TY 2021 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
bullet

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2021

Open to Public Inspection

For calendar year 2021, or tax year beginning 10-01-2021 , and ending 09-30-2022

Name of foundation
WILCZYNSKI FOUNDATION INC

Number and street (or P.O. box number if mail is not delivered to street address)4915 CUMBERLAND AVE
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
CHEVY CHASE, MD208155453

A Employer identification number

47-1086460

B Telephone number (see instructions)

(301) 961-6464

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... bullet

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$3,712,365J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments	15,555		15,555
4	Dividends and interest from securities...	87,574		65,043
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		-81,809
b	Gross sales price for all assets on line 6a 2,280,489
7	Capital gain net income (from Part IV, line 2)...			0
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........	21,320		80,598
13	Compensation of officers, directors, trustees, etc.	96,000		48,000	48,000
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......		23,100	11,550	11,550
c	Other professional fees (attach schedule)....		40,206	40,206	0
17	Interest...............
18	Taxes (attach schedule) (see instructions)...		11,585	3,672	3,672
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......		5,045	2,522	2,523
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	175,936		105,950	65,745
25	Contributions, gifts, grants paid.......	264,000			264,000
26	Total expenses and disbursements. Add lines 24 and 25	439,936		105,950	329,745
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-418,616
b	Net investment income (if negative, enter -0-)			0
c	Adjusted net income (if negative, enter -0-)...

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2021)

Form 990-PF (2021)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	57,161	81,873	81,873
	2	Savings and temporary cash investments.........
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts	0
	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)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)	541,175	259,463	219,394
	b	Investments—corporate stock (attach schedule).......	2,236,864	2,094,818	1,986,288
	c	Investments—corporate bonds (attach schedule).......	253,841	172,657	145,177
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	1,352,356	1,413,970	1,279,633
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	4,441,397	4,022,781	3,712,365
	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 )
	23	Total liabilities (add lines 17 through 22).........	0	0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	0	0
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	28	Retained earnings, accumulated income, endowment, or other funds	4,441,397	4,022,781
	29	Total net assets or fund balances (see instructions).....	4,441,397	4,022,781
	30	Total liabilities and net assets/fund balances (see instructions).	4,441,397	4,022,781

Part III

Analysis of Changes in Net Assets or Fund Balances

Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............

4,441,397

Enter amount from Part I, line 27a .....................

-418,616

Other increases not included in line 2 (itemize) bullet

Add lines 1, 2, and 3 ..........................

4,022,781

Decreases not included in line 2 (itemize) bullet

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

4,022,781

Form 990-PF (2021)

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
1 a	SALES OF PUBLICLY TRADED SECURITIES
b	SALES OF PUBLICLY TRADED SECURITIES
c	CAPITAL GAINS DIVIDENDS	P
d
e

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	1,650,987	1,668,122	-17,135
b	620,169	694,176	-74,007
c	9,333		9,333
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			-17,135
b			-74,007
c			9,333
d
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	-81,809
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 ...................		3

Form 990-PF (2021)

Page 4

Part V

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2	0
3	Add lines 1 and 2...........................	3	0
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	0
6	Credits/Payments:

a	2021 estimated tax payments and 2020 overpayment credited to 2021	6a
b	Exempt foreign organizations—tax withheld at source......	6b
c	Tax paid with application for extension of time to file (Form 8868)...	6c
d	Backup withholding erroneously withheld ...........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	0
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.......		9	0
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2022 estimated tax	Refunded	11

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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?................

Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),

and Part XIV..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

Form 990-PF (2021)

Page 5

Part VI-A

Statements Regarding Activities (continued)

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

N/A

The books are in care of bullet

SUZANNE KEEHN Telephone no. bullet

(301) 961-6464

Located at bullet

4915 CUMBERLAND AVECHEVY CHASEMD ZIP+4 bullet

20815

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

16 At any time during calendar year 2021, 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 VI-B

Statements Regarding Activities for Which Form 4720 May Be Required

File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.

Yes

During the year did the foundation (either directly or indirectly):

(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........

1a(1)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(5) Transfer any income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person)? ......................

1a(5)

(6) Agree to pay money or property to a government official? (Exception. Check "No"

if the foundation agreed to make a grant to or to employ the official for a period

after termination of government service, if terminating within 90 days.) ...............

1a(6)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here........ bullet

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 2021? .............

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)):

At the end of tax year 2021, did the foundation have any undistributed income (lines 6d

and 6e, Part XII) for tax year(s) beginning before 2021?....................

If "Yes," list the years bullet

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

If "Yes," did it have excess business holdings in 2021 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 2021.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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 2021? ..

Form 990-PF (2021)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive? ....................

5a(2)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals? .............

5a(5)

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 ........

Organizations relying on a current notice regarding disaster assistance check here ......... bullet

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).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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 VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors

1 List all officers, directors, trustees, foundation managers and their compensation. See instructions

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)
SUZANNE KEEHN	DIRECTOR AND PRESIDENT 2.00	0
4915 CUMBERLAND AVENUE CHEVY CHASE,MD20815	DIRECTOR AND PRESIDENT 2.00	0
MARC S LEVINE	ASSISTANT SECRETARY 2.00	0
4520 EAST WEST HIGHWAY SUITE 700 BETHESDA,MD20814	ASSISTANT SECRETARY 2.00	0
WILLIAM KEEHN	DIRECTOR 20.00	96,000
4915 CUMBERLAND AVENUE CHEVY CHASE,MD20815	DIRECTOR 20.00	96,000
BROOKE WILCYZNSKI	DIRECTOR 2.00	0
4915 CUMBERLAND AVENUE CHEVY CHASE,MD20815	DIRECTOR 2.00	0

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...................				0

Form 990-PF (2021)

Page 7

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

Total number of others receiving over $50,000 for professional services............. bullet

Part VIII-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

Part VIII-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1


2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... bullet

Form 990-PF (2021)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

4,588,889

Average of monthly cash balances.......................

108,946

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

4,697,835

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

4,697,835

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

70,468

Net value of noncharitable-use assets. Subtract line 4 from line 3. .......

4,627,367

Minimum investment return. Enter 5% (0.05) of line 5................

231,368

Part X

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow

and do not complete this part.)

Minimum investment return from Part IX, line 6..................

231,368

Tax on investment income for 2021 from Part V, line 5.......

Income tax for 2021. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

Distributable amount before adjustments. Subtract line 2c from line 1............

231,368

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

231,368

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

231,368

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.

Form 990-PF (2021)

Page 9

Part XII

Undistributed Income (see instructions)

	(a) Corpus	(b) Years prior to 2020	(c) 2020	(d) 2021
1 Distributable amount for 2021 from Part X, line 7				231,368
2 Undistributed income, if any, as of the end of 2021:
a Enter amount for 2020 only.......			131,193
b Total for prior years:20, 20, 20		0
3 Excess distributions carryover, if any, to 2021:
a From 2016......
b From 2017......
c From 2018......
d From 2019......
e From 2020......
f Total of lines 3a through e ........	0
4Qualifying distributions for 2021 from Part
XI, line 4: $ 329,745
a Applied to 2020, but not more than line 2a			131,193
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 2021 distributable amount.....				198,552
e Remaining amount distributed out of corpus	0
5 Excess distributions carryover applied to 2021.	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 2019. Subtract line 4a from line 2a. Taxable amount—see instructions .............			0
f Undistributed income for 2021. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2022 ..........				32,816
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 2016 not applied on line 5 or line 7 (see instructions) ...	0
9 Excess distributions carryover to 2022. Subtract lines 7 and 8 from line 6a ......	0
10 Analysis of line 9:
a Excess from 2017....
b Excess from 2018....
c Excess from 2019....
d Excess from 2020....
e Excess from 2021....

Form 990-PF (2021)

Page 10

Part XIII

Private Operating Foundations (see instructions and Part VI-A, question 9)

1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet

b Check box to indicate whether the organization is a private operating foundation described in section 4942(j)(3) or4942(j)(5)

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) 2021	(b) 2020	(c) 2019	(d) 2018	(e) Total

b 85% (0.85) of line 2a .........
c Qualifying distributions from Part XI, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part IX, line 6 for each year listed ..
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XIV

Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here bullet

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

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 (2021)

Page 11

Part XIV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
A WIDER CIRCLE INC 10325 KENSINGTON PARKWAY 70 KENSINGTON,MD20895	NONE	PC	GENERAL	5,000
DOORWAYS FOR WOMEN AND FAMILIES PO BOX 100185 ARLINGTON,VA22210	NONE	PC	GENERAL	10,000
HIGHER ACHIEVEMENT PROGRAM DC 1750 COLUMBIA RD NW WASHINGTON,DC20009	NONE	PC	GENERAL	5,000
GREATER DC DIAPER BANK 5614 CONNECTICUT AVE NW 285 WASHINGTON,DC20015	NONE	PC	GENERAL	15,000
GEORGETOWN UNIVERSITY HOSPITAL 3800 RESERVOIR RD NW WASHINGTON,DC20007	NONE	PC	GENERAL	9,000
FISHER HOUSE FOUNDATION 12300 TWINBROOK PKWY STE 410 ROCKVILLE,MD20852	NONE	PC	GENERAL	10,000
CAPITAL AREA FOOD BANK 4900 PUERTO RICO AVE NE WASHINGTON,DC20017	NONE	PC	GENERAL	35,000
MANNA FOOD CENTER 9311 GAITHER ROAD GAITHERSBURG,MD20877	NONE	PC	GENERAL	25,000
BOYS AND GIRLS CLUBS OF AMERICA 1275 PEACHTREE STREET NE ATLANTA,GA30309	NONE	PC	GENERAL	10,000
BETHESDA CHEVY CHASE RESCUE SQUAD 5020 BATTERY LANE BETHESDA,MD20814	NONE	PC	GENERAL	5,000
BETHESDA CARES INC 7728 WOODMONT AVE BETHESDA,MD20814	NONE	PC	GENERAL	5,000
HOUSE OF RUTH 5 THOMAS CIRCLE NW WASHINGTON,DC20005	NONE	PC	GENERAL	5,000
DC CENTRAL KITCHEN 425 2ND ST NW WASHINGTON,DC20001	NONE	PC	GENERAL	25,000
WOUNDED WARRIOR PROJECT 4899 BELFORT RD STE 300 JACKSONVILLE,FL32256	NONE	PC	GENERAL	10,000
WORLD CENTRAL KITCHEN 655 NEW YORK AVE NW WASHINGTON,DC20001	NONE	PC	GENERAL	15,000
WASHINGTON TENNIS AND EDUCATION FOUNDATION 200 STODDERT PLACE SE WASHINGTON,DC20019	NONE	PC	GENERAL	25,000
POWER OF ONE FOUNDATION 918 N CLEVELAND STREET ORANGE,CA92867	NONE	PC	GENERAL	20,000
NAMI MONTGOMERY COUNTY MD 9210 CORPORATE BLVD STE 170 ROCKVILLE,MD20850	NONE	PC	GENERAL	5,000
MONTGOMERY COUNTY COALITION FOR THE HOMELESS 600 E GUDE DRIVE STE B ROCKVILLE,MD20850	NONE	PC	GENERAL	15,000
BRADLEY HILLS PRESBYTERIAN CHURCH 6601 BRADLEY BLVD BETHESDA,MD20817	NONE	PC	GENERAL	5,000
BOY SCOUTS OF AMERICA 9190 ROCKVILLE PIKE BETHESDA,MD20814	NONE	PC	GENERAL	5,000
Total ................................. 3a				264,000

bApproved for future payment

Total ................................. 3b				0

Form 990-PF (2021)

Page 12

Part XV-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
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	15,555
4 Dividends and interest from securities ....
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	-81,809
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		21,320	0

13Total. Add line 12, columns (b), (d), and (e)..................

21,320

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)

Form 990-PF (2021)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2021)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2021 AccountingFeesSchedule

Name:

WILCZYNSKI FOUNDATION INC

EIN:

47-1086460

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ACCOUNTING FEES	23,100	11,550		11,550

- TIN:

TY 2021 InvestmentsCorpBondsSchedule

Name:

WILCZYNSKI FOUNDATION INC

EIN:

47-1086460

Name of Bond	End of Year Book Value	End of Year Fair Market Value
SHELL INTL FINANCE BV 2.875%; 05/10/2026	14,123	13,049
WELLS FARGO & CO 3.584%; 05/22/2028	12,309	10,886
CITIGROUP INC 3.668%; 07/24/2028	14,324	12,669
ENTERPRISE PRODUCTS OPERATING 4.800%; 02/01/2049	8,998	7,434
COMCAST CORP, 4.150%; MATURES 10/15/28	14,409	12,290
JPMORGAN CHASE & CO 4.203%; 07/23/2029	17,796	15,490
VERIZON COMM INC 4.125%; 3/16/27	15,318	12,459
CVS HEALTH CORP 4.3%; 03/25/28	15,025	12,345
GOLDMAN SACHS GROUP 3.8%; 3/15/30	16,087	12,168
BANK OF AMERICA 2.884%; 10/22/2030	15,717	12,321
AMAZON COM INC 2.100%; 05/12/2031	14,996	12,166
AT&T INC 2.550%; 12/01/2033	13,555	11,900

- TIN:

TY 2021 InvestmentsCorpStockSchedule

Name:

WILCZYNSKI FOUNDATION INC

EIN:

47-1086460

Name of Stock	End of Year Book Value	End of Year Fair Market Value
ABBOTT LABORATORIES	43,129	39,091
ABBVIE INC COM	7,917	12,616
ACCENTURE PLC IRELAND	29,454	30,619
ADIDAS AG	32,159	10,678
ADOBE INC	59,327	33,299
ADYEN	7,510	5,371
AIR PROD & CHEM INC	14,322	10,938
AIRBNB INC	6,189	4,622
ALIGN TECHNOLOGY	21,785	11,805
ALLEGION PUB LTD	6,125	5,470
ALPHABET INC	47,112	58,748
AMAZON COM	73,398	54,127
AMERICAN EXPRESS CO	12,304	10,523
AMERICAN TOWER REIT	12,008	11,164
ANSYS INC	5,274	3,547
AON PLC	41,657	43,663
APPLE INC	22,179	25,843
ASML HOLDING NV NY REG NEW	5,199	3,738
ASPEN TECHNOLOGY INC	4,567	5,955
ATLASSIAN CORP PLC	6,100	5,686
AUTODESK INC DELAWARE	8,244	26,526
AUTOMATIC DATA PROCESSING INC	21,840	32,345
BENTLEY SYS INC	9,805	7,372
BERKLEY W R CORP	6,734	10,268
BEST BUY CO	5,764	3,167
BLACKROCK INC	19,987	19,260
BOSTON SCIENTIFIC CORP	10,637	9,992
BRIGHT HORIZONS FAMILY SOLUT	6,841	2,825
BROADCOM INC	6,287	19,536
CHARLES RIVER LABS INTL INC	8,563	7,478
CHEMED CORP	5,932	5,239
CHEVRON CORP	6,772	12,212
CHIPOTLE MEXICAN GRILL INC	14,108	16,530
CHUBB LTD	14,901	13,459
CIGNA CORP	18,660	21,365
CISCO SYS INC	6,770	5,880
COMCAST CORP	15,378	15,692
CONOCOPHILLIPS	14,567	15,351
COOPER CO INC	8,412	6,598
COPART INC	6,727	6,810
CORNING INC	6,753	5,224
COSTCO WHOLESALE CORP	7,263	8,973
CROWDSTRIKE HOLDS INC	5,529	6,428
CROWN CASTLE INTL CORP	9,477	8,384
CSL LTD	17,706	15,329
DANAHER CORPORATION	10,693	11,106
DEXCOM INC	3,383	2,738
DIAGEO PLC SPON ADR NEW	7,343	6,962
DOLBY CLA A COM STK	4,934	4,495
DOMINION ENERGY INC	11,695	9,675
DUKE ENERGY CORP	16,069	13,953
DUPONT DE NEMOURS INC	11,437	8,417
EATON CORP PLC	12,151	14,003
ELI LILLY & CO	10,800	22,958
EQUIFAX INC	6,418	6,857
ESTEE LAUDER CO	7,492	7,125
EVERSOURCE ENERGY COM	2,944	2,807
EXPONENT INC	6,162	7,014
FAIR ISAAC & CO	4,327	4,120
FIDELITY NATL INFORMATION SE	8,840	6,952
GENL DYNAMICS CORP	9,773	9,123
GLOBUS MEDICAL INC A	4,756	4,229
GOLDMAN SACHS	5,895	5,275
HOME DEPOT INC	15,635	15,177
HONEYWELL INTERNATIONAL	15,436	13,859
HUBSPOT INC	3,480	2,701
ICON PLC	43,990	34,367
ILL TOOL WORKS INC	18,487	16,439
INTERACTIVE BROKERS GROUP	5,108	6,902
INTUITIVE SURGICAL INC	3,695	2,249
JACK HENRY & ASSOC	4,785	5,468
JOHNSON & JOHNSON	20,371	19,113
JOHNSON CTLS INTL PLC	10,993	10,730
JPMORGAN CHASE & CO	9,497	18,288
KEURIG DR PEPPER INC COM	7,072	6,770
KKR & CO INC CL A	12,711	9,976
KLA CORPORATION	3,347	3,026
L OREAL CO ADR	13,398	11,535
LCI INDS	2,442	1,928
LENNOX INTL	7,172	5,789
LOCKHEED MARTIN CORP	7,436	7,340
LOWES COMPANIES INC	13,236	11,644
LPL FINL HLDGS INC	7,437	11,361
LULULEMON ATHLETICA INC	5,050	4,473
LVMH MOET HENNESSY LOUIS VUITTON	22,047	25,498
MARRIOTT INTL INC	14,204	13,033
MARSH & MCLENNAN COS	17,357	20,901
MASTERCARD INC	49,704	41,514
MC DONALDS CORP	10,313	10,614
MCKESSON CORP	12,894	14,954
MEDTRONIC PLC	7,074	7,752
MERCK & CO	25,184	27,300
META PLATFORMS INC CL A	26,328	13,161
MICROSOFT CORP	57,788	64,513
MONDELEZ INTL INC	11,967	11,295
MORGAN STANLEY	16,998	16,118
NASDAQ INC COM	9,950	10,372
NESTLE SPON ADR	34,713	37,018
NETFLIX INC	1,955	2,119
NEXTERA ENERGY	11,637	12,467
NIKE INC	20,024	13,964
NORDSON COP	8,298	8,915
NORTHROP GRUMMAN CP	18,987	18,813
NOVO NORDISK A/S ADR	4,621	4,384
NVIDIA CORPORATION	9,848	9,104
NXP SEMICONDUCTORS NV	13,693	11,653
PAYCHEX INC	3,949	5,611
PEPSICO INC	16,959	20,408
PFIZER INC	11,683	10,634
PHILLIPS 66 COM	2,256	3,148
PIONEER NATURAL RESOURCES CO	12,423	11,043
PNC FINL SVCS GP	16,575	19,275
POOL CORP	8,345	8,592
PPG INDUSTRIES INC	10,787	9,962
PROGRESSIVE CORP OHIO	15,750	16,967
PROCTER & GAMBLE	12,479	11,868
PROLOGIS INC	6,291	6,198
QUAL COMM	7,558	7,344
REALTY INCOME CORP	9,288	8,323
ROBLOX CORP	3,394	1,613
ROLLINS INC	5,081	4,821
S&P GLOBAL INC	5,420	4,275
SALESFORCE.COM	14,898	9,062
SAP AG	45,400	22,750
SCHLUMBERGER LTD	6,058	5,277
SEMPRA ENERGY	6,870	8,697
SHERWIN WILLIAMS COMPANY OHIO	7,911	6,143
SIEMENS HEALTHINEERS AG	25,936	23,564
SITEONE LANDSCAPE SUPPLY	7,142	6,353
SNOWFLAKE INC	9,232	5,609
SOUTHERN CO	16,834	16,252
STANLEY BLACK & DECKER INC	8,179	4,287
STARBUCKS CORP WASHINGTON	25,822	24,857
T-MOBILE US INC COM	1,354	1,342
TARGET CORPORATION	9,172	8,013
TELEDYNE TECH INC	6,728	5,400
TERADYNE INC	6,648	6,463
TESLA INC	19,460	31,565
TEXAS INSTRUMENTS	25,332	26,467
THE SCOTTS MIRACLE GRO COMPANY	12,990	3,463
THERMO FISHER SCIENTIFIC	13,294	12,680
THOR INDUSTRIES	6,353	4,549
TJX COS INC	5,322	5,342
TRADE DESK INC	2,605	3,525
TRUIST FINL CORP	11,107	11,799
U S BANCORP	7,383	7,298
UBER TECHNOLOGIES	8,288	5,989
UNION PACIFIC	19,474	15,001
UNITED PARCEL SER INC	10,678	9,369
UNITEDHEALTH GP INC	8,280	9,596
VERTEX PHARMACEUTICALS	4,920	4,922
VISA INC	61,969	53,473
WATSCO INC	7,261	6,179
WEC ENERGY GROUP	5,505	5,008
WILLIAMS CO INC	4,178	3,579
ZEBRA TECH	7,477	7,598
ZOOMINFO TECHNOLOGIES INC	3,674	2,583

- TIN:

TY 2021 InvestmentsGovtObligationsSch

Name:

WILCZYNSKI FOUNDATION INC

EIN:

47-1086460

US Government Securities - End of Year Book Value:

259,463

US Government Securities - End of Year Fair Market Value:

219,394

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

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

- TIN:

TY 2021 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	168,175	183,487
DELAWARE INV SM CAP VAL INST	AT COST	209,889	183,454
EATON VANCE GLB MCRO ABS RETI	AT COST	190,940	181,863
INVESCO DEVELOPING MARKETS	AT COST	154,968	181,889
WESTERN ASSET SMASH SERIES C	AT COST	75,659	69,957
WESTERN ASSET SMASH SERIES EC	AT COST	299,106	201,193
WESTERN ASSET SMASH SERIES M	AT COST	130,309	93,717
MERGER FUND INSTITUTIONAL	AT COST	184,924	184,073

- TIN:

TY 2021 OtherExpensesSchedule

Name:

WILCZYNSKI FOUNDATION INC

EIN:

47-1086460

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
OFFICE EXPENSE	5,045	2,522		2,523

- TIN:

TY 2021 OtherProfessionalFeesSchedule

Name:

WILCZYNSKI FOUNDATION INC

EIN:

47-1086460

Category	Amount	Net Investment Income
MANAGEMENT/ADVISORY FEES	40,206	40,206
INVESTMENT FEES	0	0
CONSULTING FEES	0	0

- TIN:

TY 2021 TaxesSchedule

Name:

WILCZYNSKI FOUNDATION INC

EIN:

47-1086460

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
EXCISE TAX	4,241	0		0
PAYROLL TAXES	7,344	3,672		3,672