2018-03-27T16:35:07-05:00 2017-12-31 BKD LLP 201 N Illinois Street Indianapolis IN 46204 990PF 2017-01-01 352157113 Philip J Wilhelm Foundation Inc C/O Chris Wilhelm President % GEORGE GABOR PHIL 3173595411 3914 Prospect St Indianapolis IN 46203 CHRIS WILHELM PRESIDENT 3173595411 2018-05-15 true HOLLY M PANTZER P00137289 3173834000 2018-05-15 2017 2022-09-23 18:48:47Z X X 0 X 0 103 103 3019 3019 80548 378422 80548 83670 83670 0 19389 0 0 19389 9850 0 0 9850 3497 3497 2207 120 120 35063 3617 0 29239 442095 442095 477158 3617 0 471334 -393488 80053 38230 0 0 363399 0 0 10028 0 0 411657 0 0 0 0 X 411657 0 411657 0 411657 0 411657 -393488 18169 18169 550.00 SHS ISHARES SELECT DIVIDEND ETF P 2017-06-20 51624 29317 22307 22307 550.00 SHS VANGUARD DIVIDEND APPRECIATION ETF P 2017-06-22 51794 29777 22017 22017 2864.15 SHS DODGE & COX FUNDS GLOBAL STOCK P 2017-06-15 37783 36292 1491 1491 3971.73 SHS EATON VANCE MUT FDS TR FLOATING RATE P 2017-06-15 37016 36738 278 278 643.90 SHS T ROWE PRICE HEALTH SCIENCES COM P 2017-06-15 44345 29782 14563 14563 95.00 GUGGENHEIM S&P 500 EQ WGT UTILITIES ETF P 2017-06-20 8416 8206 210 210 150.00 SHS ISHARES CORE S&P 500 ETF P 2017-06-22 37071 32060 5011 5011 200.00 SHS ISHARES CORE S&P MID-CAP ETF P 2017-06-22 35179 31484 3695 3695 300.00 SHS ISHARES CORE S&P SMALL-CAP ETF P 2017-06-22 21082 20016 1066 1066 1450.53 SHS VANGUARD EQUITY INCOME FUND P 2017-06-15 50324 44202 6122 6122 CAPITAL GAIN DIVIDENDS P 3788 80548 false 35575 379408 0.093764 30026 426641 0.070378 63405 461792 0.137302 81095 509899 0.159041 96110 514897 0.186659 0.647144 0.129429 330047 42718 801 43519 471334 X 801 801 801 1300 1300 499 0 499 false false false false false false true true true IN true false false false true true N/A GEORGE GABOR 3174397521 1923 CAMARGUE DRIVE ZIONSVILLE IN 46077 false false false false false false false false false false false false false false false false false false false false CHRISTOPHER WILHELM 3914 PROSPECT ST INDIANAPOLIS IN 46206 PRESIDENT & DIRECTOR 1.0 0 0 0 PAUL J CORSARO 4092 ROCKINGCHAIR ROAD GREENWOOD IN 46142 VICE-PRES & DIRECTOR 1.0 0 0 0 GEORGE GABOR 1923 CAMARGUE DRIVE ZIONSVILLE IN 46077 TREASURER & DIRECTOR 1.0 0 0 0 151397 183676 0 335073 0 335073 5026 330047 16502 16502 801 801 15701 15701 15701 471334 0 0 0 0 471334 801 470533 15701 0 2015 2014 2013 0 70447 56051 41313 9356 17850 195017 471334 0 15701 455633 650650 0 0 0 0 70447 580203 56051 41313 9356 17850 455633 X PROGRESS HOUSE 201 SHELBY ST INDIANAPOLIS IN 462023943 NONE PC GENERAL 3556 SECOND HELPINGS ORGANIZATION 1121 SOUTHEASTERN AVE INDIANAPOLIS IN 462023946 NONE PC GENERAL 1067 WHEELER MISSION 205 E NEW YORK ST INDIANAPOLIS IN 462042114 NONE PC GENERAL 711 ROMAN CATHOLIC ARCHDIOCESE OF INDIANAPOLIS 1400 N MERIDIAN ST INDIANAPOLIS IN 462022305 NONE PC GENERAL 42674 CATHOLIC COMMUNITY FOUNDATION 1400 N MERIDIAN STREET INDIANAPOLIS IN 46202 NONE PC GENERAL 259352 CHILDREN'S ORGAN TRANSPLANT ASSOCIATION 2501 W COTA DR BLOOMINGTON IN 474034204 NONE PC GENERAL 356 DAMAR FOUNDATION 6067 DECATUR BLVD INDIANAPOLIS IN 462419606 NONE SO I GENERAL 4765 HEARTS & HANDS OF INDIANA CORPORATION 337 N WARMAN AVE INDIANAPOLIS IN 462224079 NONE PC GENERAL 10669 HOPE ACADEMY 8102 CLEARVISTA PKY INDIANAPOLIS IN 46256 NONE PC GENERAL 3556 INDEPENDENT COLLEGES OF INDIANA 30 S MERIDIAN ST STE 800 INDIANAPOLIS IN 462043567 NONE SO I GENERAL 12447 OPTIMIST INTERNATIONAL FOUNDATION 4494 LINDELL BLVD ST LOUIS MO 63106 NONE PC GENERAL 7112 OUR LADY OF GREENWOOD CATHOLIC CHURCH & SCHOOL 335 S MERIDIAN ST GREENWOOD IN 461431605 NONE PC GENERAL 7112 INDIANA PLAN FOR EQUAL EMPLOYMENT INC 3530 S RURAL ST INDIANAPOLIS IN 462371128 NONE PC GENERAL 6757 LUMEN CHRISTI 580 STEVENS ST INDIANAPOLIS IN 462031737 NONE PC GENERAL 19759 LUMEN CHRISTI 580 STEVENS ST INDIANAPOLIS IN 462031737 NONE PC GENERAL 62202 442095 LUMEN CHRISTI 580 STEVENS ST INDIANAPOLIS IN 462031737 NONE PC GENERAL - A REFUND OF $499 IS EXPECTED ON THE 2017 TAX RETURN. THE FOUNDATION WAS DISSOLVED IN 2017 AND THE REFUND WILL BE GIVEN TO THE CHARITY NAMED IN THE FINAL MINUTES OF THE BOARD OF DIRECTORS. 499 499 14 103 14 3019 18 80548 83670 83670 false false false false false false false false false false BKD, LLP 9850 9850 LUMEN CHRISTI 580 STEVENS ST INDIANAPOLIS IN 462031737 DURING THE YEAR THE FOUNDATION MADE THE FINAL DISTRIBUTION OF THE FOUNDATION'S FINAL ASSETS. THE FINAL DISTRIBUTION OF 6,717.330 SHARES OF CARTER VALIDUS MISSION CRITICAL WAS MADE ON DECEMBER 31, 2017 AND WAS VALUED AT $62,202. 62202 LEGG MASON VALUE TRUST 0 0 LAUDUS TR ROSENBERG US DISCOV 0 0 HARBOR CAPITAL APPREC. FUND 0 0 TCW GALILEO FDS INC 0 0 CV MISSION CRITICAL 0 0 PIMCO FDS DEVELOPING LOCAL MKT 0 0 EATON VANCE MUT FDS TR FLOAT. 0 0 ISHARES SELECT DIVIDEND 0 0 DODGE & COX FUNDS GLOBAL STOCK 0 0 VANGUARD SPECIALIZED PORTFOLIO 0 0 POLYMER TECHNOLOGY SYSTEMS 0 0 PRICE T ROWE HEALTH SCIENCES 0 0 GUGGENHEIM S&P 500 EQ WGT 0 0 ISHARES CORE S&P 500 ETF 0 0 ISHARES CORE S&P MID-CAP ETF 0 0 ISHARES CORE S&P SMALL-CAP ETF 0 0 VANGUARD EQUITY INCOME FUND 0 0 ICE MILLER 19389 19389 DUE-TD WATERHOUSE -241 0 0 PROM. NOTE SOUTHEASTERN SUPPLY 10269 0 0 BASIS ADJUSTMENT 18169 MISCELLANEOUS EXPENSE 120 120 INVESTMENT MANAGEMENT FEES 3497 3497 EXCISE TAXES PAID 2207