Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$3,068,304
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 right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 62,646 62,425  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -91,884
b Gross sales price for all assets on line 6a 1,681,458
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)....... 1,486    
12 Total. Add lines 1 through 11........ -27,752 62,425  
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)....... 390 0 0 390
c Other professional fees (attach schedule).... 20,139 20,139   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 542 429   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)....... 564 564    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 21,635 21,132 0 390
25 Contributions, gifts, grants paid....... 143,000 143,000
26 Total expenses and disbursements. Add lines 24 and 25 164,635 21,132 0 143,390
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -192,387
b Net investment income (if negative, enter -0-) 41,293
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 3,766 694 694
2 Savings and temporary cash investments......... 174,775 69,118 69,118
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow0      
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)....... 803,610    
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,028,801 Click to see attachment
List of Attached Documents:
// Content
2,748,993
2,998,492
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,010,952 2,818,805 3,068,304
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 right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 3,010,952 2,818,805
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)..... 3,010,952 2,818,805
30 Total liabilities and net assets/fund balances (see instructions). 3,010,952 2,818,805
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
3,010,952
2
Enter amount from Part I, line 27a .....................
2
-192,387
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,819
4
Add lines 1, 2, and 3 ..........................
4
2,820,384
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,579
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,818,805
Form 990-PF (2023)
Form 990-PF (2023)
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 23. TJX COMPANIES INC NEW   2021-08-09 2023-01-19
b 35. LINCOLN NATIONAL CORP   2021-08-09 2023-01-25
c 1. BROADCOM INC   2021-12-27 2023-02-15
d 77. DISCOVER FINANCIAL W/I     2023-02-15
e 7. MERCK & CO INC   2020-02-07 2023-02-15
8. ORACLE CORP   2021-12-27 2023-02-15
32. LINCOLN NATIONAL CORP   2022-11-15 2023-02-16
3. LINCOLN NATIONAL CORP   2021-08-09 2023-02-16
3. UNITED RENTALS INC   2021-08-09 2023-02-16
34. LINCOLN NATIONAL CORP   2022-11-15 2023-02-21
1. BROADCOM INC   2021-12-27 2023-02-24
7. DOVER CORP   2021-12-27 2023-02-24
5. MERCK & CO INC   2020-02-07 2023-02-24
12. ORACLE CORP     2023-02-24
1. CITIBANK ADR SETTLEMENT (15CV09185M) VAR   2001-01-01 2023-02-28
151. ABBOTT LABORATORIES INC     2023-03-03
18. AFFILIATED MANAGERS GROUP INC     2023-03-03
50. AIR LEASE CORP     2023-03-03
23. BREAD FINANCIAL HLDG INC     2023-03-03
140. AMAZON COM INC   2021-08-09 2023-03-03
177. AMERICAN INTERNATIONAL GROUP,INC     2023-03-03
11. AMERICAN TOWER CORP   2023-01-06 2023-03-03
58. AMERICAN TOWER CORP   2021-08-09 2023-03-03
25. AMERIPRISE FINANCIAL INC   2021-08-09 2023-03-03
173. AMPHENOL CORP NEW CL A   2021-08-09 2023-03-03
124. ARCHER DANIELS MIDLAND CO   2021-08-09 2023-03-03
31. ARROW ELECTRONICS INC     2023-03-03
3. ASSURANT INC   2022-12-16 2023-03-03
23. ASSURANT INC   2021-08-09 2023-03-03
67. AUTOMATIC DATA PROCESSING INC     2023-03-03
58. BAXTER INTERNATIONAL INC     2023-03-03
126. BAXTER INTERNATIONAL INC     2023-03-03
60. BERRY GLOBAL GROUP INC     2023-03-03
19. BROADCOM INC     2023-03-03
2. BROADCOM INC   2022-07-11 2023-03-03
13. BROADCOM INC   2021-08-09 2023-03-03
109. CDW CORP/DE   2021-08-09 2023-03-03
30. THE CIGNA GROUP   2021-08-09 2023-03-03
19. THE CIGNA GROUP   2021-08-09 2023-03-03
92. CVS HEALTH CORPORATION   2021-08-09 2023-03-03
56. CELANESE CORP     2023-03-03
74. CENTENE CORP   2021-08-09 2023-03-03
193. CISCO SYSTEMS INC     2023-03-03
44. COGNIZANT TECHNOLOGY SOLUTIONS   2022-09-19 2023-03-03
105. COGNIZANT TECHNOLOGY SOLUTIONS     2023-03-03
86. COMCAST CORPORATION CL A   2022-09-19 2023-03-03
187. COMCAST CORPORATION CL A     2023-03-03
69. COMMSCOPE HOLDING CO INC   2022-11-15 2023-03-03
45. COMMSCOPE HOLDING CO INC     2023-03-03
289. CONAGRA BRANDS INC     2023-03-03
22. CONCENTRIX CORP - WI     2023-03-03
83. CONOCOPHILLIPS   2021-08-09 2023-03-03
13. CONSTELLATION BRANDS INC CL A   2023-01-19 2023-03-03
42. CONSTELLATION BRANDS INC CL A     2023-03-03
5. COOPER COS INC NEW     2023-03-03
25. COOPER COS INC NEW     2023-03-03
18. DISNEY WALT CO   2022-04-11 2023-03-03
61. DISNEY WALT CO     2023-03-03
38. DOLLAR GENERAL CORP     2023-03-03
66. DOLLAR TREE INC     2023-03-03
19. DOVER CORP   2022-09-19 2023-03-03
50. DOVER CORP     2023-03-03
30. DUPONT DE NEMOURS INC-WI   2022-09-19 2023-03-03
141. DUPONT DE NEMOURS INC-WI     2023-03-03
43. EBAY INC     2023-03-03
144. EBAY INC     2023-03-03
143. EDISON INTL     2023-03-03
126. EQUITY RESIDENTIAL SH BEN INT REIT     2023-03-03
3190. FIDELITY REAL ESTATE ETF ETF     2023-03-03
71. FIDELITY NATIONAL INFORMATION     2023-03-03
77. FIDELITY NATIONAL INFORMATION     2023-03-03
82. GLOBAL PAYMENTS INC-W/I     2023-03-03
8. HCA HEALTHCARE INC   2022-07-11 2023-03-03
19. HCA HEALTHCARE INC   2021-08-09 2023-03-03
104. HANESBRANDS INC - W/I   2023-02-16 2023-03-03
156. HANESBRANDS INC - W/I     2023-03-03
131. HOLOGIC INC   2022-05-13 2023-03-03
14. HONEYWELL INTL INC   2022-04-11 2023-03-03
41. HONEYWELL INTL INC     2023-03-03
42. ILLUMINA INC     2023-03-03
737. INVESCO QQQ TRUST ETF   2021-08-04 2023-03-03
86. IQVIA HOLDINGS INC   2021-08-09 2023-03-03
48. JOHNSON & JOHNSON     2023-03-03
4879.449 LAZARD US CONCENTRATED-INST   2022-02-23 2023-03-03
32. LEAR CORP- W/I     2023-03-03
15. LITHIA MTRS INC CL A     2023-03-03
46. LOWES COMPANIES INC   2023-02-15 2023-03-03
78. MASTERCARD INC CL A     2023-03-03
111. MERCK & CO INC     2023-03-03
162. METLIFE INC.     2023-03-03
106. MICROSOFT CORP   2008-03-07 2023-03-03
40. MOTOROLA SOLUTIONS INC     2023-03-03
61. NRG ENERGY, INC.     2023-03-03
91. NRG ENERGY, INC.   2021-08-09 2023-03-03
124. NIKE INC CLASS B     2023-03-03
19. NORTHROP GRUMMAN CORPORATION   2021-08-09 2023-03-03
97. GEN DIGITAL INC     2023-03-03
233. GEN DIGITAL INC     2023-03-03
25. ORACLE CORP   2022-09-19 2023-03-03
92. ORACLE CORP   2021-08-09 2023-03-03
18. PRIMERICA INC     2023-03-03
114. RTX CORPORATION     2023-03-03
277. SCHWAB CHARLES CORP NEW   2021-08-09 2023-03-03
192. STERICYCLE INC   2021-08-09 2023-03-03
266. SUNCOR ENERGY INC SEDOL B3NB1P2   2021-08-09 2023-03-03
7. TD SYNNEX CORP   2022-12-16 2023-03-03
42. TD SYNNEX CORP     2023-03-03
171. TJX COMPANIES INC NEW     2023-03-03
32. TJX COMPANIES INC NEW   2022-04-11 2023-03-03
111. TJX COMPANIES INC NEW     2023-03-03
196. TRUIST FINANCIAL CORP     2023-03-03
37. US BANCORP DEL COM NEW   2022-09-19 2023-03-03
166. US BANCORP DEL COM NEW     2023-03-03
143. UBER TECHNOLOGIES INC     2023-03-03
157. UBER TECHNOLOGIES INC     2023-03-03
4. UNITED RENTALS INC   2022-07-11 2023-03-03
16. UNITED RENTALS INC     2023-03-03
76. UNIVAR SOLUTIONS INC MERGED 08/01/23 @ $36.15 P/S     2023-03-03
51. VERIZON COMMUNICATIONS INC   2022-09-19 2023-03-03
178. VERIZON COMMUNICATIONS INC     2023-03-03
30. WESTERN DIGITAL CORP     2023-03-03
134. WESTERN DIGITAL CORP     2023-03-03
26. WHIRLPOOL CORP     2023-03-03
12. ZOETIS INC   2022-09-06 2023-03-03
84. ZOETIS INC   2021-08-09 2023-03-03
13. ADIENT PLC SEDOL BD845X2   2022-12-16 2023-03-03
41. ADIENT PLC SEDOL BD845X2     2023-03-03
46. EATON CORP PLC SEDOL B8KQN82   2022-04-14 2023-03-03
29. LIBERTY GLOBAL PLC SERIES C SEDOL B8W67B1   2022-12-16 2023-03-03
212. LIBERTY GLOBAL PLC SERIES C SEDOL B8W67B1   2021-08-09 2023-03-03
121. APTIV PLC-WHEN ISSUED SEDOL B783TY6     2023-03-03
20. AERCAP HOLDINGS NV ISIN NL0000687663 SEDOL B1HHKD3   2022-07-11 2023-03-03
105. AERCAP HOLDINGS NV ISIN NL0000687663 SEDOL B1HHKD3     2023-03-03
209. FLEX LTD SEDOL 2353058     2023-03-03
1185.918 PACIFIC FUNDS FLOATING RATE MERGED 4/14/2023   2016-07-29 2023-03-21
1982.379 PGIM HIGH YIELD FUND CLASS R6     2023-03-21
1025.641 T ROWE PRICE INSTITUTIONAL FLOATING RATE FUND   2021-12-23 2023-03-21
4833.04 BAIRD AGGREGATE BOND FUND FD 72   2021-04-09 2023-03-22
925.497 WCM FOCUSED INTL GROWTH-INS     2023-04-26
500. ISHARES MSCI EAFE VALUE ETF   2022-09-14 2023-04-26
6205.674 BAIRD INTERMEDIATE BD FD INSTL FD 70   2021-12-23 2023-05-30
50000. BLACKROCK LIQ FDS FEDFUND-IN     2023-05-30
43.711 BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO FD 0446   2022-12-19 2023-05-30
59.621 BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO FD 0446     2023-05-30
2242.815 BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO FD 0446     2023-05-30
2569.914 BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO FD 0446     2023-05-30
459. ISHARES BARCLAYS 7-10 YEAR TREASURY   2023-03-22 2023-05-30
112.677 PRUDENTIAL TOTAL RETURN BOND CLASS R6 FD 1062     2023-05-30
310.26 PRUDENTIAL TOTAL RETURN BOND CLASS R6 FD 1062     2023-05-30
5412.1 PRUDENTIAL TOTAL RETURN BOND CLASS R6 FD 1062     2023-05-30
19.189 BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO FD 0446   2023-05-31 2023-06-06
23.539 PRUDENTIAL TOTAL RETURN BOND CLASS R6 FD 1062   2023-05-31 2023-06-06
670. ISHARES MSCI USA QUALITY FACTOR ETF   2023-03-03 2023-09-26
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 1,830   1,583 247
b 1,126   2,384 -1,258
c 600   675 -75
d 8,837   9,817 -980
e 757   569 188
704   718 -14
1,114   1,092 22
104   204 -100
1,388   1,007 381
1,121   1,160 -39
575   675 -100
1,036   1,232 -196
547   406 141
1,056   1,076 -20
1     1
15,678   18,634 -2,956
2,885   2,964 -79
2,169   2,100 69
941   1,641 -700
13,195   23,350 -10,155
10,639   9,336 1,303
2,221   2,386 -165
11,713   16,210 -4,497
8,595   6,671 1,924
13,678   12,708 970
10,024   7,504 2,520
3,740   3,707 33
379   369 10
2,903   3,694 -791
15,019   13,914 1,105
2,326   3,273 -947
5,053   10,074 -5,021
3,829   3,932 -103
11,997   6,013 5,984
1,263   977 286
8,208   6,303 1,905
22,024   20,551 1,473
8,578   6,364 2,214
5,433   4,030 1,403
7,510   7,477 33
6,995   7,761 -766
5,088   4,909 179
9,480   10,973 -1,493
2,747   2,783 -36
6,556   7,895 -1,339
3,189   2,953 236
6,934   10,633 -3,699
541   635 -94
353   717 -364
10,343   9,566 777
3,025   2,779 246
8,995   4,623 4,372
2,898   2,836 62
9,363   9,142 221
1,762   1,972 -210
8,808   10,185 -1,377
1,812   2,354 -542
6,139   10,488 -4,349
8,245   8,884 -639
9,759   6,521 3,238
2,933   2,363 570
7,719   8,626 -907
2,235   1,649 586
10,505   10,831 -326
1,978   1,816 162
6,624   9,388 -2,764
9,551   8,225 1,326
7,908   10,633 -2,725
83,172   81,446 1,726
4,533   5,555 -1,022
4,916   9,904 -4,988
9,227   10,624 -1,397
1,989   1,372 617
4,724   4,738 -14
599   605 -6
899   3,020 -2,121
10,523   9,984 539
2,758   2,668 90
8,076   9,196 -1,120
9,099   8,669 430
218,946   270,088 -51,142
18,891   21,207 -2,316
7,347   8,284 -937
77,778   85,000 -7,222
4,559   3,994 565
3,931   5,220 -1,289
9,170   9,872 -702
28,069   28,262 -193
11,854   8,449 3,405
11,364   9,887 1,477
27,037   2,970 24,067
10,628   9,447 1,181
2,052   2,034 18
3,061   3,998 -937
14,936   21,171 -6,235
8,861   6,853 2,008
1,869   2,148 -279
4,490   6,328 -1,838
2,219   1,719 500
8,168   8,231 -63
3,358   2,965 393
11,265   9,901 1,364
21,477   20,429 1,048
9,178   12,881 -3,703
9,366   5,144 4,222
680   673 7
4,081   4,883 -802
13,244   11,741 1,503
2,478   1,990 488
8,597   7,965 632
8,978   11,193 -2,215
1,732   1,704 28
7,770   9,477 -1,707
4,897   3,549 1,348
5,376   6,517 -1,141
1,911   989 922
7,646   5,354 2,292
2,684   1,835 849
1,947   2,097 -150
6,796   9,729 -2,933
1,154   1,218 -64
5,153   8,880 -3,727
3,617   5,803 -2,186
2,036   1,893 143
14,250   16,774 -2,524
575   447 128
1,812   1,628 184
8,137   6,445 1,692
615   550 65
4,494   5,969 -1,475
14,377   19,636 -5,259
1,279   775 504
6,717   5,925 792
4,805   3,793 1,012
10,910   11,764 -854
9,000   10,996 -1,996
9,415   10,000 -585
47,654   55,000 -7,346
20,000   25,189 -5,189
24,870   21,145 3,725
63,174   70,000 -6,826
50,000   50,000  
401   404 -3
547   596 -49
20,567   21,571 -1,004
23,566   25,894 -2,328
44,624   44,909 -285
1,333   1,615 -282
3,670   3,736 -66
64,025   76,741 -12,716
176   176  
279   279  
87,895   80,712 7,183
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
      7,844
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       247
b       -1,258
c       -75
d       -980
e       188
      -14
      22
      -100
      381
      -39
      -100
      -196
      141
      -20
      1
      -2,956
      -79
      69
      -700
      -10,155
      1,303
      -165
      -4,497
      1,924
      970
      2,520
      33
      10
      -791
      1,105
      -947
      -5,021
      -103
      5,984
      286
      1,905
      1,473
      2,214
      1,403
      33
      -766
      179
      -1,493
      -36
      -1,339
      236
      -3,699
      -94
      -364
      777
      246
      4,372
      62
      221
      -210
      -1,377
      -542
      -4,349
      -639
      3,238
      570
      -907
      586
      -326
      162
      -2,764
      1,326
      -2,725
      1,726
      -1,022
      -4,988
      -1,397
      617
      -14
      -6
      -2,121
      539
      90
      -1,120
      430
      -51,142
      -2,316
      -937
      -7,222
      565
      -1,289
      -702
      -193
      3,405
      1,477
      24,067
      1,181
      18
      -937
      -6,235
      2,008
      -279
      -1,838
      500
      -63
      393
      1,364
      1,048
      -3,703
      4,222
      7
      -802
      1,503
      488
      632
      -2,215
      28
      -1,707
      1,348
      -1,141
      922
      2,292
      849
      -150
      -2,933
      -64
      -3,727
      -2,186
      143
      -2,524
      128
      184
      1,692
      65
      -1,475
      -5,259
      504
      792
      1,012
      -854
      -1,996
      -585
      -7,346
      -5,189
      3,725
      -6,826
       
      -3
      -49
      -1,004
      -2,328
      -285
      -282
      -66
      -12,716
       
       
      7,183
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 -91,884
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
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 right arrow 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) 1 574
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........................... 3 574
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- ..... 5 574
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 449
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.............. 7 449
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.......right arrow 9 125
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowIN
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 2023 or the taxable year beginning in 2023? 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
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 addressright arrow  
14
The books are in care ofright arrowPNC BANK NA Telephone no.right arrow (412) 807-6328

Located atright arrow116 ALLEGHENY CENTER MALLPITTSBURGHPA ZIP+4right arrow15212
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
VIRGINIA WOLF CO-TRUSTEE
5
0    
2209 St Joe Center Road aPT 281
FORT WAYNE,IN468255061
RICHARD WOLF PRESIDENT
1
0    
12305 SCHWARTZ ROAD
GRABILL,IN46741
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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.............right arrow0
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.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
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
2,879,714
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
2,879,714
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
2,879,714
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
43,196
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,836,518
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
141,826
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
141,826
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
574
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
574
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
141,252
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
141,252
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
141,252
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
143,390
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
143,390
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2022
(c)
2022
(d)
2023
1 Distributable amount for 2023 from Part X, line 7 141,252
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 142,695
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 0
b From 2019...... 0
c From 2020...... 0
d From 2021...... 0
e From 2022...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 143,390
a Applied to 2022, but not more than line 2a 142,695
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 2023 distributable amount..... 695
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 ..........
140,557
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 2018 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ......
0
10 Analysis of line 9:
a Excess from 2019.... 0
b Excess from 2020.... 0
c Excess from 2021.... 0
d Excess from 2022.... 0
e Excess from 2023.... 0
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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 right arrow
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 (2023)
Form 990-PF (2023)
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

JUNIOR ACHIEVEMENT OF NORTHERN INDIANA

550 E WALLEN RD
FORT WAYNE,IN468252737
NONE PC GENERAL SUPPORT 2,000

AMERICAN CANCER SOCIETY

270 PEACHTREE STREET SUITE 1300
ATLANTA,GA30303
NONE PC GENERAL SUPPORT 2,000

BIG BROTHERSBIG SISTERS OF AMERICA

2202 N WESTSHORE BOULEVARD SUITE
Tampa,FL33607
NONE PC GENERAL SUPPORT 6,500

TRINITY ENGLISH LUTHERAN CHURCH

405 W WAYNE ST
FORT WAYNE,IN46802
NONE PC GENERAL SUPPORT 20,000

FORT WAYNE PUBLIC TELEVISION (PBS 39)

2501 E COLISEUM BLVD
FORT WAYNE,IN46805
NONE PC GENERAL SUPPORT 2,000

FORT WAYNE PARKS DEPT

705 E STATE BLVD
FORT WAYNE,IN46805
NONE PC GENERAL SUPPORT 10,000

COMMUNITY HARVEST FOOD BANK

999 E TILLMAN ROAD
FORT WAYNE,IN46816
NONE PC GENERAL SUPPORT 4,000

YMCA Northeast Indiana

5920 DECATUR ROAD
FORT WAYNE,IN46816
NONE PC GENERAL SUPPORT 2,000

ASSOCIATED CHURCHES OF FORT WAYNE INDIA

602 E WAYNE STREET
FORT WAYNE,IN46802
NONE PC GENERAL SUPPORT 8,500

ARTS UNITED OF GREATER FORT WAYNE

300 E MAIN STREET
FORT WAYNE,IN46802
NONE PC GENERAL SUPPORT 2,500

FORT WAYNE RESCUE MISSION

404 E WASHINGTON BLVD
FORT WAYNE,IN46802
NONE PC GENERAL SUPPORT 5,000

BIG BROTHERSBIG SISTERS OF NE INDIANA

1005 WEST RUDISILL BOULEVARD
FORT WAYNE,IN46807
NONE PC GENERAL SUPPORT 14,000

PURDUE FORT WAYNE UNIVERSITY

2101 E COLISEUM BLVD
FORT WAYNE,IN46805
NONE PC GENERAL SUPPORT 8,000

Woodburn Christian Childrens Home Inc

PO BOX 459
Woodburn,IN467970459
NONE PC GENERAL SUPPORT 5,000

MATTHEW 25 HEALTH & DENTAL CLINIC

413 E JEFFERSON BLVD
FORT WAYNE,IN46802
NONE PC GENERAL SUPPORT 5,000

WBOI NPR Radio Fort Wayne

3204 CLAIRMONT CT
Fort Wayne,IN46898
NONE PC GENERAL SUPPORT 2,000

THE LITERACY ALLIANCE

1005 W RUDISILL BLVD
FORT WAYNE,IN46807
NONE PC GENERAL SUPPORT 3,000

FORT WAYNE COMMUNITY SCHOOLS

1200 S CLINTON ST
FORT WAYNE,IN468023504
NONE PC GENERAL SUPPORT 3,000

ALLEN COUNTY COURTHOUSE PRESERVATION TRU

715 S CALHOUN ST
FORT WAYNE,IN46802
NONE PC GENERAL SUPPORT 2,000

Christian Community Health Care Inc

13410 MAIN STREET
GRABILL,IN46741
NONE PC GENERAL SUPPORT 5,000

THE CARRIAGE HOUSE

3327 LAKE AVENUE
FORT WAYNE,IN46805
NONE PC GENERAL SUPPORT 3,000

HARLAN CHRISTIAN YOUTH CENTER

17308 SECOND ST PO BOX 467
HARLAN,IN46743
NONE PC GENERAL SUPPORT 20,000

THE LIGHTHOUSE COMMUNITY CENTER

3000 EAST STATE BLVD
FORT WAYNE,IN46805
NONE PC GENERAL SUPPORT 5,500

WELLSPRING INTERFAITH SOCIAL SERVICES

1316 BROADWAY AVENUE
FORT WAYNE,IN46802
NONE PC GENERAL SUPPORT 3,000
Total .................................right arrow 3a 143,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
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 ....       62,646  
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 -91,884  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEDERAL TAX REFUND
    1 1,486  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   -27,752  
13Total. Add line 12, columns (b), (d), and (e)..................
13
-27,752
(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 (2023)
Form 990-PF (2023)
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.
right arrow right arrow
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 Check if self-
employed right arrow
PTIN
Firm's name SmallBullet
Firm's EIN SmallBullet
Firm's address SmallBullet


Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
DON & VIRGINIA WOLF CHARITABLE FDN
EIN:
35-1799317
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 390     390

TY 2023 InvestmentsCorpStockSchedule
Name:
DON & VIRGINIA WOLF CHARITABLE FDN
EIN:
35-1799317
Name of Stock End of Year Book Value End of Year Fair Market Value
256677105 DOLLAR GENERAL CORP    
478160104 JOHNSON & JOHNSON    
594918104 MICROSOFT CORP    
620076307 MOTOROLA SOLUTIONS I    
666807102 NORTHROP GRUMMAN COR    
03027X100 AMERICAN TOWER CORP    
11135F101 BROADCOM INC    
12514G108 CDW CORP/DE    
20030N101 COMCAST CORPORATION    
58933Y105 MERCK & CO INC    
89832Q109 TRUIST FINANCIAL COR    
002824100 ABBOTT LABORATORIES    
008252108 AFFILIATED MANAGERS    
00912X302 AIR LEASE CORP    
018581108 BREAD FINANCIAL HLDG    
023135106 AMAZON COM INC    
026874784 AMERICAN INTERNATION    
03076C106 AMERIPRISE FINANCIAL    
032095101 AMPHENOL CORP NEW CL    
039483102 ARCHER DANIELS MIDLA    
042735100 ARROW ELECTRONICS IN    
04621X108 ASSURANT INC    
053015103 AUTOMATIC DATA PROCE    
071813109 BAXTER INTERNATIONAL    
08579W103 BERRY GLOBAL GROUP I    
125523100 CIGNA CORP    
126650100 CVS HEALTH CORPORATI    
15135B101 CENTENE CORP    
17275R102 CISCO SYSTEMS INC    
192446102 COGNIZANT TECHNOLOGY    
20337X109 COMMSCOPE HOLDING CO    
205887102 CONAGRA BRANDS INC    
20602D101 CONCENTRIX CORP - WI    
20825C104 CONOCOPHILLIPS    
21036P108 CONSTELLATION BRANDS    
254687106 DISNEY WALT CO    
254709108 DISCOVER FINANCIAL W    
256746108 DOLLAR TREE INC    
260003108 DOVER CORP    
26614N102 DUPONT DE NEMOURS IN    
278642103 EBAY INC    
281020107 EDISON INTL    
29476L107 EQUITY RESIDENTIAL S    
31620M106 FIDELITY NATIONAL IN    
40412C101 HCA HEALTHCARE INC    
410345102 HANESBRANDS INC - W/    
438516106 HONEYWELL INTL INC    
46266C105 IQVIA HOLDINGS INC    
534187109 LINCOLN NATIONAL COR    
536797103 LITHIA MTRS INC CL A    
57636Q104 MASTERCARD INC CL A    
59156R108 METLIFE INC.    
629377508 NRG ENERGY, INC.    
654106103 NIKE INC CLASS B    
668771108 GEN DIGITAL INC    
68389X105 ORACLE CORP    
75513E101 RAYTHEON TECHNOLOGIE    
808513105 SCHWAB CHARLES CORP    
858912108 STERICYCLE INC    
867224107 SUNCOR ENERGY INC IS    
87162W100 TD SYNNEX CORP    
872540109 TJX COMPANIES INC NE    
902973304 US BANCORP DEL COM N    
911363109 UNITED RENTALS INC    
91336L107 UNIVAR SOLUTIONS INC    
92343V104 VERIZON COMMUNICATIO    
958102105 WESTERN DIGITAL CORP    
963320106 WHIRLPOOL CORP    
98978V103 ZOETIS INC    
G0084W101 ADIENT PLC SEDOL BD8    
G5480U120 LIBERTY GLOBAL PLC S    
G6095L109 APTIV PLC-WHEN ISSUE    
N00985106 AERCAP HOLDINGS NV I    
Y2573F102 FLEX LTD SEDOL 23530    
150870103 CELANESE CORP    
216648402 COOPER COS INC NEW    
37940X102 GLOBAL PAYMENTS INC-    
436440101 HOLOGIC INC    
452327109 ILLUMINA INC    
521865204 LEAR CORP- W/I    
90353T100 UBER TECHNOLOGIES IN    
G29183103 EATON CORP PLC SEDOL    

TY 2023 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
256210105 DODGE & COX INCOME F AT COST 122,286 119,138
316092857 FIDELITY REAL ESTATE      
464287200 ISHARES CORE S&P 500 AT COST 1,479,818 1,795,411
936793686 WASATCH INTL OPPORTU AT COST 20,000 16,554
09260B382 BLACKROCK STRATEGIC      
69447T771 PACIFIC FUNDS FLOATI      
74440B884 PRUDENTIAL TOTAL RET      
89155T797 TOUCHSTONE SM CAP VA AT COST 24,895 34,647
89355J656 TRANSAMERICA SM CAP AT COST 25,000 23,609
89609H704 TRIBUTARY SMALL COMP AT COST 20,000 20,616
057071805 BAIRD INTERMEDIATE B      
057071854 BAIRD AGGREGATE BOND      
317609295 SEAFARER OVERSEAS GR AT COST 53,245 47,144
413838566 OAKMARK INTL SM CAP- AT COST 20,000 24,686
46090E103 INVESCO QQQ TRUST ET      
461418444 WCM FOCUSED INTL GRO AT COST 84,811 75,343
543069405 LONGLEAF PARTNERS FD AT COST 35,000 29,342
552746364 MFS EMERGING MKTS DE AT COST 25,000 20,561
56170L703 SPYGLASS GROWTH FUND AT COST 115,000 74,959
74256W584 PRINCIPAL MIDCAP FUN AT COST 125,000 122,283
74440Y884 PGIM HIGH YIELD FUND AT COST 11,474 9,817
77958B402 T ROWE PRICE INSTITU      
957663610 WESTERN ASSET INTERM AT COST 80,000 71,862
97717X669 WISDOMTREE U.S. QUAL AT COST 47,382 52,359
00770X675 PZENA EMERG MKTS VAL AT COST 32,000 37,009
464288877 ISHARES MSCI EAFE VA AT COST 37,004 45,588
52106N616 LAZARD US CONCENTRAT      
89154M702 TOUCHSTONE SANDS EM AT COST 49,216 33,635
94987W513 ALLSPRING SPECIAL MI AT COST 60,000 57,262
258620566 DOUBLELINE TOTAL RET AT COST 65,000 64,634
46429B267 ISHARES U S TREASURY AT COST 50,255 50,342
46429B697 ISHARES MSCI USA MIN AT COST 31,480 33,553
46434V456 ISHARES MSCI INTL QU AT COST 45,127 47,326
94987W794 ALLSPRING CORE BOND AT COST 90,000 90,812

TY 2023 OtherDecreasesSchedule
Name:
DON & VIRGINIA WOLF CHARITABLE FDN
EIN:
35-1799317
Description Amount
COST BASIS ADJUSTMENT/PY ROC 61
2023 TRANSACTION POSTED IN 2024 1,297
RETURN OF CAPITAL ADJUSTMENT 219
ADJUSTMENT TO INCOME 1
ROUNDING ADJ FOR SALES AND TRANSACTIONS 1


TY 2023 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
MAP MANAGEMENT FEES 505 505   0
CLASS ACTIOON FILING FEES 1 1   0
BANK SERVICE FEES 58 58   0


TY 2023 OtherIncomeSchedule2
Name:
DON & VIRGINIA WOLF CHARITABLE FDN
EIN:
35-1799317
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FEDERAL TAX REFUND 1,486 0  


TY 2023 OtherIncreasesSchedule
Name:
DON & VIRGINIA WOLF CHARITABLE FDN
EIN:
35-1799317
Description Amount
2022 TRANSACTION POSTED IN 2023 1,819


TY 2023 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 20,139 20,139    


TY 2023 TaxesSchedule
Name:
DON & VIRGINIA WOLF CHARITABLE FDN
EIN:
35-1799317
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 35 35   0
FEDERAL ESTIMATES - PRINCIPAL 113 0   0
FOREIGN TAXES ON QUALIFIED FOR 283 283   0
FOREIGN TAXES ON NONQUALIFIED 111 111   0