Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
TOM AND JULIE WOOD FAMILY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)9820 ASSOCIATION COURT
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
INDIANAPOLIS, IN46280
A Employer identification number

27-4826335
B Telephone number (see instructions)

(317) 688-6534
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$25,334,516J 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) 4,123,355
2 Check bullet.............
3 Interest on savings and temporary cash investments 347 347  
4 Dividends and interest from securities... 326,775 326,775  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,741,694
b Gross sales price for all assets on line 6a 13,392,143
7 Capital gain net income (from Part IV, line 2)... 2,741,694
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........ 7,192,171 3,068,816  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 17,950 17,950   0
c Other professional fees (attach schedule).... Click to see attachment 110,477 110,477   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 4,439 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 672,149 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 805,015 128,427   0
25 Contributions, gifts, grants paid....... 457,750 457,750
26 Total expenses and disbursements. Add lines 24 and 25 1,262,765 128,427   457,750
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 5,929,406
b Net investment income (if negative, enter -0-) 2,940,389
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 159,527 678,014 678,014
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 5,024,415 Click to see attachment3,392,136 4,626,681
c Investments—corporate bonds (attach schedule)....... 571,190 0 0
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 9,900,250 Click to see attachment13,085,426 19,432,993
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment899,468 Click to see attachment5,324,680 Click to see attachment596,828
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 16,554,850 22,480,256 25,334,516
Liabilities 17 Accounts payable and accrued expenses.......... 16,000 12,000
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 16,000 12,000
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
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 bullet
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 16,538,850 22,468,256
29 Total net assets or fund balances (see instructions)..... 16,538,850 22,468,256
30 Total liabilities and net assets/fund balances (see instructions). 16,554,850 22,480,256
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
16,538,850
2
Enter amount from Part I, line 27a .....................
2
5,929,406
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
22,468,256
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
22,468,256
Form 990-PF (2020)
Form 990-PF (2020)
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 ABB LTD SPON ADR P 2019-05-23 2020-01-07
b ABB LTD SPON ADR P 2019-05-23 2020-01-24
c ABB LTD SPON ADR P 2019-05-23 2020-04-13
d AMAZON COM INC COM P 2019-10-03 2020-07-15
e AMAZON COM INC COM P 2019-10-17 2020-07-15
AMAZON COM INC COM P 2020-01-13 2020-07-15
ASML HLDG NV NY REG SHS P 2019-05-23 2020-01-07
ASML HLDG NV NY REG SHS P 2019-05-23 2020-01-24
ASML HLDG NV NY REG SHS P 2019-05-23 2020-04-13
ALIBABA GROUP HOLDING LT P 2019-05-23 2020-01-07
ALIBABA GROUP HOLDING LT P 2019-05-23 2020-01-24
ALIBABA GROUP HOLDING LT P 2019-05-23 2020-04-13
APPLE INC P 2019-07-18 2020-07-15
CANADIAN NATURAL RES LTD P 2019-08-15 2020-01-07
CANADIAN NATURAL RES LTD P 2019-08-15 2020-01-24
CANADIAN NATURAL RES LTD P 2019-08-15 2020-03-11
CARMAX INC P 2019-01-09 2020-01-07
COCA-COLA EUROPEAN P 2019-08-15 2020-01-07
COCA-COLA EUROPEAN P 2019-08-15 2020-01-24
COCA-COLA EUROPEAN P 2019-08-15 2020-03-19
COCA-COLA EUROPEAN P 2019-08-15 2020-03-19
COCA-COLA EUROPEAN P 2019-12-13 2020-03-19
DOMINOS PIZZA INC P 2019-08-13 2020-01-07
DOMINOS PIZZA INC P 2019-08-13 2020-01-24
DOMINOS PIZZA INC P 2019-08-13 2020-04-13
D R HORTON INC P 2020-01-08 2020-01-24
D R HORTON INC P 2020-01-08 2020-04-09
DISNEY (WALT) CO COM STK P 2020-02-26 2020-03-19
VANGUARD INFORMATION P 2020-03-19 2020-04-13
VANGUARD INFORMATION P 2020-03-19 2020-04-20
HDFC BANK LTD ADR P 2019-08-15 2020-01-07
HDFC BANK LTD ADR P 2019-08-15 2020-01-24
HDFC BANK LTD ADR P 2019-08-15 2020-03-19
HDFC BANK LTD ADR P 2019-08-15 2020-03-19
HDFC BANK LTD ADR P 2019-12-13 2020-03-19
SPDR BLOOMBERG BARCLAYS P 2020-04-06 2020-10-26
SPDR BLOOMBERG BARCLAYS P 2020-04-06 2020-12-09
SPDR BLOOMBERG BARCLAYS P 2020-04-06 2020-12-09
INTUIT INC COM P 2019-01-15 2020-01-07
ING GP NV SPSD ADR P 2020-01-08 2020-01-24
ING GP NV SPSD ADR P 2020-01-08 2020-02-26
LAUDER ESTEE COS INC A P 2019-01-15 2020-01-07
NOVARTIS ADR P 2019-05-23 2020-01-07
NOVARTIS ADR P 2019-05-23 2020-01-24
NOVARTIS ADR P 2019-05-23 2020-04-13
NVIDIA P 2019-01-15 2020-01-07
NVIDIA P 2019-07-18 2020-07-15
NETFLIX COM INC P 2020-01-08 2020-01-24
NETFLIX COM INC P 2020-01-08 2020-04-13
NATIONAL GRID PLC SHS P 2019-05-23 2020-01-07
NATIONAL GRID PLC SHS P 2019-05-23 2020-01-24
NATIONAL GRID PLC SHS P 2019-05-23 2020-04-13
O'REILLY AUTOMOTIVE INC P 2019-08-13 2020-01-07
O'REILLY AUTOMOTIVE INC P 2019-08-13 2020-01-24
O'REILLY AUTOMOTIVE INC P 2019-08-13 2020-04-13
ORANGE ADR P 2019-08-15 2020-01-07
ORANGE ADR P 2019-08-15 2020-01-24
ORANGE ADR P 2019-08-15 2020-03-13
ORANGE ADR P 2019-08-15 2020-03-13
ORANGE ADR P 2019-12-13 2020-03-13
PAGSEGURO DIGITAL LTD P 2020-01-08 2020-01-24
PAGSEGURO DIGITAL LTD P 2020-01-08 2020-03-19
PAYPAL HOLDINGS INC SHS P 2019-10-17 2020-07-15
PRUDENTIAL PLC ADR P 2019-08-15 2020-01-07
PRUDENTIAL PLC ADR P 2019-08-15 2020-01-24
PRUDENTIAL PLC ADR P 2019-08-15 2020-03-19
PRUDENTIAL PLC ADR P 2019-12-13 2020-03-19
SAP SE SHS P 2019-12-13 2020-01-08
SK TELECOM ADR P 2019-08-15 2020-01-07
SK TELECOM ADR P 2019-08-15 2020-01-24
SK TELECOM ADR P 2019-08-15 2020-04-09
SK TELECOM ADR P 2019-08-16 2020-04-09
SK TELECOM ADR P 2019-12-13 2020-04-09
SPDR US FINANCIAL SECTOR P 2020-03-19 2020-04-13
SPDR US FINANCIAL SECTOR P 2020-03-19 2020-04-20
SANOFI ADR P 2019-05-23 2020-01-07
SANOFI ADR P 2019-05-23 2020-01-24
SANOFI ADR P 2019-05-23 2020-04-13
STARBUCKS CORP P 2020-01-08 2020-01-24
STARBUCKS CORP P 2020-01-08 2020-04-09
STARBUCKS CORP P 2020-03-11 2020-04-09
TOTAL S.A. SP ADR P 2019-05-23 2020-01-07
TOTAL S.A. SP ADR P 2019-05-23 2020-01-24
TOTAL S.A. SP ADR P 2019-05-23 2020-02-26
TAIWAN S MANUFCTRING ADR P 2019-08-23 2020-01-07
TAIWAN S MANUFCTRING ADR P 2019-08-23 2020-01-24
TAIWAN S MANUFCTRING ADR P 2019-08-23 2020-04-13
TAKEDA PHARMACEUTICAL P 2019-08-15 2020-01-07
TAKEDA PHARMACEUTICAL P 2019-08-15 2020-01-24
TAKEDA PHARMACEUTICAL P 2019-08-15 2020-04-13
TWILIO INC CL A P 2020-01-08 2020-01-24
TWILIO INC CL A P 2020-01-08 2020-03-19
TOYOTA MOTOR CORP ADR P 2019-08-15 2020-01-07
TOYOTA MOTOR CORP ADR P 2019-08-15 2020-01-24
TOYOTA MOTOR CORP ADR P 2019-08-15 2020-04-13
UNILEVER NV NY REG SHS P 2019-08-15 2020-01-07
UNILEVER NV NY REG SHS P 2019-08-15 2020-01-24
UNILEVER NV NY REG SHS P 2019-08-15 2020-04-09
UNILEVER NV NY REG SHS P 2019-08-15 2020-04-09
UNILEVER NV NY REG SHS P 2019-12-13 2020-04-09
VMWARE INC P 2019-08-23 2020-01-07
VMWARE INC P 2019-08-23 2020-01-24
VMWARE INC P 2019-08-23 2020-03-19
WORKDAY INC CL A P 2020-01-08 2020-01-24
WORKDAY INC CL A P 2020-01-08 2020-03-19
ADOBE INC P 2016-01-08 2020-01-07
ADOBE INC P 2016-01-08 2020-01-24
ADOBE INC P 2016-01-08 2020-04-13
ADOBE INC P 2017-07-27 2020-07-15
ADOBE INC P 2017-08-09 2020-07-15
ADOBE INC P 2017-08-23 2020-07-15
ADOBE INC P 2017-09-06 2020-07-15
ADOBE INC P 2018-03-01 2020-07-15
AMAZON COM INC COM P 2014-05-06 2020-01-07
AMAZON COM INC COM P 2014-05-06 2020-01-24
AMAZON COM INC COM P 2014-05-06 2020-04-13
AMAZON COM INC COM P 2017-07-27 2020-07-15
AMAZON COM INC COM P 2017-08-09 2020-07-15
AMAZON COM INC COM P 2017-08-23 2020-07-15
AMAZON COM INC COM P 2017-09-06 2020-07-15
AMAZON COM INC COM P 2018-03-01 2020-07-15
AMAZON COM INC COM P 2019-01-30 2020-07-15
AMAZON COM INC COM P 2019-03-28 2020-07-15
AMAZON COM INC COM P 2019-04-15 2020-07-15
AMERICAN TOWER REIT INC P 2014-04-01 2020-01-07
AMERICAN TOWER REIT INC P 2014-04-01 2020-01-24
AMERICAN TOWER REIT INC P 2014-04-01 2020-04-13
ASML HLDG NV NY REG SHS P 2019-05-23 2020-07-15
ALPHABET INC SHS CL C P 2013-06-20 2020-01-07
ALPHABET INC SHS CL C P 2013-06-20 2020-01-24
ALPHABET INC SHS CL C P 2013-06-20 2020-04-13
ALPHABET INC SHS CL A P 2013-06-17 2020-01-07
ALPHABET INC SHS CL A P 2013-06-20 2020-01-07
ALPHABET INC SHS CL A P 2013-06-20 2020-01-24
ALPHABET INC SHS CL A P 2013-06-20 2020-04-13
APPLE INC P 2013-08-05 2020-01-07
APPLE INC P 2013-08-05 2020-01-24
APPLE INC P 2013-08-15 2020-01-24
APPLE INC P 2013-08-15 2020-04-13
APPLE INC P 2017-07-27 2020-07-15
APPLE INC P 2017-08-09 2020-07-15
APPLE INC P 2017-08-23 2020-07-15
APPLE INC P 2017-09-06 2020-07-15
APPLE INC P 2018-03-01 2020-07-15
APPLE INC P 2019-01-30 2020-07-15
APPLE INC P 2019-04-15 2020-07-15
BROADCOM LTD P 2014-02-10 2020-01-07
BROADCOM LTD P 2014-02-10 2020-01-24
BROADCOM LTD P 2014-02-10 2020-04-13
BLACKROCK INC P 2013-06-17 2020-01-07
BLACKROCK INC P 2013-06-20 2020-01-07
BLACKROCK INC P 2013-06-20 2020-01-24
BLACKROCK INC P 2013-06-20 2020-04-13
BOOKING HLDGS INC P 2017-10-27 2020-01-07
BOOKING HLDGS INC P 2017-10-27 2020-01-08
CSX CORP P 2017-06-27 2020-01-07
CSX CORP P 2017-06-27 2020-01-24
CSX CORP P 2017-06-27 2020-04-13
COMCAST CORP NEW CL A P 2013-06-17 2020-01-07
COMCAST CORP NEW CL A P 2013-06-17 2020-01-24
COMCAST CORP NEW CL A P 2013-06-17 2020-04-13
COMCAST CORP NEW CL A P 2013-06-20 2020-04-13
COSTCO WHOLESALE CRP DEL P 2014-01-24 2020-01-07
COSTCO WHOLESALE CRP DEL P 2014-01-24 2020-01-24
COSTCO WHOLESALE CRP DEL P 2014-01-24 2020-04-13
COSTCO WHOLESALE CRP DEL P 2017-07-27 2020-07-15
COSTCO WHOLESALE CRP DEL P 2017-08-09 2020-07-15
CARMAX INC P 2019-01-09 2020-01-24
CARMAX INC P 2019-01-09 2020-04-13
CHUBB LTD P 2013-06-17 2020-01-07
CHUBB LTD P 2013-06-20 2020-01-07
CHUBB LTD P 2013-06-20 2020-01-24
CHUBB LTD P 2013-06-20 2020-04-13
CHUBB LTD P 2013-06-20 2020-06-03
CHUBB LTD P 2013-08-05 2020-06-03
CHUBB LTD P 2013-08-15 2020-06-03
CHUBB LTD P 2013-09-18 2020-06-03
CHUBB LTD P 2013-11-13 2020-06-03
CHUBB LTD P 2014-10-03 2020-06-03
CHUBB LTD P 2015-08-11 2020-06-03
DOVER CORP P 2017-01-20 2020-01-07
DOVER CORP P 2017-01-20 2020-01-24
DOVER CORP P 2017-01-20 2020-04-13
ECOLAB INC P 2018-01-24 2020-01-07
ECOLAB INC P 2018-01-24 2020-01-24
ECOLAB INC P 2018-01-24 2020-04-13
EDWARDS LIFESCIENCES CRP P 2018-02-09 2020-01-07
EDWARDS LIFESCIENCES CRP P 2018-02-09 2020-01-24
EDWARDS LIFESCIENCES CRP P 2018-02-09 2020-04-13
EDWARDS LIFESCIENCES CRP P 2018-02-09 2020-07-15
EDWARDS LIFESCIENCES CRP P 2018-03-01 2020-07-15
FACEBOOK INC P 2016-01-08 2020-01-07
FACEBOOK INC P 2016-01-08 2020-01-24
FACEBOOK INC P 2016-01-08 2020-04-13
VANGUARD SMALL CAP P 2013-06-17 2020-01-07
VANGUARD SMALL CAP P 2013-06-20 2020-01-07
VANGUARD SMALL CAP P 2013-06-20 2020-01-24
VANGUARD SMALL CAP P 2013-06-20 2020-04-06
VANGUARD SMALL CAP P 2013-08-05 2020-04-06
VANGUARD SMALL CAP P 2013-08-15 2020-04-06
VANGUARD SMALL CAP P 2013-09-18 2020-04-06
VANGUARD SMALL CAP P 2013-09-23 2020-04-06
VANGUARD SMALL CAP P 2014-10-03 2020-04-06
VANGUARD SMALL CAP P 2015-08-11 2020-04-06
VANGUARD MID-CAP ETF P 2013-06-17 2020-01-07
VANGUARD MID-CAP ETF P 2013-06-20 2020-01-07
VANGUARD MID-CAP ETF P 2013-06-20 2020-01-08
VANGUARD MID-CAP ETF P 2013-08-05 2020-01-08
VANGUARD MID-CAP ETF P 2013-08-15 2020-01-08
VANGUARD MID-CAP ETF P 2013-09-18 2020-01-08
VANGUARD MID-CAP ETF P 2013-09-23 2020-01-08
VANGUARD MID-CAP ETF P 2014-10-03 2020-01-08
VANGUARD MID-CAP ETF P 2015-08-11 2020-01-08
GENL DYNAMICS CORP COM P 2016-03-11 2020-01-07
GENL DYNAMICS CORP COM P 2016-03-11 2020-01-24
GENL DYNAMICS CORP COM P 2016-03-11 2020-04-13
HONEYWELL INTL INC DEL P 2013-09-18 2020-01-07
HONEYWELL INTL INC DEL P 2013-11-13 2020-01-07
HONEYWELL INTL INC DEL P 2014-10-03 2020-01-07
HONEYWELL INTL INC DEL P 2014-10-03 2020-01-24
HONEYWELL INTL INC DEL P 2014-10-03 2020-04-13
HOME DEPOT INC P 2013-06-03 2020-01-07
HOME DEPOT INC P 2013-06-03 2020-01-24
HOME DEPOT INC P 2013-06-03 2020-04-13
HOME DEPOT INC P 2013-06-17 2020-04-13
INTUITIVE SURGICAL INC P 2018-10-23 2020-01-07
INTUITIVE SURGICAL INC P 2018-10-23 2020-01-24
INTUITIVE SURGICAL INC P 2018-10-23 2020-04-13
INTERCONTINENTAL P 2017-02-21 2020-01-07
INTERCONTINENTAL P 2017-02-21 2020-01-24
INTERCONTINENTAL P 2017-02-21 2020-04-13
INTUIT INC COM P 2019-01-15 2020-01-24
INTUIT INC COM P 2019-01-15 2020-04-13
LAUDER ESTEE COS INC A P 2019-01-15 2020-01-24
LAUDER ESTEE COS INC A P 2019-01-15 2020-04-13
MICROSOFT CORP P 2018-02-09 2020-01-07
MICROSOFT CORP P 2018-02-09 2020-01-24
MICROSOFT CORP P 2018-02-09 2020-04-13
NVIDIA P 2019-01-15 2020-01-24
NVIDIA P 2019-01-15 2020-04-13
NVIDIA P 2019-01-15 2020-07-15
NVIDIA P 2019-01-30 2020-07-15
NEXTERA ENERGY INC SHS P 2014-10-07 2020-07-15
NEXTERA ENERGY INC SHS P 2014-10-15 2020-07-15
NEXTERA ENERGY INC SHS P 2014-11-12 2020-07-15
NEXTERA ENERGY INC SHS P 2015-08-04 2020-07-15
NEXTERA ENERGY INC SHS P 2015-11-24 2020-07-15
NEXTERA ENERGY INC SHS P 2015-12-03 2020-07-15
NEXTERA ENERGY INC SHS P 2019-01-30 2020-07-15
NEXTERA ENERGY INC SHS P 2019-03-28 2020-07-15
NEXTERA ENERGY INC SHS P 2019-04-15 2020-07-15
PAYPAL HOLDINGS INC SHS P 2017-09-14 2020-01-07
PAYPAL HOLDINGS INC SHS P 2017-09-14 2020-01-24
PAYPAL HOLDINGS INC SHS P 2017-09-14 2020-04-13
PAYPAL HOLDINGS INC SHS P 2017-09-14 2020-07-15
PAYPAL HOLDINGS INC SHS P 2018-03-01 2020-07-15
PROGRESSIVE CRP OHIO P 2018-02-09 2020-01-07
PROGRESSIVE CRP OHIO P 2018-02-09 2020-01-24
PROGRESSIVE CRP OHIO P 2018-02-09 2020-04-13
SAP SE SHS P 2015-09-23 2020-01-07
SAP SE SHS P 2015-09-23 2020-01-08
SALESFORCE COM INC P 2014-09-22 2020-01-07
SALESFORCE COM INC P 2014-09-22 2020-01-24
SALESFORCE COM INC P 2014-09-22 2020-04-13
TJX COS INC NEW P 2017-01-04 2020-01-07
TJX COS INC NEW P 2017-01-04 2020-01-24
TJX COS INC NEW P 2017-01-04 2020-04-13
THERMO FISHER SCIENTIFIC P 2015-11-16 2020-01-07
THERMO FISHER SCIENTIFIC P 2015-11-16 2020-01-24
THERMO FISHER SCIENTIFIC P 2015-11-16 2020-04-13
THERMO FISHER SCIENTIFIC P 2017-07-27 2020-07-15
THERMO FISHER SCIENTIFIC P 2017-08-09 2020-07-15
THERMO FISHER SCIENTIFIC P 2017-08-23 2020-07-15
THERMO FISHER SCIENTIFIC P 2017-09-06 2020-07-15
THERMO FISHER SCIENTIFIC P 2018-03-01 2020-07-15
UNITEDHEALTH GROUP INC P 2018-02-09 2020-01-07
UNITEDHEALTH GROUP INC P 2018-02-09 2020-01-24
UNITEDHEALTH GROUP INC P 2018-02-09 2020-04-13
VISA INC CL A SHRS P 2018-03-28 2020-01-07
VISA INC CL A SHRS P 2018-03-28 2020-01-24
VISA INC CL A SHRS P 2018-03-28 2020-04-13
BRISTOL-MYERS SQUIBB CO P 2019-01-24 2020-01-24
CARRIER GLOBAL CORP REG P 2019-12-13 2020-04-09
CVS HEALTH CORP P 2019-04-18 2020-01-24
CVS HEALTH CORP P 2019-04-18 2020-04-13
CHINA MOBILE LTD SPN ADR P 2020-03-19 2020-04-13
CHINA MOBILE LTD SPN ADR P 2020-03-19 2020-12-18
CHEVRON CORP P 2019-04-18 2020-01-09
CATERPILLAR INC DEL P 2020-01-09 2020-01-24
CATERPILLAR INC DEL P 2020-01-09 2020-04-13
CATERPILLAR INC DEL P 2020-01-09 2020-04-14
CHINA TELECOM CORP LTD P 2019-12-09 2020-01-24
CHINA TELECOM CORP LTD P 2019-12-09 2020-03-19
CHINA TELECOM CORP LTD P 2019-12-10 2020-03-19
CHINA TELECOM CORP LTD P 2019-12-13 2020-03-19
CITIGROUP INC COM NEW P 2020-01-09 2020-01-24
CITIGROUP INC COM NEW P 2020-01-09 2020-03-04
CITIGROUP INC COM NEW P 2020-04-08 2020-04-13
ENBRIDGE INC COM P 2019-12-09 2020-01-24
ENBRIDGE INC COM P 2019-12-09 2020-03-13
ENBRIDGE INC COM P 2019-12-13 2020-03-13
EXXON MOBIL CORP COM P 2019-01-24 2020-01-24
EXXON MOBIL CORP COM P 2019-12-13 2020-03-10
EMERSON ELEC CO P 2020-03-10 2020-04-13
FIFTH THIRD BANCORP P 2020-01-09 2020-01-24
FIFTH THIRD BANCORP P 2020-01-09 2020-03-04
FIFTH THIRD BANCORP P 2020-04-08 2020-04-13
SPDR KBW BANK ETF P 2020-03-04 2020-04-08
ISHARES TR LIQUIDITY INC P 2020-03-06 2020-07-09
SPDR BLOOMBERG BARCLAYS P 2020-03-03 2020-04-13
KINDER MORGAN INC. DEL P 2019-12-09 2020-01-24
KINDER MORGAN INC. DEL P 2019-12-09 2020-03-10
KINDER MORGAN INC. DEL P 2019-12-13 2020-03-10
MEDTRONIC PLC SHS P 2020-03-10 2020-04-13
MICROCHIP TECHNOLOGY INC P 2020-03-10 2020-04-13
OTIS WORLDWIDE CORP REG P 2019-12-13 2020-04-09
OTIS WORLDWIDE CORP REG P 2019-12-13 2020-04-13
ONEOK INC (OKLAHOMA) P 2019-12-09 2020-01-24
ONEOK INC (OKLAHOMA) P 2019-12-09 2020-03-10
ONEOK INC (OKLAHOMA) P 2019-12-13 2020-03-10
PRUDENTIAL FINANCIAL INC P 2020-01-09 2020-01-24
PRUDENTIAL FINANCIAL INC P 2020-01-09 2020-03-04
REALTY INCM CRP MD PV$1. P 2020-01-28 2020-04-09
ROYAL BANK CANADA PV$1 P 2019-01-24 2020-01-24
SIMON PROPERTY GROUP DEL P 2019-07-01 2020-01-28
SIMON PROPERTY GROUP DEL P 2019-12-13 2020-01-28
TRUIST FINL CORP P 2020-02-24 2020-03-04
TRUIST FINL CORP P 2020-04-08 2020-04-13
TEXAS INSTRUMENTS P 2020-03-10 2020-04-13
TARGET CORP COM P 2019-01-24 2020-01-24
TARGA RESOURCES CORP P 2019-12-09 2020-01-24
TARGA RESOURCES CORP P 2019-12-09 2020-03-10
TARGA RESOURCES CORP P 2019-12-13 2020-03-10
RAYTHEON TECHNOLOGIES P 2019-12-13 2020-04-09
UNITED PARCEL SVC CL B P 2020-01-09 2020-01-24
UNITED PARCEL SVC CL B P 2020-01-09 2020-04-13
V F CORPORATION P 2020-03-10 2020-04-13
V F CORPORATION P 2020-03-10 2020-10-19
WILLIAMS COMPANIES DEL P 2019-12-09 2020-01-24
WILLIAMS COMPANIES DEL P 2019-12-09 2020-03-10
WILLIAMS COMPANIES DEL P 2019-12-13 2020-03-10
AT&T INC P 2018-10-24 2020-01-24
AT&T INC P 2018-10-24 2020-04-13
AMN ELEC POWER CO P 2013-11-13 2020-01-24
AMN ELEC POWER CO P 2013-11-13 2020-04-13
AMGEN INC COM P 2018-05-17 2020-01-24
AMGEN INC COM P 2018-05-17 2020-04-13
BOEING COMPANY P 2018-02-09 2020-01-09
BRISTOL-MYERS SQUIBB CO P 2019-01-24 2020-04-13
CARRIER GLOBAL CORP REG P 2018-05-17 2020-04-09
CITIGROUP INC P 2015-09-25 2020-01-24
CITIGROUP INC P 2015-09-25 2020-04-06
CITIGROUP INC P 2015-09-28 2020-04-06
CITIGROUP INC P 2015-09-28 2020-04-06
CITIGROUP INC P 2016-08-03 2020-04-06
CITIGROUP INC P 2016-08-03 2020-04-07
CITIGROUP INC P 2016-10-03 2020-04-07
CITIGROUP INC P 2017-06-09 2020-04-07
CITIGROUP INC P 2015-09-25 2020-01-24
CITIGROUP INC P 2015-09-25 2020-04-06
CITIGROUP INC P 2015-09-28 2020-04-06
CITIGROUP INC P 2015-09-28 2020-04-06
CITIGROUP INC P 2016-08-03 2020-04-06
CITIGROUP INC P 2016-10-03 2020-04-06
CITIGROUP INC P 2017-06-09 2020-04-06
CHEVRON CORP P 2018-10-23 2020-01-09
CME GROUP INC P 2016-11-03 2020-01-24
CME GROUP INC P 2016-11-03 2020-04-13
CROWN CASTLE REIT INC P 2018-03-09 2020-01-24
CROWN CASTLE REIT INC P 2018-03-09 2020-04-13
CISCO SYSTEMS INC COM P 2017-09-15 2020-01-24
CISCO SYSTEMS INC COM P 2017-09-15 2020-04-13
COCA COLA COM P 2015-03-30 2020-01-24
COCA COLA COM P 2015-03-30 2020-04-13
DIGITAL RLTY TR INC P 2016-11-10 2020-01-24
DIGITAL RLTY TR INC P 2016-11-10 2020-04-13
EXXON MOBIL CORP COM P 2019-01-24 2020-03-10
EXXON MOBIL CORP COM P 2019-02-26 2020-03-10
EXELON CORPORATION P 2018-05-01 2020-01-24
EXELON CORPORATION P 2018-05-01 2020-04-13
EXELON CORPORATION P 2018-05-01 2020-09-02
FIFTH THIRD BANCORP P 2015-09-25 2020-01-24
FIFTH THIRD BANCORP P 2015-09-25 2020-04-06
FIFTH THIRD BANCORP P 2015-09-28 2020-04-06
FIFTH THIRD BANCORP P 2015-09-28 2020-04-06
FIFTH THIRD BANCORP P 2016-08-03 2020-04-06
FIFTH THIRD BANCORP P 2016-08-03 2020-04-07
FIFTH THIRD BANCORP P 2016-10-03 2020-04-07
FIFTH THIRD BANCORP P 2016-10-03 2020-04-08
FIFTH THIRD BANCORP P 2017-06-09 2020-04-08
GOLDMAN SACHS GRP INC P 2015-09-25 2020-01-24
GOLDMAN SACHS GRP INC P 2015-09-25 2020-04-06
GOLDMAN SACHS GRP INC P 2015-09-28 2020-04-06
GOLDMAN SACHS GRP INC P 2015-09-28 2020-04-06
GOLDMAN SACHS GRP INC P 2016-08-03 2020-04-06
GOLDMAN SACHS GRP INC P 2016-08-03 2020-04-07
GOLDMAN SACHS GRP INC P 2016-10-03 2020-04-07
GOLDMAN SACHS GRP INC P 2017-06-09 2020-04-07
SPDR SER TR P 2016-03-02 2020-01-24
SPDR SER TR P 2016-03-02 2020-03-06
SPDR SER TR P 2017-06-09 2020-03-06
SPDR SER TR P 2016-08-03 2020-03-06
SPDR SER TR P 2016-10-03 2020-03-06
SPDR SER TR P 2017-06-09 2020-03-06
ISHARES IBOXX$ HIGH YIEL P 2016-02-05 2020-01-24
ISHARES IBOXX$ HIGH YIEL P 2016-02-05 2020-03-03
ISHARES IBOXX$ HIGH YIEL P 2016-08-03 2020-03-03
ISHARES IBOXX$ HIGH YIEL P 2016-10-03 2020-03-03
ISHARES IBOXX$ HIGH YIEL P 2017-06-09 2020-03-03
SPDR KBW BANK ETF P 2018-12-21 2020-01-09
INVESCO SENIOR LOAN ETF P 2013-08-15 2020-01-24
INVESCO SENIOR LOAN ETF P 2013-08-15 2020-03-05
INVESCO SENIOR LOAN ETF P 2013-09-18 2020-03-05
INVESCO SENIOR LOAN ETF P 2013-11-13 2020-03-05
INVESCO SENIOR LOAN ETF P 2014-05-15 2020-03-05
INVESCO SENIOR LOAN ETF P 2014-07-15 2020-03-05
INVESCO SENIOR LOAN ETF P 2014-07-23 2020-03-05
INVESCO SENIOR LOAN ETF P 2014-07-31 2020-03-05
INVESCO SENIOR LOAN ETF P 2014-10-02 2020-03-05
INVESCO SENIOR LOAN ETF P 2015-08-11 2020-03-05
INVESCO SENIOR LOAN ETF P 2016-02-22 2020-03-05
INVESCO SENIOR LOAN ETF P 2016-07-14 2020-03-05
INVESCO SENIOR LOAN ETF P 2016-08-03 2020-03-05
INVESCO SENIOR LOAN ETF P 2016-10-03 2020-03-05
INVESCO SENIOR LOAN ETF P 2017-06-09 2020-03-05
INTEL CORP P 2013-01-03 2020-01-24
INTEL CORP P 2013-01-03 2020-04-13
INTEL CORP P 2013-01-03 2020-10-28
INTEL CORP P 2013-01-07 2020-10-28
INTEL CORP P 2013-06-03 2020-10-28
INTEL CORP P 2013-06-17 2020-10-28
INTEL CORP P 2013-06-20 2020-10-28
INTEL CORP P 2013-08-05 2020-10-28
INTEL CORP P 2013-08-15 2020-10-28
INTEL CORP P 2013-09-18 2020-10-28
INTEL CORP P 2015-08-11 2020-10-28
INTEL CORP P 2016-08-03 2020-10-28
INTEL CORP P 2017-06-09 2020-10-28
SCHWAB U.S. TIPS ETF P 2018-01-17 2020-01-24
SCHWAB U.S. TIPS ETF P 2018-01-17 2020-04-13
JPMORGAN CHASE & CO P 2013-01-03 2020-01-24
JPMORGAN CHASE & CO P 2013-01-03 2020-04-13
LOCKHEED MARTIN CORP P 2014-01-14 2020-01-24
LOCKHEED MARTIN CORP P 2014-01-14 2020-04-13
MERCK AND CO INC SHS P 2017-12-15 2020-01-24
MERCK AND CO INC SHS P 2017-12-15 2020-04-13
MCDONALDS CORP COM P 2014-07-31 2020-01-24
MCDONALDS CORP COM P 2014-07-31 2020-04-13
MORGAN STANLEY P 2015-09-25 2020-01-24
MORGAN STANLEY P 2015-09-25 2020-04-06
MORGAN STANLEY P 2015-09-28 2020-04-06
MORGAN STANLEY P 2015-09-28 2020-04-06
MORGAN STANLEY P 2016-08-03 2020-04-06
MORGAN STANLEY P 2016-10-03 2020-04-06
MORGAN STANLEY P 2017-06-09 2020-04-06
MORGAN STANLEY P 2015-09-28 2020-01-24
MORGAN STANLEY P 2015-09-28 2020-04-06
MORGAN STANLEY P 2015-09-28 2020-04-06
MORGAN STANLEY P 2016-08-03 2020-04-06
MORGAN STANLEY P 2016-10-03 2020-04-06
MORGAN STANLEY P 2017-06-09 2020-04-06
NEXTERA ENERGY INC SHS P 2013-07-09 2020-01-24
NEXTERA ENERGY INC SHS P 2013-07-09 2020-04-13
OTIS WORLDWIDE CORP REG P 2018-05-17 2020-04-09
PNC FINANCIAL SERVICES P 2015-09-25 2020-01-24
PNC FINANCIAL SERVICES P 2015-09-25 2020-04-06
PNC FINANCIAL SERVICES P 2015-09-28 2020-04-06
PNC FINANCIAL SERVICES P 2015-09-28 2020-04-06
PNC FINANCIAL SERVICES P 2016-08-03 2020-04-06
PNC FINANCIAL SERVICES P 2016-08-03 2020-04-07
PNC FINANCIAL SERVICES P 2016-10-03 2020-04-07
PNC FINANCIAL SERVICES P 2017-06-09 2020-04-07
PEPSICO INC P 2018-06-25 2020-01-24
PEPSICO INC P 2018-06-25 2020-04-13
PFIZER INC P 2014-06-26 2020-01-24
PFIZER INC P 2014-06-26 2020-04-13
QUALCOMM INC P 2018-03-23 2020-01-24
QUALCOMM INC P 2018-03-23 2020-04-13
ROYAL DUTCH SHEL PLC P 2016-07-28 2020-01-24
ROYAL DUTCH SHEL PLC P 2016-07-28 2020-02-24
ROYAL DUTCH SHEL PLC P 2016-08-03 2020-02-24
ROYAL DUTCH SHEL PLC P 2016-10-03 2020-02-24
ROYAL DUTCH SHEL PLC P 2017-06-09 2020-02-24
ROYAL BANK CANADA PV$1 P 2019-01-24 2020-04-13
STATE STREET CORP P 2015-09-25 2020-01-24
STATE STREET CORP P 2015-09-25 2020-04-06
STATE STREET CORP P 2015-09-25 2020-04-06
STATE STREET CORP P 2015-09-28 2020-04-06
STATE STREET CORP P 2015-09-28 2020-04-06
STATE STREET CORP P 2015-09-28 2020-04-07
STATE STREET CORP P 2016-08-03 2020-04-07
STATE STREET CORP P 2016-10-03 2020-04-07
STATE STREET CORP P 2017-06-09 2020-04-07
SIMON PROPERTY GROUP DEL P 2018-05-17 2020-01-24
SIMON PROPERTY GROUP DEL P 2018-05-17 2020-01-28
REGIONS FINANCIAL CORP P 2015-09-25 2020-01-24
REGIONS FINANCIAL CORP P 2015-09-25 2020-04-06
REGIONS FINANCIAL CORP P 2015-09-28 2020-04-06
REGIONS FINANCIAL CORP P 2015-09-28 2020-04-06
REGIONS FINANCIAL CORP P 2016-08-03 2020-04-06
REGIONS FINANCIAL CORP P 2016-10-03 2020-04-06
REGIONS FINANCIAL CORP P 2017-06-09 2020-04-06
US BANCORP P 2015-09-25 2020-01-24
US BANCORP P 2015-09-25 2020-04-06
US BANCORP P 2015-09-28 2020-04-06
US BANCORP P 2015-09-28 2020-04-07
US BANCORP P 2015-09-28 2020-04-07
US BANCORP P 2016-08-03 2020-04-07
US BANCORP P 2016-10-03 2020-04-07
US BANCORP P 2017-06-09 2020-04-07
TARGET CORP COM P 2019-01-24 2020-04-13
TORONTO DOMINION BANK P 2013-01-03 2020-01-24
TORONTO DOMINION BANK P 2013-01-07 2020-01-24
TORONTO DOMINION BANK P 2013-01-07 2020-04-13
TORONTO DOMINION BANK P 2013-01-07 2020-10-07
TORONTO DOMINION BANK P 2013-06-03 2020-10-07
TORONTO DOMINION BANK P 2013-06-17 2020-10-07
TORONTO DOMINION BANK P 2013-06-20 2020-10-07
TORONTO DOMINION BANK P 2013-08-05 2020-10-07
TORONTO DOMINION BANK P 2013-08-15 2020-10-07
TORONTO DOMINION BANK P 2013-09-18 2020-10-07
TORONTO DOMINION BANK P 2014-05-15 2020-10-07
TORONTO DOMINION BANK P 2014-07-15 2020-10-07
TORONTO DOMINION BANK P 2014-07-23 2020-10-07
TORONTO DOMINION BANK P 2014-10-02 2020-10-07
TORONTO DOMINION BANK P 2015-08-11 2020-10-07
TORONTO DOMINION BANK P 2016-08-03 2020-10-07
TORONTO DOMINION BANK P 2016-10-03 2020-10-07
TORONTO DOMINION BANK P 2017-06-09 2020-10-07
RAYTHEON TECHNOLOGIES P 2018-05-17 2020-04-09
VIATRIS INC P 2014-06-26 2020-11-20
UNITED TECHS CORP COM P 2018-05-17 2020-01-24
VERIZON COMMUNICATNS COM P 2013-01-07 2020-01-24
VERIZON COMMUNICATNS COM P 2013-01-07 2020-04-13
WELLS FARGO COMPANY P 2015-09-25 2020-01-24
WELLS FARGO COMPANY P 2015-09-25 2020-04-06
WELLS FARGO COMPANY P 2015-09-28 2020-04-06
WELLS FARGO COMPANY P 2015-09-28 2020-04-06
WELLS FARGO COMPANY P 2016-08-03 2020-04-06
WELLS FARGO COMPANY P 2016-10-03 2020-04-06
WELLS FARGO COMPANY P 2017-06-09 2020-04-06
WELLS FARGO & COMPANY P 2015-09-25 2020-01-24
WELLS FARGO & COMPANY P 2015-09-25 2020-04-06
WELLS FARGO & COMPANY P 2015-09-25 2020-04-06
WELLS FARGO & COMPANY P 2015-09-25 2020-04-07
WELLS FARGO & COMPANY P 2015-09-28 2020-04-07
WELLS FARGO & COMPANY P 2015-09-28 2020-04-07
WELLS FARGO & COMPANY P 2016-08-03 2020-04-07
WELLS FARGO & COMPANY P 2016-10-03 2020-04-07
WELLS FARGO & COMPANY P 2017-06-09 2020-04-07
WALMART INC P 2018-10-25 2020-01-24
WALMART INC P 2018-10-25 2020-04-13
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 3,826   2,944 882
b 456   354 102
c 319   335 -16
d 39,591   22,288 17,303
e 70,046   41,203 28,843
30,455   18,946 11,509
4,805   3,039 1,766
596   380 216
546   380 166
4,143   2,988 1,155
640   472 168
397   314 83
19,318   10,067 9,251
2,912   2,121 791
361   280 81
18,222   28,906 -10,684
5,962   4,511 1,451
2,643   2,643 0
371   380 -9
1,600   2,885 -1,285
15,911   28,600 -12,689
4,468   7,406 -2,938
6,114   5,092 1,022
849   727 122
687   485 202
409   379 30
31,555   41,097 -9,542
49,056   66,903 -17,847
1,997   1,771 226
259,121   217,404 41,717
2,556   2,299 257
296   274 22
9,499   14,067 -4,568
10,127   14,998 -4,871
1,515   2,609 -1,094
72,848   72,848 0
52,892   52,892 0
76,043   76,043 0
2,936   2,304 632
339   370 -31
32,964   40,803 -7,839
2,889   1,760 1,129
3,306   2,945 361
376   337 39
337   337 0
5,758   3,653 2,105
6,198   2,583 3,615
703   667 36
392   333 59
3,523   2,916 607
463   358 105
332   307 25
5,112   4,465 647
861   744 117
683   744 -61
2,689   2,689 0
332   338 -6
1,986   2,705 -719
21,022   28,506 -7,484
3,853   5,240 -1,387
348   346 2
18,461   40,599 -22,138
24,510   14,678 9,832
2,765   2,178 587
333   268 65
14,653   24,491 -9,838
2,891   6,002 -3,111
7,951   8,163 -212
2,644   2,600 44
342   328 14
13,607   16,672 -3,065
9,826   11,776 -1,950
5,261   6,673 -1,412
383   333 50
43,511   38,340 5,171
3,554   2,951 603
393   337 56
355   337 18
551   532 19
50,134   61,263 -11,129
18,501   18,228 273
3,078   2,921 157
366   372 -6
33,522   39,882 -6,360
3,798   2,674 1,124
462   329 133
336   288 48
2,605   2,237 368
317   269 48
250   252 -2
604   551 53
42,055   61,068 -19,013
2,690   2,418 272
429   382 47
242   255 -13
2,469   2,469 0
287   293 -6
2,196   2,772 -576
24,561   28,803 -4,242
3,295   3,997 -702
7,657   6,992 665
910   823 87
68,180   95,968 -27,788
559   525 34
40,544   61,632 -21,088
16,670   4,461 12,209
2,114   535 1,579
1,582   446 1,136
106,023   35,267 70,756
185,106   63,018 122,088
85,601   29,822 55,779
78,214   27,809 50,405
79,518   37,812 41,706
34,302   5,472 28,830
3,735   608 3,127
4,268   608 3,660
94,410   32,441 61,969
201,002   64,855 136,147
103,547   32,490 71,057
94,410   29,983 64,427
15,227   7,515 7,712
109,638   58,946 50,692
30,455   17,676 12,779
36,546   22,066 14,480
14,046   5,112 8,934
1,909   649 1,260
1,731   568 1,163
294,381   146,621 147,760
8,391   2,673 5,718
1,475   445 1,030
1,194   445 749
1,399   442 957
6,997   2,235 4,762
1,473   447 1,026
1,189   447 742
39,506   8,855 30,651
1,602   335 1,267
3,524   778 2,746
4,021   1,061 2,960
159,667   60,399 99,268
171,494   69,926 101,568
91,464   37,057 54,407
89,098   36,709 52,389
243,640   110,208 133,432
342,989   140,199 202,790
4,731   2,388 2,343
21,378   3,820 17,558
2,601   449 2,152
1,796   393 1,403
3,556   1,924 1,632
6,095   3,024 3,071
1,617   756 861
902   504 398
8,237   7,549 688
93,471   84,926 8,545
5,422   3,962 1,460
688   482 206
490   428 62
7,409   3,285 4,124
888   398 490
407   219 188
259   138 121
19,747   7,639 12,108
2,490   899 1,591
2,090   786 1,304
39,016   18,087 20,929
157,702   75,548 82,154
772   531 241
501   531 -30
2,309   1,336 973
2,155   1,219 936
608   348 260
358   261 97
7,610   5,223 2,387
9,639   6,925 2,714
5,708   4,010 1,698
4,820   3,535 1,285
254   194 60
15,981   13,386 2,595
4,693   4,048 645
14,495   7,837 6,658
1,759   940 819
1,197   878 319
7,946   5,765 2,181
988   686 302
1,035   824 211
7,205   3,809 3,396
924   491 433
813   491 322
89,138   50,870 38,268
79,449   49,185 30,264
11,303   5,292 6,011
1,528   699 829
1,034   599 435
11,895   6,801 5,094
10,408   5,831 4,577
2,832   1,573 1,259
34,118   27,858 6,260
30,491   27,338 3,153
23,010   20,016 2,994
23,803   21,349 2,454
54,747   49,106 5,641
28,337   27,647 690
12,015   12,682 -667
21,199   11,448 9,751
1,247   659 588
65,631   34,620 31,011
50,829   29,128 21,701
35,847   19,944 15,903
35,312   20,373 14,939
85,606   49,168 36,438
21,580   14,121 7,459
13,554   9,735 3,819
10,445   7,860 2,585
1,293   949 344
824   813 11
4,238   1,949 2,289
706   331 375
6,533   3,227 3,306
1,426   698 728
966   611 355
13,496   4,847 8,649
1,623   547 1,076
1,183   469 714
197   76 121
6,373   5,501 872
1,186   1,000 186
983   1,000 -17
5,491   3,374 2,117
679   407 272
594   407 187
580   419 161
248   209 39
412   251 161
320   251 69
12,167   6,663 5,504
2,656   1,385 1,271
2,439   1,298 1,141
757   457 300
792   457 335
210,725   77,636 133,089
489,212   157,129 332,083
31,101   11,008 20,093
198,305   69,287 129,018
90,114   34,812 55,302
3,456   1,386 2,070
93,038   34,734 58,304
49,443   17,996 31,447
50,772   33,148 17,624
11,165   8,054 3,111
52,102   37,567 14,535
5,602   3,166 2,436
706   372 334
626   372 254
172,606   62,070 110,536
64,037   29,361 34,676
5,304   3,773 1,531
688   465 223
618   413 205
5,207   2,470 2,737
63,611   29,899 33,712
17,339   5,628 11,711
2,199   682 1,517
1,660   625 1,035
5,465   3,393 2,072
677   419 258
478   381 97
14,400   5,901 8,499
1,996   805 1,191
1,558   671 887
1,178   526 652
144,109   63,805 80,304
67,539   30,377 37,162
53,010   25,388 27,622
116,622   61,596 55,026
5,213   3,886 1,327
586   432 154
518   432 86
8,323   5,166 3,157
1,028   587 441
838   587 251
644   500 144
377   664 -287
1,779   1,320 459
1,692   1,531 161
553   443 110
71,868   78,126 -6,258
217,021   222,661 -5,640
703   735 -32
573   735 -162
88,313   112,382 -24,069
726   690 36
26,593   37,818 -11,225
42,506   60,612 -18,106
9,440   13,809 -4,369
860   882 -22
109,275   134,830 -25,555
607   555 52
656   621 35
50,950   76,297 -25,347
16,491   24,343 -7,852
926   1,002 -76
33,922   54,896 -20,974
407   418 -11
548   572 -24
75,991   93,108 -17,117
313   298 15
285,749   404,621 -118,872
105,130   105,048 82
6,590   6,588 2
646   597 49
61,892   75,153 -13,261
17,318   21,502 -4,184
296   283 13
468   478 -10
575   957 -382
23   38 -15
676   642 34
39,231   75,259 -36,028
11,490   22,280 -10,790
562   569 -7
73,148   92,779 -19,631
113,151   150,603 -37,452
564   517 47
58,492   66,032 -7,540
38,337   38,995 -658
139,279   162,141 -22,862
445   412 33
427   441 -14
1,144   705 439
656   618 38
30,628   74,502 -43,874
8,316   20,741 -12,425
1,741   2,215 -474
1,630   1,637 -7
1,281   1,520 -239
232   258 -26
53,733   47,142 6,591
603   606 -3
54,597   75,077 -20,480
16,627   23,252 -6,625
768   621 147
539   559 -20
1,326   610 716
917   516 401
677   524 153
862   698 164
113,596   111,500 2,096
470   400 70
7,057   10,407 -3,350
576   539 37
10,545   11,208 -663
10,951   11,616 -665
11,382   12,072 -690
10,190   11,933 -1,743
19,662   22,798 -3,136
10,522   11,924 -1,402
6,733   7,895 -1,162
576   536 40
10,434   11,074 -640
10,989   11,634 -645
11,419   12,087 -668
30,290   35,123 -4,833
9,777   11,175 -1,398
8,438   9,785 -1,347
53,905   52,281 1,624
1,460   719 741
1,092   616 476
749   538 211
787   536 251
1,518   1,003 515
1,144   906 238
749   521 228
561   481 80
1,279   882 397
1,265   794 471
31,085   51,762 -20,677
29,623   54,251 -24,628
527   442 85
374   402 -28
65,859   69,703 -3,844
577   547 30
292   328 -36
5,793   6,511 -718
5,988   6,730 -742
17,038   21,777 -4,739
27,286   34,998 -7,712
8,465   10,728 -2,263
462   584 -122
12,237   14,839 -2,602
572   526 46
561   578 -17
6,304   6,475 -171
6,534   6,711 -177
2,067   2,318 -251
49,993   55,628 -5,635
7,869   8,892 -1,023
10,827   12,129 -1,302
3,177   2,921 256
223,771   214,879 8,892
104   111 -7
173,834   177,500 -3,666
41,439   43,282 -1,843
48,783   51,859 -3,076
3,779   3,348 431
295,626   268,339 27,287
190,535   188,226 2,309
49,242   49,840 -598
59,623   61,436 -1,813
322,265   251,476 70,789
3,751   4,068 -317
3,293   3,673 -380
7,050   7,862 -812
331   372 -41
2,343   2,615 -272
9,945   11,117 -1,172
14,232   15,883 -1,651
44   49 -5
21,702   23,750 -2,048
5,812   6,169 -357
214,807   212,368 2,439
75,669   79,306 -3,637
101,282   105,891 -4,609
58,343   61,148 -2,805
67,934   71,407 -3,473
2,198   681 1,517
1,673   617 1,056
18,980   9,059 9,921
52,038   24,852 27,186
11,673   6,604 5,069
5,881   3,301 2,580
6,148   3,372 2,776
22,945   11,817 11,128
13,054   6,509 6,545
5,569   2,961 2,608
20,361   13,354 7,007
36,578   27,995 8,583
37,113   30,227 6,886
4,350   4,192 158
4,024   3,751 273
1,605   533 1,072
1,083   489 594
1,726   600 1,126
1,465   600 865
1,388   899 489
1,123   786 337
1,695   760 935
1,241   665 576
584   555 29
10,148   10,652 -504
11,099   11,503 -404
11,495   11,912 -417
31,606   35,849 -4,243
10,095   11,267 -1,172
9,989   11,172 -1,183
1,149   1,078 71
11,445   11,962 -517
8,687   9,081 -394
31,885   36,157 -4,272
93,567   106,915 -13,348
19,796   22,617 -2,821
1,311   408 903
946   326 620
11,197   15,604 -4,407
542   552 -10
9,624   10,680 -1,056
10,494   11,628 -1,134
10,867   12,042 -1,175
2,736   3,323 -587
26,373   31,870 -5,497
10,924   12,762 -1,838
8,699   10,276 -1,577
572   436 136
521   436 85
1,654   1,216 438
1,296   1,097 199
1,622   992 630
1,160   881 279
1,226   1,154 72
92,823   107,503 -14,680
43,447   47,400 -3,953
13,044   14,634 -1,590
12,474   14,548 -2,074
371   443 -72
589   542 47
13,578   14,370 -792
683   722 -39
12,676   13,452 -776
3,486   3,699 -213
9,726   10,296 -570
20,772   24,840 -4,068
12,316   14,002 -1,686
7,942   9,219 -1,277
1,030   1,078 -48
53,559   58,536 -4,977
572   528 44
475   528 -53
5,842   6,489 -647
6,056   6,726 -670
46,806   57,606 -10,800
8,288   10,198 -1,910
10,045   12,246 -2,201
548   582 -34
8,795   10,158 -1,363
4,183   4,776 -593
10,471   11,938 -1,467
5,904   6,732 -828
30,529   37,107 -6,578
9,134   10,967 -1,833
10,420   12,368 -1,948
933   634 299
677   505 172
339   250 89
675   666 9
20,542   17,908 2,634
5,733   4,902 831
2,962   2,497 465
3,153   2,589 564
11,656   10,256 1,400
5,637   4,921 716
1,338   1,236 102
191   192 -1
382   411 -29
5,446   5,917 -471
18,058   18,231 -173
14,284   12,059 2,225
35,542   31,908 3,634
11,322   10,482 840
1,338   1,368 -30
32,612   34,719 -2,107
7   5 2
613   499 114
1,512   1,104 408
1,243   972 271
604   567 37
9,411   10,456 -1,045
10,477   11,615 -1,138
10,871   12,052 -1,181
29,345   35,473 -6,128
12,076   13,930 -1,854
8,484   9,924 -1,440
575   551 24
8,205   8,733 -528
569   606 -37
5,259   5,620 -361
12,581   13,427 -846
13,070   13,950 -880
23,125   26,988 -3,863
9,307   10,740 -1,433
9,126   10,603 -1,477
920   792 128
868   693 175
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       882
b       102
c       -16
d       17,303
e       28,843
      11,509
      1,766
      216
      166
      1,155
      168
      83
      9,251
      791
      81
      -10,684
      1,451
      0
      -9
      -1,285
      -12,689
      -2,938
      1,022
      122
      202
      30
      -9,542
      -17,847
      226
      41,717
      257
      22
      -4,568
      -4,871
      -1,094
      0
      0
      0
      632
      -31
      -7,839
      1,129
      361
      39
      0
      2,105
      3,615
      36
      59
      607
      105
      25
      647
      117
      -61
      0
      -6
      -719
      -7,484
      -1,387
      2
      -22,138
      9,832
      587
      65
      -9,838
      -3,111
      -212
      44
      14
      -3,065
      -1,950
      -1,412
      50
      5,171
      603
      56
      18
      19
      -11,129
      273
      157
      -6
      -6,360
      1,124
      133
      48
      368
      48
      -2
      53
      -19,013
      272
      47
      -13
      0
      -6
      -576
      -4,242
      -702
      665
      87
      -27,788
      34
      -21,088
      12,209
      1,579
      1,136
      70,756
      122,088
      55,779
      50,405
      41,706
      28,830
      3,127
      3,660
      61,969
      136,147
      71,057
      64,427
      7,712
      50,692
      12,779
      14,480
      8,934
      1,260
      1,163
      147,760
      5,718
      1,030
      749
      957
      4,762
      1,026
      742
      30,651
      1,267
      2,746
      2,960
      99,268
      101,568
      54,407
      52,389
      133,432
      202,790
      2,343
      17,558
      2,152
      1,403
      1,632
      3,071
      861
      398
      688
      8,545
      1,460
      206
      62
      4,124
      490
      188
      121
      12,108
      1,591
      1,304
      20,929
      82,154
      241
      -30
      973
      936
      260
      97
      2,387
      2,714
      1,698
      1,285
      60
      2,595
      645
      6,658
      819
      319
      2,181
      302
      211
      3,396
      433
      322
      38,268
      30,264
      6,011
      829
      435
      5,094
      4,577
      1,259
      6,260
      3,153
      2,994
      2,454
      5,641
      690
      -667
      9,751
      588
      31,011
      21,701
      15,903
      14,939
      36,438
      7,459
      3,819
      2,585
      344
      11
      2,289
      375
      3,306
      728
      355
      8,649
      1,076
      714
      121
      872
      186
      -17
      2,117
      272
      187
      161
      39
      161
      69
      5,504
      1,271
      1,141
      300
      335
      133,089
      332,083
      20,093
      129,018
      55,302
      2,070
      58,304
      31,447
      17,624
      3,111
      14,535
      2,436
      334
      254
      110,536
      34,676
      1,531
      223
      205
      2,737
      33,712
      11,711
      1,517
      1,035
      2,072
      258
      97
      8,499
      1,191
      887
      652
      80,304
      37,162
      27,622
      55,026
      1,327
      154
      86
      3,157
      441
      251
      144
      -287
      459
      161
      110
      -6,258
      -5,640
      -32
      -162
      -24,069
      36
      -11,225
      -18,106
      -4,369
      -22
      -25,555
      52
      35
      -25,347
      -7,852
      -76
      -20,974
      -11
      -24
      -17,117
      15
      -118,872
      82
      2
      49
      -13,261
      -4,184
      13
      -10
      -382
      -15
      34
      -36,028
      -10,790
      -7
      -19,631
      -37,452
      47
      -7,540
      -658
      -22,862
      33
      -14
      439
      38
      -43,874
      -12,425
      -474
      -7
      -239
      -26
      6,591
      -3
      -20,480
      -6,625
      147
      -20
      716
      401
      153
      164
      2,096
      70
      -3,350
      37
      -663
      -665
      -690
      -1,743
      -3,136
      -1,402
      -1,162
      40
      -640
      -645
      -668
      -4,833
      -1,398
      -1,347
      1,624
      741
      476
      211
      251
      515
      238
      228
      80
      397
      471
      -20,677
      -24,628
      85
      -28
      -3,844
      30
      -36
      -718
      -742
      -4,739
      -7,712
      -2,263
      -122
      -2,602
      46
      -17
      -171
      -177
      -251
      -5,635
      -1,023
      -1,302
      256
      8,892
      -7
      -3,666
      -1,843
      -3,076
      431
      27,287
      2,309
      -598
      -1,813
      70,789
      -317
      -380
      -812
      -41
      -272
      -1,172
      -1,651
      -5
      -2,048
      -357
      2,439
      -3,637
      -4,609
      -2,805
      -3,473
      1,517
      1,056
      9,921
      27,186
      5,069
      2,580
      2,776
      11,128
      6,545
      2,608
      7,007
      8,583
      6,886
      158
      273
      1,072
      594
      1,126
      865
      489
      337
      935
      576
      29
      -504
      -404
      -417
      -4,243
      -1,172
      -1,183
      71
      -517
      -394
      -4,272
      -13,348
      -2,821
      903
      620
      -4,407
      -10
      -1,056
      -1,134
      -1,175
      -587
      -5,497
      -1,838
      -1,577
      136
      85
      438
      199
      630
      279
      72
      -14,680
      -3,953
      -1,590
      -2,074
      -72
      47
      -792
      -39
      -776
      -213
      -570
      -4,068
      -1,686
      -1,277
      -48
      -4,977
      44
      -53
      -647
      -670
      -10,800
      -1,910
      -2,201
      -34
      -1,363
      -593
      -1,467
      -828
      -6,578
      -1,833
      -1,948
      299
      172
      89
      9
      2,634
      831
      465
      564
      1,400
      716
      102
      -1
      -29
      -471
      -173
      2,225
      3,634
      840
      -30
      -2,107
      2
      114
      408
      271
      37
      -1,045
      -1,138
      -1,181
      -6,128
      -1,854
      -1,440
      24
      -528
      -37
      -361
      -846
      -880
      -3,863
      -1,433
      -1,477
      128
      175
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 2,741,694
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 40,871
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 40,871
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 40,871
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 11,898
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 11,898
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 28,973
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See 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. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletIN
    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 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
     
    No
    Website addressbulletN/A
    14
    The books are in care ofbulletMR CHRIS WILGUS Telephone no.bullet (317) 688-6534

    Located atbullet9820 ASSOCIATION COURTINDIANAPOLISIN ZIP+4bullet46280
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    JULIE D WOOD PRESIDENT/DIRECTOR
    1.00     		0 0 0
    9820 ASSOCIATION COURT
    INDIANAPOLIS,IN46280
    JEFFREY WOOD DIRECTOR
    1.00     		0 0 0
    9820 ASSOCIATION COURT
    INDIANAPOLIS,IN46280
    JOHN WOOD DIRECTOR
    1.00     		0 0 0
    9820 ASSOCIATION COURT
    INDIANAPOLIS,IN46280
    APRIL WOOD DIRECTOR
    1.00     		0 0 0
    9820 ASSOCIATION COURT
    INDIANAPOLIS,IN46280
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    25,457,621
    b
    Average of monthly cash balances.......................
    1b
    418,770
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    25,876,391
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    25,876,391
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    388,146
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    25,488,245
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,274,412
    Part XI
    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 X, line 6....................
    1
    1,274,412
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    40,871
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    40,871
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,233,541
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,233,541
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    1,233,541
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    457,750
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    457,750
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    457,750
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 1,233,541
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 365,639
    b From 2016...... 596,160
    c From 2017...... 319,862
    d From 2018...... 276,668
    e From 2019...... 293,738
    fTotal of lines 3a through e........ 1,852,067
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 457,750
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 457,750
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 775,791 775,791
    (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 1,076,276
    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 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		1,076,276
    10 Analysis of line 9:
    a Excess from 2016.... 186,008
    b Excess from 2017.... 319,862
    c Excess from 2018.... 276,668
    d Excess from 2019.... 293,738
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    JULIE D WOOD
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    JULIE WOOD
    9820 ASSOCIATION COURT
    INDIANAPOLIS,IN46280
    (317) 688-6534
    bThe form in which applications should be submitted and information and materials they should include:
    NONE
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    CATHEDRAL HIGH SCHOOL
    5225 EAST 56TH STREET
    INDIANAPOLIS,IN46626     		NONE PC EDUCATIONAL 10,000
    DIOCESE OF NORWICH
    201 BROADWAY
    NORWICH,CT06360     		NONE PC CHARITABLE 13,000
    FAIRBANKS AND HOPE ACADEMY
    8102A CLEARVISTA
    INDIANAPOLIS,IN46256     		NONE PC EDUCATIONAL 27,500
    GLEANERS FOOD BANK OF INDIANA
    3737 WALDEMERE AVE
    INDIANAPOLIS,IN46241     		NONE PC CHARITABLE 60,000
    GENNESARET FREE CLININCS
    615 NORTH ALABAMA ST SUITE 136
    INDIANAPOLIS,IN46204     		NONE PC CHARITABLE 41,250
    HAPPY HOLLOW CHILDREN'S CAMP
    615 N ALABAMA ST C
    INDIANAPOLIS,IN46204     		NONE PC CHARITABLE 15,000
    RILEY CHILDREN'S FOUNDATION
    30 SOUTH MERIDIAN STREET SUITE 200
    INDIANAPOLIS,IN46204     		NONE PC CHARITABLE 100,000
    SCHOOL ON WHEELS
    2605 E 62ND STREET 2005
    INDIANAPOLIS,IN46220     		NONE PC CHARITABLE 10,000
    STARFISH INITIATIVE
    814 N DELAWARE STREET
    INDIANAPOLIS,IN46260     		NONE PC CHARITABLE 42,500
    WESTMINSTER NEIGHBORHOOD SERVICE
    2325 E NEW YORK STREET
    INDIANAPOLIS,IN46201     		NONE PC CHARITABLE 41,000
    WOMEN'S CARE CENTER
    4901 W 86TH STREET
    INDIANAPOLIS,IN46268     		NONE PC CHARITABLE 87,500
    WHEELER MISSION
    205 EAST NEW YORK STREET
    INDIANAPOLIS,IN46204     		NONE PC CHARITABLE 10,000
    Total .................................bullet 3a 457,750
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 347  
    4 Dividends and interest from securities....     14 326,775  
    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   2,741,694
    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).. 0 327,122 2,741,694
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    3,068,816
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    4 DIVIDENDS AND INTEREST FROM SECURITIES CONTRIBUTED TO FOUNDATION
    8 G/L FROM SALES OF ASSETS OTHER THAN INVENTORY
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    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
    2020
    Name of the organization
    TOM AND JULIE WOOD FAMILY FOUNDATION INC
     
    Employer identification number

    27-4826335
    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, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    TOM AND JULIE WOOD FAMILY FOUNDATION INC
          		Employer identification number
    27-4826335
    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
    JULIE D WOOD
    23 OCEAN CLUB BLVD
     
    FERNANDINA BEACH, FL32034

    		$ 193,728


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    JULIE D WOOD
    23 OCEAN CLUB BLVD
     
    FERNANDINA BEACH, FL32034

    		$ 348,409


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    JULIE D WOOD
    23 OCEAN CLUB BLVD
     
    FERNANDINA BEACH, FL32034

    		$ 466,954


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    4
    JULIE D WOOD
    23 OCEAN CLUB BLVD
     
    FERNANDINA BEACH, FL32034

    		$ 146,621


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    5
    JULIE D WOOD
    23 OCEAN CLUB BLVD
     
    FERNANDINA BEACH, FL32034

    		$ 93,634


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    6
    JULIE D WOOD
    23 OCEAN CLUB BLVD
     
    FERNANDINA BEACH, FL32034

    		$ 100,055


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    TOM AND JULIE WOOD FAMILY FOUNDATION INC
          		Employer identification number
    27-4826335
    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
    7
    JULIE D WOOD
    23 OCEAN CLUB BLVD
     
    FERNANDINA BEACH, FL32034

    		$ 247,991


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    8
    JULIE D WOOD
    23 OCEAN CLUB BLVD
     
    FERNANDINA BEACH, FL32034

    		$ 237,349


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    9
    JULIE D WOOD
    23 OCEAN CLUB BLVD
     
    FERNANDINA BEACH, FL32034

    		$ 106,109


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    10
    JULIE D WOOD
    23 OCEAN CLUB BLVD
     
    FERNANDINA BEACH, FL32034

    		$ 182,505


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    11
    JULIE D WOOD
    23 OCEAN CLUB BLVD
     
    FERNANDINA BEACH, FL32034

    		$ 2,000,000


    (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, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    TOM AND JULIE WOOD FAMILY FOUNDATION INC
          		Employer identification number

    27-4826335
    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
    		 1,230 SHARES OF ADOBE INC $ 193,728 2020-12-31
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 271 SHARES OF AMAZON $ 348,409 2020-12-31
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 2,847 SHARES OF APPLE $ 466,954 2020-12-31
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    4
    		 772 SHARES OF ASML HOLDINGS $ 146,621 2020-12-31
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    5
    		 600 SHARES OF COSTCO WHOLESALE $ 93,634 2020-12-31
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    6
    		 2,349 SHARES OF EDWARDS LIFESCIENCES $ 100,055 2020-12-31
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    TOM AND JULIE WOOD FAMILY FOUNDATION INC
          		Employer identification number

    27-4826335
    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
    7
    		 2,180 SHARES OF NEXTERA ENERGY $ 247,991 2020-12-31
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    8
    		 1,709 SHARES OF NVIDIA $ 237,349 2020-12-31
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    9
    		 1,513 SHARES OF PAYPAL HOLDINGS $ 106,109 2020-12-31
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    10
    		 974 SHARES OF THERMO FISHER SCIENTIFIC $ 182,505 2020-12-31
    (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, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    TOM AND JULIE WOOD FAMILY FOUNDATION INC
          		Employer identification number

    27-4826335
    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, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    TOM AND JULIE WOOD FAMILY FOUNDATION INC
    EIN:
    27-4826335
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 17,950 17,950   0

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    TOM AND JULIE WOOD FAMILY FOUNDATION INC
    EIN:
    27-4826335
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABB LTD SPON ADR 62,978 83,572
    ALIBABA GROUP HOLDINGS LT 68,007 87,274
    ALPHABETINC SHS CL A 74,494 166,501
    APPLIED MATERIAL INC 172,935 168,112
    ASML HLDG NV NY REG SHS 39,314 100,958
    BRISTOL-MYERS SQUIBB CO 74,469 92,363
    CARMAX INC 60,718 86,431
    CITIGROUPINC 104,432 150,882
    CVS HEALTH CORP 280,093 358,712
    DOMINOS PIZZA INC 120,333 158,752
    EMERSON ELEC CO 78,646 121,118
    ENTERGY CORP NEW 106,270 110,623
    FIFTH THIRD BANCORP 52,200 87,038
    INTUIT INC COM 59,176 82,807
    JOHNSON AND JOHNSON COM 54,154 58,231
    KINDER MORGAN INC. DEL 115,097 132,353
    MEDTRONIC PLC SHS 46,743 57,984
    MICROCHIP TECHNOLOGY INC 79,159 137,143
    NATIONAL GRID PLC SHS 78,455 84,413
    NETFLIX COM INC 59,979 86,517
    NORTHROP GRUMMAN CORP 169,912 169,120
    NOVARTIS ADR 80,705 88,292
    NVIDIA 50,231 167,104
    O'REILLY AUTOMOTIVE INC 154,006 163,830
    REALTY INCM CRP MD PV$1 115,300 123,594
    ROYAL BANK CANADA PV$1 219,104 244,046
    SANOFI ADR 79,277 84,644
    TAIWANS MANUFACTURING ADR 36,201 95,955
    TAKEDA PHARMACEUTICAL 79,803 83,320
    TARGET CORP COM 110,950 277,858
    TEXAS INSTRUMENTS 79,180 117,845
    TOYOTA MOTOR CORP ADR 75,100 85,014
    TRUIST FINL CORP 77,526 117,333
    UNITED PARCEL SVC CL B 264,941 381,594
    VIATRIS INC 12,248 15,348

    TY 2020 InvestmentsOtherSchedule2
    Name:
    TOM AND JULIE WOOD FAMILY FOUNDATION INC
    EIN:
    27-4826335
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ADOBE INC AT COST 61,023 342,082
    ALPHABETINC SHS AT COST 69,355 166,429
    AMAZON COM INC COM AT COST 76,711 775,149
    AMERICAN TOWERREIT INC AT COST 71,009 191,913
    AMGEN INC COM AT COST 111,969 136,113
    AMN ELECPOWERCO AT COST 103,111 164,791
    APPLE INC AT COST 185,451 941,037
    AT&T INC AT COST 172,115 163,242
    BLACKROCK INC AT COST 73,115 179,663
    BROADCOM LTD AT COST 51,912 404,573
    CHEVRON CORP AT COST 65,655 66,631
    CISCOSYSTEMS INC COM AT COST 163,415 225,943
    CME GROUPINC AT COST 118,210 206,445
    COCA COLA COM AT COST 85,352 113,848
    COMCASTCORP NEWCL A AT COST 111,744 173,025
    COSTCO WHOLESALE CRPDEL AT COST 107,274 345,884
    CROWN CASTLE REIT AT COST 84,947 125,601
    CSX CORP AT COST 132,244 167,343
    DIGITAL RLTY TRINC AT COST 140,747 222,658
    DOVERCORP AT COST 111,264 211,848
    ECOLAB INC AT COST 198,471 252,059
    EDWARDS LIFESCIENCES CRP AT COST 50,747 113,034
    FACEBOOK INC AT COST 79,440 196,129
    GENL DYNAMICS CORP COM AT COST 156,505 166,678
    HOME DEPOT INC AT COST 65,684 220,996
    HONEYWELL INTL INCDEL AT COST 78,827 187,176
    INTERCONTINENTAL EXCHANGEINC AT COST 120,800 169,707
    INTUITIVE SURGICAL INC AT COST 117,643 166,892
    JPMORGAN CHASE& CO AT COST 101,837 240,289
    LAUDER ESTEE COS INC A AT COST 57,479 84,382
    LOCKHEED MARTIN CORP AT COST 107,252 238,547
    MCDONALDS CORP COM AT COST 133,378 265,221
    MERCK AND COINC SHS AT COST 143,740 209,326
    MICROSOFT CORP AT COST 233,293 412,144
    NEXTERAENERGY INC SHS AT COST 65,462 212,625
    PAYPAL HOLDINGS INC SHS AT COST 43,077 162,535
    PEPSICO INC AT COST 68,857 93,726
    PFIZERINC PFE AT COST 222,171 243,093
    PROGRESSIVE CRP OHIO AT COST 51,163 97,891
    QUALCOMM INC AT COST 251,001 625,051
    SALESFORCE COM INC AT COST 76,859 295,297
    THERMO FISHER SCIENTIFIC AT COST 80,474 279,468
    TJX COS INCNEW AT COST 133,761 169,496
    UNITED HEALTH GROUP INC AT COST 53,571 85,215
    VERIZON COMMUNICATNS COM AT COST 198,386 238,408
    VISA INC AT COST 122,585 173,890
    WALMART AT COST 128,702 187,395
    PE INVESTMENTS AT COST 7,847,638 8,322,105

    TY 2020 OtherAssetsSchedule
    Name:
    TOM AND JULIE WOOD FAMILY FOUNDATION INC
    EIN:
    27-4826335
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    LIFE INSURANCE 613-02487 769,142 596,828 596,828
    UNREALIZED GAIN 130,326 4,727,852  


    TY 2020 OtherExpensesSchedule
    Name:
    TOM AND JULIE WOOD FAMILY FOUNDATION INC
    EIN:
    27-4826335
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LIFE INSURANCE EXPENSE 672,149 0   0


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    TOM AND JULIE WOOD FAMILY FOUNDATION INC
    EIN:
    27-4826335
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADVISOR FEES 90,708 90,708   0
    CONSULTING FEES 19,769 19,769   0


    TY 2020 TaxesSchedule
    Name:
    TOM AND JULIE WOOD FAMILY FOUNDATION INC
    EIN:
    27-4826335
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 4,439 0   0