Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
THE ABE & KATHYRN SELSKY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)2000 TOWER OAKS BLVD 9TH FLOOR
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ROCKVILLE, MD20852
A Employer identification number

52-2006783
B Telephone number (see instructions)

(703) 506-9700
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$4,259,469
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 1,033 1,033  
4 Dividends and interest from securities... 97,466 97,466  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 88,115
b Gross sales price for all assets on line 6a 1,486,642
7 Capital gain net income (from Part IV, line 2)... 88,934
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 186,614 187,433  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 6,000 6,000    
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 41,995 41,995    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 47,995 47,995   0
25 Contributions, gifts, grants paid....... 250,000 250,000
26 Total expenses and disbursements. Add lines 24 and 25 297,995 47,995   250,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -111,381
b Net investment income (if negative, enter -0-) 139,438
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 289,844 170,678 170,678
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
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 bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........   3,338 3,338
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 2,394,888 Click to see attachment2,078,997 2,300,189
c Investments—corporate bonds (attach schedule)....... 561 Click to see attachment481 495
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,531,986 Click to see attachment1,877,629 1,784,769
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) 4,217,279 4,131,123 4,259,469
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 4,217,279 4,131,123
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 4,217,279 4,131,123
31 Total liabilities and net assets/fund balances (see instructions). 4,217,279 4,131,123
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
4,217,279
2
Enter amount from Part I, line 27a .....................
2
-111,381
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
25,225
4
Add lines 1, 2, and 3 ..........................
4
4,131,123
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
4,131,123
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a 34 AMERISOURCEBERGEN CORP P 2018-02-12 2018-04-17
b 46 COLGATE PALMOLIVE CO P 2018-02-12 2018-11-13
c .6 GARRETT MOTION INC P 2018-02-12 2018-10-02
d 1 RESIDEO TECHNOLOGIES P 2018-02-12 2018-10-30
e 14 SCHLUMBERGER LTD P 2017-09-18 2018-02-12
78 STARBUCKS CORP COMMON STOCK P 2018-02-12 2018-07-17
1208 WISDOMTREE US QUALITY DIVID P 2017-05-23 2018-02-12
17 ADOBE INC. P 2015-01-01 2018-02-12
182 AMERISOURCEBERGEN CORP P 2017-01-13 2018-04-17
5 AMERIPRISE FINANCIAL INC P 2017-01-13 2018-02-12
5 BLACKROCK INC. P 2017-01-13 2018-02-12
228 COLGATE PALMOLIVE CO P 2017-01-13 2018-11-13
12.3 GARRETT MOTION INC P 2017-01-13 2018-10-02
35 RED HAT INC P 2017-01-13 2018-02-12
20.5 RESIDEO TECHNOLOGIES P 2017-01-13 2018-10-30
1 ROCKWELL AUTOMATION INC. NEW P 2017-01-13 2018-02-12
270 STARBUCKS CORP COMMON STOCK P 2016-01-01 2018-07-17
1 THERMO FISHER SCIENTIFIC INC P 2017-01-13 2018-02-12
11 VISA INC CL A P 2014-01-01 2018-02-12
10 ACCENTURE PLC IRELAND CL P 2017-01-13 2018-02-12
65 AES CORPORATION P 2018-01-19 2018-02-27
159 AEGON NV P 2018-02-05 2018-02-27
15 BANK OF MONTREAL P 2017-06-23 2018-04-20
216 CANON INC ADR P 2018-01-01 2018-11-01
1 CRACKER BARREL OLD CTRY STORE P 2017-04-19 2018-01-22
92 CYPRES SEMICONDUCTOR P 2017-05-01 2018-02-27
28 FIDELITY NATL INFO SE P 2018-02-26 2018-02-27
26 HSBC HOLDINGS PLC P 2017-10-18 2018-02-27
52 HP INC CUSIP P 2017-07-14 2018-02-27
282 HANESBRANDS INC P 2017-04-01 2018-01-16
1 HOSPITALITY PROPERTIES TRUST P 2017-04-19 2018-02-23
63 HUNTINGTON BANCSHARES P 2018-01-22 2018-02-27
1 INTL BUSINESS MACH P 2017-04-19 2018-01-22
275 INTL PAPER CO COMMON STOCK P 2018-01-01 2018-12-31
10 KLA-TENCOR CORP P 2018-02-14 2018-02-27
99 NATIONAL GRID PLC SPON P 2018-01-01 2018-12-31
43 OLD REPUBLIC INTL CORP P 2018-01-16 2018-02-27
56 SABRE CORP P 2017-11-14 2018-02-27
71 SYSCO CORP COMMON STOCK P 2017-12-05 2018-08-10
35 TARGET CORP P 2017-09-01 2018-05-29
11 TEXAS INSTRUMENTS P 2017-12-05 2018-02-27
19 TOTAL SA FRANCE SPON ADR P 2017-11-22 2018-02-27
218 VODAFONE GROUP PLC P 2017-11-01 2018-07-18
49 WELLTOWER INC SBI P 2017-03-17 2018-01-16
53 WSTN DIGITAL CORP P 2018-08-01 2018-11-01
50 WEYERHAEUSER CO P 2017-04-19 2018-02-26
95 WILLIAMS COS INC P 2018-08-01 2018-12-18
84 ABBVIE INC COM P 2017-01-01 2018-12-31
42 BB&T CORP P 2016-10-19 2018-02-27
29 BCE INC NEW FOREIGN STOCK P 2015-12-11 2018-02-27
82 BANK OF MONTREAL P 2017-01-01 2018-04-20
7 CME GROUP INC P 2015-12-17 2018-02-27
235 CISCO SYS INC P 2015-06-12 2018-05-14
137 COVANTA HLD CORP P 2015-12-11 2018-02-23
51 CRACKER BARREL OLD CTRY STORE P 2016-01-01 2018-01-22
11 CROWN CASTEL INTL CORP P 2016-11-16 2018-02-27
204 CYPRESS SEMICONDUCTOR CP P 2017-05-25 2018-12-14
85 DIGITAL REALTY TRUST INC REIT P 2016-01-01 2018-02-27
248 ENBRIDGE INC FOREIGN STOCK P 2017-01-01 2018-04-24
174 HP INC CUSIP P 2017-01-01 2018-09-11
210 HOSPITALITY PROPERTIES TRUST REIT P 2011-01-01 2018-02-22
27 INTL BUSINESS MACHINES P 2016-07-20 2018-01-22
17 LAMAR ADVERTISING CO NEW P 2014-10-15 2018-02-27
176 MERCK & CO P 2015-01-01 2018-05-22
22 ONEOK INC NEW P 2014-12-18 2018-02-27
76 PACWEST BANCORP P 2016-03-24 2018-03-09
14 PEMBINA PIPELINE CORP P 2011-05-05 2018-02-27
38 PFIZER INC CORP P 2016-03-24 2018-02-27
18 QUALCOMM INC COMMON STOCK P 2016-02-23 2018-02-27
32 TAIWAN SEMICONDUCTOR MFG P 2017-01-27 2018-02-27
196 TAPESTRY INC P 2017-04-19 2018-05-14
19 TORONTO DOMINION BK P 2016-02-26 2018-02-27
56 TUPPERWARE BRANDS CORP P 2017-01-30 2018-02-08
50 UNITED PARCEL SERVICE INC P 2016-02-04 2018-07-25
92 VENTAS INC P 2013-12-10 2018-01-16
33 VERIZON COMMUNICATION P 2014-02-24 2018-02-27
205 VODAFONE GROUP PLC P 2017-04-01 2018-12-31
61 WSTN DIGITAL CORP P 2016-07-08 2018-11-01
296 WEYERHAEUSER CO P 2015-12-11 2018-02-26
226 WILLIAMS COS INC P 2017-01-01 2018-12-18
20 EATON CORP PLC P 2014-06-18 2018-02-27
17 LYONDELLBASELL P 2014-12-08 2018-02-27
162 VANGUARD DIVIDEND APPREICATION P 2017-12-18 2018-02-27
4854.981 INVESCO FLOATING RATE FUND P 2014-09-04 2018-12-07
244 COLGATE PALMOLIVE CO P 2011-11-17 2018-11-06
155 PEOSICO INC COMMON STOCK P 2015-07-13 2018-01-08
137 PRAXAIR INC MERGER P 2016-09-12 2018-10-31
487 VANGUARD DIVIDEND APPREICATION P 2015-01-01 2018-02-27
GNMA PL P 2015-01-01 2018-12-31
20 ABBOTT LABS P 2018-01-29 2018-02-28
93 ALTIRIA GROUP INC P 2018-04-11 2018-04-26
17 AMER ELECTRIC POWER CO COMMON P 2017-12-15 2018-01-29
5 AMER EXPRESS CO P 2017-12-15 2018-04-11
11 ANTHEM IN C P 2017-12-12 2018-11-28
141 BB&T CORP P 2017-12-15 2018-07-30
54 BAN OF AMERICA CORP P 2017-07-24 2018-02-28
23 CARNIVAL CORP NEW P 2017-12-15 2018-07-02
11 CHEVRON CORP P 2017-12-15 2018-08-23
29 CITIZENS FINANCIAL GROUP P 2017-10-24 2018-02-28
50 CONOCOPHILLIPS P 2017-08-30 2018-07-26
168 DEVON ENERGY CORP P 2018-01-12 2018-06-05
75 DR PEPPER SNAPPLE GROUP P 2017-12-15 2018-03-02
31 EASTMAN CHEMICAL CO COMMON P 2017-12-15 2018-12-13
23 EXXON MOBIL CORP P 2017-12-15 2018-01-12
9 GENL DYNAMICS CORP COMMON P 2017-12-15 2018-07-13
13 GOLDMAN SACHS GROUP P 2018-02-06 2018-06-19
79 HP INC CUSIP P 2017-05-05 2018-02-28
52 INGREDION INC COM P 2018-01-29 2018-08-02
6 KANSAS CITY SOUTHER NEW P 2017-06-08 2018-02-28
28 LAM RESERACH CORP COMMON STOCK P 2017-12-15 2018-09-12
16 LILLY ELI & CO COMMON P 2018-06-19 2018-11-05
24 MORGAN STANLEY NEW CUSIP P 2017-03-06 2018-02-28
33 ORACLE CORP P 2017-12-15 2018-05-18
6 PROCTER & GAMBLE P 2017-12-15 2018-01-26
6 REINSURANCE GROUP AMER P 2017-11-24 2018-02-28
61 SCHLUMBERGER LT NETHERLANDS P 2017-12-15 2018-11-29
107 SUNTRUST BANKS INC P 2017-12-15 2018-09-13
65 TIME WARNER INC P 2018-05-01 2018-06-15
62 VF CORP COMMON STOCK P 2017-11-22 2018-08-23
9 MEDTRONIC PLC FOREIGN STOCK P 2017-07-25 2018-02-28
19.405 AT&T INC P 2014-03-19 2018-06-15
77 ABBVIE INC COM P 2015-04-29 2018-09-19
75 AMER ELECTRIC POWER CO CM P 2013-04-12 2018-01-29
66 AMER EXPRESS CO P 2016-07-20 2018-04-11
40 AMERIPRISE FINANCIAL INC P 2016-03-09 2018-12-06
7 APPLE INC P 2015-09-30 2018-02-28
84 CARNIVAL CORP NEW P 2017-02-09 2018-07-02
48 CHEVRON CORP P 2016-01-01 2018-08-23
50 CISCO SYS INC P 2014-03-24 2018-02-28
14 citigroup inc P 2014-03-24 2018-02-28
47 EASTMAN CHEMICAL CO COMMON P 2017-03-28 2018-12-13
5 ENTERGY CORP NEW P 2016-05-04 2018-02-28
62 EXXON MOBIL CORP P 2015-09-25 2018-01-12
26 GENL DYNAMICS CORP COMMON P 2016-05-20 2018-07-13
17 GENERAL MOTORS P 2015-11-10 2018-02-28
6 HONEYWELL INTL INC P 2016-11-30 2018-02-28
35 INTEL CORP COMMON STOCK P 2014-03-24 2018-02-28
54 INTEL PAPER CO COMMON P 2014-03-24 2018-10-24
28 JPMORGAN CHANSE P 2012-10-12 2018-02-28
3 JOHNSON & JOHNSON P 2012-10-12 2018-02-28
10 LAM RESERACH CORP COMMON STOCK P 2017-07-27 2018-09-12
114 ORACLE CORP P 2016-08-10 2018-05-18
24 PFIZER INC COMMON STOCK P 2016-11-30 2018-02-28
31 PROCTER & GAMBLE P 2015-01-01 2018-01-26
10 PUBLIC SERVICE ENTERPRISE GROUP P 2014-09-22 2018-02-28
12 QUEST DIAGNOSTIC P 2016-01-05 2018-02-28
.667 RESIDEO TECHNOLOGIES P 2016-11-30 2018-10-29
26 ROYAL DUTCH SHELL PLC P 2015-02-06 2018-02-28
52 SCHLUMBERGER LTD P 2017-05-26 2018-11-29
18 US BANCORP DEL P 2016-08-16 2018-02-28
11 UNTD TECHNOLOGIES CORP COMMON P 2015-08-07 2018-02-28
30 VERIZON COMMUNICATION P 2014-04-07 2018-11-05
16 EATON CORP PLC P 2015-04-13 2018-02-28
272 AMBEV SA SPON ADR P 2017-12-15 2018-07-02
293 BANCO BILBAO VIZCAYA P 2017-12-15 2018-02-22
373 BAYER A G SPON P 2018-03-02 2018-08-16
45 BRITISH AMER TOBACCO P 2017-10-06 2018-06-22
336 CK HUTCHISON HLDGS INC P 2018-10-11 2018-11-02
92 CANADIAN NATURAL RESOURCES P 2018-03-02 2018-10-10
1528 CARREFOUR SA SPON P 2017-12-15 2018-07-10
214 CTRIP.COM INTL LTD ADS P 2018-01-01 2018-11-21
68 DEUTSCHE BOERSE ADR P 2017-10-20 2018-03-02
180 FAST RETAILING CO LTD ADR P 2017-12-15 2018-09-18
52 KOMATSU LTD NEW SPON ADR P 2017-12-15 2018-01-23
283 MITSUBISHI ESTATE P 2017-12-15 2018-05-24
282 PANASONIC CORP P 2017-12-15 2018-05-17
91 PHILIP MORRIS INTL INC P 2018-01-25 2018-12-31
588 ROYAL KPN NV SPON ADR P 2017-12-15 2018-04-04
87 SCHLUMBERGER LTD P 2018-10-11 2018-12-11
97 TATA MOTOS LTD SPON P 2017-12-15 2018-05-16
1.489 ACS ACTIVE DE CONSTRUC P 2016-12-09 2018-07-26
58 AIRBUS SE UNSPONSORED P 2016-11-04 2018-07-19
871 AMBEV SA SPON ADR P 2016-01-01 2018-07-02
110 BHP GROUP PLC P 2017-01-01 2018-04-23
15 BAIDU INC ADS REPSNTG CL A ORD SHS SPON ADR P 2017-04-28 2018-08-08
562 BANCO BILBAO VIZCAYA P 2017-01-01 2018-02-28
392 CK HUTCHISON HLDGS INC P 2017-01-01 2018-11-02
144 CANADIAN NATURAL RESOURCES P 2017-03-24 2018-10-09
934 CARREFOUR SA SPON P 2017-01-17 2018-07-06
11 DBS GROUP HLDGS P 2016-06-02 2018-02-15
159 KOMATSU LTD NEW SPON ADR P 2017-01-17 2018-01-23
1164 LLOYDS BANKING GROUP P 2017-10-04 2018-12-21
228 MITSUBISHI ESTATE P 2016-06-29 2018-05-22
551 PANASONIC CORP SPON P 2017-01-17 2018-05-15
1506 ROYAL KPN NV SPON ADR P 2017-01-17 2018-04-04
105 SCHLUMBERGER LTD NETHERLANDS P 2017-01-17 2018-06-22
333 SUMITOMO MITSUI TR P 2017-06-06 2018-08-14
131 TATA MOTORS LTD SPON P 2017-03-10 2018-05-15
20 AT&T INC P 2018-05-29 2018-06-25
128 BOSTON SCIENTIFIC CORP P 2018-01-04 2018-12-07
38 DXC TECHNOLOGY P 2018-06-01 2018-12-20
25 DEVON ENERGY CORP P 2017-05-15 2018-04-30
49 FEDERATED INVESTORS P 2017-04-04 2018-02-09
48 FORD MOTOR CO COM P 2017-05-15 2018-04-17
68 HAEMONETICS CORP MASS P 2017-04-12 2018-02-14
54 HAIN CELESTIAL GROUP P 2018-05-29 2018-11-12
25 HEWELTT PACKARD ENTERPRISE P 2018-05-29 2018-11-09
188 HUNTINGTON BANCSHARES COMMON STOCK P 2017-06-30 2018-05-29
139 ISHARES FLOATING RATE BOND P 2018-02-08 2018-05-29
248 JD COM INC CL A SPON P 2018-06-22 2018-10-31
32 MONDELEZ INTL INC P 2018-05-11 2018-05-29
7 NUVASIVE INC P 2018-04-11 2018-05-29
193 PBF ENERGY INC CL A P 2017-05-15 2018-01-11
85 STORE CAP CORP REIT P 2018-02-13 2018-05-29
28 UNTD BANKSHARES INC P 2018-02-22 2018-05-29
62 VANGUARD SHORT TERM BOND P 2017-12-13 2018-09-12
21 WELLS FARGO P 2017-10-20 2018-05-29
494 AT &T P 2016-01-01 2018-12-31
96 ABBOTT LABORATORIES P 2013-01-01 2018-05-29
24 ANALOG DEVICES P 2012-01-01 2018-05-29
224 APACHE CORP P 2017-01-01 2018-11-09
23 APPLE INC P 2016-03-07 2018-09-13
123 BB&T CORP P 2013-03-06 2018-12-07
3 BWX TECHNOLOGIES P 2015-09-29 2018-05-29
29 BAXTER INTL INC P 2015-11-24 2018-05-29
15 BERSHIRE HATHAWAY P 2012-04-19 2018-05-29
79 COMCAST CORP NEW P 2013-01-25 2018-05-29
48 DXC TECHNOLOGY P 2017-05-17 2018-12-20
175 DEVON ENERGY CORP P 2017-01-17 2018-04-30
18 DOWDUPONT INC P 2012-06-27 2018-05-29
22 EBAY INC P 2014-11-21 2018-05-29
15 ENTERGY CORP NEW COMMON STOCK P 2014-09-26 2018-05-29
642 FORD MOTOR CO COM P 2017-01-01 2018-04-17
9 GLAXO SMITHKLINE PLC P 2013-04-22 2018-05-29
72 HAEMONETICS CORP MASS COMMON P 2017-04-12 2018-08-02
20 HAIN CELESTIAL GROUP P 2017-01-01 2018-11-12
154 HARTFOD FINCL SERVICES GROUP P 2017-01-01 2018-11-21
298 HEWLETT PACKARD P 2017-01-17 2018-11-09
11 ISHARES IBOXX & INVESTMENTS P 2016-11-11 2018-05-29
6 JOHNSON & JOHNSON P 2017-01-01 2018-05-29
219 METLIFE INC P 2015-01-01 2018-05-29
637 NEW YORK COMMUNITY BANCORP P 2012-01-01 2018-05-29
85 OCCIDENTAL PETROLEIUM P 2013-01-01 2018-05-29
180 PBF ENERGY INC CLA P 2016-01-01 2018-01-11
28 PAYPAL HOLDINGS P 2014-01-01 2018-05-29
18 [ERS[ECTA OMC P 2017-01-01 2018-06-04
61 PFIZER INC COMMON STOCK P 2016-03-22 2018-05-29
41 PROCTER & GAMBLE P 2012-01-01 2018-05-29
32 ROYAL DUTCH SHELL PLC P 2016-01-01 2018-05-29
82 SYSCO CORP COMMON STOCK P 2012-01-01 2018-09-14
4 3M CO P 2012-04-23 2018-05-29
77 TIME WARNER INC P 2017-01-01 2018-06-15
100 UNILEVER NV NY SH NEW P 2013-01-01 2018-05-29
14 UNITED PARCEL SERVICE INC P 2014-01-01 2018-05-29
924 VANGUARD SHORT TERM BOND ETF P 2017-01-01 2018-09-12
23 VANGUARD INTERMEDIATE TERM P 2014-01-01 2018-05-29
43 VERIZON COMMUNICATION P 2014-01-01 2018-05-29
266 VODAFONE GROUP PLC P 2017-01-01 2018-02-20
18 WALMART P 2018-07-28 2018-05-29
40 WELLTOWER INC SBI P 2012-01-01 2018-05-29
2 ZIMMER BIOMET HOLDINGS P 2011-01-01 2018-05-29
13 EATON CORP PLC FOREIGN STOCK P 2014-08-20 2018-05-29
13 MEDTRONIC PLC FOREIGN STOCK P 2015-01-01 2018-05-29
5 CHUBB LTD P 2016-01-01 2018-05-19
88 AT &T P 2018-01-01 2018-10-08
27 ABBVIE INC COM P 2018-01-01 2018-10-08
58 ALTIRIA GROUP INC P 2018-01-01 2018-10-08
1 AMER ELECTRIC POWER CO COMMON P 2018-07-17 2018-10-18
2 ASTRAZENECA PLC P 2018-07-17 2008-10-05
2 BCE INC NEW FOREIGN STOCK P 2018-07-17 2018-10-08
46 BP PLC SPON ADR P 2018-01-01 2018-10-08
122 BRITISH AMER TOBACCO P 2018-01-01 2018-10-08
90 CDN IMPERIAL BK COMM P 2018-01-01 2018-10-05
14 CHEVRON CORP P 2018-01-01 2018-10-08
6 COCA COLA P 2018-07-17 2018-10-08
2 CROWN CASTEL INTL CORP P 2018-07-17 2018-10-08
3 DOMINION ENERGY P 2018-07-17 2018-10-08
12 DUKE ENERGY CORP P 2018-07-17 2018-10-08
31 EXXON MOBIL CORP P 2018-07-17 2018-10-08
28 GENL MILLS INC COMMON STOCK P 2018-07-17 2018-10-08
6 GLAXO SMITHKLINE PLC P 2018-07-17 2018-10-08
12 KIMBERLY CLARK CORP COMMON STOCK P 2018-01-01 2018-10-08
54 KRAFT HEINZ CO P 2018-05-04 2018-10-08
4 NATIONAL GRID PLC SPON P 2018-07-17 2018-10-08
56 OCCIDENTAL PETROLEUM CRP P 2018-01-01 2018-10-08
31 PPL CORP P 2018-01-01 2018-10-08
11 PEPSICO INC NC P 2018-01-01 2018-10-08
123 PFIZER INC P 2018-01-01 2018-10-08
48 PHILIP MORRIS INTL INC P 2018-01-01 2018-10-08
2 PROCTER & GAMBLE P 2018-07-17 2018-10-08
28 PUBLIC SERVICE ENTERPRISE GROUP P 2018-01-01 2018-10-08
15 PUBLIC STORAGE REIT SBI P 2018-01-01 2018-10-08
1 REALTY INCOME CRP P 2018-07-17 2018-10-08
86 SOUTHER CO P 2018-01-01 2018-10-08
29 TOTAL S A FRANCE SPON P 2018-01-01 2018-10-08
18 UNITED PARCEL SERVICE INC P 2018-01-01 2018-10-08
6 VENTAS INC P 2018-01-01 2018-10-08
7 VERIZON COMM P 2018-07-17 2018-10-08
79 VODAFONE GROUP PLC P 2018-01-01 2018-10-08
32 WELLTOWER INC SBI P 2018-01-01 2018-10-08
113 INVESCO LTD FOREIGN STOCK P 2018-01-01 2018-10-08
400 AT&T INC P 2016-01-01 2018-10-08
104 ABBVIE INC COM P 2016-01-01 2018-10-08
217 ALTIRIA GROUP INC P 2016-01-01 2018-10-08
61 AMER ELECTRIC POWER CO COMMON P 2016-01-01 2018-10-08
296 ASTRAZENECA PLC P 2016-01-01 2018-10-08
323 BCE INC NEW FOREIGN STOCK P 2016-01-01 2018-10-08
254 BP PLC SPON ADR P 2016-01-01 2018-10-08
14 CDN IMPERIAL BK COMM P 2017-07-27 2018-10-08
100 CHEVRON CORP P 2017-01-01 2018-10-08
321 COC COLA COM P 2017-01-01 2018-10-08
104 CROWN CASTEL INTL CORP P 2017-01-01 2018-10-08
165 DOMINION ENERGY P 2017-01-01 2018-10-08
138 DUKE ENERGY CORP P 2017-01-01 2018-10-08
142 EXXON MOBIL CORP P 2017-01-01 2018-10-08
97 GENL MILLS INC COMMON STOCK P 2017-01-01 2018-10-08
310 GLAXO SMITHLINE PLC P 2017-01-01 2018-10-08
52 KIMBWELY CLARK COMMON P 2013-01-01 2018-10-08
133 MERCK & cO INC NEW P 2016-01-01 2018-06-25
182 NATIONAL GRID PLC SPON P 2016-01-01 2018-10-08
114 OCCIDENTAL PETROLEUM CORP DE P 2017-01-01 2018-10-08
238 PPL CORP P 2017-01-01 2018-10-08
35 PEPSICO INC NC P 2017-01-01 2018-10-08
139 PHILIP MORRIS INTL INC P 2016-01-01 2018-10-08
88 PROCTER & GAMBLE P 2016-01-01 2018-10-08
88 PUBLIC SERVICE ENTERPRISE GROUP P 2016-01-01 2018-10-08
26 PUBLIC STORAGE REIT SBI P 2018-01-01 2018-10-08
56 REALTY INCOME CRP P 2018-01-01 2018-10-08
144 SANOFI SPON ADR P 2016-01-01 2018-08-14
109 SOUTHER CO P 2016-01-01 2018-10-08
153 TOTAL S A FRANCE SPON P 2016-01-01 2018-10-08
30 UNITED PARCEL SERVICE P 2017-01-01 2018-10-08
107 VENTAS INC P 2017-01-01 2018-10-08
377 VERIZON COMMUNICATION P 2017-01-01 2018-10-08
562 VODAFONE GP PLC P 2017-01-01 2018-10-08
87 WELLTOWER INC SBI P 2017-01-01 2018-10-08
Capital Gain Dividends      
Wash Sale      
(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 3,092   3,051 41
b 2,839   3,242 -403
c 10   10  
d 22   26 -4
e 943   951 -8
3,979   4,340 -361
49,600   43,590 6,010
3,266   1,583 1,683
16,553   15,414 1,139
783   580 203
2,631   1,912 719
14,070   14,975 -905
210   157 53
4,541   2,565 1,976
444   420 24
188   142 46
13,774   15,441 -1,667
205   146 59
1,302   587 715
1,557   1,162 395
723   763 -40
1,104   1,082 22
1,126   1,065 61
6,228   7,960 -1,732
173   157 16
1,610   1,273 337
1,131   1,129 2
1,305   1,285 20
1,231   958 273
6,245   6,594 -349
26   32 -6
1,002   1,007 -5
162   160 2
13,822   14,946 -1,124
1,134   1,077 57
5,309   6,772 -1,463
862   867 -5
1,310   1,058 252
7,991   7,111 880
6,191   4,711 1,480
1,197   1,068 129
1,091   1,070 21
5,159   6,567 -1,408
2,913   3,304 -391
2,441   4,413 -1,972
71   70 1
2,140   2,664 -524
8,664   4,373 4,291
1,630   2,318 -688
1,297   1,114 183
6,181   5,200 981
1,172   665 507
10,164   6,700 3,464
1,979   2,418 -439
6,190   4,776 1,414
1,215   933 282
2,611   2,866 -255
4,566   2,795 1,771
7,465   8,626 -1,161
4,290   3,251 1,039
5,461   4,809 652
4,382   4,345 37
1,179   772 407
10,279   7,978 2,301
1,262   1,054 208
4,103   2,798 1,305
464   296 168
1,398   1,141 257
1,192   861 331
1,401   999 402
9,462   7,477 1,985
1,121   736 385
2,845   3,272 -427
5,873   4,816 1,057
5,040   4,644 396
1,599   1,588 11
5,175   6,040 -865
3,548   3,002 546
10,464   9,763 701
5,974   5,760 214
1,648   1,369 279
1,869   1,316 553
16,920   16,600 320
35,878   38,500 -2,622
14,881   10,692 4,189
18,323   15,071 3,252
22,393   16,139 6,254
50,864   38,724 12,140
71   71  
1,214   1,266 -52
5,117   5,988 -871
1,157   1,306 -149
460   493 -33
2,924   2,512 412
7,358   6,595 763
1,748   1,296 452
1,309   1,519 -210
1,297   1,320 -23
1,272   1,121 151
3,184   2,166 1,018
6,549   7,311 -762
8,699   7,108 1,591
2,762   2,620 142
2,010   1,914 96
1,735   1,794 -59
3,038   3,241 -203
1,866   1,492 374
5,189   8,490 -3,301
622   590 32
4,796   4,700 96
1,773   1,389 384
1,356   112 1,244
1,540   1,584 -44
550   525 25
936   925 11
3,226   3,990 -764
7,320   6,237 1,083
3,494   3,052 442
5,481   4,541 940
723   773 -50
707   642 65
7,639   5,060 2,579
5,103   3,741 1,362
6,128   4,253 1,875
4,722   4,026 696
1,255   765 490
4,960   4,718 242
5,635   4,380 1,255
2,260   1,081 1,179
1,066   703 363
3,530   3,760 -230
380   387 -7
5,419   4,521 898
5,262   3,759 1,503
671   601 70
914   684 230
1,740   880 860
2,637   2,435 202
3,265   1,108 2,157
393   205 188
1,548   1,619 -71
5,443   4,667 776
880   767 113
2,710   2,312 398
487   380 107
1,246   850 396
17   13 4
1,653   1,723 -70
2,456   3,661 -1,205
986   776 210
1,492   1,084 408
1,652   1,440 212
1,301   996 305
1,264   1,705 -441
2,498   2,460 38
8,160   11,779 -3,619
2,323   2,804 -481
3,371   3,850 -479
2,825   3,003 -178
2,927   3,615 -688
5,280   8,800 -3,520
887   735 152
9,266   6,381 2,885
2,024   1,766 258
3,281   3,198 83
4,082   4,105 -23
6,182   9,318 -3,136
1,692   2,022 -330
3,581   5,363 -1,782
2,225   2,980 -755
12   9 3
1,794   838 956
4,058   4,978 -920
4,684   3,052 1,632
3,350   2,703 647
4,792   4,597 195
3,933   4,843 -910
4,556   4,633 -77
3,108   4,795 -1,687
944   498 446
6,188   3,632 2,556
2,936   4,248 -1,312
4,104   4,925 -821
6,458   4,608 1,850
4,356   4,962 -606
6,001   8,050 -2,049
2,543   2,532 11
3,006   4,607 -1,601
636   649 -13
4,037   3,262 775
1,980   3,120 -1,140
897   950 -53
1,549   1,281 268
547   525 22
4,682   2,752 1,930
1,216   1,413 -197
393   386 7
2,790   2,539 251
7,094   7,086 8
5,622   10,123 -4,501
1,255   1,252 3
345   391 -46
6,847   4,920 1,927
2,258   1,983 275
1,028   1,043 -15
4,838   4,912 -74
1,133   1,152 -19
15,732   17,533 -1,801
5,812   3,292 2,520
2,279   946 1,333
8,330   14,723 -6,393
4,571   2,347 2,224
6,373   3,740 2,633
201   78 123
2,076   1,102 974
2,875   1,198 1,677
2,842   1,506 1,336
3,014   2,613 401
6,282   9,109 -2,827
1,171   552 619
828   471 357
1,199   1,138 61
7,314   9,318 -2,004
358   455 -97
10,724   4,574 6,150
4,526   7,891 -3,365
7,085   7,139 -54
4,688   2,411 2,277
1,269   1,302 -33
721   389 332
10,028   10,136 -108
6,926   9,045 -2,119
7,015   7,058 -43
6,288   4,744 1,544
2,295   930 1,365
411   327 84
2,165   1,834 331
3,061   2,644 417
2,270   1,679 591
2,997   1,296 1,701
346   791 -445
4,379   1,915 2,464
5,470   3,444 2,026
1,599   1,442 157
72,297   73,809 -1,512
1,930   1,996 -66
2,079   2,069 10
8,097   6,492 1,605
1,479   1,302 177
2,237   1,991 246
218   101 117
1,005   794 211
1,106   984 122
653   555 98
2,984   2,968 16
2,557   2,573 -16
3,651   3,507 144
72   71 1
77   74 3
80   85 -5
2,105   2,010 95
5,158   6,919 -1,761
8,376   8,077 299
1,749   1,679 70
278   270 8
219   221 -2
216   210 6
978   944 34
2,657   2,437 220
1,230   1,450 -220
235   248 -13
1,359   1,332 27
3,057   3,130 -73
208   225 -17
4,548   3,725 823
939   870 69
1,185   1,253 -68
5,509   4,548 961
4,057   4,157 -100
164   160 4
900   816 84
2,985   3,098 -113
58   55 3
3,772   3,862 -90
1,809   1,574 235
2,099   2,066 33
326   307 19
383   363 20
1,613   1,802 -189
2,024   1,910 114
3,511   3,928 -417
13,735   14,357 -622
11,229   6,540 4,689
13,694   11,816 1,878
4,357   3,062 1,295
12,372   10,468 1,904
13,241   15,168 -1,927
11,463   10,451 1,012
1,302   1,196 106
12,352   10,664 1,688
14,782   13,630 1,152
11,381   9,034 2,347
11,926   12,095 -169
11,165   9,724 1,441
12,023   10,361 1,662
4,329   5,540 -1,211
12,050   13,109 -1,059
5,886   5,603 283
7,723   7,490 233
9,503   13,342 -3,839
9,086   7,438 1,648
7,185   7,439 -254
3,784   3,029 755
12,064   11,938 126
7,213   6,357 856
4,626   3,945 681
5,229   5,284 -55
3,183   2,344 839
5,958   6,004 -46
4,774   4,901 -127
9,456   8,030 1,426
3,560   3,364 196
5,749   6,410 -661
20,253   17,437 2,816
13,129   17,270 -4,141
5,190   5,333 -143
      1,642
      819
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       41
b       -403
c        
d       -4
e       -8
      -361
      6,010
      1,683
      1,139
      203
      719
      -905
      53
      1,976
      24
      46
      -1,667
      59
      715
      395
      -40
      22
      61
      -1,732
      16
      337
      2
      20
      273
      -349
      -6
      -5
      2
      -1,124
      57
      -1,463
      -5
      252
      880
      1,480
      129
      21
      -1,408
      -391
      -1,972
      1
      -524
      4,291
      -688
      183
      981
      507
      3,464
      -439
      1,414
      282
      -255
      1,771
      -1,161
      1,039
      652
      37
      407
      2,301
      208
      1,305
      168
      257
      331
      402
      1,985
      385
      -427
      1,057
      396
      11
      -865
      546
      701
      214
      279
      553
      320
      -2,622
      4,189
      3,252
      6,254
      12,140
       
      -52
      -871
      -149
      -33
      412
      763
      452
      -210
      -23
      151
      1,018
      -762
      1,591
      142
      96
      -59
      -203
      374
      -3,301
      32
      96
      384
      1,244
      -44
      25
      11
      -764
      1,083
      442
      940
      -50
      65
      2,579
      1,362
      1,875
      696
      490
      242
      1,255
      1,179
      363
      -230
      -7
      898
      1,503
      70
      230
      860
      202
      2,157
      188
      -71
      776
      113
      398
      107
      396
      4
      -70
      -1,205
      210
      408
      212
      305
      -441
      38
      -3,619
      -481
      -479
      -178
      -688
      -3,520
      152
      2,885
      258
      83
      -23
      -3,136
      -330
      -1,782
      -755
      3
      956
      -920
      1,632
      647
      195
      -910
      -77
      -1,687
      446
      2,556
      -1,312
      -821
      1,850
      -606
      -2,049
      11
      -1,601
      -13
      775
      -1,140
      -53
      268
      22
      1,930
      -197
      7
      251
      8
      -4,501
      3
      -46
      1,927
      275
      -15
      -74
      -19
      -1,801
      2,520
      1,333
      -6,393
      2,224
      2,633
      123
      974
      1,677
      1,336
      401
      -2,827
      619
      357
      61
      -2,004
      -97
      6,150
      -3,365
      -54
      2,277
      -33
      332
      -108
      -2,119
      -43
      1,544
      1,365
      84
      331
      417
      591
      1,701
      -445
      2,464
      2,026
      157
      -1,512
      -66
      10
      1,605
      177
      246
      117
      211
      122
      98
      16
      -16
      144
      1
      3
      -5
      95
      -1,761
      299
      70
      8
      -2
      6
      34
      220
      -220
      -13
      27
      -73
      -17
      823
      69
      -68
      961
      -100
      4
      84
      -113
      3
      -90
      235
      33
      19
      20
      -189
      114
      -417
      -622
      4,689
      1,878
      1,295
      1,904
      -1,927
      1,012
      106
      1,688
      1,152
      2,347
      -169
      1,441
      1,662
      -1,211
      -1,059
      283
      233
      -3,839
      1,648
      -254
      755
      126
      856
      681
      -55
      839
      -46
      -127
      1,426
      196
      -661
      2,816
      -4,141
      -143
       
       
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 88,934
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 245,842 4,608,564 0.05335
2016 238,432 4,420,197 0.05394
2015 258,406 4,658,996 0.05546
2014 241,000 4,840,992 0.04978
2013 220,500 4,443,662 0.04962
2
Total of line 1, column (d) .....................
2
0.262154
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.052431
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
4,655,006
5
Multiply line 4 by line 3......................
5
244,067
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
1,394
7
Add lines 5 and 6........................
7
245,461
8
Enter qualifying distributions from Part XII, line 4,.............
8
250,000
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 1,394
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 1,394
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,394
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 4,732
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,732
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
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 3,338
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet3,338 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
No
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMD
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletGERALD A GOLDMAN CPA Telephone no.bullet (703) 506-9700

    Located atbullet1950 OLD GALLOWS RD STE 440VIENNAVA ZIP+4bullet22182
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
    No
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
    No
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    JEFFREY S ABRAMSON President & dIR
    1.00
    0    
    2000 TOWER OAKS BLVD 9TH FL
    ROCKVILLE,MD20850
    RONALD D ABRAMSON SECRETARY/TREAS
    1.00
    0    
    2000 TOWER OAKS BLVD 9TH FL
    ROCKVILLE,MD20850
    LISA REICH DILLION VICE PRESIDENT
    1.00
    0    
    2000 TOWER OAKS BLVD 9TH FL
    ROCKVILLE,MD20850
    BETH RUBENSTEIN Vice President
    1.00
    0    
    2000 TOWER OAKS BLVD 9TH FL
    ROCKVILLE,MD20850
    GARY M ABRAMSON Director
    1.00
    0    
    2000 TOWER OAKS BLVD 9TH FL
    ROCKVILLE,MD20850
    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  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    4,433,453
    b
    Average of monthly cash balances.......................
    1b
    292,441
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,725,894
    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
     
    3
    Subtract line 2 from line 1d.........................
    3
    4,725,894
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    70,888
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,655,006
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    232,750
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    232,750
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    1,394
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,394
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    231,356
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    231,356
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    231,356
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    250,000
    b
    Program-related investments—total from Part IX-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 V, line 8, and Part XIII, line 4
    4
    250,000
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    1,394
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    248,606
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2017
    (c)
    2017
    (d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 231,356
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 2,565
    b From 2014...... 9,285
    c From 2015...... 28,644
    d From 2016...... 20,558
    e From 2017...... 23,730
    fTotal of lines 3a through e........ 84,782
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 250,000
    a Applied to 2017, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2018 distributable amount..... 231,356
    e Remaining amount distributed out of corpus 18,644
    5 Excess distributions carryover applied to 2018.    
    (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 5 103,426
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
     
    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......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
     
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........
    0
    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) .......
     
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...
    2,565
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......
    100,861
    10 Analysis of line 9:
    a Excess from 2014.... 9,285
    b Excess from 2015.... 28,644
    c Excess from 2016.... 20,558
    d Excess from 2017.... 23,730
    e Excess from 2018.... 18,644
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or 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 (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    DC JEWISH COMMUNITY CENTER
    1529 16TH STREET NW
    WASHINGTON,DC20036
    N/A PC GENERAL UNRESTRICTED 22,500
    AMERICAN COMMITTEE-WEIZMANN IN
    1730 RHODE ISLAND AVENUE NW
    WASHINGTON,DC20036
    N/A PC MEMORY RESEARCH 10,000
    THE HEBREW HOME OF GREATER WASHINGT
    6121 MONTROSE ROAD
    ROCKVILLE,MD20852
    N/A PC GENERAL UNRESTRICTED 10,000
    DAVID LYNCH FOUNDATION
    1000 NORTH FOURTH STREET
    FAIRFIELD,IA52557
    N/A PC GENERAL UNRESTRICTED 15,000
    JEWISH SOCIAL SERVICES AGENCY
    200 WOOD HILL ROAD
    ROCKVILLE,MD20850
    N/A PC GENERAL UNRESTRICTED 15,000
    THE HUMANE SOCIETY
    7319 GEORGIA AVENUE
    WASHINGTON,DC20012
    N/A PC GENERAL UNRESTRICTED 10,000
    THE AUDUBON SOCIETY
    700 BROADWAY
    NEW YORK,NY10003
    N/A PC GENERAL UNRESTRICTED 7,500
    FRIENDS OF CANCER RESEARCH
    2231 CRYSTAL DRIVE
    ARLINGTON,VA22202
    N/A PC GENERAL UNRESTRICTED 7,000
    CAPITAL AREA FOOD BANK
    645 TAYLOR STREET
    WASHINGTON,DC20017
    N/A PC GENERAL UNRESTRICTED 15,000
    HOUSE OF RUTH
    5 THOMAS CIRCLE
    WASHINGTON,DC20005
    N/A PC GENERAL UNRESTRICTED 5,000
    THE HEIFETZ INSTITUTE
    PO BOX 6443
    ELLICOTT CITY,MD21042
    N/A PC GENERAL SCHOLARSHIPFUNDS 10,000
    MARTHA'S TABLE
    2114 14TH STREET
    WASHINGTON,DC20009
    N/A PC GENERAL UNRESTRICTED 5,000
    THE CHILDREN'S INN AT NIH
    7 WEST DRIVE
    BETHESDA,MD20814
    N/A PC GENERAL UNRESTRICTED 10,000
    JEWISH FOUNDATION FOR GROUP HO
    6010 EXECUTIVE BLVD
    ROCKVILLE,MD20852
    N/A PC GENERAL UNRESTRICTED 10,000
    ALZHEIMER'S ASSOCIATION
    225 N MICHIGAN AVENUE
    CHICAGO,IL60601
    N/A PC GENERAL UNRESTRICTED 3,000
    SOME
    710 O STREET NW
    WASHINGTON,DC20001
    N/A PC GENERAL UNRESTRICTED 10,000
    JEWISH NATIONAL FUND
    PO BOX 8183
    SILVER SPRING,MD20907
    N/A PC GENERAL UNRESTRICTED 15,000
    JEWISH HEART FOR AFRICA INNOVATIONA
    520 8TH AVENUE 15TH FLOOR
    NEW YORK,NY10018
    N/A PC GENERAL UNRESTRICTED 10,000
    NEEDIEST KIDS
    8283 GREENSBORO DRIVE
    MCLEAN,VA22182
    N/A PC GENERAL UNRESTRICTED 5,000
    CONTEMPORARY JEWISH MUSEUM
    736 MISSION STREET
    SAN FRANCISCO,CA94103
    N/A PC GENERAL UNRESTRICTED 10,000
    ST ANTHONY'S FOUNDATION
    150 GOLDEN GATE AVENUE
    SAN FRANCISCO,CA94102
    N/A PC GENERAL UNRESTRICTED 5,000
    PROJECT OPEN HAND
    730 POLK STREET
    SAN FRANCISCO,CA94019
    N/A PC GENERAL UNRESTRICTED 3,000
    COLUMBIA LIGHTHOUSE
    8720 GEORGIA AVENUE STE 210
    SILVER SPRING,MD20910
    N/A PC GENERAL UNRESTRICTED 2,000
    NFESH
    1022 DUKE STREET
    ALEXANDRIA,VA22314
    N/A PC GENERAL UNRESTRICTED 8,500
    SAN FRANCISCO FOOD BANK
    900 PENNSYLVANIA AVENUE
    SAN FRANCISCO,CA94107
    N/A PC GENERAL UNRESTRICTED 3,500
    DC CENTRAL KITCHEN
    425 2ND St NW
    WASHINGTON,DC20001
    N/A PC GENERAL UNRESTRICTED 3,000
    YOUTH ART EXCHANGE
    9 Howth St
    San Francisco,CA94112
    N/A PC GENERAL UNRESTRICTED 10,000
    THE NATIONAL CTR FOR MISSING
    699 PRINCE ST
    ALEXANDRIA,VA22314
    NA PC GENERAL UNRESTRICTED 5,000
    PROSPERA
    4455 W LAWRENCE ST
    APPLETON,WI54914
    NA PC GENERAL UNRESTRICTED 5,000
    Total .................................bullet 3a 250,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
        14 1,033  
    4 Dividends and interest from securities....     14 97,466  
    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 ............
            88,115
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   98,499 88,115
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    186,614
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID: 18007218
    Software Version: 2018v3.1


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    THE ABE & KATHYRN SELSKY FOUNDATION INC
    EIN:
    52-2006783
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    KPG Fees 6,000 6,000 0 0

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    THE ABE & KATHYRN SELSKY FOUNDATION INC
    EIN:
    52-2006783
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BONDS SECURITIES HELD BY UBS 481 495

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    THE ABE & KATHYRN SELSKY FOUNDATION INC
    EIN:
    52-2006783
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Name of Stock End of Year Book Value End of Year Fair Market Value
    EQUITIES HELD BY UBS FINANCIAL 2,078,997 2,300,189

    TY 2018 InvestmentsOtherSchedule2
    Name:
    THE ABE & KATHYRN SELSKY FOUNDATION INC
    EIN:
    52-2006783
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MUTUAL & EXCHANGE TRADED FUNDS -UBS AT COST 1,877,629 1,784,769

    TY 2018 OtherExpensesSchedule
    Name:
    THE ABE & KATHYRN SELSKY FOUNDATION INC
    EIN:
    52-2006783
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    excise tax 1,394 1,394    
    FOREIGN TAXES 3,727 3,727    
    INVESTMENT ADVISORY FEES 36,874 36,874    


    TY 2018 OtherIncreasesSchedule
    Name:
    THE ABE & KATHYRN SELSKY FOUNDATION INC
    EIN:
    52-2006783
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Description Amount
    adjustment of net assets 25,225