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
WELLNESS FARMS INC
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 187
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
KATY, TX77492
A Employer identification number

27-4240771
B Telephone number (see instructions)

(713) 253-5473
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$2,205,158J 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) 98,666
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 927 927  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain......... 0
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 165,160 0 165,160
12 Total. Add lines 1 through 11........ 264,753 927 165,160
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages...... 26,500 0 0 26,500
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 49,875 0 0 49,875
b Accounting fees (attach schedule)....... Click to see attachment 3,250 0 0 3,250
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,989 0 0 1,989
19 Depreciation (attach schedule) and depletion... Click to see attachment 265,862 0 265,862
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 167,818 1,703 0 166,115
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 515,294 1,703 265,862 247,729
25 Contributions, gifts, grants paid....... 30,985 30,985
26 Total expenses and disbursements. Add lines 24 and 25 546,279 1,703 265,862 278,714
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -281,526
b Net investment income (if negative, enter -0-) 0
c Adjusted net income (if negative, enter -0-)... 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............. 315,382 104,688 104,688
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet150
Less: allowance for doubtful accounts bullet0 150 150 150
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).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet2,050,128
Less: accumulated depreciation (attach schedule) bullet1,106,324 1,014,636 Click to see attachment943,804 2,099,239
15 Other assets (describe bullet) Click to see attachment1,081 Click to see attachment1,081 Click to see attachment1,081
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,331,249 1,049,723 2,205,158
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) Click to see attachment262 Click to see attachment262
23 Total liabilities (add lines 17 through 22)......... 262 262
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 1,330,987 1,049,461
29 Total net assets or fund balances (see instructions)..... 1,330,987 1,049,461
30 Total liabilities and net assets/fund balances (see instructions). 1,331,249 1,049,723
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
1,330,987
2
Enter amount from Part I, line 27a .....................
2
-281,526
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,049,461
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
1,049,461
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.)
1a
b
c
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
b
c
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
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  
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 0
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 0
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 0
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 0
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 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 0
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)
    bulletTX
    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
    Yes
     
    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 addressbulletN/A
    14
    The books are in care ofbulletJON A MARSHALL Telephone no.bullet (713) 253-5473

    Located atbulletPO BOX 187KATYTX ZIP+4bullet77492
    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
    JON A MARSHALL PRESIDENT/DIRECTOR
    20.00     		0 0 0
    PO BOX 187
    KATY,TX77492
    ROXANN L MARSHALL SECRETARY/DIRECTOR
    1.00     		0 0 0
    PO BOX 187
    KATY,TX77492
    LINDSEY CARDONE ASSISTANT SECRETARY/DIRECT
    1.00     		0 0 0
    PO BOX 187
    KATY,TX77492
    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 THE ACTIVITY IS A NOT FOR PROFIT ACTIVITY CENTERED AROUND THE MANAGEMENT OF A SUSTAINABLE FARMING OPERATION. THE PRIMARY AGRICULTURAL ACTIVITY IS CATTLE GRAZING, WITH THE CATTLE BEING USED AS THE PRINCIPAL MEANS OF INCOME GENERATION AS WELL AS A SOURCE OF MEAT THAT IS DONATED TO TAX EXEMPT, 501(C)(3) ORGANIZATIONS.THERE ARE MULTIPLE FARMS WHERE THE ACTIVITY IS UNDERTAKEN AND SUPPORTED.THE BROOKWOOD FARM, APPROXIMATELY 310 ACRES, IS MANAGED ON THE PROPERTY OF AND FOR THE BENEFIT OF THE BROOKWOOD COMMUNITY, A TAX EXEMPT, 501(C)(3) ORGANIZATION THAT PROVIDES EDUCATION, JOBS, JOB SKILL TRAINING AND FULL-TIME RESIDENTIAL CARE FOR ADULTS WITH SPECIAL NEEDS. THERE ARE FIVE OTHER FARMS, COMPRISING MORE THAN 3,000 ACRES WHERE USE IS PROVIDED FREE OF CHARGE BY JON A. MARSHALL, PRESIDENT OF WELLNESS FARMS. MANAGEMENT PERSONNEL AND SUPPLIES ARE PROVIDED BY THE FOUNDATION. 278,714
    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 NONE 0
    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
    0
    b
    Average of monthly cash balances.......................
    1b
    99,096
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    99,096
    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
    99,096
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,486
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    97,610
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    4,881
    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
     
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
     
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
     
    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
     
    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
    278,714
    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
    278,714
    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
    278,714
    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 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:20, 20, 20  
    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$  
    a Applied to 2019, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2020 distributable amount.....  
    e Remaining amount distributed out of corpus  
    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  
    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 ..........     		 
    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 ......     		 
    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....  
    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
    2011-07-15
    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
    0 0 0 0 0
    b 85% of line 2a ......... 0 0 0 0 0
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		278,714 328,148 320,385 399,614 1,326,861
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		0 0 0 0 0
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		278,714 328,148 320,385 399,614 1,326,861
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ...... 2,205,158 2,362,037 2,274,219 2,184,960 9,026,374
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		 2,099,239 2,046,655 2,236,641 2,117,252 8,499,787
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		        0
    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) ....     		        0
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		        0
    (3) Largest amount of support
    from an exempt organization    		         0
    (4) Gross investment income         0
    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).)
    JON A MARSHALL
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (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
    THE BROOKWOOD COMMUNITY
    1752 FARM TO MARKET 1489
    BROOKSHIRE,TX77423     		N/A PUBLIC CHARITY AGRICULTURE AND GENERAL 30,985
    Total .................................bullet 3a 30,985
    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 ...........     		         
    4 Dividends and interest from securities....     14 927  
    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 ............     		         
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aSALES OF RAISED LIVESTOCK     		        165,160
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 927 165,160
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    166,087
    (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.)
    11A THE FOUNDATION SOLD VARIOUS LIVESTOCK FOR TOTAL PROCEEDS OF $165,160, WHICH IS PART OF THE FOUNDATION'S CHARITABLE ACTIVITIES PER PART IX-A.
    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
    WELLNESS FARMS INC
     
    Employer identification number

    27-4240771
    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
    WELLNESS FARMS INC
          		Employer identification number
    27-4240771
    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
    JON A MARSHALL
     
    919 ENCLAVE LAKE DRIVE
     
    HOUSTON, TX77077

    		$ 98,666


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

    		$  


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

    		$  


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

    		$  


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

    		$  


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

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    WELLNESS FARMS INC
          		Employer identification number

    27-4240771
    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
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (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
    WELLNESS FARMS INC
          		Employer identification number

    27-4240771
    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:
    WELLNESS FARMS INC
    EIN:
    27-4240771
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 3,250 0 0 3,250

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

    TY 2020 DepreciationSchedule
    Name:
    WELLNESS FARMS INC
    EIN:
    27-4240771
    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
    MAINTAINER - GARRETT 2013-01-03 1,659 1,659 SL 5.000000000000 0 0 0  
    KUBOTA TRACTOR 2013-01-03 11,352 11,352 SL 5.000000000000 0 0 0  
    PORTABLE CORRAL 2013-01-03 7,679 7,131 SL 7.000000000000 548 0 0  
    ANIMAL IMMOBILIZERS 2013-01-03 1,027 955 SL 7.000000000000 72 0 0  
    SQUEEZE CHUTE 2013-01-03 5,196 4,823 SL 7.000000000000 373 0 0  
    LACERATOR AND BUCKTO 2013-01-03 6,264 5,817 SL 7.000000000000 447 0 0  
    EQUIPMENT 2013-01-03 397 370 SL 7.000000000000 27 0 0  
    COTTON TRAILERS 2013-01-03 721 670 SL 7.000000000000 51 0 0  
    2006 CHEVY DIESEL SILVER PICKUP 2013-01-03 15,660 14,541 SL 7.000000000000 1,119 0 0  
    MINI TRUCK 2013-01-03 3,758 3,490 SL 7.000000000000 268 0 0  
    10 BALE HAY TRAILER 2013-01-03 1,879 1,742 SL 7.000000000000 137 0 0  
    TRAVELONG TRAILER 2013-01-03 4,385 4,069 SL 7.000000000000 316 0 0  
    BUSH HOG MOWER 2013-01-03 10,077 9,360 SL 7.000000000000 717 0 0  
    TRUCK PLATES AND TAX 2013-01-03 1,546 1,436 SL 7.000000000000 110 0 0  
    WIMCO TRAILERS 2013-01-03 1,065 988 SL 7.000000000000 77 0 0  
    BULL - LUDVIGSON 2012-12-29 19,000 19,000 SL 5.000000000000 0 0 0  
    COW WATER TANK 2013-01-03 518 481 SL 7.000000000000 37 0 0  
    TRACTOR, TRAILER, WELDER 2013-01-03 14,987 13,917 SL 7.000000000000 1,070 0 0  
    POLE DRIVER 2013-01-03 6,776 6,292 SL 7.000000000000 484 0 0  
    WELDING MACHINE 2013-01-03 1,993 1,852 SL 7.000000000000 141 0 0  
    NEW TIRES 2013-01-03 1,071 1,071 SL 5.000000000000 0 0 0  
    WINCO TRAILERS (2 HAY WAGONS) 2013-01-03 4,003 4,003 SL 5.000000000000 0 0 0  
    CASE TRACTOR 2013-01-03 6,141 6,141 SL 5.000000000000 0 0 0  
    TRACTOR REPAIRS 2013-01-03 1,011 1,011 SL 5.000000000000 0 0 0  
    TRACTOR REPAIRS 2013-01-03 423 423 SL 5.000000000000 0 0 0  
    TRACTOR REPAIRS 2013-01-03 2,613 2,613 SL 5.000000000000 0 0 0  
    FREEZER CHEST 2013-01-03 393 364 SL 7.000000000000 29 0 0  
    JOHN DEERE 7430 PREMIUM 2013-01-03 95,000 95,000 SL 5.000000000000 0 0 0  
    KUBOTA L3130D W/LOADER 2013-01-03 7,500 7,500 SL 5.000000000000 0 0 0  
    2001 ARCTIC CAT 500 2013-01-03 1,500 1,500 SL 5.000000000000 0 0 0  
    PORTABLE LIVESTOCK RAMP 2013-01-03 400 400 SL 5.000000000000 0 0 0  
    20' TOP HAT BUMPER TRAILER 2013-01-03 1,500 1,500 SL 5.000000000000 0 0 0  
    GENERATOR 2013-03-08 3,059 3,059 SL 5.000000000000 0 0 0  
    BULL 2/3 2013-03-15 8,167 8,167 SL 5.000000000000 0 0 0  
    BULL 3/3 2013-03-15 8,167 8,167 SL 5.000000000000 0 0 0  
    PEN COVER 2013-09-05 4,500   NC 15.000000000000 0 0 0  
    PEN COVER 2013-09-12 8,620   NC 15.000000000000 0 0 0  
    2 FEMA TRAILERS 2014-01-15 10,543 3,866 SL 15.000000000000 703 0 703  
    MOBILE HOME 2014-01-15 12,269 4,499 SL 15.000000000000 818 0 818  
    BULL-HEREFORD SEMEN 2014-01-15 5,000 5,000 SL 5.000000000000 0 0 0  
    4 BLACK ANGUS HEIFERS 2014-01-15 12,000 12,000 SL 5.000000000000 0 0 0  
    BARN-PUMPHOUSE 2014-07-24 1,480 544 SL 15.000000000000 99 0 99  
    CARGO CONTAINER 2014-03-17 2,225 1,749 SL 7.000000000000 318 0 318  
    CORRAL PANELS/POSTS 2014-12-30 22,067 8,091 SL 15.000000000000 1,471 0 1,471  
    FEED BIN 2014-10-10 6,000 4,714 SL 7.000000000000 857 0 857  
    HILL ROOT RAKE HD1612 2014-07-24 7,500 5,891 SL 7.000000000000 1,071 0 1,071  
    MINERAL FEEDER ON WHEELS 2014-07-29 2,900 2,277 SL 7.000000000000 414 0 414  
    MOBILE HOME-ROOF & GUTTERS 2014-07-24 3,600 1,320 SL 15.000000000000 240 0 240  
    PEN COVER ADDITIONS 2014-01-15 4,000 1,468 SL 15.000000000000 267 0 267  
    1 RED WAGYU BULL 2014-01-14 10,000 10,000 SL 5.000000000000 0 0 0  
    1 RED WAGYU BULL 2014-01-14 10,000 10,000 SL 5.000000000000 0 0 0  
    SENEPOL 5 BULL PURCHASE DEAL 2014-04-17 5,000 5,000 SL 5.000000000000 0 0 0  
    SENEPOL 5 BULL PURCHASE DEAL 2014-04-24 8,500 8,500 SL 5.000000000000 0 0 0  
    SENEPOL 5 BULL PURCHASE DEAL 2014-05-21 24,500 24,500 SL 5.000000000000 0 0 0  
    SENEPOL 1 BULL & 3 COWS 2014-12-22 30,000 30,000 SL 5.000000000000 0 0 0  
    SILENCER HYDRAULIC SQUEEZE CHUTE 2015-10-05 19,475 17,528 SL 5.000000000000 1,947 0 1,947  
    MAMMOTH HAY TRAILER (14) 2015-10-05 11,465 10,319 SL 5.000000000000 1,146 0 1,146  
    LAWSON AERATOR & GRASS DRILL 2015-10-05 20,900 18,810 SL 5.000000000000 2,090 0 2,090  
    PANELS & GATE 2015-10-05 6,555 5,900 SL 5.000000000000 655 0 655  
    10 SOUTH POLL HEIFERS PLUS BABY 2015-10-05 36,500 32,850 SL 5.000000000000 3,650 0 3,650  
    1 HEREFORD BULL 2015-10-05 4,000 3,600 SL 5.000000000000 400 0 400  
    NEW HOLLAND TRACTOR T5060 W/FRONT LOADER/SPEAR 2015-01-06 43,939 39,546 SL 5.000000000000 4,393 0 0  
    MINERAL FEEDER ON WHEELS 2015-01-12 2,960 2,664 SL 5.000000000000 296 0 0  
    GENERATOR 2015-01-12 474 427 SL 5.000000000000 47 0 0  
    3000 LB TRAILER FEEDER 2015-01-22 5,426 4,883 SL 5.000000000000 543 0 90  
    BOOKCASE 2015-10-13 364 234 SL 7.000000000000 52 0 52  
    CREDENZA 2015-10-13 709 455 SL 7.000000000000 101 0 101  
    BARN-LHI CONCRETE ROAD WORK 2015-07-23 7,500 2,250 SL 15.000000000000 500 0 500  
    BARN-LHI BARN SHOP/ELECTRICAL 2015-08-04 25,000 7,501 SL 15.000000000000 1,667 0 1,667  
    BARN-LHI BARN BATHROOM PLUMBING 2015-10-21 15,230 4,568 SL 15.000000000000 1,015 0 1,015  
    2 BRANGUS 2015-05-01 8,650 7,785 SL 5.000000000000 865 0 577  
    2 HEIFER (S C HEREFORD) 2015-05-19 8,000 7,200 SL 5.000000000000 800 0 667  
    4 RED BRANGUS 2 WITH CALVES 2015-10-14 34,000 30,600 SL 5.000000000000 3,400 0 3,400  
    2012 SUNFLOWER 1435 DISK - JOHN DEERE 2016-02-24 39,500 19,750 SL 7.000000000000 5,643 0 5,643  
    HEREFORD BULL - HLS 2016-03-02 5,775 4,043 SL 5.000000000000 1,155 0 1,155  
    100 FEMALE SEXED FULL BLOOD RED WAGYU EMBROYOS 2016-03-08 100,000 70,000 SL 5.000000000000 20,000 0 20,000  
    LEVEE SPLITTER 2016-01-21 6,682 3,342 SL 7.000000000000 955 0 955  
    SHELVES 2016-02-02 1,845 924 SL 7.000000000000 264 0 264  
    2012 SUNFLOWER 1435 DISK - JOHN DEERE - DEL. FEE 2016-02-24 2,470 1,235 SL 7.000000000000 353 0 353  
    PLANTOVATOR 2016-03-21 23,378 11,690 SL 7.000000000000 3,340 0 3,340  
    CALF CATCHER ATTACHMENT 2016-04-11 2,381 1,190 SL 7.000000000000 340 0 340  
    POLARIS 2016-06-01 10,875 7,613 SL 5.000000000000 2,175 0 2,175  
    2016 PF GOOSENECK HYDRO TAIL TRAILER 35FT 2016-06-06 1,000 700 SL 5.000000000000 200 0 200  
    POLARIS 4 WHEELER 2016-07-11 5,757 4,029 SL 5.000000000000 1,151 0 1,151  
    800 GALLON SPRAY TRAILER 2016-07-11 13,977 9,783 SL 5.000000000000 2,795 0 2,795  
    NO TILL DRILL 2016-08-25 25,049 12,523 SL 7.000000000000 3,578 0 3,578  
    TRUCK TARP 40X70 2016-09-11 1,120 560 SL 7.000000000000 160 0 160  
    TRUCK TARP 50X100 2016-09-11 2,000 1,001 SL 7.000000000000 286 0 286  
    KENCOVE FENCE SUPPLIES 2016-10-11 6,115 3,059 SL 7.000000000000 874 0 874  
    BUILDING - 2317 DEERFIELD, KATY TX 77493 2016-05-19 186,995 17,382 SL 39.000000000000 4,795 0 4,795  
    APPLIANCES - 2317 DEERFIELD HOME 2016-07-11 2,224 1,113 SL 7.000000000000 318 0 318  
    LOT 8 C-LPH GYPSY SOUL 2016-04-28 6,100 4,270 SL 5.000000000000 1,220 0 1,220  
    LOT 8A-HC-LPH CRACKED 2016-04-28 5,400 3,780 SL 5.000000000000 1,080 0 1,080  
    LOT 40 - C-G MISS LAURA'S 2016-04-28 3,000 2,100 SL 5.000000000000 600 0 600  
    LOT 25 - BG-SRH HICKORY 2016-04-28 3,400 2,380 SL 5.000000000000 680 0 680  
    LOT 39 - C-G MISS LAURA'S 2016-04-28 2,800 1,960 SL 5.000000000000 560 0 560  
    HEREFORD LOT 21 2016-05-17 4,500 3,150 SL 5.000000000000 900 0 900  
    HEREFORD LOT 26 2016-05-17 6,000 4,200 SL 5.000000000000 1,200 0 1,200  
    HEREFORD LOT 27 2016-05-17 5,000 3,500 SL 5.000000000000 1,000 0 1,000  
    6 COWS - CLEMSON UNIVERSITY 2016-05-27 40,000 28,000 SL 5.000000000000 8,000 0 8,000  
    2 BULLS - CLEMSON UNIVERSITY 2016-05-27 8,000 5,600 SL 5.000000000000 1,600 0 1,600  
    7 C GV CMF 8T MS KING 2016-09-29 10,000 7,000 SL 5.000000000000 2,000 0 2,000  
    13 C CMF 857S RACHEK 80Z 2016-09-29 2,800 1,960 SL 5.000000000000 560 0 560  
    32 C RC MISS REVOLUTION 227Z 2016-09-29 3,400 2,380 SL 5.000000000000 680 0 680  
    62 C HF VICTORIA 671 1219 2016-09-29 5,200 3,640 SL 5.000000000000 1,040 0 1,040  
    63 C WALKER MISS S343 W19 2016-09-29 12,000 8,400 SL 5.000000000000 2,400 0 2,400  
    JV-TENN RIVER MUSIC COW 2016-12-30 4,100 2,870 SL 5.000000000000 820 0 820  
    JV-TENN RIVER MUSIC COW 2016-12-30 3,400 2,380 SL 5.000000000000 680 0 680  
    JV-TENN RIVER MUSIC COW 2016-12-30 2,000 1,400 SL 5.000000000000 400 0 400  
    LAND - 2317 DEERFIELD, KATY TX 77493 2016-05-19 38,300   L   0 0 0  
    2017 NEW HONDA TRX420FM 2017-04-12 5,945 2,973 SL 5.000000000000 1,189 0 1,189  
    MINERAL FEEDER 2017-10-27 1,127 403 SL 7.000000000000 161 0 161  
    6 ROW JOHN DEERE PLANTER 2017-07-06 1,200 428 SL 7.000000000000 171 0 171  
    6 COWS - JV TN. RIVER MUSIC 2017-11-27 21,100 10,550 SL 5.000000000000 4,220 0 4,220  
    2 COWS - JV TEDDY GENTRY 2017-01-16 3,500 1,750 SL 5.000000000000 700 0 700  
    FURNITURE - 2317 DEERFIELD HOME (2) 2016-06-01 1,968 984 SL 7.000000000000 281 0 281  
    JOHN DEERE 6140R TRACTOR 2018-12-10 88,500 19,913 SL 5.000000000000 17,700 0 17,700  
    10 BRANGUS BULLS 2018-05-25 26,500 8,613 SL 5.000000000000 5,300 0 5,300  
    2 BULL, 4 HEIFER, 1 COW 2018-06-14 24,350 7,914 SL 5.000000000000 4,870 0 4,870  
    3 REGULAR CATTLE 2018-07-19 6,750 1,856 SL 5.000000000000 1,350 0 1,350  
    4 RED BULLS 2018-10-02 12,250 2,756 SL 5.000000000000 2,450 0 2,450  
    1 BULL 2018-10-29 5,000 1,125 SL 5.000000000000 1,000 0 1,000  
    2 BULL, 3 HEIFER, 1 COW 2018-11-14 11,000 2,475 SL 5.000000000000 2,200 0 2,200  
    FEED BIN 2019-05-14 4,096 293 SL 7.000000000000 585 0 585  
    FENCE 2019-08-28 28,715 2,051 SL 7.000000000000 4,102 0 4,102  
    29 ANGUS FEMALE COWS 2019-02-21 53,650 9,389 SL 5.000000000000 10,730 0 10,730  
    2 ANGUS BULLS 2019-02-21 7,000 1,225 SL 5.000000000000 1,400 0 1,400  
    2 GERBER HEREFORD 2019-04-12 3,600 450 SL 5.000000000000 720 0 720  
    28 PREGNANT HEIFERS 2019-04-17 70,000 8,750 SL 5.000000000000 14,000 0 14,000  
    23 OPEN BRAHMAN HEIFERS 2019-05-20 100,900 12,613 SL 5.000000000000 20,180 0 20,180  
    121 HEAD BRAHMAN HEIFERS 2019-02-22 188,000 32,900 SL 5.000000000000 37,600 0 37,600  
    4 ANGUS BULLS 2019-03-19 29,000 5,075 SL 5.000000000000 5,800 0 5,800  
    BULLS EYE RANCH CATTLE PURCHASE 2020-01-28 36,030   SL 5.000000000000 3,603 0 6,606  
    SCRUGGS CATTLE PURCHASE 2020-01-28 21,200   SL 5.000000000000 2,120 0 3,887  
    BULLS EYE RANCH CATTLE PURCHASE 2020-01-31 26,500   SL 5.000000000000 2,650 0 4,858  
    5 BRAHMAN HEIFERS 2020-02-12 26,500   SL 5.000000000000 2,650 0 4,858  
    BRAHMAN BULLS 2020-02-16 49,500   SL 5.000000000000 4,950 0 8,250  
    4 CH BULLS 2020-02-25 14,000   SL 5.000000000000 1,400 0 2,333  
    GENTRY CATTLE PURCHASE 2020-03-23 16,300   SL 5.000000000000 1,630 0 2,445  
    BRANGUS HEIFER 2020-11-20 5,000   SL 5.000000000000 500 0 83  

    TY 2020 LandEtcSchedule2
    Name:
    WELLNESS FARMS INC
    EIN:
    27-4240771
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    MAINTAINER - GARRETT 1,659 1,659 0 2,015
    KUBOTA TRACTOR 11,352 11,352 0 13,791
    PORTABLE CORRAL 7,679 7,679 0 9,329
    ANIMAL IMMOBILIZERS 1,027 1,027 0 1,248
    SQUEEZE CHUTE 5,196 5,196 0 6,312
    LACERATOR AND BUCKTO 6,264 6,264 0 7,610
    EQUIPMENT 397 397 0 482
    COTTON TRAILERS 721 721 0 876
    2006 CHEVY DIESEL SILVER PICKUP 15,660 15,660 0 19,026
    MINI TRUCK 3,758 3,758 0 4,565
    10 BALE HAY TRAILER 1,879 1,879 0 2,283
    TRAVELONG TRAILER 4,385 4,385 0 5,327
    BUSH HOG MOWER 10,077 10,077 0 12,242
    TRUCK PLATES AND TAX 1,546 1,546 0 1,878
    WIMCO TRAILERS 1,065 1,065 0 1,294
    COW WATER TANK 518 518 0 629
    TRACTOR, TRAILER, WELDER 14,987 14,987 0 18,207
    POLE DRIVER 6,776 6,776 0 8,232
    WELDING MACHINE 1,993 1,993 0 2,421
    NEW TIRES 1,071 1,071 0 1,301
    WINCO TRAILERS (2 HAY WAGONS) 4,003 4,003 0 4,863
    CASE TRACTOR 6,141 6,141 0 7,460
    TRACTOR REPAIRS 1,011 1,011 0 1,228
    TRACTOR REPAIRS 423 423 0 514
    TRACTOR REPAIRS 2,613 2,613 0 3,174
    FREEZER CHEST 393 393 0 477
    JOHN DEERE 7430 PREMIUM 95,000 95,000 0 115,412
    KUBOTA L3130D W/LOADER 7,500 7,500 0 9,112
    2001 ARCTIC CAT 500 1,500 1,500 0 1,823
    PORTABLE LIVESTOCK RAMP 400 400 0 486
    20' TOP HAT BUMPER TRAILER 1,500 1,500 0 1,822
    GENERATOR 3,059 3,059 0 3,059
    PEN COVER 4,500 0 4,500 4,500
    PEN COVER 8,620 0 8,620 8,620
    2 FEMA TRAILERS 10,543 4,569 5,974 11,424
    MOBILE HOME 12,269 5,317 6,952 13,295
    BARN-PUMPHOUSE 1,480 643 837 1,480
    CARGO CONTAINER 2,225 2,067 158 2,225
    CORRAL PANELS/POSTS 22,067 9,562 12,505 22,067
    FEED BIN 6,000 5,571 429 6,000
    HILL ROOT RAKE HD1612 7,500 6,962 538 7,500
    MINERAL FEEDER ON WHEELS 2,900 2,691 209 2,900
    MOBILE HOME-ROOF & GUTTERS 3,600 1,560 2,040 3,600
    PEN COVER ADDITIONS 4,000 1,735 2,265 4,000
    SILENCER HYDRAULIC SQUEEZE CHUTE 19,475 19,475 0 19,475
    MAMMOTH HAY TRAILER (14) 11,465 11,465 0 11,465
    LAWSON AERATOR & GRASS DRILL 20,900 20,900 0 20,900
    PANELS & GATE 6,555 6,555 0 6,555
    10 SOUTH POLL HEIFERS PLUS BABY 36,500 36,500 0 36,733
    1 HEREFORD BULL 4,000 4,000 0 4,026
    NEW HOLLAND TRACTOR T5060 W/FRONT LOADER/SPEAR 43,939 43,939 0 43,939
    MINERAL FEEDER ON WHEELS 2,960 2,960 0 2,960
    GENERATOR 474 474 0 474
    3000 LB TRAILER FEEDER 5,426 5,426 0 5,426
    BOOKCASE 364 286 78 364
    CREDENZA 709 556 153 709
    BARN-LHI CONCRETE ROAD WORK 7,500 2,750 4,750 7,500
    BARN-LHI BARN SHOP/ELECTRICAL 25,000 9,168 15,832 25,000
    BARN-LHI BARN BATHROOM PLUMBING 15,230 5,583 9,647 15,230
    2 BRANGUS 8,650 8,650 0 8,650
    2 HEIFER (S C HEREFORD) 8,000 8,000 0 8,000
    4 RED BRANGUS 2 WITH CALVES 34,000 34,000 0 34,000
    2012 SUNFLOWER 1435 DISK - JOHN DEERE 39,500 25,393 14,107 39,500
    HEREFORD BULL - HLS 5,775 5,198 577 5,775
    100 FEMALE SEXED FULL BLOOD RED WAGYU EMBROYOS 100,000 90,000 10,000 100,000
    LEVEE SPLITTER 6,682 4,297 2,385 6,682
    SHELVES 1,845 1,188 657 1,845
    2012 SUNFLOWER 1435 DISK - JOHN DEERE - DEL. FEE 2,470 1,588 882 2,470
    PLANTOVATOR 23,378 15,030 8,348 23,378
    CALF CATCHER ATTACHMENT 2,381 1,530 851 2,381
    POLARIS 10,875 9,788 1,087 10,875
    2016 PF GOOSENECK HYDRO TAIL TRAILER 35FT 1,000 900 100 1,000
    POLARIS 4 WHEELER 5,757 5,180 577 5,757
    800 GALLON SPRAY TRAILER 13,977 12,578 1,399 13,977
    NO TILL DRILL 25,049 16,101 8,948 25,049
    TRUCK TARP 40X70 1,120 720 400 1,120
    TRUCK TARP 50X100 2,000 1,287 713 2,000
    KENCOVE FENCE SUPPLIES 6,115 3,933 2,182 6,115
    BUILDING - 2317 DEERFIELD, KATY TX 77493 186,995 22,177 164,818 186,995
    APPLIANCES - 2317 DEERFIELD HOME 2,224 1,431 793 2,224
    LOT 8 C-LPH GYPSY SOUL 6,100 5,490 610 6,100
    LOT 8A-HC-LPH CRACKED 5,400 4,860 540 5,400
    LOT 40 - C-G MISS LAURA'S 3,000 2,700 300 3,000
    LOT 25 - BG-SRH HICKORY 3,400 3,060 340 3,400
    LOT 39 - C-G MISS LAURA'S 2,800 2,520 280 2,800
    HEREFORD LOT 21 4,500 4,050 450 4,500
    HEREFORD LOT 26 6,000 5,400 600 6,000
    HEREFORD LOT 27 5,000 4,500 500 5,000
    6 COWS - CLEMSON UNIVERSITY 40,000 36,000 4,000 40,000
    2 BULLS - CLEMSON UNIVERSITY 8,000 7,200 800 8,000
    7 C GV CMF 8T MS KING 10,000 9,000 1,000 10,000
    13 C CMF 857S RACHEK 80Z 2,800 2,520 280 2,800
    32 C RC MISS REVOLUTION 227Z 3,400 3,060 340 3,400
    62 C HF VICTORIA 671 1219 5,200 4,680 520 5,200
    63 C WALKER MISS S343 W19 12,000 10,800 1,200 12,000
    JV-TENN RIVER MUSIC COW 4,100 3,690 410 4,100
    JV-TENN RIVER MUSIC COW 3,400 3,060 340 3,400
    JV-TENN RIVER MUSIC COW 2,000 1,800 200 2,000
    LAND - 2317 DEERFIELD, KATY TX 77493 38,300 0 38,300 38,300
    2017 NEW HONDA TRX420FM 5,945 4,162 1,783 5,945
    MINERAL FEEDER 1,127 564 563 1,127
    6 ROW JOHN DEERE PLANTER 1,200 599 601 1,200
    6 COWS - JV TN. RIVER MUSIC 21,100 14,770 6,330 21,100
    2 COWS - JV TEDDY GENTRY 3,500 2,450 1,050 3,500
    FURNITURE - 2317 DEERFIELD HOME (2) 1,968 1,265 703 1,968
    JOHN DEERE 6140R TRACTOR 88,500 37,613 50,887 88,500
    10 BRANGUS BULLS 26,500 13,913 12,587 26,500
    2 BULL, 4 HEIFER, 1 COW 24,350 12,784 11,566 24,350
    3 REGULAR CATTLE 6,750 3,206 3,544 6,750
    4 RED BULLS 12,250 5,206 7,044 12,250
    1 BULL 5,000 2,125 2,875 5,000
    2 BULL, 3 HEIFER, 1 COW 11,000 4,675 6,325 11,000
    FEED BIN 4,096 878 3,218 4,096
    FENCE 28,715 6,153 22,562 28,715
    29 ANGUS FEMALE COWS 53,650 20,119 33,531 53,650
    2 ANGUS BULLS 7,000 2,625 4,375 7,000
    2 GERBER HEREFORD 3,600 1,170 2,430 3,600
    28 PREGNANT HEIFERS 70,000 22,750 47,250 70,000
    23 OPEN BRAHMAN HEIFERS 100,900 32,793 68,107 100,900
    121 HEAD BRAHMAN HEIFERS 188,000 70,500 117,500 188,000
    4 ANGUS BULLS 29,000 10,875 18,125 29,000
    BULLS EYE RANCH CATTLE PURCHASE 36,030 3,603 32,427 36,030
    SCRUGGS CATTLE PURCHASE 21,200 2,120 19,080 21,200
    BULLS EYE RANCH CATTLE PURCHASE 26,500 2,650 23,850 26,500
    5 BRAHMAN HEIFERS 26,500 2,650 23,850 26,500
    BRAHMAN BULLS 49,500 4,950 44,550 49,500
    4 CH BULLS 14,000 1,400 12,600 14,000
    GENTRY CATTLE PURCHASE 16,300 1,630 14,670 16,300
    BRANGUS HEIFER 5,000 500 4,500 5,000


    TY 2020 LegalFeesSchedule
    Name:
    WELLNESS FARMS INC
    EIN:
    27-4240771
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 49,875 0 0 49,875


    TY 2020 OtherAssetsSchedule
    Name:
    WELLNESS FARMS INC
    EIN:
    27-4240771
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    A/R - CCS 1,081 1,081 1,081


    TY 2020 OtherExpensesSchedule
    Name:
    WELLNESS FARMS INC
    EIN:
    27-4240771
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK SERVICE CHARGES 161 161 0 0
    CAR AND TRUCK EXPENSES 643 0 0 643
    CHEMICALS PURCHASED 42,311 0 0 42,311
    CONTRACT LABOR 2,296 0 0 2,296
    DUES AND MEMBERSHIPS 311 0 0 311
    FEED/HAY 7,290 0 0 7,290
    FERTILIZERS AND LIME 8,192 0 0 8,192
    HOME EXPENSES - 2317 DEERFIELD 10,796 0 0 10,796
    INSURANCE EXPENSE 9,362 1,542 0 7,820
    LAND AND PROPERTY MAINTENANCE 12,848 0 0 12,848
    MEALS 80 0 0 80
    MEDICINE - LIVESTOCK 4,609 0 0 4,609
    PAYROLL EXPENSE 256 0 0 256
    REPAIRS AND MAINTENANCE 5,966 0 0 5,966
    SEEDS AND PLANTS PURCHASED 24,134 0 0 24,134
    SEMEN 10,681 0 0 10,681
    STORAGE AND WAREHOUSING 943 0 0 943
    TRANSPORT - CATTLE HAULING 18,012 0 0 18,012
    UTILITIES 8,742 0 0 8,742
    VETERINARY SERVICES 185 0 0 185


    TY 2020 OtherIncomeSchedule2
    Name:
    WELLNESS FARMS INC
    EIN:
    27-4240771
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    SALES OF RAISED LIVESTOCK 165,160   165,160


    TY 2020 OtherLiabilitiesSchedule
    Name:
    WELLNESS FARMS INC
    EIN:
    27-4240771
    Description Beginning of Year - Book Value End of Year - Book Value
    PAYROLL TAX LIABILITIES 262 262


    TY 2020 TaxesSchedule
    Name:
    WELLNESS FARMS INC
    EIN:
    27-4240771
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 1,989 0 0 1,989