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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 10-01-2021 , and ending 09-30-2022
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) 747-4857
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$34,099,276J 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... 873,126 872,674  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -168,909
b Gross sales price for all assets on line 6a 9,270,014
7 Capital gain net income (from Part IV, line 2)... 0
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 163 163  
12 Total. Add lines 1 through 11........ 704,380 872,837  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 255,753 124,377   131,376
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 104,534 9,170   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 172,615 38,398   134,217
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 532,902 171,945 0 265,593
25 Contributions, gifts, grants paid....... 1,829,000 1,829,000
26 Total expenses and disbursements. Add lines 24 and 25 2,361,902 171,945 0 2,094,593
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,657,522
b Net investment income (if negative, enter -0-) 700,892
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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......... 2,042,622 768,248 768,248
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) 938,800 Click to see attachment2,080,854 1,945,072
b Investments—corporate stock (attach schedule)....... 8,075,475 Click to see attachment10,434,454 8,801,885
c Investments—corporate bonds (attach schedule)....... 4,150,344 Click to see attachment3,257,559 3,095,623
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 23,526,396 Click to see attachment20,538,735 19,488,448
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) 38,733,637 37,079,850 34,099,276
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........ 38,733,637 37,079,850
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 38,733,637 37,079,850
30 Total liabilities and net assets/fund balances (see instructions). 38,733,637 37,079,850
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
38,733,637
2
Enter amount from Part I, line 27a .....................
2
-1,657,522
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
47,615
4
Add lines 1, 2, and 3 ..........................
4
37,123,730
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
43,880
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
37,079,850
Form 990-PF (2021)
Form 990-PF (2021)
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 9. AFFILIATED MANAGERS GROUP INC   2021-08-09 2021-10-01
b 12. AMERIPRISE FINANCIAL INC   2021-08-09 2021-10-01
c 11. ARROW ELECTRONICS INC   2021-08-09 2021-10-01
d 24. ASSURANT INC   2021-08-09 2021-10-01
e 29. BERRY GLOBAL GROUP INC   2021-08-09 2021-10-01
3. BROADCOM INC   2021-08-09 2021-10-01
16. CONCENTRIX CORP - WI   2021-08-09 2021-10-01
33. CROWN HOLDINGS INC   2021-08-09 2021-10-01
89. DELL TECHNOLOGIES -C   2021-08-09 2021-10-01
70. EBAY INC   2021-08-09 2021-10-01
58. HANESBRANDS INC - W/I   2021-08-09 2021-10-01
37. LINCOLN NATIONAL CORP   2021-08-09 2021-10-01
73. NRG ENERGY, INC.   2021-08-09 2021-10-01
243. SUNCOR ENERGY INC ISIN CA8672241079 SEDOL B3NB0P5   2021-08-09 2021-10-01
19. UNITED RENTALS INC COM   2021-08-09 2021-10-01
168. LIBERTY GLOBAL PLC SERIES C SEDOL B8W67B1   2021-08-09 2021-10-01
84. FLEXTRONICS INTERNATIONAL LIMITED   2021-08-09 2021-10-01
2.48 FEDERAL NATL MTG ASSN POOL 357275   2002-10-07 2021-10-31
25.92 FEDERAL NATL MTG ASSN POOL 747528   2003-10-10 2021-10-31
250000. EMERSON ELECTRIC CO CALL 11/01/2021 @ 10   2017-11-07 2021-11-01
183. O-I GLASS INC   2021-08-09 2021-11-02
59. MICROSOFT CORP   2002-07-30 2021-11-03
285. O-I GLASS INC   2021-08-09 2021-11-03
.819 VMWARE INC CLASS A   2021-08-09 2021-11-10
2.64 FEDERAL NATL MTG ASSN POOL 357275   2002-10-07 2021-11-30
107.01 FEDERAL NATL MTG ASSN POOL 747528   2003-10-10 2021-11-30
286. GXO LOGISTICS INC-W/I     2021-11-30
5. ASSURANT INC   2021-08-09 2021-12-01
21. LINCOLN NATIONAL CORP   2021-08-09 2021-12-01
301. O-I GLASS INC   2021-08-09 2021-12-01
98. QURATE RETAIL INC SERIES A   2021-08-09 2021-12-01
17. LIBERTY GLOBAL PLC SERIES C SEDOL B8W67B1   2021-08-09 2021-12-01
26. HOME DEPOT INC COM   2012-01-26 2021-12-02
66. INTUIT SOFTWARE   2021-08-09 2021-12-02
30. MICROSOFT CORP   2002-07-30 2021-12-02
257. PFIZER INC COM   2021-08-09 2021-12-02
87. ACCENTURE PLC CLASS A SEDOL B4BNMY3   2021-08-09 2021-12-02
27. AMERIPRISE FINANCIAL INC   2021-08-09 2021-12-16
33. BROADCOM INC   2021-08-09 2021-12-16
12. CIGNA CORP   2021-08-09 2021-12-16
253. CENTENE CORP   2021-08-09 2021-12-16
26. CROWN HOLDINGS INC   2021-08-09 2021-12-16
257. GXO LOGISTICS INC-W/I   2021-08-09 2021-12-16
95. NRG ENERGY, INC.   2021-08-09 2021-12-16
381. SUNCOR ENERGY INC ISIN CA8672241079 SEDOL B3NB0P5   2021-08-09 2021-12-16
22. TD SYNNEX CORP   2021-08-09 2021-12-16
34. WHIRLPOOL CORP   2021-08-09 2021-12-16
113. LIBERTY GLOBAL PLC SERIES C SEDOL B8W67B1   2021-08-09 2021-12-16
105. AERCAP HOLDINGS NV ISIN NL0000687663 SEDOL B1HHKD3   2021-12-01 2021-12-16
.8 COMMERCE BANCSHARES INC   2021-08-09 2021-12-21
496. NOVARTIS AG SPONSORED ADR   2021-08-09 2021-12-21
88. CONCENTRIX CORP - WI   2021-08-09 2021-12-29
2.5 FEDERAL NATL MTG ASSN POOL 357275   2002-10-07 2021-12-31
167.01 FEDERAL NATL MTG ASSN POOL 747528   2003-10-10 2021-12-31
10. AFFILIATED MANAGERS GROUP INC   2021-08-09 2022-01-05
25. AIR LEASE CORP   2021-08-09 2022-01-05
24. ALLIANCE DATA SYSTEMS CORP.   2021-08-09 2022-01-05
9. AMERIPRISE FINANCIAL INC   2021-08-09 2022-01-05
26. ARROW ELECTRONICS INC   2021-08-09 2022-01-05
14. ASSURANT INC   2021-08-09 2022-01-05
20. BERRY GLOBAL GROUP INC   2021-08-09 2022-01-05
4. BROADCOM INC   2021-08-09 2022-01-05
22. CIGNA CORP   2021-08-09 2022-01-05
91. COMMSCOPE HOLDING CO INC   2021-08-09 2022-01-05
9. CROWN HOLDINGS INC   2021-08-09 2022-01-05
65. DELL TECHNOLOGIES -C   2021-12-16 2022-01-05
4. HCA HEALTHCARE INC   2021-12-16 2022-01-05
106. HANESBRANDS INC - W/I   2021-08-09 2022-01-05
88. LINCOLN NATIONAL CORP   2021-08-09 2022-01-05
5. LITHIA MTRS INC CL A   2021-08-09 2022-01-05
129. QURATE RETAIL INC SERIES A   2021-08-09 2022-01-05
317. SUNCOR ENERGY INC ISIN CA8672241079 SEDOL B3NB0P5   2021-08-09 2022-01-05
5. TD SYNNEX CORP   2021-08-09 2022-01-05
50. UNIVAR SOLUTIONS INC   2021-08-09 2022-01-05
97. WESTERN DIGITAL CORP   2021-08-09 2022-01-05
62. WESTERN DIGITAL CORP   2021-08-09 2022-01-05
46. ADIENT PLC SEDOL BD845X2   2021-08-09 2022-01-05
14. LIBERTY GLOBAL PLC SERIES C SEDOL B8W67B1   2021-08-09 2022-01-05
178. FLEXTRONICS INTERNATIONAL LIMITED   2021-08-09 2022-01-05
71. CONCENTRIX CORP - WI   2021-08-09 2022-01-13
85. CONCENTRIX CORP - WI   2021-08-09 2022-01-19
2.52 FEDERAL NATL MTG ASSN POOL 357275   2002-10-07 2022-01-31
62.22 FEDERAL NATL MTG ASSN POOL 747528   2003-10-10 2022-01-31
113. DANAHER CORP   2021-08-09 2022-02-01
386. EAST WEST BANCORP INC   2021-08-09 2022-02-11
564. WALGREENS BOOTS ALLIANCE INC   2021-08-09 2022-02-11
270. CHUBB LTD SEDOL B3BQMF6   2021-08-09 2022-02-22
4400. INVESCO QQQ TRUST ETF   2021-08-03 2022-02-25
34310. WISDOMTREE U.S. QUALITY DIVI ETF   2021-08-03 2022-02-25
2.53 FEDERAL NATL MTG ASSN POOL 357275   2002-10-07 2022-02-28
19.24 FEDERAL NATL MTG ASSN POOL 747528   2003-10-10 2022-02-28
200000. KIMBERLY-CLARK CORP SR UNSEC   2012-10-01 2022-03-01
13. DOLLAR TREE INC   2022-03-02 2022-03-15
30. FISERV INC   2022-03-02 2022-03-15
9. PUBLIC STORAGE INC   2022-03-02 2022-03-15
1111. JOHNSON CTLS INTL PLC SEDOL BY7QL61   2021-08-09 2022-03-15
30. MEDTRONIC PLC SEDOL BTN1Y11   2022-03-02 2022-03-15
142. BECTON DICKINSON & CO   2021-08-09 2022-03-18
898. GENERAL MILLS INC COM   2021-08-09 2022-03-18
6. DOLLAR TREE INC   2022-03-02 2022-03-22
11. FISERV INC   2022-03-02 2022-03-22
3. S&P GLOBAL INC   2022-03-08 2022-03-22
6. VULCAN MATERIALS CO   2022-03-02 2022-03-22
8. MEDTRONIC PLC SEDOL BTN1Y11   2022-03-02 2022-03-22
200000. JOHN DEERE CAPITAL CORP SER MTN UNSC   2017-09-28 2022-03-24
100000. GENERAL DYNAMICS CORP CALL 02/15/2028 COGT   2018-09-25 2022-03-24
200000. 3M COMPANY SER MTN CALL 06/14/2028   2018-09-25 2022-03-24
100000. DUKE ENERGY FLORIDA LLC CALL 10/15/2026 MORT   2017-03-10 2022-03-25
40. DOLLAR TREE INC   2022-03-02 2022-03-31
2.55 FEDERAL NATL MTG ASSN POOL 357275   2002-10-07 2022-03-31
125.35 FEDERAL NATL MTG ASSN POOL 747528   2003-10-10 2022-03-31
258. CROWN HOLDINGS INC     2022-04-05
469. CROWN HOLDINGS INC   2021-08-09 2022-04-05
640. SUNCOR ENERGY INC ISIN CA8672241079 SEDOL B3NB0P5     2022-04-05
292. LOYALTY VENTURES INC - W/I     2022-04-06
121. EMBECTA CORP-W/I   2021-08-09 2022-04-07
1. SIGNET JEWELERS LIMITED G81276100 CLASS ACTION   2001-01-01 2022-04-08
1. HD SUPPLY HOLDINGS INC. 40416M105 CLASS ACTION   2001-01-01 2022-04-11
864. REGENERON PHARMACEUTICALS INC   2021-08-09 2022-04-21
10. PUBLIC STORAGE INC   2022-03-02 2022-04-25
151. SYSCO CORP COM   2022-03-02 2022-04-26
50. DOLLAR TREE INC   2022-03-02 2022-04-27
58. WASTE MANAGEMENT INC   2022-03-02 2022-04-27
2.25 FEDERAL NATL MTG ASSN POOL 357275   2002-10-07 2022-04-30
24.1 FEDERAL NATL MTG ASSN POOL 747528   2003-10-10 2022-04-30
57. DOLLAR TREE INC   2022-03-02 2022-05-04
746. REGENERON PHARMACEUTICALS INC     2022-05-05
22. VULCAN MATERIALS CO   2022-03-02 2022-05-10
94. INTERCONTINENTAL EXCHANGE INC   2022-03-02 2022-05-11
100. CIGNA CORP   2022-02-28 2022-05-12
50. PUBLIC STORAGE INC   2022-03-02 2022-05-12
496. SUNCOR ENERGY INC ISIN CA8672241079 SEDOL B3NB0P5   2021-08-09 2022-05-12
2061. DELL TECHNOLOGIES -C     2022-05-16
284. INTERCONTINENTAL EXCHANGE INC   2022-03-02 2022-05-25
67. SYSCO CORP COM   2022-03-02 2022-05-26
2.12 FEDERAL NATL MTG ASSN POOL 357275   2002-10-07 2022-05-31
22.23 FEDERAL NATL MTG ASSN POOL 747528   2003-10-10 2022-05-31
107. MEDTRONIC PLC SEDOL BTN1Y11   2022-03-02 2022-05-31
278. COGNIZANT TECHNOLOGY SOLUTIONS   2021-08-09 2022-06-03
233. 3M COMPANY COM   2021-08-09 2022-06-03
367. LIVERAMP HOLDINGS INC   2022-03-02 2022-06-07
31813.362 PACIFIC FUNDS FLOATING RATE INCOME     2022-06-08
631. J P MORGAN CHASE & CO COM     2022-06-10
120000. USA TREASURY NOTES 01.250% DUE 08/15/2031   2022-03-30 2022-06-29
200000. BP CAPITAL MARKETS PLC SEDOL BSFWP45 ISIN US05565QCS57   2015-05-01 2022-06-30
2.28 FEDERAL NATL MTG ASSN POOL 357275   2002-10-07 2022-06-30
21.52 FEDERAL NATL MTG ASSN POOL 747528   2003-10-10 2022-06-30
342. CENTENE CORP   2022-02-28 2022-07-01
911. VMWARE INC CLASS A     2022-07-06
332. WARBY PARKER INC-CLASS A   2022-03-02 2022-07-21
1. UNIVERSAL HEALTH SERVICES INC. XXX-XX-XXXX CLASS ACTION   2001-01-01 2022-07-29
2.15 FEDERAL NATL MTG ASSN POOL 357275   2002-10-07 2022-07-31
19.86 FEDERAL NATL MTG ASSN POOL 747528   2003-10-10 2022-07-31
2.31 FEDERAL NATL MTG ASSN POOL 357275   2002-10-07 2022-08-31
64.06 FEDERAL NATL MTG ASSN POOL 747528   2003-10-10 2022-08-31
285000. USA TREASURY NOTES 02.500% DUE 05/15/2024     2022-08-31
902. UBER TECHNOLOGIES INC   2022-01-05 2022-09-01
599. SOTERA HEALTH CO   2022-03-02 2022-09-09
347. 3M COMPANY COM   2021-08-09 2022-09-12
42584.435 CAMBIAR INTL EQUITY FUND-INS   2018-10-02 2022-09-14
28842.732 HARDING LOEVNER INSTITUTIONAL EMERGING MARKETS FD 203     2022-09-14
10105. VANGUARD FTSE EMERGING MARKETS ETF     2022-09-14
46. ADOBE SYSTEMS INC   2022-05-13 2022-09-15
2.32 FEDERAL NATL MTG ASSN POOL 357275   2002-10-07 2022-09-30
55.47 FEDERAL NATL MTG ASSN POOL 747528   2003-10-10 2022-09-30
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    
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    
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    
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    
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    
(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 1,362   1,486 -124
b 3,179   3,202 -23
c 1,239   1,305 -66
d 3,786   3,854 -68
e 1,759   1,883 -124
1,461   1,455 6
2,848   2,639 209
3,315   3,419 -104
9,302   8,747 555
4,895   4,570 325
1,002   1,141 -139
2,569   2,520 49
2,958   3,207 -249
5,087   4,700 387
6,681   6,376 305
4,886   4,730 156
1,491   1,525 -34
2   3 -1
26   26  
250,000   250,000  
2,330   2,737 -407
19,638   1,428 18,210
3,680   4,262 -582
105   98 7
3   3  
107   106 1
28,111   20,790 7,321
772   803 -31
1,418   1,430 -12
3,459   4,501 -1,042
798   1,088 -290
463   479 -16
10,632   1,170 9,462
44,474   35,204 9,270
9,894   726 9,168
13,679   11,701 1,978
31,993   27,817 4,176
8,143   7,205 938
20,454   16,001 4,453
2,629   2,545 84
21,225   16,784 4,441
2,846   2,694 152
21,677   17,103 4,574
3,792   4,174 -382
9,065   7,369 1,696
2,421   2,722 -301
8,193   7,567 626
3,136   3,181 -45
6,388   6,163 225
54   54  
42,477   45,548 -3,071
16,259   14,513 1,746
3   3  
167   165 2
1,634   1,651 -17
1,120   1,050 70
1,679   1,725 -46
2,841   2,402 439
3,507   3,085 422
2,198   2,248 -50
1,473   1,299 174
2,592   1,940 652
5,223   4,667 556
1,033   1,482 -449
986   933 53
3,797   3,591 206
1,051   1,025 26
1,807   2,086 -279
6,270   5,994 276
1,486   1,814 -328
997   1,432 -435
8,360   6,131 2,229
580   619 -39
1,413   1,196 217
6,575   6,601 -26
4,203   4,219 -16
2,246   1,810 436
389   394 -5
3,264   3,232 32
12,152   11,710 442
14,420   14,019 401
3   3  
62   62  
32,256   34,831 -2,575
35,104   29,255 5,849
27,625   26,705 920
55,424   47,544 7,880
1,515,628   1,612,204 -96,576
2,134,805   2,117,047 17,758
3   3  
19   19  
200,000   200,000  
1,963   1,818 145
2,856   2,960 -104
3,185   3,283 -98
68,158   79,892 -11,734
3,155   3,195 -40
36,668   34,030 2,638
55,978   52,102 3,876
935   839 96
1,097   1,086 11
1,227   1,170 57
1,095   1,074 21
871   852 19
203,586   202,666 920
102,808   100,032 2,776
205,098   199,236 5,862
100,147   98,963 1,184
6,438   5,595 843
3   3  
125   124 1
32,313   29,154 3,159
58,512   48,598 9,914
21,632   17,516 4,116
4,556   8,685 -4,129
3,510   3,352 158
530   25 505
626   25 601
39,868   58,061 -18,193
3,976   3,648 328
13,472   13,380 92
8,392   6,993 1,399
9,701   8,730 971
2   2  
24   24  
9,433   7,973 1,460
37,421   35,254 2,167
3,583   3,938 -355
9,133   12,282 -3,149
25,727   23,773 1,954
15,648   18,238 -2,590
17,127   9,593 7,534
92,743   97,856 -5,113
27,703   37,107 -9,404
5,537   5,937 -400
2   2  
22   22  
10,684   11,396 -712
20,599   20,212 387
34,038   45,996 -11,958
9,767   15,886 -6,119
300,000   316,625 -16,625
75,714   96,213 -20,499
102,497   108,305 -5,808
200,814   200,000 814
2   2  
22   21 1
28,796   28,043 753
102,987   106,087 -3,100
4,021   10,050 -6,029
42     42
2   2  
20   20  
2   2  
64   63 1
280,714   295,431 -14,717
25,283   39,097 -13,814
9,349   12,253 -2,904
43,631   68,500 -24,869
900,235   1,160,000 -259,765
509,363   523,594 -14,231
409,748   396,501 13,247
14,429   18,748 -4,319
2   2  
55   55  
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
      212,193
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       -124
b       -23
c       -66
d       -68
e       -124
      6
      209
      -104
      555
      325
      -139
      49
      -249
      387
      305
      156
      -34
      -1
       
       
      -407
      18,210
      -582
      7
       
      1
      7,321
      -31
      -12
      -1,042
      -290
      -16
      9,462
      9,270
      9,168
      1,978
      4,176
      938
      4,453
      84
      4,441
      152
      4,574
      -382
      1,696
      -301
      626
      -45
      225
       
      -3,071
      1,746
       
      2
      -17
      70
      -46
      439
      422
      -50
      174
      652
      556
      -449
      53
      206
      26
      -279
      276
      -328
      -435
      2,229
      -39
      217
      -26
      -16
      436
      -5
      32
      442
      401
       
       
      -2,575
      5,849
      920
      7,880
      -96,576
      17,758
       
       
       
      145
      -104
      -98
      -11,734
      -40
      2,638
      3,876
      96
      11
      57
      21
      19
      920
      2,776
      5,862
      1,184
      843
       
      1
      3,159
      9,914
      4,116
      -4,129
      158
      505
      601
      -18,193
      328
      92
      1,399
      971
       
       
      1,460
      2,167
      -355
      -3,149
      1,954
      -2,590
      7,534
      -5,113
      -9,404
      -400
       
       
      -712
      387
      -11,958
      -6,119
      -16,625
      -20,499
      -5,808
      814
       
      1
      753
      -3,100
      -6,029
      42
       
       
       
      1
      -14,717
      -13,814
      -2,904
      -24,869
      -259,765
      -14,231
      13,247
      -4,319
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 -168,909
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 9,742
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 9,742
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 16,408
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 16,408
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 6,666
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet4,872 RefundedBullet 11 1,794
Part VI-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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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) 747-4857

    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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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     		1,000    
    3734 SHINNECOCK COURT
    FORT WAYNE,IN46814
    JUDGE WILLIAM LEE DISTRIBUTION COMMITTEE MEM
    1     		1,500    
    1607 DODGE AVENUE
    FORT WAYNE,IN46805
    PNC BANK NA TRUSTEE
    40     		248,753    
    116 ALLLEGHENY CENTER
    PITTSBURGH,PA15212
    THOMAS M SHOAFF DISTRIBUTION COMMITTEE MEM
    1     		1,500    
    111 E WAYNE STE 800
    FORT WAYNE,IN46802
    MICHAEL EIKENBERRY DISTRIBUTION COMMITTEE MEM
    1     		1,500    
    15120 HERON LAKE CROSSING
    FORT WAYNE,IN46845
    JOHN MCMILLEN DISTRIBUTION COMMITTEE MEMBER
    1     		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 (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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 VIII-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 VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    40,732,317
    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
    40,732,317
    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
    40,732,317
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    610,985
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    40,121,332
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    2,006,067
    Part X
    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 IX, line 6..................
    1
    2,006,067
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    9,742
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    9,742
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,996,325
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    25,000
    5
    Add lines 3 and 4............................
    5
    2,021,325
    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 XII, line 1 ...
    7
    2,021,325
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 2,021,325
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 1,665,024
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 0
    b From 2017...... 0
    c From 2018...... 0
    d From 2019...... 0
    e From 2020...... 0
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 2,094,593
    a Applied to 2020, but not more than line 2a 1,665,024
    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 2021 distributable amount..... 429,569
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		1,591,756
    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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017.... 0
    b Excess from 2018.... 0
    c Excess from 2019.... 0
    d Excess from 2020.... 0
    e Excess from 2021.... 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    AMERICAN NATIONAL RED CROSS
    1212 E CALIFORNIA ROAD
    FORT WAYNE,IN46895     		NONE PC HOME FIRE RELIEF 10,000
    HOPE ALIVE INC
    1747 N WELLS ST
    FORT WAYNE,IN468083235     		NONE PC TRANSITIONAL HOUSING 3,500
    TRINE UNIVERSITY INC
    1 UNIVERSITY AVE
    ANGOLA,IN467031764     		NONE PC EXPANSION PROJECT 50,000
    VOLUNTEER LAWYER PROGRAM OF NORTHEAST
    INDIANA INC
    111 WEST WAYNE STREET
    FORT WAYNE,IN468023603     		NONE PC GENERAL OPERATING SUPPORT 20,000
    ANTHONY WAYNE AREA COUNCIL
    BOY SCOUTS OF AMERICA
    8315 WEST JEFFERSON BLVD
    FORT WAYNE,IN46804     		NONE PC SCOUTREACH PROGRAM 20,000
    IVY TECH FOUNDATION INC
    3800 N ANTHONY BLVD
    FORT WAYNE,IN46805     		NONE PC FLEX LAB 20,000
    EMBASSY THEATRE FOUNDATION INC
    125 WEST JEFFERSON BLVD
    FORT WAYNE,IN46802     		NONE PC GENERAL SUPPORT 50,000
    FORT WAYNE PARK FOUNDATION INC
    PO BOX 13201
    FORT WAYNE,IN46867     		NONE PC GENERAL SUPPORT 4,500
    WOMEN'S CARE CENTER OF FT WAYNE
    419 E WAYNE STREET
    FORT WAYNE,IN46802     		NONE PC A LIFETIME OF HOPE 5,000
    SOULMEDIC MEDIA GROUP INC
    6429 OAKBROOK PARKWAY
    FORT WAYNE,IN468254255     		NONE PC OPERATING SUPPORT 5,000
    SCAN INC
    500 W MAIN ST
    FORT WAYNE,IN468021406     		NONE PC GENERAL SUPPORT 20,000
    AUDIENCES UNLIMITED INC
    1005 W RUDISILL BLVD SUITE 304
    FORT WAYNE,IN46807     		NONE PC ARTS PERFORMANCES 7,500
    FORT WAYNE DANCE COLLECTIVE INC
    437 E BERRY STREET SUITE 203
    FORT WAYNE,IN468022817     		NONE PC GENERAL 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 10,000
    CENTER FOR NONVIOLENCE INC
    235 W CREIGHTON AVE
    FORT WAYNE,IN468071311     		NONE PC FACES LEADERSHIP PROGRAM 5,000
    COMMUNITY HARVEST FOOD BANK OF NORTHEAST
    INDIANA INC
    999 E TILLMAN RD
    FORT WAYNE,IN468161973     		NONE PC GENERAL SUPPORT 20,000
    SCHOOLS CARE INC
    116 E BERRY ST 1300
    FORT WAYNE,IN46802     		NONE PC GENERAL SUPPORT 10,000
    LC NATURE PARK
    9744 ABOITE ROAD
    ROANOKE,IN46783     		NONE PC INTEPRETIVE SIGN 10,000
    FORT WAYNE PHILHARMONIC ORCHESTRA INC
    4901 FULLER DR
    FORT WAYNE,IN468353277     		NONE PC OPERATING SUPPORT 70,000
    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 GENERAL SUPPORT 10,000
    ASSOCIATED CHURCHES OF FORT WAYNE AND
    ALLEN COUNTY INC
    602 E WAYNE ST
    FORT WAYNE,IN468022016     		NONE PC OPERATING SUPPORT 55,000
    TURNSTONE CENTER FOR CHILDREN AND ADULTS
    WITH DISABILITIES
    3320 N CLINTON ST
    FORT WAYNE,IN468051918     		NONE PC CORE PROGRAM SUPPORT 25,000
    JUNIOR ACHIEVEMENT OF NORTHERN INDIANA
    601 NOBLE DR
    FORT WAYNE,IN468255544     		NONE PC GENERAL SUPPORT 130,000
    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 110,000
    THE ARC OF NORTHEAST INDIANA
    4919 COLDWATER RD
    FT WAYNE,IN46825     		NONE PC ASSISTIVE TECHNOLOGY 2022 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 6,000
    SCORE NORTHEAST INDIANA
    3201 STELLHORN RD STE LL101
    FORT WAYNE,IN46815     		NONE PC GENERAL SUPPORT 2,500
    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
    HOMEBOUND MEALS INC
    611 WEST BERRY STREET
    FORT WAYNE,IN468022105     		NONE PC MEAL DELIVERY PROGRAM 5,000
    HAROLD W MCMILLEN CENTER FOR HEA
    600 JIM KELLEY BLVD
    FORT WAYNE,IN46816     		NNONE 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
    AUBURN AUTOMOTIVE HERITAGE INC
    1600 WAYNE ST
    AUBURN,IN467063509     		NONE PC EDUCATIONAL 150,000
    ARCH INC
    818 LAFAYETTE STREET
    FORT WAYNE,IN46802     		NONE PC THRIVE 2022 AND BEYOND 5,000
    MATTHEW 25 INC
    413 E JEFFERSON BLVD
    FORT WAYNE,IN468023201     		NONE PC OPERATING SUPPORT 15,000
    NORTHEAST INDIANA PUBLIC RADIO INC
    3204 CLAIMONT COURT
    FORT WAYNE,IN46808     		NONE PC NIPR LOCAL PROGRAMMING 15,000
    EAST WAYNE STREET CENTER INC
    801 E WAYNE STREET
    FORT WAYNE,IN468033936     		NONE PC PROJECT SOLVE 5,000
    VISITING NURSE AND HOSPICE HOME INC
    5910 HOMESTEAD ROAD
    FORT WAYNE,IN46814     		NONE PC GENERAL SUPPORT 35,000
    FORT WAYNE HABITAT FOR HUMANITY
    2020 E WASHINGTON BLVD
    FORT WAYNE,IN46803     		NONE PC GENERAL SUPPORT 20,000
    THE LITERACY ALLIANCE
    709 CLAY ST STE 100
    FORT WAYNE,IN468022019     		NONE PC ADULT BASIC EDUCATION 10,000
    FOUNDATION FOR ART AND MUSIC IN
    ELEMENTARY EDUCATION
    300 E MAIN ST STE 130
    FORT WAYNE,IN468021920     		NONE PC MULTICULTURAL ARTS PROGRAM 7,500
    BOYS AND GIRLS CLUBS FORT WAYNE
    2609 FAIRFIELD AVE
    FORT WAYNE,IN468071214     		NONE PC PROJECT LEARN 65,000
    VINCENT VILLAGE INC
    2827 HOLTON AVENUE
    FORT WAYNE,IN46806     		NONE PC YOUTH AND FAMILY ENGAGEMENT 7,500
    ERINS HOUSE FOR GRIEVING CHILDREN
    5670 YMCA PARK DRIVE WEST
    FORT WAYNE,IN46835     		NONE PC GENERAL SUPPORT 10,000
    EUELL A WILSON CENTER INC
    1512 OXFORD ST
    FORT WAYNE,IN46806     		NONE PC GENERAL SUPPORT 5,000
    CHRISTIAN COMMUNITY HEALTH CARE
    13410 MAIN STREET PO BOX 128
    GABRILL,IN46741     		NONE PC GENERAL SUPPORT 4,000
    CHILDREN'S HOPE INC
    7922 W JEFFERSON BLVD
    FORT WAYNE,IN468044140     		NONE PC GENERAL SUPPORT 10,000
    SPECIALTY TUTORING
    12603 COLDWATER ROAD
    FT WAYNE,IN46845     		NONE PC BUILDING PAYMENT 50,000
    REDEMPTION HOUSE MINISTRY INC
    2720 FAIRFIELD AVE
    FT WAYNE,IN46807     		NONE PC OPERATING SUPPORT 20,000
    INTERFAITH HOSPITALITY NETWORK
    2925 EAST STATE BLVD
    FORT WAYNE,IN46805     		NONE PC GENERAL SUPPORT 10,000
    COMMUNITY TRANSPORTATION NETWORK
    5601 INDUSTRIAL RD
    FORT WAYNE,IN468255125     		NONE PC SPECIALIZED MEDICAL 50,000
    UNITY PERFORMING ARTS FOUNDATION INC
    IPFW RHINEHART MUSIC CENTER
    FORT WAYNE,IN46805     		NONE PC GENERAL SUPPORT 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
    THE SOUTHEAST YOUTH COUNCIL INC
    PO BOX 236
    MONROEVILLE,IN467730236     		NONE PC CORNERSTONE SOCIAL SERVICE 12,000
    MUSTARD SEED FURNITURE BANK OF FORT
    WAYNE INC
    3636 ILLINOIS RD
    FORT WAYNE,IN468042062     		NONE PC OPERATING SUPPORT 4,000
    BLUE JACKET INC
    2826 S CALHOUN ST
    FORT WAYNE,IN468071404     		NONE PC CAREER ACADEMY PROGRAM 10,000
    FORT WAYNE CIVIC THEATRE
    303 E MAIN STREET
    FORT WAYNE,IN468021907     		NONE PC COMMUNITY ACCESS PROGRAM 5,000
    PURDUE UNIVERSITY
    403 WEST WOOD STREET
    FORT WAYNE,IN47907     		NONE PC GENERAL SUPPORT 70,000
    FORT WAYNE ZOOLOGICAL SOCIETY INC
    3411 SHERMAN BLVD
    FORT WAYNE,IN468081522     		NONE PC ZOO EDUCATION 125,000
    AMANI FAMILY SERVICES
    5104 N CLINTON ST
    FORT WAYNE,IN46825     		NONE PC GENERAL SUPPORT 5,000
    FORT WAYNE TRAILS INC
    300 E MAIN ST STE 131
    FORT WAYNE,IN468021920     		NONE PC OPERATING SUPPORT 10,000
    HEARCARE CONNECTION INC
    9604 COLDWATER RD STE 109
    FORT WAYNE,IN46825     		NONE PC GENERAL SUPPORT 6,000
    BRIDGE OF GRACE INC
    5100 GAYWOOD DR
    FOT WAYNE,IN46806     		NONE PC GENERAL SUPPORT 85,000
    CROSSWINDS INC
    4150 ILLINOIS RD
    FORT WAYNE,IN46804     		NONE PC OPERATING SUPPORT 5,000
    YOUNG LEADERS OF NE INDIANA FOUNDATION
    PO BOX 10774
    FORT WAYNE,IN46853     		NONE PC GENERAL SUPPORT 3,500
    WELLSPRING INTERFAITH SOCIAL SERVICES
    INC
    1316 BROADWAY
    FORT WAYNE,IN468023306     		NONE PC PROGRAM SUPPORT 15,000
    NEIGHBORLINK FORT WAYNE FOUNDATI
    2826 S CALHOUN ST
    FORT WAYNE,IN46807     		NONE PC GENERAL SUPPORT 5,000
    HEADWATERS JUNCTION INC
    6914 WOODCROFT LANE
    FORT WAYNE,IN46804     		NONE PC PHASE ONE PROJECT 20,000
    HEALTHIER MOMS AND BABIES INC
    1025 W RUDISILL BLVD
    FORT WAYNE,IN46807     		NONE PC PRENATAL HOME VISITATION 5,000
    TEACH OUR CHILDREN FUND INC DBA FORT
    WAYNE CENTER FOR LEARNING
    2510 EAST DUPONT ROAD
    FORT WAYNE,IN46825     		NONE PC OPERATING SUPPORT 3,500
    Total .................................bullet 3a 1,829,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ....          
    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 -168,909  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aFOREIGN TAX REFUND     		    11 163  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) ..   704,380  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    704,380
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    EDWARD M WILSON FOUNDATION
    EIN:
    31-0976337
    Name of Bond End of Year Book Value End of Year Fair Market Value
    68389XBL8 ORACLE CORP CALL 07/ 200,189 195,140
    035240AL4 ANHEUSER-BUSCH INBEV 196,764 189,992
    037833AK6 APPLE INC UNSC 250,063 247,268
    039483BL5 ARCHER-DANIELS-MIDLA 192,934 184,218
    053015AF0 AUTOMATIC DATA PROCE 49,873 38,447
    05565QCS5 BP CAPITAL MARKETS P    
    06406RAD9 BANK OF NY MELLON CO 251,927 233,758
    110122AW8 BRISTOL-MYERS SQUIBB 201,161 197,876
    24422ESP5 JOHN DEERE CAPITAL C    
    26444HAC5 DUKE ENERGY FLORIDA 98,963 93,763
    291011BF0 EMERSON ELECTRIC CO    
    369550BC1 GENERAL DYNAMICS COR 100,029 94,211
    40434CAD7 HSBC USA INC UNSC 200,036 194,942
    438516BL9 HONEYWELL INTERNATIO 46,639 45,934
    494368BH5 KIMBERLY-CLARK CORP    
    59156RBM9 METLIFE INC UNSC 197,828 193,170
    594918BJ2 MICROSOFT CORP CALL 99,413 96,029
    595620AT2 MIDAMERICAN ENERGY C 214,303 184,408
    87612EBE5 TARGET CORP UNSC 191,874 185,590
    88579YBC4 3M COMPANY SER MTN C    
    907818EP9 UNION PACIFIC CORP C 200,608 184,166
    911312AQ9 UNITED PARCEL SERVIC 200,031 200,000
    02665WEB3 AMERICAN HONDA FINAN 23,032 21,008
    06417XAB7 BANK OF NOVA SCOTIA 23,906 22,980
    133131AV4 CAMDEN PROPERTY TRUS 25,067 24,125
    149123CG4 CATERPILLAR INC CALL 24,010 21,582
    20030NCT6 COMCAST CORP CALL 07 20,964 18,889
    24422EVD8 JOHN DEERE CAPITAL C 23,686 21,102
    291011BN3 EMERSON ELECTRIC CO 18,077 15,971
    437076BY7 HOME DEPOT INC CALL 19,755 17,726
    440452AF7 HORMEL FOODS CORP CA 17,839 15,983
    45866FAK0 INTERCONTINENTAL EXC 18,194 15,967
    46625HJZ4 JPMORGAN CHASE & CO 24,928 23,591
    46647PBL9 JP MORGAN CHASE & CO 17,191 15,809
    57636QAM6 MASTERCARD INC CALL 24,875 22,261
    61744YAP3 MORGAN STANLEY SER G 33,406 31,477
    89236TKD6 TOYOTA MOTOR CREDIT 49,994 48,240

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    EDWARD M WILSON FOUNDATION
    EIN:
    31-0976337
    Name of Stock End of Year Book Value End of Year Fair Market Value
    G1151C101 ACCENTURE PLC CLASS 149,316 120,159
    02079K305 ALPHABET INC/CA-CL A 362,859 258,255
    031162100 AMGEN INC 55,923 85,877
    037833100 APPLE INC 170,400 161,418
    437076102 HOME DEPOT INC 11,293 69,261
    46625H100 JPMORGAN CHASE & CO    
    478160104 JOHNSON & JOHNSON 214,484 202,240
    594918104 MICROSOFT CORP 187,532 329,554
    654106103 NIKE INC CLASS B 201,359 100,575
    70450Y103 PAYPAL HOLDINGS INC- 85,888 32,362
    713448108 PEPSICO INC 222,562 236,237
    742718109 PROCTER & GAMBLE CO 173,944 152,889
    747525103 QUALCOMM 96,989 72,872
    911363109 UNITED RENTALS INC 130,327 108,588
    91324P102 UNITEDHEALTH GROUP I 155,616 190,905
    075887109 BECTON DICKINSON & C 141,635 134,812
    11135F101 BROADCOM INC 102,472 88,802
    717081103 PFIZER INC 133,213 128,042
    88579Y101 3M COMPANY 70,474 39,449
    911312106 UNITED PARCEL SERVIC 70,178 59,285
    00724F101 ADOBE INC 157,908 73,478
    235851102 DANAHER CORP 90,931 76,196
    57636Q104 MASTERCARD INC CL A 95,356 75,350
    872540109 TJX COMPANIES INC NE 83,413 77,091
    08579W103 BERRY GLOBAL GROUP I 49,305 35,735
    228368106 CROWN HOLDINGS INC    
    701094104 PARKER HANNIFIN CORP 99,278 80,932
    806857108 SCHLUMBERGER LTD SED 81,575 91,545
    863667101 STRYKER CORP 183,303 143,601
    66987V109 NOVARTIS AG SPONSORE    
    835699307 SONY GROUP CORPORATI 103,834 65,075
    03076C106 AMERIPRISE FINANCIAL 205,935 190,978
    125523100 CIGNA CORP 69,006 90,733
    192446102 COGNIZANT TECHNOLOGY 82,520 65,194
    22822V101 CROWN CASTLE INC 161,481 128,650
    370334104 GENERAL MILLS INC    
    438516106 HONEYWELL INTL INC 98,406 77,474
    571748102 MARSH & MCLENNAN COM 92,330 88,977
    H01301128 ALCON INC SEDOL BJXB 78,378 61,845
    03662Q105 ANSYS INC 123,886 76,043
    526057104 LENNAR CORP CLASS A 115,367 84,987
    573284106 MARTIN MARIETTA MATL 101,397 87,608
    595017104 MICROCHIP TECHNOLOGY 103,045 85,686
    855244109 STARBUCKS CORP 142,565 106,842
    92345Y106 VERISK ANALYTICS INC 69,370 64,290
    G51502105 JOHNSON CTLS INTL PL    
    G5960L103 MEDTRONIC PLC SEDOL 133,604 93,347
    H1467J104 CHUBB LTD SEDOL B3BQ    
    127097103 COTERRA ENERGY INC 66,844 92,909
    14040H105 CAPITAL ONE FINANCIA 123,039 70,971
    172062101 CINCINNATI FINANCIAL 85,725 63,684
    191216100 COCA COLA CO 85,866 82,517
    200525103 COMMERCE BANCSHARES 50,789 48,958
    22052L104 CORTEVA INC-W/I 111,868 135,674
    229899109 CULLEN FROST BANKERS 65,900 71,134
    27579R104 EAST WEST BANCORP IN    
    278865100 ECOLAB INC 86,656 60,945
    28414H103 ELANCO ANIMAL HEALTH 70,901 29,114
    29472R108 EQUITY LIFESTYLE PRO 42,977 33,368
    369550108 GENERAL DYNAMICS COR 74,388 76,169
    40412C101 HCA HEALTHCARE INC 111,614 85,462
    461202103 INTUIT SOFTWARE 116,279 84,436
    59410T106 MICHELIN (CGDE) UNSP 93,611 52,818
    606822104 MITSUBISHI UFJ FINL 42,149 33,719
    718546104 PHILLIPS 66 56,761 59,975
    749685103 RPM INTERNATIONAL IN 74,875 73,979
    866674104 SUN CMNTYS INC 43,933 31,126
    90184L102 TWITTER INC    
    902494103 TYSON FOODS INC CLAS 66,581 53,469
    931427108 WALGREENS BOOTS ALLI    
    98419M100 XYLEM INC 96,223 71,723
    G0084W101 ADIENT PLC SEDOL BD8 21,885 14,930
    G5480U120 LIBERTY GLOBAL PLC S 86,017 51,018
    N00985106 AERCAP HOLDINGS NV I 85,630 68,490
    Y2573F102 FLEX LTD SEDOL 23530 47,649 44,516
    008252108 AFFILIATED MANAGERS 36,919 25,837
    00912X302 AIR LEASE CORP 27,334 20,157
    018581108 BREAD FINANCIAL HLDG 20,033 8,869
    032095101 AMPHENOL CORP NEW CL 59,070 52,631
    042735100 ARROW ELECTRONICS IN 47,302 36,599
    04621X108 ASSURANT INC 52,624 47,067
    053015103 AUTOMATIC DATA PROCE 132,919 141,369
    15135B101 CENTENE CORP 61,294 71,819
    20337X109 COMMSCOPE HOLDING CO 17,334 10,720
    20602D101 CONCENTRIX CORP - WI    
    24703L202 DELL TECHNOLOGIES -C    
    278642103 EBAY INC 132,950 81,129
    36262G101 GXO LOGISTICS INC-W/    
    410345102 HANESBRANDS INC - W/ 37,306 13,864
    534187109 LINCOLN NATIONAL COR 70,140 45,183
    536797103 LITHIA MTRS INC CL A 61,367 36,903
    629377508 NRG ENERGY, INC. 59,190 53,272
    668771108 NORTONLIFELOCK INC 101,280 75,162
    67098H104 O-I GLASS INC    
    74915M100 QURATE RETAIL INC SE 22,556 4,551
    867224107 SUNCOR ENERGY INC IS 65,627 91,037
    87162W100 TD SYNNEX CORP 69,079 50,825
    91336L107 UNIVAR SOLUTIONS INC 24,715 22,217
    958102105 WESTERN DIGITAL CORP 121,864 64,612
    963320106 WHIRLPOOL CORP 75,290 46,644
    11133T103 BROADRIDGE FINANCIAL 90,614 75,768
    294429105 EQUIFAX INC 82,984 56,229
    882508104 TEXAS INSTRUMENTS IN 87,943 71,199
    94106L109 WASTE MANAGEMENT INC 113,262 122,240
    032654105 ANALOG DEVICES INC 73,101 63,260
    04247X102 ARMSTRONG WORLD INDU 21,660 19,015
    049560105 ATMOS ENERGY CORP 75,064 67,119
    052769106 AUTODESK INC 77,866 79,390
    058498106 BALL CORPORATION 54,202 35,950
    09260D107 BLACKSTONE INC 87,143 58,925
    150870103 CELANESE CORP 98,184 62,786
    21036P108 CONSTELLATION BRANDS 61,400 60,176
    256746108 DOLLAR TREE INC 28,813 28,037
    285512109 ELECTRONIC ART 11,786 10,530
    29415F104 ENVISTA HOLDINGS COR 34,000 28,840
    337738108 FISERV INC 68,979 65,405
    37940X102 GLOBAL PAYMENTS INC- 115,985 89,790
    501889208 LKQ CORP 43,729 42,765
    521865204 LEAR CORP- W/I 46,817 44,884
    548661107 LOWES COMPANIES INC 32,909 27,608
    615369105 MOODY'S CORP 67,531 51,053
    68213N109 OMNICELL INC 17,689 13,229
    688239201 OSHKOSH CORPORATION 56,762 35,004
    68902V107 OTIS WORLDWIDE CORP- 44,539 36,238
    78409V104 S&P GLOBAL INC 52,666 41,222
    83088M102 SKYWORKS SOLUTIONS I 52,935 33,341
    871829107 SYSCO CORP 64,984 52,396
    902973304 US BANCORP DEL COM N 78,104 64,431
    90353T100 UBER TECHNOLOGIES IN 120,927 95,188
    91879Q109 VAIL RESORTS INC 32,694 28,033
    92343E102 VERISIGN INC 37,172 33,003
    92826C839 VISA INC CLASS A SHA 27,454 23,272
    929160109 VULCAN MATERIALS CO 28,991 25,549
    98389B100 XCEL ENERGY INC 82,555 75,200

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    EDWARD M WILSON FOUNDATION
    EIN:
    31-0976337
    US Government Securities - End of Year Book Value:

    2,080,854
    US Government Securities - End of Year Fair Market Value:

    1,945,072
    State & Local Government Securities - End of Year Book Value:


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


     


    TY 2021 InvestmentsOtherSchedule2
    Name:
    EDWARD M WILSON FOUNDATION
    EIN:
    31-0976337
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    38147X325 GLDMN SCHS ABS RTRN AT COST 351,775 343,957
    922042858 VANGUARD FTSE EMERGI      
    779562206 T ROWE PR NEW HORIZO AT COST 150,441 267,601
    00769G543 CAMBIAR INTL EQUITY      
    09252M883 BLACKROCK TOTAL RETU AT COST 400,000 325,938
    316092857 FIDELITY REAL ESTATE AT COST 1,015,310 996,124
    46090E103 INVESCO QQQ TRUST ET AT COST 2,868,990 2,092,646
    464287200 ISHARES CORE S&P 500 AT COST 3,411,585 3,434,074
    46432F842 ISHARES CORE MSCI EA AT COST 1,465,991 1,177,596
    552746364 MFS EMERGING MKTS DE AT COST 500,000 366,554
    74440Y884 PGIM HIGH YIELD FUND AT COST 500,000 402,851
    77958B402 T ROWE PRICE INSTITU AT COST 435,927 395,020
    957663669 WESTERN ASSET CORE P AT COST 400,000 303,308
    97717X669 WISDOMTREE U.S. QUAL      
    09260B382 BLACKROCK STRATEGIC AT COST 1,187,203 1,084,768
    256210105 DODGE & COX INCOME F AT COST 473,764 418,241
    74440B884 PRUDENTIAL TOTAL RET AT COST 633,421 525,883
    09260B309 BLACKROCK CORE BOND AT COST 300,000 247,813
    922031737 VANGUARD INFLATION P AT COST 264,877 232,472
    057071813 BAIRD MIDCAP INST AT COST 360,000 492,455
    94987W513 ALLSPRING SPECIAL MI AT COST 238,540 320,736
    464287481 ISHARES RUSSELL MID- AT COST 137,188 607,362
    957663685 WESTERN ASSET TOTAL AT COST 147,804 124,394
    05587K857 BNYM INTERNATIONAL S AT COST 1,160,000 1,097,249
    27831R108 EV GLBL MACR ABS RTR AT COST 300,000 261,215
    31428Q739 FEDERATED TOTAL RETU AT COST 201,178 180,190
    412295701 HARDING LOEVNER INST      
    464287473 ISHARES RUSSELL MID- AT COST 201,009 685,317
    464287879 ISHARES S&P SMALL CA AT COST 171,219 185,348
    464288612 ISHARES INTERMEDIATE AT COST 285,599 260,326
    464288638 ISHARES TRUST ISHARE AT COST 200,330 176,222
    69447T771 PACIFIC FUNDS FLOATI AT COST 108,676 99,584
    957663610 WESTERN ASSET INTERM AT COST 850,000 725,857
    00770X675 PZENA EMERG MKTS VAL AT COST 275,000 253,084
    317609295 SEAFARER OVERSEAS GR AT COST 365,000 335,466
    464288877 ISHARES MSCI EAFE VA AT COST 452,908 411,308
    543069405 LONGLEAF PARTNERS FD AT COST 450,000 407,986
    89154M702 TOUCHSTONE SANDS EM AT COST 275,000 249,503

    TY 2021 OtherDecreasesSchedule
    Name:
    EDWARD M WILSON FOUNDATION
    EIN:
    31-0976337
    Description Amount
    2021 TRANSACTION POSTED IN 2022 22,708
    2021 SALES POSTED IN 2022 1
    WASH SALES ADJUSTMENT 16
    ADJUST FOR BOND AMORTIZATION 21,111
    ROUNDING 44


    TY 2021 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 EXPENSE (NON-DEDUCTIBLE 138 0   138
    MAP MANAGEMENT FEES 37,905 37,905   0
    GRANTMAKING FEES 134,079 0   134,079
    ADR SERVICE FEES 493 493   0


    TY 2021 OtherIncomeSchedule2
    Name:
    EDWARD M WILSON FOUNDATION
    EIN:
    31-0976337
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FOREIGN TAX REFUND 163 163  


    TY 2021 OtherIncreasesSchedule
    Name:
    EDWARD M WILSON FOUNDATION
    EIN:
    31-0976337
    Description Amount
    RECOVERY OF PRIOR YEAR GRANTS 25,000
    2020 TRANSACTION POSTED IN 2021 13,993
    2020 SALES POSTED IN 2021 2
    ADJUSTMENT TO INCOME 94
    PRIOR YEAR ADJUSTMENT 8,526


    TY 2021 TaxesSchedule
    Name:
    EDWARD M WILSON FOUNDATION
    EIN:
    31-0976337
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 973 973   0
    FEDERAL TAX PAYMENT - PRIOR YE 78,956 0   0
    FEDERAL ESTIMATES - PRINCIPAL 16,408 0   0
    FOREIGN TAXES ON QUALIFIED FOR 7,123 7,123   0
    FOREIGN TAXES ON NONQUALIFIED 1,074 1,074   0