Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
Pat and Jack Wilensky Family Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)2732 Sue Mack Drive
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Columbus, GA31906
A Employer identification number

58-2305820
B Telephone number (see instructions)

(706) 575-7998
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$790,338J 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) 4,051
2 Check right arrow.............
3 Interest on savings and temporary cash investments 274 274 274
4 Dividends and interest from securities... 27,839 27,839 27,839
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 573
b Gross sales price for all assets on line 6a 836,982
7 Capital gain net income (from Part IV, line 2)... 573
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........ 32,737 28,686 28,113
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
895      
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
8,336 8,336    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
630 600    
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.......... 9,861 8,936   0
25 Contributions, gifts, grants paid....... 29,689 29,689
26 Total expenses and disbursements. Add lines 24 and 25 39,550 8,936   29,689
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -6,813
b Net investment income (if negative, enter -0-) 19,750
c Adjusted net income (if negative, enter -0-)... 28,113
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 8,614 8,000 8,000
2 Savings and temporary cash investments......... 60,261 38,783 38,783
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 167    
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 664,586 Click to see attachment
List of Attached Documents:
// Content
636,451 		684,272
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 24,613 Click to see attachment
List of Attached Documents:
// Content
68,321 		59,283
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 758,241 751,555 790,338
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 right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 758,241 751,555
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 758,241 751,555
30 Total liabilities and net assets/fund balances (see instructions). 758,241 751,555
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
758,241
2
Enter amount from Part I, line 27a .....................
2
-6,813
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
127
4
Add lines 1, 2, and 3 ..........................
4
751,555
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
751,555
Form 990-PF (2023)
Form 990-PF (2023)
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 100 Sh Allstate Corp. P 2022-11-21 2023-02-17
b 100 Sh Allstate Corp. P 2022-12-31 2023-10-20
c 4 Sh Allstate Corp. P 2023-02-21 2023-11-02
d 39 Sh Allstate Corp. P 2022-08-24 2023-11-02
e Call Allstate Corp. P 2022-12-21 2023-01-20
Call Allstate Corp. P 2023-02-24 2023-03-17
Call Allstate Corp. P 2023-04-06 2023-04-21
Call Allstate Corp. P 2023-04-27 2023-05-19
Call Allstate Corp. P 2023-07-20 2023-08-18
Call Allstate Corp. P 2023-08-22 2023-09-15
25 Sh Broadcom, inc. P 2022-03-25 2023-03-14
600 Sh Bank of America P 2023-11-20 2023-12-15
62 Sh Bank of America P 2023-11-20 2023-12-18
300 Sh Baxter Int'l P 2023-05-10 2023-07-21
300 Sh Baxter Int'l P 2022-12-31 2023-12-15
234 Sh BCE, Inc. P 2022-03-25 2023-04-21
166 Sh BCE, Inc. P 2022-12-06 2023-04-21
Call BCE, Inc. P 2023-07-13 2023-08-18
300 Sh Citigroup, Inc. P 2022-12-31 2023-01-20
41 Sh Citigroup, Inc. P 2022-09-14 2023-11-17
459 Sh Citigroup, Inc. P 2022-12-31 2023-11-17
55 Sh Citigroup, Inc. P 2023-11-02 2023-12-11
Call Citigroup, Inc. P 2023-01-31 2023-02-17
Call Citigroup, Inc. P 2023-02-23 2023-03-17
Call Citigroup, Inc. P 2023-03-31 2023-04-21
Call Citigroup, Inc. P 2023-05-17 2023-06-16
Call Citigroup, Inc. P 2023-07-11 2023-07-21
Call Citigroup, Inc. P 2023-06-07 2023-07-21
Call Citigroup, Inc. P 2023-08-07 2023-08-18
Call Citigroup, Inc. P 2023-10-10 2023-10-20
50 Sh Conagra Brands, Inc. P 2022-03-25 2023-04-21
350 Sh Conagra Brands, Inc. P 2022-12-31 2023-04-21
15 Sh Comcast Corp. P 2022-03-25 2023-05-19
85 Sh Comcast Corp. P 2023-02-21 2023-05-19
300 Sh Comcast Corp. P 2022-03-25 2023-05-19
300 Sh Comcast Corp. P 2023-05-22 2023-12-15
Call Comcast Corp. P 2023-01-10 2023-02-17
Call Comcast Corp. P 2023-08-11 2023-09-15
Call Comcast Corp. P 2023-10-02 2023-10-20
300 Sh Cisco Systems, Inc. P 2022-11-21 2023-02-17
300 Sh Cisco Systems, Inc. P 2022-12-31 2023-03-17
400 Sh Cisco Systems, Inc. P 2022-12-31 2023-06-16
400 Sh Cisco Systems, Inc. P 2022-12-31 2023-07-21
300 Sh Cisco Systems, Inc. P 2023-07-25 2023-08-18
Call Cisco Systems, Inc. P 2023-05-01 2023-05-19
Call Cisco Systems, Inc. P 2023-08-28 2023-09-15
Call Cisco Systems, Inc. P 2023-10-02 2023-10-20
Call Cisco Systems, Inc. P 2023-10-23 2023-11-17
200 Sh Dow, Inc. P 2022-12-31 2023-06-16
136 Sh Dow, Inc. P 2022-11-21 2023-12-15
164 Sh Dow, Inc. P 2023-06-21 2023-12-15
Call Dow, Inc. P 2023-01-19 2023-02-17
Call Dow, Inc. P 2023-02-28 2023-03-17
Call Dow, Inc. P 2023-03-29 2023-04-21
Call Dow, Inc. P 2023-05-05 2023-05-19
Call Dow, Inc. P 2023-07-11 2023-07-21
Call Dow, Inc. P 2023-06-14 2023-07-21
Call Dow, Inc. P 2023-07-24 2023-08-18
Call Dow, Inc. P 2023-08-25 2023-09-15
Call Dow, Inc. P 2023-09-18 2023-10-20
200 Sh Duke Energy Corp. P 2022-12-31 2023-03-17
200 Sh Duke Energy Corp. P 2022-12-31 2023-04-21
200 Sh Duke Energy Corp. P 2023-04-25 2023-07-21
Call Duke Energy Corp. P 2022-12-23 2023-01-20
Call Duke Energy Corp. P 2023-09-21 2023-10-20
Call Duke Energy Corp. P 2023-10-25 2023-11-17
17 Sh EOG Resources, Inc. P 2022-12-06 2023-11-14
Call EOG Resources P 2023-02-08 2023-02-17
Call EOG Resources P 2023-07-19 2023-08-18
11 Sh General Dynamics Co. P 2023-05-19 2023-11-14
46 Sh Genuine Parts Co. P 2022-03-25 2023-05-19
150 Sh Global Payments, Inc. P 1969-08-13 2023-12-20
277 Sh Intel Corp. P 2022-03-25 2023-02-16
95 Sh Intel Corp. P 2022-03-25 2023-04-21
305 Sh Intel Corp. P 2022-12-31 2023-04-21
93 Sh Intel Corp. P 2022-03-25 2023-04-24
Call Intel Corp. P 2023-03-10 2023-03-10
Call Johnson Controls P 2023-07-23 2023-08-18
Call Johnson Controls P 2023-10-16 2023-10-20
Call Johnson Controls P 2023-10-17 2023-10-17
Call Johnson Controls P 2023-11-22 2023-12-15
96 Sh Johnson & Johnson P 2022-08-23 2023-09-11
3 Sh JPMorgan Chase & Co. P 2022-11-21 2023-05-19
55 Sh JPMorgan Chase & Co. P 2022-03-25 2023-05-19
.93960 Sh Kenvue, Inc. P 2022-08-23 2023-08-25
200 Sh Medtronic PLC P 2022-03-25 2023-02-17
200 Sh Medtronic PLC P 2022-12-31 2023-06-16
200 Sh Medtronic PLC P 2022-12-31 2023-12-15
Call Medtronic PLC P 2023-04-27 2023-05-19
Call Medtronic PLC P 2023-09-20 2023-10-20
Call Altria Group P 2022-12-28 2023-01-20
Call Merck & Co. P 2022-12-20 2023-01-20
Call Merck & Co. P 2023-01-25 2023-02-17
Call Merck & Co. P 2023-04-17 2023-05-19
Call Merck & Co. P 2023-06-20 2023-07-21
Call Merck & Co. P 2023-08-02 2023-08-18
Call Merck & Co. P 2023-09-21 2023-10-20
Call Merck & Co. P 2023-10-26 2023-11-17
200 Sh Morgan Stanley P 2022-11-21 2023-01-20
200 Sh Morgan Stanley P 2022-12-31 2023-02-17
200 Sh Morgan Stanley P 2022-12-31 2023-06-16
200 Sh Morgan Stanley P 2022-12-31 2023-07-21
Call Morgan Stanley P 2023-02-23 2023-03-17
Call Morgan Stanley P 2023-03-21 2023-04-21
Call Morgan Stanley P 2023-04-27 2023-05-19
Call Morgan Stanley P 2023-09-08 2023-10-20
32 Sh Novartis AG P 2022-03-25 2023-04-21
168 Sh Novartis AG P 2022-12-19 2023-04-21
23 Sh Novartis AG P 2022-03-25 2023-05-10
Call Novartis AG P 2022-12-22 2023-01-20
Call Philip Morris P 2003-06-23 2023-07-21
100 Sh Qualcomm, Inc. P 2022-12-31 2023-06-16
100 Sh Qualcomm, Inc. P 2022-12-31 2023-11-17
100 Sh Qualcomm, Inc. P 2022-12-31 2023-12-15
Call Qualcomm, Inc. P 2023-07-12 2023-08-18
Call Qualcomm, Inc. P 2023-08-31 2023-09-15
Call Qualcomm, Inc. P 2023-09-29 2023-10-20
100 Sh Rio Tinto PLC P 2022-11-21 2023-01-20
100 Sh Rio Tinto PLC P 2022-12-31 2023-06-16
54 Sh Rio Tinto PLC P 2022-08-09 2023-11-17
146 Sh Rio Tinto PLC P 2022-12-31 2023-11-17
100 Sh Rio Tinto PLC P 2023-11-21 2023-12-15
Call Rio Tinto PLC P 2023-09-20 2023-10-20
20 Sh Raytheon Technologies P 2022-03-25 2023-06-16
13 Sh Raytheon Technologies P 2022-05-27 2023-06-16
167 Sh Raytheon Technologies P 2022-10-25 2023-06-16
Call Raytheon Technologies P 2023-04-21 2023-05-19
Call Raytheon Technologies P 2023-06-29 2023-07-21
Call RTX Corp. P 2023-12-01 2023-12-15
292 Sh Siemens AG P 2022-03-25 2023-07-19
1,800 Sh AT&T, Inc. P 2023-08-21 2023-09-15
68 Sh AT&T, Inc. P 2023-08-21 2023-09-18
351 Sh Truist Financial Corp. P 2022-03-25 2023-11-17
249 Sh Truist Financial Corp. P 2023-06-26 2023-11-17
64 Sh Truist Financial Corp. P 2022-03-25 2023-11-20
22 Sh Unilever PLC P 2022-03-25 2023-04-21
378 Sh Unilever PLC P 2022-12-19 2023-04-21
Call Unilever P 2022-12-31 2023-07-21
Call VICI P 2023-07-17 2023-08-18
430 Sh Verizon Communication P 2015-01-22 2023-08-18
26 Sh Verizon Communication P 2022-08-09 2023-08-18
260 Sh Verizon Communication P 2022-12-19 2023-08-18
84 Sh Verizon Communication P 2023-07-28 2023-08-18
400 Sh Verizon Communication P 2023-09-22 2023-11-17
Call Verizon Communication P 2023-01-10 2023-02-17
Call Verizon Communication P 2023-07-07 2023-07-21
Call Verizon Communication P 2023-11-27 2023-12-15
100 Sh Exxon Mobile Corp. P 2022-03-25 2023-09-15
Call Exxon Mobile Corp. P 2022-12-13 2023-01-20
Call Exxon Mobile Corp. P 2023-03-07 2023-03-17
Call Exxon Mobile Corp. P 2023-04-03 2023-04-21
Call Exxon Mobile Corp. P 2023-06-29 2023-07-21
(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 13,600   13,413 187
b 12,134   13,371 -1,237
c 534   535 -1
d 5,203   4,955 248
e 147     147
110     110
93     93
127     127
130     130
89     89
15,638   15,590 48
18,717   17,989 728
2,077   1,859 218
14,292   13,177 1,115
11,214   14,446 -3,232
10,627   12,718 -2,091
7,539   7,807 -268
248     248
15,213   15,791 -578
1,703   1,983 -280
19,071   22,173 -3,102
2,664   2,244 420
147     147
153     153
106     106
127     127
124     124
93     93
80     80
105     105
1,876   1,638 238
13,129   13,275 -146
622   705 -83
3,524   3,261 263
12,151   14,109 -1,958
13,011   12,461 550
170     170
174     174
132     132
15,165   14,358 807
15,114   14,975 139
20,160   19,904 256
20,913   20,280 633
16,629   16,069 560
168     168
108     108
99     99
192     192
10,530   9,886 644
7,294   6,704 590
8,795   8,544 251
193     193
162     162
150     150
130     130
100     100
76     76
159     159
135     135
216     216
19,164   20,582 -1,418
19,683   19,612 71
18,640   20,028 -1,388
230     230
279     279
221     221
2,119   2,262 -143
140     140
282     282
2,718   2,317 401
7,555   5,904 1,651
19,139   103 19,036
7,917   14,281 -6,364
2,700   4,898 -2,198
8,668   10,315 -1,647
2,765   4,795 -2,030
188   14 174
264     264
120     120
130   10 120
170     170
15,511   15,970 -459
417   400 17
7,641   7,808 -167
22   19 3
16,724   21,392 -4,668
17,127   17,355 -228
16,296   17,598 -1,302
234     234
259     259
147     147
296     296
208     208
230     230
294     294
165     165
250     250
207     207
18,783   17,905 878
19,804   19,126 678
17,366   19,590 -2,224
17,774   17,390 384
220     220
218     218
152     152
296     296
2,746   2,776 -30
14,414   15,171 -757
2,369   1,995 374
200     200
170     170
12,147   11,618 529
12,309   11,682 627
13,385   12,697 688
157     157
84     84
80     80
7,500   6,436 1,064
6,590   7,071 -481
3,672   3,297 375
9,928   9,491 437
7,105   7,022 83
270     270
1,956   2,053 -97
1,271   1,247 24
16,333   14,773 1,560
224     224
140     140
140     140
24,219   20,542 3,677
26,444   25,385 1,059
1,029   959 70
10,548   21,069 -10,521
7,482   7,493 -11
2,040   3,842 -1,802
1,165   984 181
20,015   19,139 876
120     120
197     197
14,167   20,301 -6,134
857   1,158 -301
8,566   9,700 -1,134
2,767   2,876 -109
14,536   13,264 1,272
320     320
264     264
112     112
11,395   8,474 2,921
150     150
98     98
100     100
86     86
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       187
b       -1,237
c       -1
d       248
e       147
      110
      93
      127
      130
      89
      48
      728
      218
      1,115
      -3,232
      -2,091
      -268
      248
      -578
      -280
      -3,102
      420
      147
      153
      106
      127
      124
      93
      80
      105
      238
      -146
      -83
      263
      -1,958
      550
      170
      174
      132
      807
      139
      256
      633
      560
      168
      108
      99
      192
      644
      590
      251
      193
      162
      150
      130
      100
      76
      159
      135
      216
      -1,418
      71
      -1,388
      230
      279
      221
      -143
      140
      282
      401
      1,651
      19,036
      -6,364
      -2,198
      -1,647
      -2,030
      174
      264
      120
      120
      170
      -459
      17
      -167
      3
      -4,668
      -228
      -1,302
      234
      259
      147
      296
      208
      230
      294
      165
      250
      207
      878
      678
      -2,224
      384
      220
      218
      152
      296
      -30
      -757
      374
      200
      170
      529
      627
      688
      157
      84
      80
      1,064
      -481
      375
      437
      83
      270
      -97
      24
      1,560
      224
      140
      140
      3,677
      1,059
      70
      -10,521
      -11
      -1,802
      181
      876
      120
      197
      -6,134
      -301
      -1,134
      -109
      1,272
      320
      264
      112
      2,921
      150
      98
      100
      86
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 2 573
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 -764
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 right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 275
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  
3 Add lines 1 and 2........................... 3 275
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 275
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 167
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.............. 7 167
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 108
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow0 Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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 the instructions
for the 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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowGA
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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
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 addressright arrowN/A
14
The books are in care ofright arrowPat Wilensky Telephone no.right arrow (706) 563-3673

Located atright arrow2732 Sue Mack DriveColumbusGA ZIP+4right arrow31906
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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
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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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)
 
No
(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)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(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)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(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)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
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-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
Patricia R Wilensky President
0.25 		0    
2732 Sue Mack Drive
Columbus,GA31906
Jack Wilensky Sec./CFO
0.25 		0    
2732 Sue Mack Drive
Columbus,GA31906
Eric Wilensky Trustee
0.25 		0    
140 Helmsley Drive
Atlanta,GA30327
Cara Traub Trustee
0.25 		0    
100 N Devereux Court
Atlanta,GA30327
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...................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
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.............right arrow  
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.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
652,534
b
Average of monthly cash balances.......................
1b
71,267
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
723,801
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
723,801
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
10,857
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
712,944
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
35,647
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.)
1
Minimum investment return from Part IX, line 6..................
1
35,647
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
275
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
275
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
35,372
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
35,372
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
35,372
Part XI
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
29,689
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
29,689
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 35,372
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 3,833
b From 2019...... 7,689
c From 2020...... 3,309
d From 2021...... 540
e From 2022......  
f Total of lines 3a through e ........ 15,371
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 29,689
a Applied to 2022, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 29,689
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2023. 5,683 5,683
(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 9,688
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		9,688
10 Analysis of line 9:
a Excess from 2019.... 5,839
b Excess from 2020.... 3,309
c Excess from 2021.... 540
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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 right arrow
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 (2023)
Form 990-PF (2023)
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)
aPaid during the year
The Epstein School


335 Colewood Way
Sandy Springs,GA30328 		None PC Operational Support 830
Columbus State University Foundatio


4225 University Avenue
Columbus,GA31907 		None PC Operational Support 3,500
Temple Israel


1617 Wildwood Avenue
Columbus,GA31906 		None PC Operational Support 3,556
Shearith Israel Synagogue Inc


PO Box 5515
Columbus,GA31906 		None PC Operational Support 500
Hadassah


40 Wall Street
New York,NY10005 		None PC Operational Support 273
Jewish Federation of Columbus GA


PO Box 6313
Columbus,GA31917 		None PC Operational Support 10,000
The Columbus Museum


1251 Wynnton Road
Columbus,GA31906 		None PC Operational Support 1,000
Jewish Federations of North America


25 Broadway Suite 1700
New York,NY10004 		None PC Operational Support 10,000
Jewish Ladies Aide Society


1617 Wildwood Avenue
Columbus,GA31906 		None PC Operational Support 30
Total .................................right arrow 3a 29,689
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
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
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 ........... 		        274
4 Dividends and interest from securities ....         27,839
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 ............ 		        573
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) ..     28,686
13Total. Add line 12, columns (b), (d), and (e)..................
13
28,686
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 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 (2023)
Form 990-PF (2023)
Page 13
Part XVI
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.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID: 23017517
Software Version: 2023v5.0


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
Pat and Jack Wilensky Family Foundation
 
Employer identification number

58-2305820
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
Pat and Jack Wilensky Family Foundation
  		Employer identification number
58-2305820
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
Jack and Pat Wilensky
2732 Sue Mack Drive
 
Columbus, GA31906

$ 18,854


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
Jack and Pat Wilensky
2732 Sue Mack Drive
 
Columbus, GA31906

$ 25,873


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
Jack and Pat Wilensky
2732 Sue Mack Drive
 
Columbus, GA31906

$ 37,265


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
Pat and Jack Wilensky Family Foundation
  		Employer identification number

58-2305820
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 150 Shares Global Payments, Inc. $ 18,854 2023-12-15
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 100 Shares Visa, Inc. $ 25,873 2023-12-15
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
3
 100 Shares Microsoft Corp. $ 37,265 2023-12-18
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
Pat and Jack Wilensky Family Foundation
  		Employer identification number

58-2305820
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID: 23017517
Software Version: 2023v5.0

TY 2023 AccountingFeesSchedule
Name:
Pat and Jack Wilensky Family Foundation
EIN:
58-2305820
Software ID:
23017517
Software Version:
2023v5.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Brian C. Hirsch, CPA 895 0 0 0

TY 2023 InvestmentsCorpStockSchedule
Name:
Pat and Jack Wilensky Family Foundation
EIN:
58-2305820
Software ID:
23017517
Software Version:
2023v5.0
Name of Stock End of Year Book Value End of Year Fair Market Value
Verizon Communications 24,911 26,767
Merck & Company, Inc. 22,539 25,838
Allstate Corp.    
Altria Group, Inc. 17,264 15,208
BCE, Inc. 20,692 16,973
Bristol-Myers Squibb 30,859 23,192
Broadcom, Inc.    
Chevron Corp 26,178 23,120
Cisco Systems, Inc. 20,791 19,299
Citigroup, Inc.    
Comcast Corp. New 19,036 19,119
Conagra Brands, Inc. 27,744 22,040
Dow, Inc. 19,450 19,468
Duke Energy Corp. 26,509 26,880
EOG Resources, Inc. 24,082 25,641
Exxon Mobile Corp. 20,673 18,196
Genuine Parts Co. 5,262 5,679
Intel Corp.    
Johnson & Johnson    
Johnson Controls 17,336 16,312
JP Morgan Chase & Company 12,811 16,330
Medtronic PLC 30,811 31,304
Morgan Stanley 20,401 20,329
Novartis AG    
Philip Morris Int'l 22,719 21,356
PPL Corp. 29,625 29,620
Raytheon Technologies Co.    
Rio Tinto PLC 15,190 15,711
Siemens A G    
Truist Financial Corp. 23,579 23,444
Unilever PLC 20,619 18,277
VICI Properties, Inc. 23,289 27,034
Call Option Allstate Corp.    
Call Option Altria Group, Inc.    
Call Option Citigroup, Inc.    
Call Option Duke Energy Corp.    
Call Option Exxon Mobile Corp.    
Call Option Merck & Co., Inc. 242 365
Call Option Morgan Stanley 233 1,299
Call Option Novartis AG    
Call Option Rio Tinto PLC 170 135
Baxter International 24,118 23,389
General Dynamics Co. 11,164 13,763
Kenvue, Inc. 19,682 19,571
Microsoft Corp. 2,847 37,604
Qualcomm, Inc. 6,438 8,099
RTX Corp. 24,970 22,297
Travelers Companies 11,356 12,953
Union Pacific Corp. 13,806 15,720
Visa, Inc. 1,101 26,035
Call Option Baxter International 193 160
Call Option Conagra Brands, Inc. 151 60
Call Option Dow, Inc. 122 52
Call Option Johnson Controls 110 75
Call Option Truist Financial 180 150

TY 2023 InvestmentsOtherSchedule2
Name:
Pat and Jack Wilensky Family Foundation
EIN:
58-2305820
Software ID:
23017517
Software Version:
2023v5.0
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
Healthpeak PPTYS, Inc. REIT AT COST 31,015 20,968
Realty Income Corp. AT COST 17,078 18,087
Schwab Treasury Obligations AT COST 20,228 20,228

TY 2023 OtherIncreasesSchedule
Name:
Pat and Jack Wilensky Family Foundation
EIN:
58-2305820
Software ID:
23017517
Software Version:
2023v5.0
Description Amount
Cost Basis Adjustment 127


TY 2023 OtherProfessionalFeesSchedule
Name:
Pat and Jack Wilensky Family Foundation
EIN:
58-2305820
Software ID:
23017517
Software Version:
2023v5.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Broker Account Fees 8,336 8,336 0 0


TY 2023 TaxesSchedule
Name:
Pat and Jack Wilensky Family Foundation
EIN:
58-2305820
Software ID:
23017517
Software Version:
2023v5.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Corporate Annual Registration 30      
Foreign Tax Paid 600 600