Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
DANIEL A AND SHEILA M SAKLAD FOUNDATION
C/O WELLS FARGO PRIVATE BANK NA
Number and street (or P.O. box number if mail is not delivered to street address)90 S 7TH STREET 10TH FLOOR
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MINNEAPOLIS, MN55402
A Employer identification number

45-3211321
B Telephone number (see instructions)

(612) 316-2250
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$951,232J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 19,379 19,379  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 30,408
b Gross sales price for all assets on line 6a 66,350
7 Capital gain net income (from Part IV, line 2)... 30,408
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)....... Click to see attachment 391 0  
12 Total. Add lines 1 through 11........ 50,178 49,787  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 51 0   51
b Accounting fees (attach schedule)....... Click to see attachment 2,911 2,329   582
c Other professional fees (attach schedule).... Click to see attachment 8,388 7,717   671
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,765 607   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 25 0   25
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 14,140 10,653   1,329
25 Contributions, gifts, grants paid....... 45,073 45,073
26 Total expenses and disbursements. Add lines 24 and 25 59,213 10,653   46,402
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -9,035
b Net investment income (if negative, enter -0-) 39,134
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............. 32 2,382 2,382
2 Savings and temporary cash investments......... 19,285 25,390 25,390
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) bullet500
Less: allowance for doubtful accounts bullet0 191 500 500
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)....... 455,884 Click to see attachment434,588 555,752
c Investments—corporate bonds (attach schedule)....... 230,790 Click to see attachment240,556 233,783
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 140,144 Click to see attachment133,323 133,425
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) 846,326 836,739 951,232
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 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..................    
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........ 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 846,326 836,739
30 Total net assets or fund balances (see instructions)..... 846,326 836,739
31 Total liabilities and net assets/fund balances (see instructions). 846,326 836,739
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
846,326
2
Enter amount from Part I, line 27a .....................
2
-9,035
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
837,291
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
552
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
836,739
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 PUBLICLY TRADED SECURITIES      
b CAPITAL GAINS DIVIDENDS P    
c
d
e
(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 47,844   35,942 11,902
b 18,506     18,506
c
d
e
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       11,902
b       18,506
c
d
e
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 30,408
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 32,769 1,024,205 0.031995
2016 11,776 929,809 0.012665
2015 57,465 969,930 0.059247
2014 49,407 1,007,970 0.049016
2013 63,042 976,279 0.064574
2
Total of line 1, column (d) .....................
2
0.217497
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
0.043499
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
1,047,616
5
Multiply line 4 by line 3......................
5
45,570
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
391
7
Add lines 5 and 6........................
7
45,961
8
Enter qualifying distributions from Part XII, line 4,.............
8
46,402
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 1 391
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 0
3 Add lines 1 and 2........................... 3 391
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- ..... 5 391
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 1,320
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,320
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 929
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet929 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see 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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMN, NC
    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. Click to see attachment...............................
    10
    Yes
     
    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 ofbulletWELLS FARGO WEALTH MANAGEMENT Telephone no.bullet (616) 316-2717

    Located atbullet90 SOUTH 7TH STREET 10TH FLOORMINNEAPOLISMN ZIP+4bullet55402
    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
     
     
    ........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
     
     
    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
     
     
    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
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    DANIEL SAKLAD PRESIDENT- TREASURER
    5.00     		0 0 0
    1413 QUADRANT CIRCLE
    WILMINGTON,NC28405
    SHELIA SAKLAD VICE PRESIDENT - SECRETARY
    3.00     		0 0 0
    1413 QUADRANT CIRCLE
    WILMINGTON,NC28405
    DANIEL A SAKLAD JR BOARD MEMBER
    0.50     		0 0 0
    101 ST BRIDES COURT
    CARY,NC27518
    J HUNTER SAKLAD BOARD MEMBER
    0.50     		0 0 0
    1538 ST CROIX CIRCLE
    GOLDEN VALLEY,MN55422
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (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.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    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
    1,051,049
    b
    Average of monthly cash balances.......................
    1b
    12,521
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,063,570
    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
    1,063,570
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    15,954
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,047,616
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    52,381
    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
    52,381
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    391
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    391
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    51,990
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    51,990
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    51,990
    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
    46,402
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    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
    46,402
    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
    391
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    46,011
    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 51,990
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 15,280
    b From 2014......  
    c From 2015...... 9,211
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........ 24,491
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 46,402
    a Applied to 2017, but not more than line 2a 0
    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 2018 distributable amount..... 46,402
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 5,588 5,588
    (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 18,903
    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 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    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) .......     		0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		9,692
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		9,211
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015.... 9,211
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    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).)
    DANIEL SAKLAD
    SHELIA SAKLAD
    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
    ALS ASSOCIATION
    1275 K STREET NW SUITE 250
    WASHINGTON,DC20005     		  PC TO SUPPORT THE RESEARCH OF ALS. 150
    ALUMNI & FRIENDS OF BELMONT HS SCHOLARSHIP FUND
    PO BOX 40
    BELMONT,MA02479     		  PC TO SUPPORT THE BELMONT HIGH SCHOOL SCHOLARSHIP FUND. 100
    ALZHEIMER'S ASSOCATION
    225 NORTH MICHIGAN AVENUE SUITE
    1700
    CHICAGO,IL60601     		  NC TO SUPPORT THE RESEARCH OF ALZHEIMER'S DISEASE. 150
    AMERICAN CANCER SOCIETY
    14 WILLIAMS STREET
    ATLANTA,GA30303     		  NC TO SUPPORT THE RESEARCH OF CANCER. 100
    AMERICAN DIABETES ASSOCIATION
    1701 NORTH BEAUREGARD STREET
    ALEXANDIA,VA22311     		  NC TO SUPPORT THE RESEARCH OF TREATING, MANAGING AND PREVENTION OF ALL TYPES OF DIABETES. 125
    AMERICAN FOUNDATION FOR THE BLIND
    1401 SOUTH CLARK STREET SUITE 730
    ARLINGTON,VA22202     		  PC TO SUPPORT THE ASSISTANCE TO PEOPLE WHO ARE BLIND OR VISUALLY IMPAIRED. 50
    AMERICAN HEART ASSOCIATION
    7272 GREENVILLE AVENUE
    DALLAS,TX75231     		  PC TO SUPPORT THE RESEARCH AND EDUCATION OF HEART DISEASE. 150
    AMERICAN KIDNEY FUND INC
    11921 ROCKVILLE PIKE SUITE 300
    ROCKVILLE,MD20852     		  PC TO SUPPORT THE RESEARCH OF KIDNEY DISEASE. 100
    ARTHRITIS FOUNDATION
    1355 PEACHTREE STREET SUITE 600
    ATLANTA,GA30309     		  NC TO SUPPORT THE RESEARCH OF ARTHRITIS. 100
    AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS
    520 EIGHTH AVENUE 7TH FLOOR
    NEW YORK,NY10018     		  PC TO SUPPORT THE PREVENTION OF CRUELTY TO ANIMALS. 100
    AUTISM SPEAKS
    1E 33RD STREET 4TH FLOOR
    NEW YORK,NY10016     		  NC TO SUPPORT THE RESEARCH OF AUTISM SPECTRUM DISORDER. 75
    BRIGADE BOYS & GIRLS CLUB INC
    2759 VANCE STREET
    WILMINGTON,NC28412     		  PC TO SUPPORT THE CHARACTER AND LEADERSHIP DEVELOPMENT OF YOUTH IN THE LOWER CAPE FEAR AREA. 100
    CANINES FOR SERVICE
    PO BOX 12643
    WILMINGTON,NC28405     		  PC TO SUPPORT THE SERVICES OF SPECIALLY TRAINED ANIMAL COMPANIONS. 962
    COMPANIONS FOR HEROS
    620 SEA ISLAND ROAD SUITE 148
    SAINT SIMONS ISLAND,GA31522     		  PC TO SUPPORT THE SERVICES OF SPECIALLY TRAINED ANIMAL COMPANIONS. 100
    CYSTIC FIBROSIS FOUNDATION THERAPEUTICS INC
    4550 MONTGOMERY AVENUE SUITE 1100N
    BETHESDA,MD20814     		  SO I TO SUPPORT THE RESEARCH OF CYSTIC FIBROSIS. 100
    DOCTORS WITHOUT BORDERS USA INC
    40 RECTOR STREET 16TH FLOOR
    NEW YORK,NY10006     		  NC TO SUPPORT THE NEEDS OF MEDICAL RELIEF. 200
    DOMESTIC VIOLENCE SHELTER & SERVICES INC
    2901 MARKET STREET
    WILMINGTON,NC28401     		  PC TO SUPPORT THE SERVICE FOR VICTIMS OF DOMESTIC VIOLENCE IN THE WILMINGTON NC AREA. 150
    ELDERHAUS INCORPORATED
    2222 S 17TH STREET
    WILMINGTON,NC28401     		  PC TO SUPPORT THE SERVICES FOR ELDERLY CARE IN THE WILMINGTON NC AREA. 50
    EPILEPSY FOUNDATION OF AMERICA
    8301 PROFESSIONAL PLACE
    LANDOVER,MD20785     		  PC TO SUPPORT THE RESEARCH OF ELIPEPSY. 100
    FISHER HOUSE FOUNDATION INC
    12300 TWINBROOK PARKWAY SUITE 410
    ROCKVILLE,MD20852     		  PC TO HELP PROVIDE ASSISTANCE TO MILITARY FAMILIES AND CHILDREN. 1,000
    FRANK H KENAN CHAPEL AT LANDFALL
    510 ARBORETUM DRIVE
    WILMINGTON,NC28405     		  POF TO SUPPORT THE ONGOING OPERATIONS OF THE CHAPEL. 100
    LIBRARY FOUNDATION OF NEW HANOVER COUNTY
    201 CHESTNUT STREET
    WILMINGTON,NC28401     		  PC TO SUPPORT THE SERVICES FOR THE PUBLIC LIBRARY SYSTEM IN NEW HANOVER COUNTY, NC. 100
    LITTLE CHAPEL ON THE BOARDWALK
    2 W FAYETTEVILLE ST
    WRIGHTSVILLE BEACH,NC28480     		  NC TO SUPPORT THE ONGOING OPERATIONS OF THE CHAPEL. 961
    LOWER CAPE FEAR HOSIPICE FOUNDATION
    1414 PHYSICIANS DRIVE
    WILMINGTON,NC28401     		  PC TO SUPPORT QUALITY END-OF-LIFE HEALTHCARE, SERVICES AND PROGRAMS IN THE WILMINGTON, NC AREA. 25,000
    LUPUS FOUNDATION OF AMERICA INC
    2121 K STREET NW SUITE 200
    WASHINGTON,DC20037     		  PC TO SUPPORT THE RESEARCH OF LUPUS DISEASE. 100
    BRIGHTFOCUS FOUNDATION
    22512 GATEWAY CENTER DRIVE
    CLARKSBURG,MD20871     		  PC TO SUPPORT THE RESEARCH OF MACULAR DEGENERATION AND GLAUCOMA DISEASE. 1,100
    MAKE-A-WISH FOUNDATION OF AMERICA
    4742 N 24TH STREET SUITE 400
    PHOENIX,AZ85016     		  PC TO SUPPORT THE ONGOING OPERATIONS OF GRANTING WISHES OF CRITICALLY ILL CHILDREN. 75
    MARCH OF DIMES INC
    1550 CRYSTAL DRIVE SUITE 1300
    ARLINGTON,VA22202     		  PC TO SUPPORT THE RESEARCH OF BIRTH DEFECTS. 100
    MOTHERS AGAINST DRUNK DRIVING
    511 E JOHN CARPENTER FREEWAY SUITE
    700
    IRVING,TX75062     		  PC TO SUPPORT ONGOING OPERATIONS TO STOP DRUNK DRIVING AND SUPPORT THOSE AFFECTED. 75
    MUSCULAR DYSTROPHY ASSOCIATION
    161 N CLARK STREET SUITE 3550
    CHICAGO,IL60603     		  PC TO SUPPORT THE RESEARCH OF MUSCULAR DYSTROPHY. 75
    MYSTIC SEAPORT MUSEUM
    75 GREENMANVILLE AVENUE
    MYSTIC,CT06355     		  PC TO SUPPORT ONGOING OPERATIONS TO CREATE PUBLIC UNDERSTANDING OF THE RELATIONSHIP OF AMERICA AND THE SEA. 100
    NATIONAL FOUNDATION FOR CANCER RESEARCH
    5515 SECURITY LANE SUITE 1105
    ROCKVILLE,MD20852     		  NC TO SUPPORT THE RESEARCH OF CANCER. 100
    NATIONAL LAW ENFORCEMENT OFFICERS MEMORIAL FOUNDATION
    901 E STREET NW SUITE 100
    WASHINGTON,DC20004     		  PC TO SUPPORT ONGOING OPERATIONS TO COMMEMORATE THE SERVICE AND SACRIFICE OF LAW ENFORCEMENT. 50
    NATIONAL MULTIPLE SCLEROSIS SOCIETY
    733 THIRD AVENUE 3RD FLOOR
    NEW YORK,NY10017     		  PC TO SUPPORT THE RESEARCH OF MULTIPLE SCLERSOIS. 150
    NATIONAL OSTEOPOROSIS FOUNDAITON
    251 18TH STREET SOUTH SUITE 630
    ARLINGTON,VA22202     		  PC TO SUPPORT THE RESEARCH OF OSTEOPOROSIS. 100
    EMERGENCY MEDICINE ASSOCIATION
    PO BOX 1039
    EDWOOD,MD21040     		  PC TO SUPPORT THE RESEARCH OF STROKES. 150
    NORTH CAROLINA SHERIFFS ASSOCIATION
    PO BOX 20049
    RALEIGH,NC27619     		  PC TO SUPPORT ONGOING OPERATIONS TO PROTECT, PROMOTE, PRESERVE AND ENHANCE THE OFFICE OF SHERIFF. 25
    PARALYZED VETERANS OF AMERICA
    801 18TH ST NW
    WASHINGTON,DC20006     		  NC TO SUPPORT ONGOING OPERATIONS TO ADVOCATE FOR QUALITY HEALTH CARE, RESEARCH, BENEFITS, AND CIVIL RIGHTS FOR VETERANS WHO HAVE EXPERIENCED SPINAL CORD INJURY OR DYSFUNCITON. 50
    PARKINSON'S FOUNDATION INC
    1359 BROADWAY SUITE 1509
    NEW YORK,NY10018     		  PC TO SUPPORT THE RESEARCH OF PARKINSON'S DISEASE. 100
    REACH OUT AND READ INC
    18 PLOTT DRIVE
    SYLVA,NC28779     		  NC TO SUPPORT ONGOING OPERATIONS TO PROVIDE BOOKS INTO PEDIATRIC CARE. 250
    SALVATION ARMY
    1424 NORTHEAST EXPRESSWAY
    ATLANTA,GA30329     		  PC TO SUPPORT ONGOING OPERATIONS TO FEED, CLOTHE, COMFORT AND CARE TO THOSE IN NEED WITHOUT DISCRIMINATION. 75
    SECOND HARVEST HEARTLAND
    1140 GERVAIS AVENUE
    ST PAUL,MN55109     		  PC TO SUPPORT ONGOING OPERATIONS TO END HUNGER THROUGH COMMUNITY PARTNERSHIPS. 10,000
    SHRINERS HOSPITALS FOR CHILDREN
    2900 N ROCKY POINT DRIVE
    TAMPA,FL33607     		  PC TO SUPPORT THE NEED OF SHRINERS HOSPITAL FOR CHILDREN. 500
    SMILE TRAIN INC
    633 THIRD AVENUE 9TH FLOOR
    NEW YORK,NY10017     		  PC TO SUPPORT ONGOING OPERATIONS FOR TRAINING, FUNDING AND SURGERY FOR CHILDREN WITH CLEFT LIP AND PALATE. 75
    SPECIAL OLYMPICS
    2200 GATEWAY CENTRE BOULEVARD 201
    MORRISVILLE,NC27560     		  PC TO SUPPORT ONGOING OPERATIONS TO PROVIDE YEAR-ROUND ATHLETIC TRAINING AND SPORTS COMPETITION FOR CHILDREN AND ADULTS WITH INTELLECTUAL DISABILITIES. 50
    TEAM RUBICON
    6171 W CENTURY BOULEVARD SUITE 310
    LOS ANGELES,CA90045     		  PC TO SUPPORT ONGOING OPERATIONS THAT UNITES THE SKILLS AND EXPERIENCES OF MILITARY VETERANS WITH FIRST RESPONDERS TO RAPIDLY PROVIDE RELIEF TO COMMUNITIES IN NEED. 500
    THALIAN HALL CENTER FOR PERFORMING ARTS INC
    PO BOX 371
    WILMINGTON,NC28402     		  PC TO SUPPORT ONGOING OPERATIONS TO PRESENT EDUCATIONAL, ENTERTAINMENT AND CULTURAL PROGRAMS AND THE PRESEVATION OF WILMINGTON, NC CULTURAL HERITAGE. 150
    THE FIRST TEE
    1403 MONTREAL AVENUE
    ST PAUL,MN55116     		  PC TO SUPPORT ONGOING OPERATIONS BY PROVIDING EDUCATIONAL PROGRAMS THROUGH THE GAME OF GOLF. 100
    THE LEUKEMIA & LYMPHOMA SOCIETY
    3 INTERNATIONAL DRIVE SUITE 200
    RYE BROOK,NY10573     		  PC TO SUPPORT THE RESEARCH OF LEUKEMIA & LYMPHOMA. 100
    THINK SMALL
    10 YORKTON COURT
    ST PAUL,MN55117     		  PC TO SUPPORT THE ADVANCED QUALITY CARE AND EDUCATION OF CHILDREN IN THEIR CRUCIAL EARLY YEARS. 500
    UNITED SERVICE ORGANIZATIONS INC
    2111 WILSON BOULEVARD SUITE 1200
    ARLINGTON,VA22201     		  NC TO SUPPORT ONGOING OPERATIONS TO LIFT THE SPIRITS OF AMERICA'S TROOPS AND THEIR FAMILIES. 100
    UNITED STATES DEPUTY SHERIFFS ASSOCIATION
    2909 S SPRUCE STREET
    WICHITA,KS67216     		  PC TO SUPPORT ONGOING OPERATIONS OF PROVIDING EQUIPMENT TO LAW ENFORCEMENT AGENCIES AND FINANCIAL AID TO FAMILIES OF SLAIN OFFICERS. 25
    VETERANS OF FOREIGN WARS FOUNDATION
    406 W 34TH STREET SUITE 920
    KANSAS CITY,MO64111     		  NC TO SUPPORT ONGOING OPERATIONS SUPPORTING PROGRAMS TO IMPROVE THE LIVES OF VETERANS, MILITARY SERVICE PERSONNEL AND THEIR FAMILIES. 75
    WILMINGTON CHILDREN'S MUSEUM INC
    116 ORANGE STREET
    WILMINGTON,NC28401     		  PC TO SUPPORT ONGOING OPERATIONS WHICH STIMULATES CHILDREN'S IMAGINATION, CURIOSITY AND LEARNING THROUGH INFORMAL, PLAYFUL, HANDS-ON AND CHILD-DIRECTED EXPERIENCES. 100
    Total .................................bullet 3a 45,073
    bApproved for future payment
    Total .................................bullet 3b 0
    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 ...........     		         
    4 Dividends and interest from securities....     14 19,379  
    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.....     18 391  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 30,408  
    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).. 0 50,178 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    50,178
    (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:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    DANIEL A AND SHEILA M SAKLAD FOUNDATION
     
    C/O WELLS FARGO PRIVATE BANK NA
    EIN:
    45-3211321
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    RSM US LLP 2,911 2,329   582

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    DANIEL A AND SHEILA M SAKLAD FOUNDATION
     
    C/O WELLS FARGO PRIVATE BANK NA
    EIN:
    45-3211321
    Name of Bond End of Year Book Value End of Year Fair Market Value
    PIMCO HIGH YIELD FUND INSTITUTIONAL SHARES 41,509 38,144
    VANGUARD SHORT TERM CORPORATE BOND ETF 199,047 195,639

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    DANIEL A AND SHEILA M SAKLAD FOUNDATION
     
    C/O WELLS FARGO PRIVATE BANK NA
    EIN:
    45-3211321
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABERDEEN EMERGING MARKETS INSTITUTINAL FUND 36,829 36,129
    DODGE & COX INTERNATIONAL STOCK FUND 54,095 46,424
    HARTFORD MIDCAP FUND CLASS Y 56,000 47,839
    INVESCO INTERNATIONAL GROWTH FUND 56,500 45,840
    ISHARES CORE S & P 500 ETF 116,217 241,294
    ISHARES TR RUSSELL MIDCAP GROWTH FUND 27,424 53,917
    OPPENHEIMER DEVELOPING MARKETS FUND 36,049 38,787
    STERLING CAPITAL STRATTON SMALL CAP VALUE FUND 29,072 22,837
    WF SMALL COMPANY GROWTH 22,402 22,685

    TY 2018 InvestmentsOtherSchedule2
    Name:
    DANIEL A AND SHEILA M SAKLAD FOUNDATION
     
    C/O WELLS FARGO PRIVATE BANK NA
    EIN:
    45-3211321
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    NEUBERGER BERMAN LONG SHORT FUND CLASS AT COST 48,058 46,305
    ROBECO BOSTON PARTNERS LONG/SHORT RESEARCH FUND CLASS INS AT COST 44,864 46,627
    SPDR DJ WILSHIRE INTERNATIONAL REAL ESTATE ETF AT COST 18,057 19,614
    VANGUARD REIT VIPER AT COST 22,344 20,879

    TY 2018 LegalFeesSchedule
    Name:
    DANIEL A AND SHEILA M SAKLAD FOUNDATION
     
    C/O WELLS FARGO PRIVATE BANK NA
    EIN:
    45-3211321
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MOSS AND BARNETT 51 0   51


    TY 2018 OtherDecreasesSchedule
    Name:
    DANIEL A AND SHEILA M SAKLAD FOUNDATION
     
    C/O WELLS FARGO PRIVATE BANK NA
    EIN:
    45-3211321
    Description Amount
    VANGUARD REIT VIPER RETURN OF CAPITAL PRIOR YEAR ADJUSTMENT 485
    VANGUARD REIT VIPER COST BASIS ADJUSTMENT 67


    TY 2018 OtherExpensesSchedule
    Name:
    DANIEL A AND SHEILA M SAKLAD FOUNDATION
     
    C/O WELLS FARGO PRIVATE BANK NA
    EIN:
    45-3211321
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STATE FILING FEE 25 0   25


    TY 2018 OtherIncomeSchedule2
    Name:
    DANIEL A AND SHEILA M SAKLAD FOUNDATION
     
    C/O WELLS FARGO PRIVATE BANK NA
    EIN:
    45-3211321
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    VANGUUARD REIT VIPER 391 0 391


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    DANIEL A AND SHEILA M SAKLAD FOUNDATION
     
    C/O WELLS FARGO PRIVATE BANK NA
    EIN:
    45-3211321
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    WELLS FARGO 8,388 7,717   671


    TY 2018 SubstantialContributorsSch
    Name:
    DANIEL A AND SHEILA M SAKLAD FOUNDATION
     
    C/O WELLS FARGO PRIVATE BANK NA
    EIN:
    45-3211321
    Name Address
    DANIEL SHELIA SAKLAD BECAME A SUBST 1413 QUADRANT CIRCLE
    WILMINGTON,NC28405


    TY 2018 TaxesSchedule
    Name:
    DANIEL A AND SHEILA M SAKLAD FOUNDATION
     
    C/O WELLS FARGO PRIVATE BANK NA
    EIN:
    45-3211321
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX 607 607   0
    FEDERAL 2017 FORM 990-PF TAX 838 0   0
    FEDERAL 2018 FORM 990-PF ESTIMATED TAX 1,320 0   0