04-29 2020-07-13
10. ACCENTURE PLC CLASS A SEDOL B4BNMY3   2019-07-16 2020-07-13
117. BAXTER INTERNATIONAL INC   2018-01-12 2020-08-12
315. CITIZENS FINANCIAL GROUP   2016-11-16 2020-08-12
44. MCDONALDS CORP COM   2017-06-21 2020-08-21
72. EVERSOURCE ENERGY   2020-03-20 2020-09-08
139. CVS CAREMARK CORP   2020-02-07 2020-09-28
144. CONOCOPHILLIPS   2017-11-08 2020-11-25
121. CHURCH & DWIGHT INC   2019-04-29 2020-12-15
110. CIENA CORP     2020-12-15
130. INTEL CORP   2020-04-28 2020-12-15
58. CROWN CASTLE INTL CORP   2019-08-26 2020-12-24
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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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 7,669   9,667 -1,998
b 10,465   11,553 -1,088
c 16,081   14,467 1,614
d 3,010   2,695 315
e 8,877   4,064 4,813
12,556   11,653 903
8,665   4,224 4,441
7,775   3,901 3,874
32,313   2,785 29,528
8,261   5,952 2,309
7,834   9,159 -1,325
4,791   3,559 1,232
5,697   4,271 1,426
4,486   4,183 303
5,059   4,389 670
2,962   1,073 1,889
3,520   2,595 925
3,266   3,248 18
14,825   6,365 8,460
3,712   3,794 -82
8,396   6,467 1,929
3,264   3,009 255
4,686   3,531 1,155
1,250   875 375
3,015   2,936 79
17,069   10,488 6,581
11,394   13,879 -2,485
4,809   3,574 1,235
9,718   9,054 664
6,585   3,417 3,168
5,000   1,717 3,283
59,615   25,902 33,713
19,464   18,941 523
15,680   4,159 11,521
5,015   3,878 1,137
7,009   4,581 2,428
20,209   16,826 3,383
2,542   1,848 694
5,004   3,710 1,294
18,533   11,345 7,188
4,724   2,167 2,557
2,270   2,405 -135
9,273   8,601 672
4,184   3,335 849
2,342   2,144 198
10,675   4,012 6,663
3,813   3,317 496
2,812   2,791 21
5,834   4,495 1,339
3,340   3,040 300
4,185   3,784 401
3,767   3,723 44
4,259   4,218 41
6,832   5,744 1,088
6,489   3,659 2,830
6,087   3,245 2,842
8,340   1,598 6,742
5,006   1,580 3,426
10,324   8,217 2,107
5,135   2,639 2,496
4,868   3,596 1,272
3,767   2,983 784
12,660   8,209 4,451
4,885   2,239 2,646
119   25 94
3   4 -1
6,044   8,431 -2,387
6,817   6,723 94
46,252   65,010 -18,758
7,912   8,602 -690
6,383   7,454 -1,071
7,920   6,858 1,062
8,902   3,716 5,186
3,694   2,984 710
2,171   1,940 231
9,685   8,007 1,678
8,346   9,602 -1,256
9,235   6,775 2,460
6,133   5,581 552
8,002   9,989 -1,987
6,373   7,738 -1,365
10,448   8,931 1,517
5,321   5,848 -527
6,626   7,803 -1,177
8,887   8,416 471
      8,314
      8,314
      8,314
      8,314
      8,314
      8,314
      8,314
      8,314
      8,314
      8,314
      8,314
      8,314
      8,314
      8,314
      8,314
      8,314
      8,314
      8,314
      8,314
      8,314
      8,314
      8,314
      8,314
      8,314
      8,314
      8,314
      8,314
      8,314
      8,314
      8,314
      8,314
      8,314
      8,314
      8,314
      8,314
      8,314
      8,314
      8,314
      8,314
      8,314
      8,314
      8,314
      8,314
      8,314
      8,314
      8,314
      8,314
      8,314
      8,314
      8,314
      8,314
      8,314
      8,314
      8,314
      8,314
      8,314
      8,314
      8,314
      8,314
      8,314
      8,314
      8,314
      8,314
      8,314
      8,314
      8,314
      8,314
      8,314
      8,314
      8,314
      8,314
      8,314
      8,314
      8,314
      8,314
      8,314
      8,314
      8,314
      8,314
      8,314
      8,314
      8,314
      8,314
      8,314
      8,314
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       -1,998
b       -1,088
c       1,614
d       315
e       4,813
      903
      4,441
      3,874
      29,528
      2,309
      -1,325
      1,232
      1,426
      303
      670
      1,889
      925
      18
      8,460
      -82
      1,929
      255
      1,155
      375
      79
      6,581
      -2,485
      1,235
      664
      3,168
      3,283
      33,713
      523
      11,521
      1,137
      2,428
      3,383
      694
      1,294
      7,188
      2,557
      -135
      672
      849
      198
      6,663
      496
      21
      1,339
      300
      401
      44
      41
      1,088
      2,830
      2,842
      6,742
      3,426
      2,107
      2,496
      1,272
      784
      4,451
      2,646
      94
      -1
      -2,387
      94
      -18,758
      -690
      -1,071
      1,062
      5,186
      710
      231
      1,678
      -1,256
      2,460
      552
      -1,987
      -1,365
      1,517
      -527
      -1,177
      471
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 173,627
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved
(b)
Reserved
(c)
Reserved
(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 2,861
c All other domestic foundations enter 1.39% 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 2,861
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 2,861
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 1,098
b Exempt foreign organizations—tax withheld at source...... 6b 0
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 1,098
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 1,763
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet0 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 the instructions
for the 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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 addressbullet  
    14
    The books are in care ofbulletPNC BANK NA Telephone no.bullet (412) 762-9161

    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 2020, 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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    VIRGINIA WOLF PRESIDENT
    5
    0    
    11781 AUTUMN TREE DR
    FORT WAYNE,IN46845
    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 (2020)
    Form 990-PF (2020)
    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 (2020)
    Form 990-PF (2020)
    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
    2,272,987
    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
    2,272,987
    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
    2,272,987
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    34,095
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,238,892
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    111,945
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    111,945
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    2,861
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,861
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    109,084
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    109,084
    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
    109,084
    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
    96,869
    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
    96,869
    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
    96,869
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2019
    (c)
    2019
    (d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 109,084
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 96,869
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 0
    b From 2016...... 0
    c From 2017...... 0
    d From 2018...... 0
    e From 2019...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 96,869
    a Applied to 2019, but not more than line 2a 96,869
    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 2020 distributable amount..... 0
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    109,084
    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 2015 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 0
    c Excess from 2018.... 0
    d Excess from 2019.... 0
    e Excess from 2020.... 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    PURDUE FORT WAYNE UNIVERSITY
    2101 E COLISEUM BLVD
    FORT WAYNE,IN46805
    NONE PC GENERAL SUPPORT 2,500
    PBS 39 FORT WAYNE
    2501 E COLISEUM BLVD
    FORT WAYNE,IN46805
    NONE PC GENERAL SUPPORT 2,000
    MATTHEW 25 HEALTH & DENTAL CLINIC
    413 E JEFFERSON BLVD
    FORT WAYNE,IN46802
    NONE PC GENERAL SUPPORT 3,500
    WOODOURN CHRISTIAN CHILDREN'S
    HOME
    24902 NORTHERN ROAD
    WOODOURN,TN46797
    NONE PC GENERAL SUPPORT 3,500
    LUTHERAN SOCIAL SERVICES
    333 E LEWIS STREET
    FORT WAYNE,IN46802
    NONE PC GENERAL SUPPORT 1,500
    THE LITERACY ALLIANCE
    1005 W RUDISILL BLVD
    FORT WAYNE,IN46807
    NONE PC GENERAL SUPPORT 1,000
    COMMUNITY HARVEST FOOD BANK
    999 E TILLMAN ROAD
    FORT WAYNE,IN46816
    NONE PC GENERAL SUPPORT 4,500
    CHRISTIAN COMMUNITY HEALTH
    CARE
    13410 MAIN STREET
    GRABILL,IN46741
    NONE PC GENERAL SUPPORT 2,500
    CASS HOUSING
    111 W BERRY STREET
    FORT WAYNE,IN46802
    NONE PC GENERAL SUPPORT 2,500
    YMCA OF GREATER FORT WAYNE
    1020 BARR STREET
    FORT WAYNE,IN46802
    NONE PC GENERAL SUPPORT 1,000
    ARTS UNITED OF GREATER FORT WAYNE
    300 E MAIN STREET
    FORT WAYNE,IN46802
    NONE PC GENERAL SUPPORT 2,500
    AMERICAN RED CROSS
    1212 E CALIFORNIA ROAD
    FORT WAYNE,IN46896
    NONE PC GENERAL SUPPORT 1,500
    ASSOCIATED CHURCHES OF FORT WAYNE INDIA
    602 E WAYNE STREET
    FORT WAYNE,IN46802
    NONE PC GENERAL SUPPORT 10,000
    BIG BROTHERSBIG SISTERS OF AMERICA
    230 NORTH 13TH ST
    PHILADELPHIA,PA19107
    NONE PC GENERAL SUPPORT 5,000
    BIG BROTHERSBIG SISTERS OF NE INDIANA
    2439 FAIRFIELD AVE
    FORT WAYNE,IN46807
    NONE PC GENERAL SUPPORT 15,000
    HARLAN CHRISTIAN YOUTH CENTER
    17308 SECOND ST PO BOX 467
    HARLAN,IN46743
    NONE PC GENERAL SUPPORT 12,500
    TRINITY ENGLISH LUTHERAN CHURCH
    405 W WAYNE ST
    FORT WAYNE,IN46802
    NONE PC GENERAL SUPPORT 22,869
    WELLSPRING INTERFAITH SOCIAL SERVICES
    1316 BROADWAY AVENUE
    FORT WAYNE,IN46802
    NONE PC GENERAL SUPPORT 2,000
    JUNIOR ACHIEVEMENT
    301 NOBLE DRIVE
    FORT WAYNE,IN46825
    NONE PC GENERAL SUPPORT 1,000
    Total .................................bullet 3a 96,869
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 46,037  
    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 ............
        18 173,627  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   219,664  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    219,664
    (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 (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    DON & VIRGINIA WOLF CHARITABLE FDN
    EIN:
    35-1799317
    Name of Stock End of Year Book Value End of Year Fair Market Value
    9158106 AIR PRODUCTS & CHEMICA 8,309 10,109
    20002101 ALLSTATE CORP 8,325 8,575
    23135106 AMAZON COM INC 26,545 52,111
    30420103 AMERICAN WATER WORKS 4,818 11,203
    31162100 AMGEN INC 6,082 12,186
    37833100 APPLE INC 3,258 62,099
    53332102 AUTOZONE INC 11,476 17,782
    60505104 BANK OF AMERICA CORP 19,731 19,247
    99502106 BOOZ ALLEN HAMILTON H 7,378 13,251
    110122108 BRISTOL MYERS SQUIBB 9,351 9,429
    172908105 CINTAS CORP 11,504 18,733
    172967424 CITIGROUP INC 12,349 9,434
    189054109 CLOROX CO 6,691 7,471
    237194105 DARDEN RESTAURANTS I 8,647 8,934
    256677105 DOLLAR GENERAL CORP 7,955 14,511
    302491303 FMC CORPORATION NEW 11,585 13,677
    437076102 HOME DEPOT INC 4,986 16,203
    460690100 INTERPUBLIC GROUP CO 6,373 6,468
    478160104 JOHNSON & JOHNSON 8,877 9,915
    502431109 L3 HARRIS TECHNOLOGI 11,183 10,018
    512807108 LAM RESEARCH CORP 10,846 16,529
    532457108 LILLY ELI & CO 8,779 15,533
    539830109 LOCKHEED MARTIN CORP 8,413 8,165
    594918104 MICROSOFT CORP 26,210 83,185
    609207105 MONDELEZ INTERNATION 8,622 8,478
    617446448 MORGAN STANLEY 12,399 15,419
    620076307 MOTOROLA SOLUTIONS I 15,149 14,965
    666807102 NORTHROP GRUMMAN COR 5,564 10,360
    681919106 OMNICOM GROUP 8,417 6,549
    718546104 PHILLIPS 66 7,407 5,735
    742718109 PROCTER & GAMBLE CO 15,012 23,236
    747525103 QUALCOMM 9,711 9,902
    863667101 STRYKER CORP 8,374 9,557
    874039100 TAIWAN SEMICONDUCTOR 10,353 10,686
    879360105 TELEDYNE TECHNOLOGIE 8,944 10,191
    883556102 THERMO FISHER SCIENT 16,025 18,165
    74762E102 QUANTA SVCS INC 16,199 16,925
    87612E106 TARGET CORP 8,596 14,475
    28176E108 EDWARDS LIFESCIENCES 7,956 10,127
    89151E109 TOTAL S E 9,449 8,131
    00287Y109 ABBVIE INC 10,043 11,358
    00971T101 AKAMAI TECHNOLOGIES 7,853 7,769
    02079K305 ALPHABET INC/CA-CL A 7,482 38,558
    03027X100 AMERICAN TOWER CORP 6,180 5,836
    09247X101 BLACKROCK INC 8,243 10,102
    11135F101 BROADCOM INC 11,795 18,828
    12514G108 CDW CORP/DE 12,033 13,838
    16119P108 CHARTER COMMUNICATIO 12,412 15,216
    20030N101 COMCAST CORPORATION 6,258 22,060
    22160K105 COSTCO WHOLESALE COR 11,153 19,216
    23331A109 D R HORTON INC 9,207 8,546
    30303M102 FACEBOOK INC 8,708 21,580
    45687V106 INGERSOLL RAND INC 3,041 4,738
    46625H100 JPMORGAN CHASE & CO 9,270 32,657
    58933Y105 MERCK & CO INC 16,515 16,033
    74834L100 QUEST DIAGNOSTICS IN 8,578 10,010
    78409V104 S&P GLOBAL INC 9,027 26,627
    89400J107 TRANSUNION 10,211 12,700
    89832Q109 TRUIST FINANCIAL COR 8,294 13,037
    91324P102 UNITEDHEALTH GROUP I 5,318 13,326
    92826C839 VISA INC CLASS A SHA 3,624 20,342
    92939U106 WEC ENERGY GROUP INC 3,508 10,215
    94106L109 WASTE MANAGEMENT INC 11,691 11,085
    G1151C101 ACCENTURE PLC CLASS 5,432 7,314
    G50871105 JAZZ PHARMACEUTICALS 11,933 13,699
    G8994E103 TRANE TECHNOLOGIES P 10,422 17,129

    TY 2020 InvestmentsOtherSchedule2
    Name:
    DON & VIRGINIA WOLF CHARITABLE FDN
    EIN:
    35-1799317
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MUTUAL FUNDS - FIXED      
    MUTUAL FUNDS - EQUITY      
    256210105 DODGE & COX INCOME F AT COST 54,904 58,970
    316092857 FIDELITY REAL ESTATE AT COST 46,401 53,806
    413838657 OAKMARK INTL SM CAP- AT COST 20,000 21,410
    464287176 ISHARES TIPS BOND ET AT COST 19,345 23,615
    464287200 ISHARES CORE S&P 500 AT COST 289,977 332,220
    464287234 ISHARES MSCI EMERGIN AT COST 58,181 74,663
    464288612 ISHARES INTERMEDIATE AT COST 50,720 52,938
    922908512 VANGUARD MID-CAP VAL AT COST 34,678 99,213
    922908538 VANGUARD MID-CAP GRO AT COST 32,310 153,751
    936793686 WASATCH INTL OPPORTU AT COST 20,000 27,467
    00769G543 CAMBIAR INTL EQUITY AT COST 85,000 80,914
    01853W709 ALLIANCEBERNSTEIN GL AT COST 12,000 12,112
    05587K741 BNY MELLON INTERNATI AT COST 85,000 107,725
    09260B382 BLACKROCK STRATEGIC AT COST 20,583 21,233
    46432F842 ISHARES CORE MSCI EA AT COST 100,578 110,060
    52106N459 LAZARD GLOBAL LISTED AT COST 46,893 43,152
    69447T771 PACIFIC FUNDS FLOATI AT COST 17,024 16,647
    74440B884 PRUDENTIAL TOTAL RET AT COST 75,224 80,006
    89155T797 TOUCHSTONE SM CAP VA AT COST 25,000 26,471
    89355J656 TRANSAMERICA SM CAP AT COST 25,000 29,244
    89609H704 TRIBUTARY SMALL COMP AT COST 20,000 20,692

    TY 2020 OtherDecreasesSchedule
    Name:
    DON & VIRGINIA WOLF CHARITABLE FDN
    EIN:
    35-1799317
    Description Amount
    POSTED CURRENT YEAR FOR PRIOR YEAR 1,419
    RETURN OF CAPITAL ADJUSTMENT 104


    TY 2020 OtherExpensesSchedule
    Name:
    DON & VIRGINIA WOLF CHARITABLE FDN
    EIN:
    35-1799317
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADR SERVICE FEES 10 10   0


    TY 2020 OtherIncreasesSchedule
    Name:
    DON & VIRGINIA WOLF CHARITABLE FDN
    EIN:
    35-1799317
    Description Amount
    ROUNDING ADJ FOR SALES AND TRANSACTIONS 3


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    DON & VIRGINIA WOLF CHARITABLE FDN
    EIN:
    35-1799317
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PNC AGENT FOR TRUSTEE FEES 11,797 11,797    


    TY 2020 TaxesSchedule
    Name:
    DON & VIRGINIA WOLF CHARITABLE FDN
    EIN:
    35-1799317
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 271 271   0
    FEDERAL ESTIMATES - PRINCIPAL 548 0   0
    FOREIGN TAXES ON QUALIFIED FOR 1,103 1,103   0
    FOREIGN TAXES ON NONQUALIFIED 144 144   0