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 10-01-2018 , and ending 09-30-2019
Name of foundation
WILCZYNSKI FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)4915 CUMBERLAND AVENUE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHEVY CHASE, MD20815
A Employer identification number

47-1086460
B Telephone number (see instructions)

(301) 961-6464
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$4,980,440
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 26,875 26,875  
4 Dividends and interest from securities... 133,975 124,247  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 29,768
b Gross sales price for all assets on line 6a 1,787,123
7 Capital gain net income (from Part IV, line 2)... 29,768
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........ 190,618 180,890  
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).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 42,996 42,996   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 3,295 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 46,291 42,996   0
25 Contributions, gifts, grants paid....... 236,500 236,500
26 Total expenses and disbursements. Add lines 24 and 25 282,791 42,996   236,500
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -92,173
b Net investment income (if negative, enter -0-) 137,894
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............. 20,369 97,543 97,543
2 Savings and temporary cash investments.........      
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..........      
10a Investments—U.S. and state government obligations (attach schedule) 428,657 Click to see attachment452,191 480,102
b Investments—corporate stock (attach schedule)....... 2,025,549 Click to see attachment2,231,638 2,680,785
c Investments—corporate bonds (attach schedule)....... 241,038 Click to see attachment249,714 267,499
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,663,356 Click to see attachment1,255,710 1,454,511
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) 4,378,969 4,286,796 4,980,440
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 4,378,969 4,286,796
30 Total net assets or fund balances (see instructions)..... 4,378,969 4,286,796
31 Total liabilities and net assets/fund balances (see instructions). 4,378,969 4,286,796
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
4,378,969
2
Enter amount from Part I, line 27a .....................
2
-92,173
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
4,286,796
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
4,286,796
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 SALE OF PUBLICLLY TRADED SECURITIES P    
b SALE OF PUBLICLLY TRADED SECURITIES P    
c CAPITAL GAINS DIVIDENDS P    
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 1,262,626   1,262,572 54
b 503,853   494,783 9,070
c 20,644     20,644
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       54
b       9,070
c       20,644
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 29,768
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 253,454 5,256,270 0.048219
2016 166,379 4,923,841 0.033790
2015 8,611 3,518,556 0.002447
2014 0 0 0.000000
2013 0 0 0.000000
2
Total of line 1, column (d) .....................
2
0.084456
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
0.016891
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
4,918,335
5
Multiply line 4 by line 3......................
5
83,076
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
1,379
7
Add lines 5 and 6........................
7
84,455
8
Enter qualifying distributions from Part XII, line 4,.............
8
236,500
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 1,379
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 1,379
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 1,379
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 3,100
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,100
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 55
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 1,666
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet1,666 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
     
    No
    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 ofbulletTHE FOUNDATION Telephone no.bullet (301) 961-6464

    Located atbullet4915 CUMBERLAND AVENUECHEVY CHASEMD ZIP+4bullet20815
    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
    SUZANNE KEEHN DIRECTOR AND PRESIDENT
    2.00
    0 0 0
    4915 CUMBERLAND AVENUE
    CHEVY CHASE,MD20815
    MARC S LEVINE ASSISTANT SECRETARY
    2.00
    0 0 0
    4520 EAST WEST HIGHWAY SUITE 700
    BETHESDA,MD20814
    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
    4,872,617
    b
    Average of monthly cash balances.......................
    1b
    120,617
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,993,234
    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
    4,993,234
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    74,899
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,918,335
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    245,917
    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
    245,917
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    1,379
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,379
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    244,538
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    244,538
    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
    244,538
    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
    236,500
    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
    236,500
    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
    1,379
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    235,121
    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 7 244,538
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 236,412
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 236,500
    a Applied to 2017, but not more than line 2a 236,412
    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..... 88
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 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 ..........
    244,450
    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) ...
    0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    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).)
    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
    A WIDER CIRCLE INC
    4808 MOORLAND LANE STE 802
    BETHESDA,MD20814
    NONE PC GENERAL 15,000
    ALZHEIMER'S ASSOCIATION
    225 N MICHIGAN AVE FL 17
    CHICAGO,IL60601
    NONE PC GENERAL 3,000
    ALZHEIMER'S FOUNDATION OF AMERICA
    322 8TH AVE 7TH FLOOR
    NEW YORK,NY10001
    NONE PC GENERAL 3,500
    BETHESDA CARES INC
    7728 WOODMONT AVE
    BETHESDA,MD20814
    NONE PC GENERAL 5,000
    BETHESDA CHEVY CHASE RESCUE SQUAD
    5020 BATTERY LANE
    BETHESDA,MD20814
    NONE PC GENERAL 3,500
    BOYS AND GIRLS CLUBS OF AMERICA
    1275 PEACHTREE STREET NE
    ATLANTA,GA30309
    NONE PC GENERAL 15,000
    CALIFORNIA STATE PARKS FOUNDATION
    33 NEW MONTGOMERY STREET 520
    SAN FRANCISCO,CA94105
    NONE PC GENERAL 7,000
    CAPITAL AREA FOOD BANK
    4900 PUERTO RICO AVE NE
    WASHINGTON,DC20017
    NONE PC GENERAL 3,500
    CSULB 49ER FOUNDATION
    6300 E STATE UNIVERSITY DR 332
    LONG BEACH,CA90815
    NONE PC GENERAL 8,000
    DC CENTRAL KITCHEN
    425 2ND ST NW
    WASHINGTON,DC20001
    NONE PC GENERAL 16,000
    DC DIAPER BANK
    8858 MONARD DRIVE
    SILVER SPRING,MD20910
    NONE PC GENERAL 10,000
    DOORWAYS FOR WOMEN AND FAMILIES
    PO BOX 100185
    ARLINGTON,VA22201
    NONE PC GENERAL 5,000
    FISHER HOUSE FOUNDATION
    111 ROCKVILE PIKE STE 420
    ROCKVILLE,MD20850
    NONE PC GENERAL 10,000
    GEORGETOWN UNIVERSITY
    3800 RESERVOIR ROAD NW
    WASHINGTON,DC20057
    NONE PC GENERAL 15,000
    HIGHER ACHIEVEMENT PROGRAM DC
    1750 COLUMBIA RD NW
    WASHINGTON,DC20009
    NONE PC GENERAL 5,000
    HOUSE OF RUTH
    5 THOMAS CIRCLE NW
    WASHINGTON,DC20005
    NONE PC GENERAL 15,000
    JEWISH HISTORICAL SOCIETY OF GREATER WASHINGTON
    701 4TH STREET NW STE 200
    WASHINGTON,DC20001
    NONE PC GENERAL 10,000
    MONTGOMERY COUNTY COALITION FOR THE HOMELESS
    600-B EAST GUDE DRIVE
    ROCKVILLE,MD20850
    NONE PC GENERAL 5,000
    MUSUEM ASSOCIATES
    5905 WILSHIRE BLVD
    LOS ANGELES,CA90036
    NONE PC GENERAL 7,000
    NAMI MONTGOMERY COUNTY
    11718 PARKLAWN DRIVE
    ROCKVILLE,MD20852
    NONE PC GENERAL 10,000
    PWH EDUCATION FOUNDATION
    5720 59TH AVE NE
    SEATTLE,WA98105
    NONE PC GENERAL 10,000
    THE JEWISH FEDERATION OF GREATER WASHINGTON
    6101 EXECUTIVE BLVD STE 100
    NORTH BETHESDA,MD20852
    NONE PC GENERAL 10,000
    TRUST FOR THE NATIONAL MALL
    1300 PENNSYLVANIA AVE NW STE 370
    WASHINGTON,DC20004
    NONE PC GENERAL 15,000
    WASHINGTON TENNIS AND EDUCATION FOUNDATION
    200 STODDERT PLACE SE
    WASHINGTON,DC20019
    NONE PC GENERAL 20,000
    WOUNDED WARRIOR PROJECT
    PO BOX 758517
    TOPEKA,KS66675
    NONE PC GENERAL 10,000
    Total .................................bullet 3a 236,500
    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 ...........
        14 26,875  
    4 Dividends and interest from securities....     14 133,975  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 29,768  
    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).. 0 190,618 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    190,618
    (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 InvestmentsCorpBondsSchedule
    Name:
    WILCZYNSKI FOUNDATION INC
    EIN:
    47-1086460
    Name of Bond End of Year Book Value End of Year Fair Market Value
    VERIZON COMM INC 5.150%; 9/15/2023 28,789 30,209
    BANK OF AMERICA 4.125%; 01/22/2024 28,754 30,136
    GOLDMAN SACHS GROUP 4.000%; 03/03/2024 21,310 22,378
    SHELL INTL FINANCE BV 2.875%; 05/10/2026 22,859 23,935
    WELLS FARGO & CO 3.584%; 05/22/2028 23,309 24,366
    CITIGROUP INC 3.668%; 07/24/2028 21,095 22,232
    GENERAL ELECTRIC CO 5.875%; 01/14/2038 13,790 14,429
    ENTERPRISE PRODUCTS OPERATING 5.700%; 02/15/2042 11,516 13,972
    MICROSOFT CORP 4.250%; 02/06/2047 29,903 33,497
    COMCAST CORP, 4.150%; MATURES 10/15/28 20,120 21,313
    JPMORGAN CHASE & CO 4.203%; 07/23/2029 28,269 31,032

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    WILCZYNSKI FOUNDATION INC
    EIN:
    47-1086460
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABB LTD 9,819 11,291
    ADTALEM GLOBAL EDUCATION 3,438 3,123
    ALLERGAN PLC 67,834 66,979
    ALLIANZ SE 8,560 12,853
    AMC NETWORKS 12,301 9,635
    AMERICAN AIRLS GROUP 9,363 6,662
    AMERIPRISE FINCL INC 11,622 17,064
    AMGEN INC 13,875 15,481
    ANGIODYNAMICS INC 1,458 1,474
    ASE TECHNOLOGY HLDG CO 12,157 12,140
    ASTRAZENECA PLC 4,752 7,176
    AT&T INC 32,442 35,570
    AUTODESK INC DELAWARE 15,957 35,891
    BAE SYS PLC SPON ADR 11,624 11,558
    BANC OF CALIFORNIA 2,307 2,079
    BANNER CORP COM 2,249 2,696
    BCE INC 9,679 10,989
    BERKSHIRE HILLS BANCORP 1,560 1,728
    BIOGEN INC COM 59,939 55,178
    BNP PARIBAS 9,545 9,538
    BOC HONG KONG 6,451 5,410
    BP PLC 21,407 23,554
    BRANDYWINE REALTY TR 2,995 3,030
    BRITISH AMER TOB 12,855 9,077
    BROADCOM INC 42,576 61,564
    CAPITAL ONE FINANCIAL 13,674 18,924
    CARPENTER TECHNOLOGY 1,815 2,996
    CATERPILLAR INC 20,387 18,315
    CHEVRON CORP 6,845 8,421
    CHINA PETE & CHEM CP 11,269 8,277
    CISCO SYS INC 6,884 10,821
    CITIGROUP INC 33,586 42,415
    CITIZENS FINANCIAL GROUP 20,837 23,026
    CITRIX SYSTEMS INC 12,830 23,165
    COLUMBUS MCKINNON CORP 2,607 3,169
    COMCAST CORP 53,859 97,057
    COWEN INC 2,078 2,262
    CREE RESEARCH INC 12,552 21,266
    CVS HEALTH CORP 25,620 23,084
    DAIMLER AG 8,934 6,212
    DEUTSCHE TELEKOM AG 10,188 10,227
    DIAGEO PLC 9,165 13,899
    DIAMOND ROCK HOSPITALITY CO 2,884 3,198
    DISCOVERY INC 15,116 15,632
    DOLBY CLA 12,955 21,396
    EAGLE PHARMACEUTICALS INC 2,470 3,055
    EATON CORP PLC 10,598 14,052
    ENCORE WIRE CORP 2,529 2,927
    ENGIE SPONS 7,104 7,200
    EXELON CORP 17,868 24,010
    FIRST FINCL 1,565 2,031
    FIRST INTERNET BANCORP 2,243 1,734
    FLUOR CORP 40,694 18,556
    FRANKLIN FINL NETWORK 1,797 1,813
    FREEPORT-MCMORAN 11,223 26,078
    GCI LIBERTY INC 3,446 5,400
    GENERAL MTRS CO 20,901 19,864
    GLAXOSMITHKLINE PLC 12,296 13,359
    GOLDMAN SACHS 13,474 18,236
    GRANITE CONSTR INC 4,863 4,177
    GREENHILL & CO INC 2,388 1,548
    HARTFORD FIN SERS GRP INC 12,312 15,456
    HAYNES INTL INC 2,230 2,867
    HCI GROUP INC 2,885 2,985
    HERITAGE INS HLDGS INC 2,699 2,676
    HOMESTREET INC 1,812 2,431
    HONDA MOTOR COMPANY 11,313 10,667
    HOPE BANCORP, INC 2,420 2,337
    HSBC HOLDINGS PLC 6,231 7,156
    HUNTSMAN CORP 9,114 7,466
    II VI INC(IIVI) 2,349 2,465
    IMMUNOGEN INC 10,729 3,560
    IMPERIAL BRANDS PLC 14,416 7,368
    IONIS PHARMACEUTICALS 24,962 33,130
    JABIL CIRCUIT INC 5,156 9,193
    JOHNSON&JOHNSON 22,193 23,159
    JOHNSON CTLS INTL 43,966 56,881
    JPMORGAN CHASE & CO 24,599 49,665
    KELLY SVCS 1,522 1,744
    KEYCORP 8,204 12,524
    KIMCO REALTY CORP 15,062 15,848
    KROGER CO 17,558 17,582
    L 3 TECHNOLOGIES INC 20,706 51,117
    LAM RESEARCH CORPORATION 4,654 13,867
    LEAR CORP 8,059 9,314
    LEXINGTON REALTY TRUST 3,634 3,680
    LIBERTY BROADBAND CORP S-A 1,525 3,031
    LIBERTY BROADBAND CORP S-C 2,470 5,338
    LIBERTY MEDIA C SER A SIRIUSXM 3,998 5,736
    LIBERTY MEDIA C SER C SIRIUSXM 7,975 11,917
    LIBERTY MEDIA CORP SER A 706 1,306
    LIBERTY MEDIA CORP SER C 1,231 2,579
    LIONS GATE ENTMNT CORP 6,767 3,173
    LLOYDS BANKING GROUP PLC 10,080 7,590
    LOGMEIN INC 4,938 4,258
    LYONDELLBASELL 19,839 19,593
    MANULIFE FINANCIAL CORP 7,555 10,208
    MARATHON PETROLEUM CORP 12,544 18,407
    MATRIX SERVICE CO 1,746 1,765
    MEDTRONIC PLC 26,519 35,302
    MEREDITH CORPORATION 3,439 2,310
    META FNCL GRP INC 2,909 3,848
    MICHELIN COMPAGNIE GENERALE 9,465 11,879
    MMC NORILSK NICKL PJSC 6,504 9,878
    MOTORCAR PARTS OF AMERICA INC 4,122 3,431
    MUENCHENER RUECK-UNSPONS 10,054 12,871
    NATIONAL OIL WELL VARCO INC 22,857 16,875
    NESTLE SPON ADR 13,481 20,704
    NEWPARK RES 2,778 2,644
    NIPPON TELEGRAPH & TELEPHONE 11,482 12,739
    NN GROUP NV ADR 10,042 9,404
    NOVARTIS AG ADR 10,342 14,078
    NOW INC 11,678 10,346
    NUANCE COMMUNICATIONS INC 15,418 15,935
    NUCOR CORPORATION 20,347 28,357
    OCEAN FIRST FINANCIAL CORP 2,595 2,384
    OCEANEERING INTL INC 4,518 3,997
    OLD NATL BANCORP 1,824 2,546
    ORKLA ADR 1,789 1,960
    PATTERSON COMPANIES INC 2,569 2,138
    PENTAIR 11,199 12,323
    PFIZER INC 38,111 35,391
    PHILIP MORRIS INTL INC 26,769 25,892
    PORTLAND GENERAL ELEC 3,050 3,664
    PPL CORPORATION 21,057 20,941
    PROLOGIS INC 6,493 8,522
    PRUDENTIAL FINANCIAL INC 12,864 15,561
    PUBLIC SERVICE ENTERPRISE GP 8,689 11,671
    QURATE RETAIL INC 24,445 10,934
    ROCHE HOLDINGS 13,062 14,835
    ROYAL DUTCH SHELL PLC 35,963 35,042
    SANOFI ADR 7,969 9,173
    SEAGATE TECHNOLOGY PLC 28,285 50,294
    SIEMENS AKTIENGESELLSCHAFT 8,322 9,806
    SINGAPORE TELECOM LTD 3,620 3,148
    SMITHS GROUP PLC 8,532 11,430
    SMURFIT KAPPA GROUP 12,561 13,398
    SONIC HEALTHCARE LTD 8,536 12,665
    SOUTHWESTERN ENERGY COMPANY 2,099 1,027
    SPOK HLDGS INC 2,232 1,755
    TARGET CORPORATION 9,668 18,816
    TE CONNECTIVITY LTD 27,372 45,938
    TOTAL S A SPON ADR 8,264 10,036
    TOWER SEMICONDUCTOR LTD 3,584 3,882
    TWITTER INC 23,096 55,661
    TYSON FOODS INC 15,690 22,224
    U S BANCORP 9,978 9,851
    UBS GROUP AG 12,250 8,573
    UNILEVER NV NY 8,379 11,946
    UNITED TECHNOLOGIES CORP 18,587 21,434
    UNITEDHEALTH GP INC 24,360 59,328
    UNITIL CORP 4,051 5,139
    UNIVERSAL ELECTRONICS INC 1,331 2,799
    UNUMPROVIDENT CORP 10,400 10,848
    UTD OVERSEAS BK LTD SPON 7,968 11,864
    VAREX IMAGING CORP 1,885 2,284
    VEREIT, INC. 9,800 11,423
    VERIZON COMMUNICATIONS 24,538 29,214
    VERMILION ENERGY INC 10,927 5,447
    VERTEX PHARMACEUTICALS 22,976 35,748
    WELLTOWER INC 10,098 15,682
    WESTERN DIGITAL CORPORATION 27,628 37,036
    ZURICH INSURANCE GRP LTD ADR 10,774 16,892
    TELEFONICA BRASILSA SPON ADR 11,766 11,181
    AECOM 8,521 9,240
    AES 14,962 16,079
    ALBEMARLE CORPORATION 12,781 13,487
    ALEXANDER & BALDWIN INC 3,600 3,824
    ALLY FINANCIAL INC 11,946 12,866
    ALTRIA GROUP INC 23,450 19,877
    AMERICAN EAGLE OUTFITTERS 3,637 3,455
    APPLIED IND TECH 2,697 2,726
    AVISTA CORP 2,544 2,906
    BEST BUY CO 6,084 8,210
    COMMUNITY HEALTHCARE TR INC 2,046 3,163
    DELTA AIR LINES INC 13,936 13,882
    ESSENTIAL PROPERTIES REALTY 1,824 3,024
    EZCORP INC 2,511 1,530
    FIREEYE INC 15,321 14,314
    GILEAD SCIENCE 21,444 20,535
    IBERDROLA SA SPON ADR 13,464 16,919
    KEMET CORPORATION 3,022 3,018
    MYRIAD GENETIC INC 1,968 1,804
    OCCIDENTAL PETROLEUM CORP 14,078 13,519
    OTTER TAIL CORP 2,532 2,795
    PLANTRONICS INC 3,068 2,239
    PRESTIGE CONSMR HEALTHCARE 1,739 2,081
    PVH CORPORATION 6,040 5,823
    SANDERSON FARMS 2,397 3,632
    SIERRA WIRELESS INC 2,515 1,766
    SILICON MOTION TECH CORP ADR 2,371 2,227
    SYNOVUS FINANCIAL CORP 14,916 15,019
    TOYOTA MOTOR CP ADR 9,352 9,549
    UNILEVER PLC (NEW) ADS 10,097 9,556
    UNITED INS HLDGS CORP 2,424 2,085
    UPM KYMMENE CORP ADR 10,114 11,841
    WESCO INTL INC 3,809 3,869

    TY 2018 InvestmentsGovtObligationsSch
    Name:
    WILCZYNSKI FOUNDATION INC
    EIN:
    47-1086460
    US Government Securities - End of Year Book Value:

    452,191
    US Government Securities - End of Year Fair Market Value:

    480,102
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2018 InvestmentsOtherSchedule2
    Name:
    WILCZYNSKI FOUNDATION INC
    EIN:
    47-1086460
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    CALAMOS MARKET NEUTRAL INC AT COST 212,270 227,666
    INVESCO DEVELOPING MARKETS AT COST 163,296 251,565
    INVESCO INTL SMLL-MID CO AT COST 183,221 244,488
    WESTERN ASSET SMASH SERIES C AT COST 106,388 111,803
    WESTERN ASSET SMASH SERIES EC AT COST 273,604 290,359
    WESTERN ASSET SMASH SERIES M AT COST 316,931 328,630

    TY 2018 OtherProfessionalFeesSchedule
    Name:
    WILCZYNSKI FOUNDATION INC
    EIN:
    47-1086460
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MANAGEMENT/ADVISORY FEES 42,444 42,444   0
    INVESTMENT FEES 552 552   0


    TY 2018 TaxesSchedule
    Name:
    WILCZYNSKI FOUNDATION INC
    EIN:
    47-1086460
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX 3,295 0   0