Form990-PF
Click to see attachment

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
Charles R Wood Foundation
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

22-2237193
B Telephone number (see instructions)

(800) 839-1754
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$45,693,425J 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) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments 6,164 6,164  
4 Dividends and interest from securities... 499,211 499,211  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,187,700
b Gross sales price for all assets on line 6a 10,100,346
7 Capital gain net income (from Part IV, line 2)... 1,186,968
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment -2,894 2,963  
12 Total. Add lines 1 through 11........ 1,690,181 1,695,306  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 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 250 0 0 250
c Other professional fees (attach schedule).... Click to see attachment 127,278 127,278    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 17,787 457    
19 Depreciation (attach schedule) and depletion... Click to see attachment 65,295    
20 Occupancy..............        
21 Travel, conferences, and meetings....... 26 18   8
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 143,473 37,391   106,009
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 354,109 165,144 0 106,267
25 Contributions, gifts, grants paid....... 1,942,120 1,942,120
26 Total expenses and disbursements. Add lines 24 and 25 2,296,229 165,144 0 2,048,387
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -606,048
b Net investment income (if negative, enter -0-) 1,530,162
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......... 1,329,008 1,141,223 1,141,223
3 Accounts receivable bullet1,434
Less: allowance for doubtful accounts bullet   6,552 1,434 1,434
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) 5,678,850 Click to see attachment4,686,612 4,898,269
b Investments—corporate stock (attach schedule)....... 22,798,812 Click to see attachment22,542,018 32,665,198
c Investments—corporate bonds (attach schedule)....... 2,446,951 Click to see attachment3,154,101 3,279,850
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,558,022 Click to see attachment2,752,144 3,487,701
14 Land, buildings, and equipment: basis bullet3,270,276
Less: accumulated depreciation (attach schedule) bullet2,141,947 1,193,624 Click to see attachment1,128,329 100,000
15 Other assets (describe bullet) Click to see attachment89,125 Click to see attachment89,125 Click to see attachment119,750
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 36,100,944 35,494,986 45,693,425
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow 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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 36,100,944 35,494,986
29 Total net assets or fund balances (see instructions)..... 36,100,944 35,494,986
30 Total liabilities and net assets/fund balances (see instructions). 36,100,944 35,494,986
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
36,100,944
2
Enter amount from Part I, line 27a .....................
2
-606,048
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
90
4
Add lines 1, 2, and 3 ..........................
4
35,494,986
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
35,494,986
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 Publicly-traded Securities      
b Passthrough K1 Capital Gain/(Loss)      
c PARTNERSHIP DISTRIB IN EXCESS OF BASIS      
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 10,100,346   8,940,457 1,159,889
b       22,782
c       4,297
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       1,159,889
b        
c        
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,186,968
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 21,269
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  
3 Add lines 1 and 2........................... 3 21,269
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 21,269
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 28,984
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 28,984
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 7,715
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet7,715 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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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)
    bulletNY
    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
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletFoundation Source Telephone no.bullet (800) 839-1754

    Located atbullet501 Silverside Road Suite 123WilmingtonDE ZIP+4bullet198091377
    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
     
    No
    ........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
    Dean J BeckosClick to see attachment Trustee
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Michael Della BellaClick to see attachment Trustee, Treas
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Mark FrostClick to see attachment Trustee
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Chelsea Hoopes SilverClick to see attachment Trustee
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Barbara Beckos McDonaldClick to see attachment Trustee, VP
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Linda G TooheyClick to see attachment Trustee
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Barbara W WagesClick to see attachment Pres, Trustee
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    C Braden WagesClick to see attachment Trustee
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Page WagesClick to see attachment Trustee, Sec
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Heather WardClick to see attachment Trustee
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Charlene WoodClick to see attachment Trustee
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    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
     
    Total number of other employees paid over $50,000...................bullet  
    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
    Bessemer Trust Investment Mgmt 68,153
    2 international place 22nd fl
    BOSTON,MA02110
    Foundation Source Administrative 89,626
    55 Walls Drive 3rd Fl
    Fairfield,CT06824
    Glens Falls National Investment Mgmt 59,126
    250 glen street po box 2161
    GLEN FALLS,NY12801
    Total number of others receiving over $50,000 for professional services.............bullet  
    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.........................bullet  
    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
    36,954,614
    b
    Average of monthly cash balances.......................
    1b
    1,440,331
    c
    Fair market value of all other assets (see instructions)................
    1c
    3,487,701
    d
    Total (add lines 1a, b, and c).........................
    1d
    41,882,646
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    41,882,646
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    628,240
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    41,254,406
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    2,062,720
    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
    2,062,720
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    21,269
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    21,269
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,041,451
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    90
    5
    Add lines 3 and 4............................
    5
    2,041,541
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    2,041,541
    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
    2,048,387
    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
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    2,048,387
    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
    2,048,387
    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 2,041,541
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 1,969,017
    b Total for prior years:2018, 2017, 2016  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 2,048,387
    a Applied to 2019, but not more than line 2a 1,969,017
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2020 distributable amount..... 79,370
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		1,962,171
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020.... 0
    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).)
    NONE
    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:
    Foundation Source
    55 Walls Drive
    Fairfield,CT06824
    premiersupport@foundationsource.com
    bThe form in which applications should be submitted and information and materials they should include:
    WWW.CHARLESRWOODFOUNDATION.COM
    cAny submission deadlines:
    WWW.CHARLESRWOODFOUNDATION.COM
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    WWW.CHARLESRWOODFOUNDATION.COM
    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
    ADIRONDACK ART ASSOCIATION
    PO BOX 51
    ESSEX,NY12936     		N/A PC Lights & Sounds project 1,838
    ADIRONDACK CENTER FOR WRITING INC
    PO BOX 956
    SARANAC LAKE,NY12983     		N/A PC Word! High School Writing Retreat 1,000
    ADIRONDACK FOLK SCHOOL INCORPORATED
    PO BOX 2
    LAKE LUZERNE,NY12846     		N/A PC Adirondack Folk School, Blacksmith Forge Expansion 4,200
    ADIRONDACK FOUNDATION
    PO BOX 288
    LAKE PLACID,NY12946     		N/A PC SUN Fund - COVID-19 response, specifically for food support 50,000
    ADIRONDACK FOUNDATION
    PO BOX 288
    LAKE PLACID,NY12946     		N/A PC SUN Fund - COVID-19 response, specifically for food support 10,000
    ADIRONDACK REGIONAL THEATRE INC
    PO BOX 1859
    PLATTSBURGH,NY12901     		N/A PC wireless microphone system 1,000
    AGRICULTURAL STEWARDSHIP ASSOCIATION
    2531 STATE RTE 40
    GREENWICH,NY12834     		N/A PC Sensory Trail for the Cambridge Community Forest 10,000
    AIM SERVICES INC
    4227 RTE 50
    SARATOGA SPGS,NY12866     		N/A PC Enhanced Respite Recreation Programs in Warren, Washington and Saratoga counties 2,000
    ALBANY MEDICAL CENTER
    100 PARK ST
    GLENS FALLS,NY12801     		N/A SO II C. R. Wood Cancer Center Pruyn Pavilion Second Floor Renovation Project 125,000
    AU SABLE FORKS FREE LIBRARY
    PO BOX 179
    AU SABLE FRKS,NY12912     		N/A PC ADA Stairlift - commercial grade project 2,500
    BAY RIDGE RESCUE SQUAD INC
    1109 RIDGE RD
    QUEENSBURY,NY12804     		N/A PC Mechanical Chest Compression System 8,000
    BENNINGTON MUSEUM INC
    75 MAIN ST
    BENNINGTON,VT05201     		N/A PC Engaging online content for kids during the time of pandemic 2,500
    BIG BROTHERS BIG SISTERS OF THE SOUTHERN ADIRONDAC
    14 W NOTRE DAME ST
    GLENS FALLS,NY12801     		N/A PC Bigs in Blue and COVID-19 Relief Funding 7,500
    BLUSEED STUDIOS INC
    24 CEDAR ST
    SARANAC LAKE,NY12983     		N/A PC BluZoo program 5,000
    BOLTON FIRE DISTRICT
    PO BOX 1365
    BOLTON LANDING,NY12814     		N/A GOV purchase of 4 AED units fund 6,800
    BOY SCOUTS OF AMERICA
    253 WASHINGTON AVE EXT
    ALBANY,NY12205     		N/A PC Scouting Programs: Positive Youth Development in Schenectady County through Scouting 1,500
    BUS STOP CLUB INC
    PO BOX 473
    EAST GREENBUSH,NY12061     		N/A PC Hospital Sibling Programming- materials for activity bags 2,500
    CAFFE LENA INC
    47 PHILA ST
    SARATOGA SPRINGS,NY12866     		N/A PC Caffe Lena Online Broadcasts 5,000
    CAMP TLC TOGETHER LIVING A CHALLENGE CORPORATION
    2500 E PALM CANYON DR APT 26
    PALM SPRINGS,CA92264     		N/A PC Camp Moki 2,000
    CHARLTON SCHOOL
    PO BOX 47
    BURNT HILLS,NY12027     		N/A PC purchase of Art Equipment for the Art Therapy building fund 10,000
    CHRISTMAS PROJECT INC
    PO BOX 707
    HUDSON FALLS,NY12839     		N/A PC to Purchase Warm Winter Clothing 10,000
    COMMUNITY WORK & INDEPENDENCE INC
    37 EVERTS AVE
    GLENS FALLS,NY12804     		N/A PC RE-opening programs and services 10,000
    COOPERATIVE EXTENSION ASSOCIATION IN THE STATE OF
    377 SCHROON RIVER RD
    WARRENSBURG,NY12885     		N/A PC Teach Them How Program 4,000
    CRANDALL PARK BEAUTIFICATION COMMITTEE
    PO BOX 973
    GLENS FALLS,NY12801     		N/A PC The Crandall Park Splash Pad and Disc Golf Course- a/k/a Phase Two of Crandall Park/ Cole's Woods Renovation Project 50,000
    CVPH FOUNDATION INC
    75 BEEKMAN ST
    PLATTSBURGH,NY12901     		N/A PC Breast Health in the North Country 175,000
    DOLLYWOOD FOUNDATION
    111 DOLLYWOOD LN
    PIGEON FORGE,TN37863     		N/A PC Imagination Library Program in the New York counties of Essex, Clinton, Franklin and Hamilton 100,000
    DOMESTIC VIOLENCE SERVICES INC
    480 BROADWAY STE LL20
    SARATOGA SPGS,NY12866     		N/A PC Children's Center in New Program Offices 50,000
    DOUBLE H - HOLE IN THE WOODS RANCH INC
    97 HIDDEN VALLEY RD
    LAKE LUZERNE,NY12846     		N/A PC General & Unrestricted 1,000
    DOUBLE H - HOLE IN THE WOODS RANCH INC
    97 HIDDEN VALLEY RD
    LAKE LUZERNE,NY12846     		N/A PC Compound Restoration project 75,000
    EMPIRE STATE COLLEGE FDN INC
    28 UNION AVE
    SARATOGA SPRINGS,NY12866     		N/A PC Front Line Heathcare Worker Fund- to support 10 North Country students 15,000
    FAMILIES FIRST IN ESSEX COUNTY INC
    PO BOX 565
    ELIZABETHTOWN,NY12932     		N/A PC Urgent Needs COVID-19 Response 6,000
    FAMILY PROMISE OF ALBANY COUNTY INC
    738 NEW SCOTLAND AVE
    ALBANY,NY12208     		N/A PC Program Service Project 5,000
    FAMILY SERVICE ASSN OF GLENS FALLS
    150 WARREN ST
    GLENS FALLS,NY12801     		N/A PC Feet First Program 5,500
    FIRST PRESBYTERIAN CHURCH OF GLENS FALLS
    400 GLEN ST
    GLENS FALLS,NY12801     		N/A PC Restoration of the Gallery Casavant Pipe Organ 50,000
    FORT ANN RESCUE SQUAD INC
    PO BOX 237
    FORT ANN,NY12827     		N/A PC to Purchase of 3 AED units 5,100
    FORT EDWARD RESCUE SQUAD INC
    PO BOX 226
    FORT EDWARD,NY12828     		N/A PC to purchase LUCAS 3 CPR Device 16,200
    FRIENDS OF THE ULYSSES S GRANT COTTAGE
    PO BOX 2294
    WILTON,NY12831     		N/A PC Grant Cottage Children's Interactive Exhibit 1,000
    GLENS FALLS AREA YOUTH CENTER INC
    PO BOX 469
    GLENS FALLS,NY12801     		N/A PC Building Renovation/ Rehabilitation 17,000
    GLENS FALLS QUEENSBURY HISTORICAL ASSOCIATION
    348 GLEN ST
    GLENS FALLS,NY12801     		N/A PC Community Outreach project 7,500
    GRANVILLE ASSEMBLY OF GOD
    18 BULKLEY AVE
    GRANVILLE,NY12832     		N/A PC Celebration Event 300
    GREATER BENNINGTON INTERFAITH COMMUNITY SERVICES I
    PO BOX 702
    BENNINGTON,VT05201     		N/A PC to support food pantry meals served during the holiday season 1,700
    GREATER BENNINGTON INTERFAITH COMMUNITY SERVICES I
    PO BOX 702
    BENNINGTON,VT05201     		N/A PC to support food pantry meals served during the COVID-19 pandemic 1,700
    GREATER GLENS FALLS SENIOR CITIZEN CENTER INC
    380 GLEN ST
    GLENS FALLS,NY12801     		N/A PC Exercise Programs 2,500
    HARTFORD VOLUNTEER FIRE CO INC
    PO BOX 121
    HARTFORD,NY12838     		N/A PC to purchase 2 AED units 3,800
    HIGH PEAKS HOSPICE AND PALLIATIVE CARE INC
    309 COUNTY ROUTE 47 STE 3 PO BOX
    SARANAC LAKE,NY12983     		N/A PC IT Needs 5,420
    HISTORIC SALEM COURTHOUSE PRESERVATION ASSOCIATION
    PO BOX 140
    SALEM,NY12865     		N/A PC Community Summer Program 5,000
    HOSPICE OF THE NORTH COUNTRY INC
    358 TOM MILLER RD
    PLATTSBURGH,NY12901     		N/A PC Computer/Website Upgrade Project 4,100
    HUDSON HEADWATERS HEALTH FOUNDATION INC
    9 CAREY RD
    QUEENSBURY,NY12804     		N/A SO I Mobile Health Program 500,000
    INDIAN LAKE THEATER INC
    PO BOX 517
    INDIAN LAKE,NY12842     		N/A PC Indian Lake Theater Coronavirus Recovery Project - to purchase and install a Projector Service and Building Health and Safety Repairs 12,000
    JOHNSBURG CENTRAL SCHOOL DISTRICT
    165 MAIN ST
    NORTH CREEK,NY12853     		N/A GOV Imagination Library - Johnsburg Chapter 585
    KEENE VALLEY NEIGHBORHOOD SERVICES INC
    PO BOX 46
    KEENE VALLEY,NY12943     		N/A PC Infastructure Repair -Public Bathroom Upgrade 5,000
    LAKE GEORGE MUSIC FESTIVAL
    7 STONE PINE LN
    QUEENSBURY,NY12804     		N/A PC 10th Anniversary Season 3,000
    LAKE GEORGE OPERA FESTIVAL ASSOCIATION INC
    19 ROOSEVELT DR STE 215
    SARATOGA SPGS,NY12866     		N/A PC Interactive Virtual Education Program 5,000
    LAKE THEATRE PRODUCTIONS
    PO BOX 441
    LAKE GEORGE,NY12845     		N/A PC Lighting fund 5,000
    LITTLE THEATER ON THE FARM INC
    27 PLUM RD
    FORT EDWARD,NY12828     		N/A PC Cargo Container Project 2,400
    LUZERNE MUSIC CENTER INC
    203 LAKE TOUR RD
    LAKE LUZERNE,NY12846     		N/A PC 2020 Infrastructure 25,000
    MERCY CARE FOR THE ADIRONDACKS
    185 OLD MILITARY RD
    LAKE PLACID,NY12946     		N/A PC Age-friendly Communities Initiative 10,000
    MORIAH CENTRAL SCHOOL DISTRICT
    39 VIKING LN
    PORT HENRY,NY12974     		N/A GOV BackPacks for at Risk Children 1,250
    NATURAL HISTORY MUSEUM OF THE ADIRONDACKS
    45 MUSEUM DR
    TUPPER LAKE,NY12986     		N/A PC Digital Education Programs During the Covid-19 Pandemic 3,000
    NORTH COUNTRY HOME SERVICES
    25 CHURCH ST
    SARANAC LAKE,NY12983     		N/A PC Home Care Aide Training 20,000
    NORTH COUNTRY MINISTRY
    PO BOX 111
    NORTH CREEK,NY12853     		N/A PC Box Truck Project 10,000
    NORTHEAST HEALTH FOUNDATION INC
    310 S MANNING BLVD
    ALBANY,NY12208     		N/A PC The Campaign for Memory Care at the Glen at Hiland meadows 75,000
    PAUL SMITHS COLLEGE OF ARTS AND SCIENCES
    PO BOX 265
    PAUL SMITHS,NY12970     		N/A PC Tick Borne Disease Risk Intervention Program - Targeting North Country K-5 students 5,000
    PEMBER LIBRARY & MUSEUM
    33 W MAIN ST
    GRANVILLE,NY12832     		N/A PC Story Walk project 1,500
    PERU CENTRAL SCHOOL DISTRICT
    17 SCHOOL ST PO BOX 68
    PERU,NY12972     		N/A GOV Peru Central School BackPack Program 2,750
    REBUILDING TOGETHER-SARATOGA COUNTY
    132 MILTON AVE
    BALLSTON SPA,NY12020     		N/A PC Repairs for Low-Income Families with Children in Warren county 25,000
    REGIONAL FOOD BANK OF N E NY INC
    965 ALBANY SHAKER RD
    LATHAM,NY12110     		N/A PC to support Adopt-a-Program funds during the COVID-19 pandemic 72,800
    REGIONAL FOOD BANK OF N E NY INC
    965 ALBANY SHAKER RD
    LATHAM,NY12110     		N/A PC to support specified Adopt-a-Program funds 72,800
    REGIONAL FOOD BANK OF N E NY INC
    965 ALBANY SHAKER RD
    LATHAM,NY12110     		N/A PC to support Adopt-a-Program funds during the COVID-19 pandemic 11,300
    RONALD MCDONALD HOUSE CHARITIES OF THE CAPITAL REG
    139 S LAKE AVE
    ALBANY,NY12208     		N/A PC COVID-19 Relief - Ronald McDonald House Charities of the capital region 10,000
    RUTLAND AREA FOODSHELF
    65 RIVER ST
    RUTLAND,VT05701     		N/A PC to support food pantry meals served during the COVID-19 pandemic 1,700
    RUTLAND AREA FOODSHELF
    65 RIVER ST
    RUTLAND,VT05701     		N/A PC to support food pantry meals served during the holiday season 1,700
    SARATOGA SPRINGS PERFORMING ARTS CENTER INC
    108 AVE OF THE PINES
    SARATOGA SPRINGS,NY12866     		N/A PC Virtual Learning Library 25,000
    SCHROON LAKE CENTRAL SCHOOL
    PO BOX 338
    SCHROON LAKE,NY12870     		N/A GOV Robotics Club 1,200
    SERVANTS OF THE WORD INC
    PO BOX 3306
    GLENS FALLS,NY12801     		N/A PC Soup Kitchen Expansion 25,000
    SLATE VALLEY MUSEUM FOUNDATION
    17 WATER ST
    GRANVILLE,NY12832     		N/A SO III FI Virtual School & Student Outreach Programs 2,500
    SNACPACK PROGRAM INC
    11 OVERLOOK DR
    GANSEVOORT,NY12831     		N/A PC Food 4 Kids program 5,000
    SOUTHERN VERMONT HEALTH AND RECREATION CENTER FOUN
    140 CLINTON ST
    SPRINGFIELD,VT05156     		N/A PC Reaching New Heights project 2,500
    TANNERY POND CENTER FOR ARTS EDUCATION & COMMUNITY
    PO BOX 54
    NORTH CREEK,NY12853     		N/A PC 2020 Concert Series 3,625
    TEEN CHALLENGE NEW ENGLAND INC
    1315 MAIN ST
    BROCKTON,MA02301     		N/A PC Rutland Expansion 2020 2,500
    THE HYDE COLLECTION TRUST
    161 WARREN ST
    GLENS FALLS,NY12801     		N/A PC Art from the Adirondacks/Lake George exhibits 30,000
    THE MENTOR CONNECTOR
    110 MERCHANTS ROW STE 105 PO BOX
    RUTLAND,VT05701     		N/A PC Positive Action Group Program 5,000
    TICONDEROGA ARTS INC
    PO BOX 335
    TICONDEROGA,NY12883     		N/A PC 7th Annual Adirondack Harvest Plein Air Festival 1,500
    TICONDEROGA CENTRAL SCHOOL DISTRICT
    5 CALKINS PL
    TICONDEROGA,NY12883     		N/A GOV Kiln purchase for Ticonderoga Elementary School 1,500
    TICONDEROGA CENTRAL SCHOOL DISTRICT
    5 CALKINS PL
    TICONDEROGA,NY12883     		N/A GOV Ticonderoga Area Backpack Program 2020 - 2021 School year 13,725
    UPPER JAY ART CENTER
    12198 RTE 9N
    UPPER JAY,NY12987     		N/A PC The Digital Recovery Lounge 2,500
    UPPER VALLEY HAVEN INC
    713 HARTFORD AVE
    WHITE RIVER JUNCTION,VT05001     		N/A PC to support food pantry meals served during the COVid-19 pandemic 1,700
    UPPER VALLEY HAVEN INC
    713 HARTFORD AVE
    WHITE RIVER JUNCTION,VT05001     		N/A PC to support food pantry meals served during the holiday season 1,700
    VERMONT FOODBANK
    33 PARKER RD
    BARRE,VT05641     		N/A PC Vermont Youth Food Programs in Rutland and Bennington counties 7,500
    VERMONT HISTORICAL SOCIETY
    60 WASHINGTON ST
    BARRE,VT05641     		N/A PC Bringing Vermont History to All Children in K-12 2,500
    VILLAGE OF CHAMPLAIN
    1104 RTE 9
    CHAMPLAIN,NY12919     		N/A GOV Village Park/Play Ground Revitalization 2,500
    VILLAGE OF SPECULATOR
    PO BOX 396
    SPECULATOR,NY12164     		N/A GOV Five Gas Meters for SVFD 3,127
    WARREN COUNTY
    1340 STATE RTE 9
    LAKE GEORGE,NY12845     		N/A GOV Friends of Up Yonda Farm, Inc. 5,000
    WESLEY HEALTH CARE CENTER INC
    131 LAWRENCE ST
    SARATOGA SPRINGS,NY12866     		N/A PC Virtual Visitation Expansion - support for purchase of ipads 9,600
    WINGS FALLS QUILTERS GUILD
    PO BOX 4193
    QUEENSBURY,NY12804     		N/A PC Materials for Community Service Quilt Donations 1,000
    WORLD AWARENESS CHILDRENS MUSEUM
    89 WARREN ST
    GLENS FALLS,NY12801     		N/A PC Technology Upgrade project 8,000
    X-QUEST INC
    1131 VAN ANTWERP RD
    SCHENECTADY,NY12309     		N/A PC Going Higher program 10,000
    Total .................................bullet 3a 1,942,120
    bApproved for future payment
    Total .................................bullet 3b  
    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 6,164  
    4 Dividends and interest from securities....     14 499,211  
    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 ............     		525990 8 18 1,187,692  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aK-1 Inc/Loss     		525990 -5,866 14 2,951  
    bCLASS ACTION LAWSUIT PROCEEDS     01 21  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. -5,858 1,696,039  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,690,181
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (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

    TY 2020 AccountingFeesSchedule
    Name:
    Charles R Wood Foundation
    EIN:
    22-2237193
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Tax Return Preparation/Review 250     250

    TY 2020 CompensationExplanation
    Name:
    Charles R Wood Foundation
    EIN:
    22-2237193
    Person Name Explanation
    Barbara Beckos McDonald *Removed in 2020

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 DepreciationSchedule
    Name:
    Charles R Wood Foundation
    EIN:
    22-2237193
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    BUILDING - DOUBLE   2,611,800 1,762,965 SL 40 65,295      
    FURNITURE AND FIXT   149,379 149,379 SL          
    LAND - DOUBLE H RA   344,789   L          
    LAND IMP - DOUBLE   64,886 64,886 L 30        
    EQUIPMENT   99,422 99,422 SL          

    TY 2020 GeneralExplanationAttachment
    Name:
    Charles R Wood Foundation
    EIN:
    22-2237193
    Identifier Return Reference Explanation
    Part I Line 6a 990-PF, Part I Line 6A PART I LINE 6A (990-PF) - RECONCILIATION OF NET GAIN/(LOSS) FROM SALES OF ASSETS NOT INCLUDED IN PART IV TOTAL INCLUDED IN PART IV: (DETAILS BELOW) NET GAIN/(LOSS): $1,187,692 TOTAL NOT INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - UBI NET GAIN/(LOSS): $8 ALLOCATED TO UBTI - ACQUISION INDEBTEDNESS NET GAIN/(LOSS): TOTAL PART I, LINE 6A: $1,187,700 DETAILS OF ASSETS INCLUDED IN PART IV: PUBLICLY-TRAIDED SECURITIES GROSS SALES PRICE: $10,100,346 BOOK BASIS: $8,939,733 NET GAIN/(LOSS): $1,160,613 PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - NON UBI NET GAIN/(LOSS): $22,782 PARTNERSHIP DISTRIBUTION IN EXCESS OF BASIS NET GAIN/(LOSS): $4,297

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    Charles R Wood Foundation
    EIN:
    22-2237193
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ABBVIE INC NOTE - 3.750% - 11/ 59,249 59,945
    AMAZON COM INC - 1.200% - 06/0 60,248 61,059
    AMERICAN ELEC PWR INC - 3.650% 56,821 56,606
    AMERICAN HONDA FINANCE - 1.950 49,983 51,129
    ANTHEM INC NOTE - 3.650% - 12/ 59,786 63,395
    APPLE INC - 2.050% - 09/11/202 57,913 57,771
    APPLIED MATERIALS INC - 3.300% 102,036 113,255
    BANK OF AMERICA CORP NOTE - 3. 70,030 77,105
    BROADCOM CORP/BROADCOM CAYMAN 59,392 59,495
    CAPITAL ONE FIN CO - 2.056% - 80,071 80,615
    CIGNA CORP NEW SER B - 3.750% 59,803 59,397
    CITIGROUP INC NOTE - 3.668% - 75,989 85,314
    COMCAST CORP - 3.700% - 04/15/ 60,836 60,628
    CONSTELLATION BRANDSINC - 2.65 57,312 57,217
    D R HORTON INC - 1.400% - 10/1 59,828 60,378
    DEERE JOHN - 2.950% - 04/01/20 64,969 67,175
    ELECTRONIC ARTS INC NOTE - 3.7 56,141 55,124
    ENERGY TRANSFER OP LP - 5.875% 27,757 28,074
    ENTERGY LA LLC - 0.620% - 11/1 54,990 55,158
    ESTEE LAUDER COS INC - 2.600% 60,512 60,668
    FLORIDA PWR - 2.750% - 06/01/2 30,697 31,410
    JABIL CIRCUIT INC - 4.700% - 0 59,227 58,798
    JP MORGAN CHASE - 3.125% - 01/ 200,764 219,052
    JP MORGAN CHASE BANK - 4.203% 56,831 59,569
    LOCKHEED MARTIN CORP - 3.350% 56,219 57,176
    LOWES COS INC - 3.100% - 05/03 100,890 112,191
    LOWES COS INC NOTE CALL - 2.50 54,056 59,697
    MCDONALDS CORP - 3.300% - 07/0 60,083 61,186
    MONDELEZ INTL INC - 0.625% - 0 59,992 60,270
    MORGAN STANLEY - 3.875% - 04/2 64,343 69,719
    NATL RURAL UTILS COOP BE MTN B 39,740 40,207
    NUTRIEN LTD NOTE CALL - 3.625% 59,391 59,751
    ORACLE CORP SR GLBL NT - 2.500 55,938 56,457
    PAYPAL HLDGS INC - 1.650% - 06 56,590 57,524
    PFIZER INC - 2.950% - 03/15/20 64,967 70,128
    PHILIP MORRIS - 2.900% - 11/15 24,385 25,577
    QUALCOMM NOTE - 2.900% - 05/20 44,780 48,493
    ROPER TECHNOLOGIES INC - 1.400 59,916 60,784
    SHELL INTERNATIONAL - 2.375% - 42,631 46,246
    SOUTHWEST AIRLS CO - 5.125% - 58,780 59,444
    SUMITOMO MITSUI FINLGROUP INC 81,083 87,990
    THE COCA-COLA CO - 2.500% - 04 247,654 262,629
    TOYOTA MOTOR - 1.350% - 08/25/ 59,978 61,579
    UNION PAC CORP - 3.950% - 09/1 59,437 59,557
    VALERO ENERGY CORP - 1.200% - 60,191 60,387
    VERIZON COMMUNICATIONS INC - 1 59,697 58,766
    VISA INC - 1.900% - 04/15/2027 55,664 56,264
    XCEL ENERGY INC - 3.300% - 06/ 46,511 49,491

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    Charles R Wood Foundation
    EIN:
    22-2237193
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ADOBE SYSTEMS, INC 110,636 135,032
    ADVANCE AUTO PARTS INC 37,905 46,623
    AIR PRODS & CHEM INC 110,472 120,217
    ALIBABA GROUP HOLDING LTD 41,631 96,350
    ALPHABET INC CL A 94,861 306,712
    ALPHABET INC CL C 173,643 329,353
    AMAZON COM 137,267 648,129
    AMEREN CORPORATION 59,631 70,566
    AMERICAN TOWER REIT INC 100,070 123,229
    AMERICAN WATER WORKS COMPANY I 32,696 59,239
    AMGEN INC 99,944 137,952
    AMPHENOL CORPORATION 63,119 88,008
    ANSYS INC 15,683 42,928
    AON PLC CL A 62,133 63,381
    APPLE INC 179,499 765,621
    APTAR GROUP INC 23,419 31,895
    ASML HOLDING NV NY REG SHS 50,123 53,649
    ASPEN TECHNOLOGY, INC 15,830 15,630
    BANK OF AMERICA CORP 205,222 207,442
    BERKSHIRE HATHAWAY INC. CLASS 81,192 185,496
    BLACKROCK INC 167,700 277,071
    BRISTOL-MYERS SQUIBB CO 83,530 124,060
    BURLINGTON STORES, INC 29,862 47,341
    CDW CORP 25,205 32,025
    CHARLES SCHWAB CORP 65,345 70,278
    CHARTER COMMUNICATIONS, INC 139,357 184,572
    CHEVRON CORP 117,218 95,091
    CHUBB LIMITED 59,621 69,726
    CINTAS CRP 39,914 81,649
    CISCO SYSTEMS INC 78,413 62,650
    CITIGROUP INC 105,389 99,704
    CLEARBRIDGE INTERNATIONAL GROW 225,000 300,575
    CMC MATERIALS INC 40,403 42,515
    COLUMBIA FDS SRS TR I DIVIDEND 348,439 393,037
    CONOCOPHILLIPS 98,261 81,700
    CONSTELLATION BRANDS INC 56,746 74,477
    COOPER COMPANIES INC 35,956 54,861
    COSTCO WHOLESALE CORPORATION 33,805 71,588
    DANAHER CORP 61,144 156,831
    DOLLARAMA INC 37,415 46,616
    DOVER CORP 25,142 42,420
    DUKE ENERGY CO 38,097 42,575
    ECOLAB INC 26,650 62,744
    EOG RESOURCES INC 65,320 33,413
    EQUIFAX INC 36,077 49,946
    EXXON MOBIL CORP 112,462 60,429
    FACEBOOK INC 155,757 254,312
    FEDEX CORPORATION 109,917 116,829
    FIDELITY NATIONAL INFORMATION 106,957 155,889
    FORTIVE CORPORATION 131,211 157,079
    GUGGENHEIM RISK MANAGED REAL E 449,250 508,551
    HILTON WORLDWIDE HOLDINGS, INC 104,103 110,704
    HOME DEPOT INC 52,615 198,684
    HONEYWELL INTL 123,194 191,430
    IAA INC 24,106 48,410
    IDEX CP 10,521 18,924
    INT'L FLAVORS & FRAGRANCES INC 49,748 45,604
    INTEL CORP 46,723 113,390
    INTERCONTINENTAL EXCHANGE, INC 57,908 91,656
    IQVIA HOLDINGS INC 158,229 187,412
    JOHNSON & JOHNSON 91,858 188,541
    JP MORGAN CHASE 52,439 177,898
    L3HARRIS TECHNOLOGIES 15,229 18,524
    LABORATORY CORP AMER HLDGS 28,003 38,675
    LOWES COMPANIES INC 77,735 120,383
    LVMH MOET HENNESSY 70,141 102,188
    MASCO CORP 53,077 131,832
    MATCH GROUP INC 29,021 46,264
    MERCK & CO INC 77,348 120,655
    MICROSOFT CORP 221,793 821,397
    MORGAN STANLEY 52,200 130,207
    NASDAQ OMX GROUP 24,208 41,680
    NETFLIX INC 52,124 229,810
    NEXTERA ENERGY, INC 26,317 85,174
    NICE SYSTEMS LTD 21,344 38,278
    NIKE INC-CL B 88,943 181,647
    NUVEEN PREFERRED SECURITIES FU 668,813 688,520
    NVIDIA CORP 46,920 96,607
    OLD WESTBURY CREDIT INCOME FUN 637,262 618,051
    OLD WESTBURY GLOBAL SMALL CAP 2,738,133 3,358,403
    ORACLE CORP 72,325 141,671
    OW LARGE CAP STRATEGIES FD 5,210,443 6,911,765
    PAYCOM SOFTWARE 18,340 24,422
    PAYPAL HOLDINGS, INC 27,643 234,200
    PEPSICO INC 147,645 265,457
    PFIZER INC 110,112 121,473
    PHILLIPS 66 38,367 22,031
    PIONEER NAT RES CO 65,060 41,114
    PROCTER GAMBLE CO 113,297 187,839
    RAYTHEON TECHNOLOGIES CORP 40,169 53,847
    RENTOKIL INITIAL ORD SHS 24,290 33,676
    ROSS STORES, INC 88,501 109,301
    S&P GLOBAL INC COM 48,742 61,144
    SAFRAN S.A. ORD SHS 113,397 133,961
    SALESFORCE.COM 68,080 222,530
    SEA LTD 22,666 100,520
    SERVICE NOW 49,625 112,288
    SMITH A O CORP DEL COM 28,653 32,234
    SS&C TECHNOLOGIES INC 28,490 32,738
    STARBUCKS CORP COM 27,156 128,376
    STERIS PLC 18,548 41,509
    STRYKER CORPORATION 83,245 122,520
    SYNOPSYS, INC 22,364 59,366
    T. ROWE PRICE GROWTH STOCK FUN 327,822 458,432
    T. ROWE PRICE NEW ASIA FUND I 316,495 439,150
    TELEFLEX INC 32,908 49,388
    TENCENT HOLDINGS LIMITED 70,185 120,416
    TEXAS INSTRUMENTS INC 111,823 176,768
    THE BLACKSTONE GROUP INC CL A 139,988 157,294
    THE COCA-COLA CO 34,289 56,540
    THERMO FISHER SCIENTIFIC INC 133,018 327,443
    TJX COMPANIES INC 12,811 102,435
    UNION PACIFIC 252,606 387,706
    UNITEDHEALTH GROUP INC 196,562 265,815
    US FOODS HOLDING CORPORATION 22,791 29,146
    VANGUARD MID-CAP INDEX FD ADMI 802,939 1,342,487
    VANGUARD SHORT TERM CORPORATE 965,918 982,350
    VANGUARD SMALL CAP INDEX FD AD 386,214 511,422
    VANGUARD TOTAL BOND MARKET IND 1,060,001 1,062,936
    VERISK ANALYTICS, INC 16,359 28,440
    VERIZON COMMUNICATIONS 116,423 132,188
    VISA INC 211,519 620,756
    VONTIER CORPORATION 11,357 13,494
    VULCAN MATERIALS CO 29,794 53,392
    WALT DISNEY HOLDINGS CO 178,538 308,006
    WEST PHARMA SVCS INC 5,054 13,316
    WEX, INC 43,565 47,422
    WYNDHAM HOTELS & RESORTS INC C 33,090 39,409
    ZOETIS INC 62,197 126,111

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    Charles R Wood Foundation
    EIN:
    22-2237193
    US Government Securities - End of Year Book Value:

    4,686,612
    US Government Securities - End of Year Fair Market Value:

    4,898,269
    State & Local Government Securities - End of Year Book Value:


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


     


    TY 2020 InvestmentsOtherSchedule2
    Name:
    Charles R Wood Foundation
    EIN:
    22-2237193
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    FIFTH AVENUE MULTI-STRATEGY OF   2,250,000 2,573,188
    FIFTH AVENUE PRIVATE EQUITY 14   327,669 512,508
    FIFTH AVENUE PRIVATE EQUITY 15   105,869 123,775
    FIFTH AVENUE REAL ASSETS 4 LLC   68,606 125,023
    FIFTH AVENUE REAL ASSETS 5 LLC      
    MS GLOBAL DISTRESSED OPPORTUNI     153,207

    TY 2020 LandEtcSchedule2
    Name:
    Charles R Wood Foundation
    EIN:
    22-2237193
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    BUILDING - DOUBLE 2,611,800 1,828,260 783,540 80,000
    FURNITURE AND FIXT 149,379 149,379    
    LAND - DOUBLE H RA 344,789   344,789 20,000
    LAND IMP - DOUBLE 64,886 64,886    
    EQUIPMENT 99,422 99,422    


    TY 2020 OtherAssetsSchedule
    Name:
    Charles R Wood Foundation
    EIN:
    22-2237193
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ADOLF DEHN - NUNS PAINTING THE      
    AFRICAN CARVED STOOL - ELEPHAN      
    BJORN WINBALDS - LARGE CHEESE      
    BJORN WINBALDS - STONEWARE LAR      
    CHINESE CARVED HARSTONE MAIDEN      
    CHINESE CARVED IVORY MAIDEN      
    CHINESE CARVED JADE TRIPOD VES      
    CHINESE JADE BIRDS (PAIR)      
    CHINESE PARROTS (PAIR)      
    CHINESES CARVED IVORY HORSES      
    COLLECTABLE - AMERICAN CARVED   10,000 10,000
    COLLECTABLE - BOB KANE - GAITE   150 150
    COLLECTABLE - CARVED DEAL TABL   1,500 1,500
    COLLECTABLE - DALE CHIHULY - Y   4,000 4,000
    COLLECTABLE - HARRY JACKSON -   5,250 5,250
    COLLECTABLE - MEXICAN POTTERY   175 175
    COLLECTABLE - MILTON HEBALD -   2,000 2,000
    COLLECTABLE - MILTON HEBALD -   3,000 3,000
    COLLECTABLE - MILTON HEBALD -   1,500 1,500
    COLLECTABLE - NICOLA SIMBARI -   4,000 4,000
    COLLECTABLE - POPLITEO - PLUM   800 800
    COLLECTABLE - RUG - NAIN SILK   900 900
    COLLECTABLE - SALMONES: FANTAS     400
    COLLECTABLE - SALMONES: FAUNO     500
    COLLECTABLE - SALMONES: HIGH S     1,000
    COLLECTABLE - SALMONES: NINO S     900
    COLLECTABLE - SCULPTURE - SUSA   2,000 2,000
    COLLECTABLE - STU MARCISSEN -   300 300
    COLLECTABLE - TABLE - CAST IRO   400 400
    COLLECTABLE - XAVIER CUGAT - F   500 500
    COLLECTABLE - XAVIER CUGAT - N   500 500
    EDWARD MARSHALL BOEHM - PAINTE      
    ERNEST TROVA - WALKING JACKMAN   800 800
    MIRO - MIRO LITHO   20,000 20,000
    NICOLA SIMBARI - THE TEMPEST   6,000 6,000
    POPLITEO - PEAR      
    RUDOLF CARL GORMAN - SEATED WO   300 300
    S. BARBER - WINDSOR FARMS   500 500
    S.ROSENBLUM - DESIGN OF DANCER   800 800
    S.ROSENBLUM - THE MEETING   2,500 2,500
    SCULPTURE - HEBALD: CHILDREN A     27,825
    SCULPTURE - HEBALD: DANCING FA   20,000 20,000
    TERRA COTTA VESSEL (PARTIALLY      
    VICTOR SALMONES - PROTECTION   1,250 1,250


    TY 2020 OtherExpensesSchedule
    Name:
    Charles R Wood Foundation
    EIN:
    22-2237193
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 89,626     89,626
    Bank Charges 23 23    
    Foundation Dues & Memberships 765     765
    Indemnification Insurance 2,250     2,250
    K-1 Exp FIFTH AVENUE PRIVATE E 15,414 15,365    
    K-1 Exp FIFTH AVENUE PRIVATE E 10,345 10,342    
    K-1 Exp FIFTH AVENUE REAL ASSE 11,677 11,656    
    K-1 Exp FIFTH AVENUE REAL ASSE 5 5    
    OFFICE SUPPLIES 59     59
    Postage/Delivery Service 333     333
    Property insurance 9,226     9,226
    State or Local Filing Fees 750     750
    Storage Fee 3,000     3,000


    TY 2020 OtherIncomeSchedule2
    Name:
    Charles R Wood Foundation
    EIN:
    22-2237193
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    K-1 Inc/Loss FIFTH AVENUE PRIVATE EQUITY 14 LLC 1,030 984  
    K-1 Inc/Loss FIFTH AVENUE PRIVATE EQUITY 15 LLC -337 289  
    K-1 Inc/Loss FIFTH AVENUE REAL ASSETS 4 LLC -3,613 1,664  
    K-1 Inc/Loss FIFTH AVENUE REAL ASSETS 5 LLC 5 5  
    Class Action Lawsuit Proceeds 21 21  


    TY 2020 OtherIncreasesSchedule
    Name:
    Charles R Wood Foundation
    EIN:
    22-2237193
    Description Amount
    RETURNED GRANT 90


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    Charles R Wood Foundation
    EIN:
    22-2237193
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 127,278 127,278    


    TY 2020 TaxesSchedule
    Name:
    Charles R Wood Foundation
    EIN:
    22-2237193
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF Estimated Tax for 2020 6,700      
    990-PF Extension for 2019 10,326      
    990-T Income Tax for 2019 54      
    Foreign Tax Paid 457 457    
    STATE INCOME TAX 2019 250